Oak Harvest Investment Services 13F Holdings
CIK 0001839430 · HOUSTON, TX
As of Sep 30, 2025, Oak Harvest Investment Services reported 220 positions worth $854.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 879,579 | $51.8M | 6.06% |
| VANGUARD 500 INDEX FUND | VOO | — | 72,786 | $44.6M | 5.21% |
| APPLE INC | AAPL | Technology | 142,662 | $36.3M | 4.25% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 80,568 | $25.4M | 2.97% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 180,165 | $25.4M | 2.97% |
| MORGAN STANLEY | MS | Financial Services | 128,216 | $20.4M | 2.38% |
| BROADCOM INC | AVGO | Technology | 59,350 |