Oak Harvest Investment Services
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1839430
Institutional-grade research for retail investors
13F Reported Value
ⓘ$958.0M
Holdings
176
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Oak Harvest Investment Services disclosed 176 positions worth $958.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 23 new positions and exited 22 and a full exit from $MCO. The portfolio is most concentrated in Other (30.2% of disclosed assets). All figures are sourced directly from Oak Harvest Investment Services’s Form 13F-HR filing with the SEC under CIK 1839430.
AI Fund Analysis
StableVANGUARD SCOTTSDALE FDS
7.5% weight
Held 9 quarters
VANGUARD INDEX FDS
4.4% weight
Held 9 quarters
$AVGO3.7% weight
Held 9 quarters
$AAPL3.3% weight
Held 9 quarters
$JPM2.6% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
VANGUARD WORLD FD
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SCOTTSDALE FDS
—Quality
$71.8M1,227,277 shVANGUARD INDEX FDS
—Quality
$42.5M71,151 sh- 86.4#9
Quality
$35.3M114,155 sh - 76.1
Quality
$31.3M123,189 sh - 35.6
Quality
$24.9M84,724 sh VANGUARD WHITEHALL FDS
—Quality
$24.6M166,381 sh- —
Quality
$21.5M130,663 sh - —
Quality
$18.4M197,554 sh - 72.3
Quality
$18.1M233,630 sh - 74.6
Quality
$16.1M479,504 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $71.8M | 1,227,277 |
| VANGUARD INDEX FDS | — | $42.5M | 71,151 |
| Broadcom Inc.$AVGO | 86.4#9 | $35.3M | 114,155 |
| Apple Inc.$AAPL | 76.1 | $31.3M | 123,189 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $24.9M | 84,724 |
| VANGUARD WHITEHALL FDS | — | $24.6M | 166,381 |
 MORGAN STANLEY$MS | — | $21.5M | 130,663 |
 RIO TINTO PLC$RIO | — | $18.4M | 197,554 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $18.1M | 233,630 |
 KINDER MORGAN, INC.$KMI | 74.6 | $16.1M | 479,504 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Oak Harvest Investment Services's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Other
$289.1M
Technology
$218.7M
Financials
$89.9M
Industrials
$77.9M
Healthcare
$68.1M
Energy
$63.8M
Consumer Discretionary
$61.9M
Materials
$58.8M
Full Holdings — Oak Harvest Investment Services (Q1 2026)
All 176 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $71.8M | 7.5% | +29% | — |
| 2 | — | VANGUARD INDEX FDS | $42.5M | 4.4% | -3% | — |
| 3 | $AVGO | Broadcom Inc. | $35.3M | 3.7% | +59% | 86.4 |
| 4 | $AAPL | Apple Inc. | $31.3M | 3.3% | -0% | 76.1 |
| 5 | $JPM | JPMORGAN CHASE & CO | $24.9M | 2.6% | +3% | 35.6 |
| 6 | — | VANGUARD WHITEHALL FDS | $24.6M | 2.6% | -9% | — |
| 7 | $MS | MORGAN STANLEY | $21.5M | 2.2% | +3% | — |
| 8 | $RIO | RIO TINTO PLC | $18.4M | 1.9% | +4% | — |
| 9 | $CSCO | CISCO SYSTEMS, INC. | $18.1M | 1.9% | +6% | 72.3 |
| 10 | $KMI | KINDER MORGAN, INC. | $16.1M | 1.7% | +3% | 74.6 |
| 11 |  $NVDA | NVIDIA CORP | $15.4M | 1.6% | +11% | 90.2 |
| 12 |  $AEM | AGNICO EAGLE MINES LTD | $15.3M | 1.6% | -3% | — |
| 13 | — | VANGUARD INDEX FDS | $14.8M | 1.6% | +7% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $13.8M | 1.4% | +3% | — |
| 15 |  $JNJ | JOHNSON & JOHNSON | $13.7M | 1.4% | +1% | 72.8 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $13.7M | 1.4% | +6% | 67 |
| 17 |  $GOOG | Alphabet Inc. | $13.4M | 1.4% | +196% | 80.2 |
| 18 | — | VANGUARD SPECIALIZED FUNDS | $13.4M | 1.4% | -3% | — |
| 19 | — | ISHARES TR | $13.2M | 1.4% | +3% | — |
| 20 |  $DUK | Duke Energy CORP | $12.7M | 1.3% | +4% | 64 |
| 21 |  $CVX | CHEVRON CORP | $12.4M | 1.3% | +4% | 54.7 |
| 22 |  $SCHW | SCHWAB CHARLES CORP | $12.2M | 1.3% | +126% | 77.2 |
| 23 |  $BLK | BlackRock, Inc. | $11.9M | 1.2% | -99% | 70.3 |
| 24 |  $ETN | Eaton Corp plc | $11.5M | 1.2% | +18% | — |
| 25 | — | ISHARES TR | $11.2M | 1.2% | +8% | — |
| 26 |  $UNP | UNION PACIFIC CORP | $11.0M | 1.1% | +123% | 74 |
| 27 |  $NUE | NUCOR CORP | $10.7M | 1.1% | +63% | 58.9 |
| 28 | — | ALPS ETF TR | $10.5M | 1.1% | +10% | — |
| 29 |  $RTX | RTX Corp | $10.5M | 1.1% | +48% | 70 |
| 30 |  $SCCO | SOUTHERN COPPER CORP/ | $10.4M | 1.1% | +13% | 86.6 |
| 31 |  $FANG | Diamondback Energy, Inc. | $10.2M | 1.1% | +8% | 81.4 |
| 32 | — | SPDR SERIES TRUST | $10.1M | 1.1% | -5% | — |
| 33 |  $MRK | Merck & Co., Inc. | $10.0M | 1.1% | +0% | 70.9 |
| 34 |  $CIEN | CIENA CORP | $9.9M | 1.0% | -11% | 70.7 |
| 35 |  $MCD | MCDONALDS CORP | $9.8M | 1.0% | +3% | 73.9 |
| 36 |  $HD | HOME DEPOT, INC. | $8.7M | 0.9% | +4% | 69.2 |
| 37 |  $EXE | EXPAND ENERGY Corp | $8.6M | 0.9% | +9% | 83.9 |
| 38 |  $ABBV | AbbVie Inc. | $8.4M | 0.9% | +58% | 59.3 |
| 39 |  $PEP | PEPSICO INC | $8.3M | 0.9% | +5% | 62.7 |
| 40 |  $AMGN | AMGEN INC | $8.3M | 0.9% | +3% | 79.5 |
| 41 |  $CME | CME GROUP INC. | $8.3M | 0.9% | +4% | 74.5 |
| 42 | — | ISHARES TR | $8.0M | 0.8% | +7% | — |
| 43 |  $DE | DEERE & CO | $8.0M | 0.8% | -14% | 57.4 |
| 44 | — | STATE STR SPDR DOW JONES IND | $7.9M | 0.8% | -5% | — |
| 45 |  $FIX | COMFORT SYSTEMS USA INC | $7.7M | 0.8% | -10% | 79.5 |
| 46 |  $SBUX | STARBUCKS CORP | $7.6M | 0.8% | +118% | 54.6 |
| 47 | — | VANGUARD SCOTTSDALE FDS | $7.5M | 0.8% | +36% | — |
| 48 |  $COHR | COHERENT CORP. | $7.1M | 0.8% | -1% | 64 |
| 49 |  $VRT | Vertiv Holdings Co | $6.9M | 0.7% | +1% | 82.7 |
| 50 |  $XOM | EXXON MOBIL CORP | $6.7M | 0.7% | +1% | 61.8 |
| 51 | — | VANGUARD WORLD FD | $6.7M | 0.7% | +6% | — |
| 52 |  $CFR | CULLEN/FROST BANKERS, INC. | $6.6M | 0.7% | +5% | 66.5 |
| 53 |  $FLS | FLOWSERVE CORP | $6.6M | 0.7% | +496% | 66.2 |
| 54 | — | VANGUARD INDEX FDS | $6.5M | 0.7% | -4% | — |
| 55 | — | COHEN & STEERS ETF TRUST | $6.5M | 0.7% | NEW | — |
| 56 |  $FTI | TechnipFMC plc | $6.4M | 0.7% | -12% | — |
| 57 |  $PM | Philip Morris International Inc. | $6.1M | 0.6% | +22% | 80.5 |
| 58 |  $KEYS | Keysight Technologies, Inc. | $5.9M | 0.6% | +5% | 72.3 |
| 59 | — | SPDR SERIES TRUST | $5.8M | 0.6% | -14% | — |
| 60 |  $BA | BOEING CO | $5.5M | 0.6% | -4% | 51.8 |
| 61 |  $MSFT | MICROSOFT CORP | $5.4M | 0.6% | -67% | 83.7 |
| 62 |  $KLAC | KLA CORP | $5.4M | 0.6% | +64% | 84.4 |
| 63 |  $MMM | 3M CO | $5.3M | 0.6% | -47% | 60.7 |
| 64 |  $MRVL | Marvell Technology, Inc. | $5.1M | 0.5% | +158% | 77.3 |
| 65 |  $EAT | BRINKER INTERNATIONAL, INC | $4.9M | 0.5% | NEW | 74.7 |
| 66 |  $DPZ | DOMINOS PIZZA INC | $4.8M | 0.5% | +435% | 69.8 |
| 67 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.6M | 0.5% | +17% | 66.7 |
| 68 |  $TWLO | TWILIO INC | $4.6M | 0.5% | -8% | 59.5 |
| 69 |  $AKAM | AKAMAI TECHNOLOGIES INC | $4.5M | 0.5% | NEW | 62 |
| 70 |  $META | Meta Platforms, Inc. | $4.5M | 0.5% | +887% | 80.9 |
| 71 |  $QGEN | QIAGEN N.V. | $4.3M | 0.5% | NEW | — |
| 72 |  $CGNX | COGNEX CORP | $4.3M | 0.4% | -10% | 63.6 |
| 73 |  $PLTR | Palantir Technologies Inc. | $4.1M | 0.4% | +59% | 85.8 |
| 74 |  $CCJ | CAMECO CORP | $3.9M | 0.4% | -22% | — |
| 75 |  $EW | Edwards Lifesciences Corp | $3.9M | 0.4% | +22% | 67.6 |
| 76 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $3.9M | 0.4% | +0% | 76.3 |
| 77 |  $ISRG | INTUITIVE SURGICAL INC | $3.9M | 0.4% | +24% | 81.4 |
| 78 |  $FN | Fabrinet | $3.8M | 0.4% | -20% | 72.4 |
| 79 |  $CLS | CELESTICA INC | $3.7M | 0.4% | -12% | 69 |
| 80 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $3.6M | 0.4% | -7% | — |
| 81 |  $WMT | Walmart Inc. | $3.5M | 0.4% | -5% | 63.2 |
| 82 |  $WYNN | WYNN RESORTS LTD | $3.3M | 0.3% | -19% | — |
| 83 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 0.3% | -3% | 74.8 |
| 84 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $3.2M | 0.3% | NEW | 40.6 |
| 85 |  $LLY | ELI LILLY & Co | $2.9M | 0.3% | -62% | 89.3 |
| 86 |  $BE | Bloom Energy Corp | $2.7M | 0.3% | NEW | 54.4 |
| 87 |  $CAT | CATERPILLAR INC | $2.7M | 0.3% | -3% | 67.8 |
| 88 |  $IONQ | IonQ, Inc. | $2.6M | 0.3% | +36% | 32.8 |
| 89 | — | ISHARES TR | $2.6M | 0.3% | -1% | — |
| 90 |  $MDB | MongoDB, Inc. | $2.4M | 0.3% | +224% | 54.6 |
| 91 |  $FFIV | F5, INC. | $2.3M | 0.2% | NEW | 70 |
| 92 |  $ADI | ANALOG DEVICES INC | $2.1M | 0.2% | -20% | 76.2 |
| 93 |  $PLAB | PHOTRONICS INC | $2.0M | 0.2% | +67% | 51.1 |
| 94 |  $INTU | INTUIT INC. | $2.0M | 0.2% | +0% | 82 |
| 95 |  $AMZN | AMAZON COM INC | $1.9M | 0.2% | -78% | 74.6 |
| 96 | — | VANGUARD MALVERN FDS | $1.9M | 0.2% | +28% | — |
| 97 | — | ISHARES TR | $1.8M | 0.2% | -7% | — |
| 98 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.2% | -3% | 65 |
| 99 |  $RNG | RingCentral, Inc. | $1.5M | 0.2% | -11% | 57 |
| 100 |  $UTHR | UNITED THERAPEUTICS Corp | $1.5M | 0.1% | NEW | 80.1 |
| 101 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | -6% | 64.5 |
| 102 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.1% | +271% | — |
| 103 |  $HEI | HEICO CORP | $1.4M | 0.1% | +67% | 79.2 |
| 104 |  $NFLX | NETFLIX INC | $1.4M | 0.1% | -46% | 86.7 |
| 105 |  $SHAK | Shake Shack Inc. | $1.3M | 0.1% | NEW | 54.5 |
| 106 |  $VEEV | VEEVA SYSTEMS INC | $1.3M | 0.1% | NEW | 77.8 |
| 107 |  $ATRC | AtriCure, Inc. | $1.3M | 0.1% | +20% | 47.6 |
| 108 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.2M | 0.1% | -7% | 65.9 |
| 109 |  $BP | BP PLC | $1.2M | 0.1% | +5% | — |
| 110 |  $STX | Seagate Technology Holdings plc | $972,348 | 0.1% | +24% | — |
| 111 |  $NTRS | NORTHERN TRUST CORP | $952,515 | 0.1% | -86% | 71.8 |
| 112 |  $LRCX | LAM RESEARCH CORP | $936,151 | 0.1% | -1% | 82.4 |
| 113 |  $ET | Energy Transfer LP | $910,735 | 0.1% | +3% | 64.5 |
| 114 |  $SPY | SPDR S&P 500 ETF TRUST | $730,108 | 0.1% | -19% | — |
| 115 |  $HLT | Hilton Worldwide Holdings Inc. | $698,633 | 0.1% | -9% | 73.1 |
| 116 |  $GOOGL | Alphabet Inc. | $664,033 | 0.1% | +33% | 80.2 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $647,445 | 0.1% | -23% | — |
| 118 | — | ISHARES TR | $584,324 | 0.1% | -2% | — |
| 119 | — | VANGUARD INDEX FDS | $578,602 | 0.1% | -8% | — |
| 120 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $542,781 | 0.1% | +55% | 66.3 |
| 121 |  $LOW | LOWES COMPANIES INC | $534,664 | 0.1% | -5% | 63.5 |
| 122 |  $KO | COCA COLA CO | $518,266 | 0.1% | +5% | 74 |
| 123 |  $JCI | Johnson Controls International plc | $510,705 | 0.1% | NEW | — |
| 124 |  $TEL | TE Connectivity plc | $497,677 | 0.1% | NEW | — |
| 125 |  $TXN | TEXAS INSTRUMENTS INC | $454,768 | 0.1% | -31% | 70.4 |
| 126 | — | VANGUARD INDEX FDS | $441,430 | 0.1% | -4% | — |
| 127 |  $TSLA | Tesla, Inc. | $430,858 | 0.0% | +40% | 50.1 |
| 128 |  $BAC | BANK OF AMERICA CORP /DE/ | $422,999 | 0.0% | +3% | 68.4 |
| 129 | — | VANGUARD TAX-MANAGED FDS | $402,505 | 0.0% | -24% | — |
| 130 | — | FIRST TR EXCHANGE-TRADED FD | $397,851 | 0.0% | NEW | — |
| 131 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $397,257 | 0.0% | +15% | 63.7 |
| 132 | — | VANGUARD BD INDEX FDS | $371,956 | 0.0% | NEW | — |
| 133 |  $T | AT&T INC. | $363,829 | 0.0% | NEW | 71.9 |
| 134 | — | VANGUARD CHARLOTTE FDS | $363,403 | 0.0% | +1% | — |
| 135 | — | ISHARES TR | $361,608 | 0.0% | -1% | — |
| 136 |  $MA | Mastercard Inc | $360,410 | 0.0% | -15% | 81.7 |
| 137 |  $IVZ | Invesco Ltd. | $339,445 | 0.0% | +0% | — |
| 138 | — | Invesco QQQ Trust Series 1 04/17/2026 535 Put | $334,500 | 0.0% | -50% | — |
| 139 |  $CSTL | CASTLE BIOSCIENCES INC | $331,057 | 0.0% | +0% | 37.7 |
| 140 | — | ISHARES TR | $320,433 | 0.0% | +0% | — |
| 141 | — | VANGUARD INDEX FDS | $315,772 | 0.0% | -3% | — |
| 142 | — | VANGUARD INDEX FDS | $313,438 | 0.0% | +37% | — |
| 143 | $SPY | SPDR S&P 500 ETF TRUST | $310,500 | 0.0% | -33% | — |
| 144 |  $NEE | NEXTERA ENERGY INC | $289,406 | 0.0% | NEW | 71.7 |
| 145 |  $MPC | Marathon Petroleum Corp | $280,950 | 0.0% | NEW | 50.7 |
| 146 |  $ORCL | ORACLE CORP | $277,532 | 0.0% | -40% | 67.2 |
| 147 |  $DELL | Dell Technologies Inc. | $270,147 | 0.0% | -97% | 76 |
| 148 |  $V | VISA INC. | $268,642 | 0.0% | +1% | 83.5 |
| 149 | — | FIRST TR EXCHANGE TRADED FD | $265,446 | 0.0% | NEW | — |
| 150 |  $THC | TENET HEALTHCARE CORP | $262,496 | 0.0% | +0% | 66.6 |
| 151 |  $GLD | SPDR GOLD TRUST | $259,465 | 0.0% | -12% | — |
| 152 | — | INNOVATOR ETFS TRUST | $256,844 | 0.0% | NEW | — |
| 153 | — | FIDELITY MERRIMACK STR TR | $254,696 | 0.0% | NEW | — |
| 154 |  $AZZ | AZZ INC | $253,388 | 0.0% | +0% | 57.2 |
| 155 |  $COP | CONOCOPHILLIPS | $250,188 | 0.0% | -38% | 74.8 |
| 156 |  $SHEL | Shell plc | $243,394 | 0.0% | NEW | — |
| 157 |  $VZ | VERIZON COMMUNICATIONS INC | $226,653 | 0.0% | NEW | 71.6 |
| 158 |  $IAU | ISHARES GOLD TRUST | $225,866 | 0.0% | -18% | — |
| 159 |  $MDT | Medtronic plc | $225,810 | 0.0% | -97% | — |
| 160 |  $ANET | Arista Networks, Inc. | $213,760 | 0.0% | -0% | 86 |
| 161 | — | VANGUARD STAR FDS | $208,660 | 0.0% | -6% | — |
| 162 | — | VANGUARD INDEX FDS | $206,339 | 0.0% | -1% | — |
| 163 |  $CB | Chubb Ltd | $204,032 | 0.0% | -49% | — |
| 164 | — | FIRST TR EXCH TRADED FD III | $196,741 | 0.0% | +0% | — |
| 165 | $AAPL | Apple Inc. | $155,500 | 0.0% | +67% | 76.1 |
| 166 |  $F | FORD MOTOR CO | $121,805 | 0.0% | NEW | 58.5 |
| 167 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $82,000 | 0.0% | NEW | — |
| 168 |  $VVR | Invesco Senior Income Trust | $54,740 | 0.0% | +0% | — |
| 169 |  $AFRM | Affirm Holdings, Inc. | $39,477 | 0.0% | +0% | 71.7 |
| 170 |  $SE | Sea Ltd | $37,174 | 0.0% | +0% | — |
| 171 | $NVDA | NVIDIA CORP | $33,500 | 0.0% | +100% | 90.2 |
| 172 | — | iShares Expanded Tech-Software Sector ETF 06/18/2026 100 Call | $31,000 | 0.0% | NEW | — |
| 173 |  $SNAP | Snap Inc | $26,404 | 0.0% | +0% | 46.8 |
| 174 |  $GH | Guardant Health, Inc. | $24,586 | 0.0% | +0% | 36.1 |
| 175 | $GOOG | Alphabet Inc. | $22,050 | 0.0% | +40% | 80.2 |
| 176 | $QGEN | QIAGEN N.V. | $20,000 | 0.0% | NEW | — |
New Positions (23)
COHEN & STEERS ETF TRUST$6.5M
$EAT BRINKER INTERNATIONAL, INC$4.9M$AKAM AKAMAI TECHNOLOGIES INC$4.5M$AAOI APPLIED OPTOELECTRONICS, INC.$3.2M$BE Bloom Energy Corp$2.7M$FFIV F5, INC.$2.3M$UTHR UNITED THERAPEUTICS Corp$1.5M$SHAK Shake Shack Inc.$1.3M$VEEV VEEVA SYSTEMS INC$1.3M$JCI Johnson Controls International plc$510,705$TEL TE Connectivity plc$497,677 FIRST TR EXCHANGE-TRADED FD$397,851
VANGUARD BD INDEX FDS$371,956
$T AT&T INC.$363,829$NEE NEXTERA ENERGY INC$289,406Exited Positions (22)
$MCO MOODYS CORP /DE/
$QCOM QUALCOMM INC/DE
$BABA Alibaba Group Holding Ltd
$CRM Salesforce, Inc.
$HOOD Robinhood Markets, Inc.
$SNOW Snowflake Inc.
$DIS Walt Disney Co
$PANW Palo Alto Networks Inc
$RDDT Reddit, Inc.
$URBN URBAN OUTFITTERS INC
$AMBA AMBARELLA INC
$PWR QUANTA SERVICES, INC.
$HUBS HUBSPOT INC
$LZ LEGALZOOM.COM, INC.
$DDOG Datadog, Inc.Browse Top Institutional Investors
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