Holdings
Oak Harvest Investment Services
As of Sep 30, 2026, Oak Harvest Investment Services reported 148 positions worth US$1.02B. Largest: Vanguard Short-Term Treasury ETF, Vanguard S&P 500 ETF and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF | 1.35M | US$77.9M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 66,648 | US$46.7M | new | Sep 30, 2026 |
| Apple Inc | 123K | US$40.9M | −12,934 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 93,086 | US$30.8M | −8,608 | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 158K | US$24.5M | new | Sep 30, 2026 |
| Cisco Systems, Inc. | 226K | US$24.4M | +5,882 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 70,012 | US$24.1M | +18,837 | Sep 30, 2026 |
| Broadcom Inc. | 67,073 | US$23.6M | −18,322 | Sep 30, 2026 |
| Morgan Stanley | 115K | US$21.7M | −29,478 | Sep 30, 2026 |
| Southern Copper Corporation | 106K | US$21.5M | +7,518 | Sep 30, 2026 |