Oak Harvest Investment Services: 13F holdings

CIK 18394302026Q2

Positions168
Reported value$1.1bn
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
VGSH VANGUARD SCOTTSDALE FDS1,284,004$74.7m7.0%
VOO VANGUARD INDEX FDS68,226$46.9m4.4%
AAPL Apple Inc.135,836$39.3m3.7%
JPM JPMorgan Chase & Company101,694$33.3m3.1%
AVGO BROADCOM INC85,395$32.3m3.0%
MS MORGAN STANLEY144,642$30.2m2.8%
NVDA NVIDIA CORPORATION135,354$27.1m2.5%
CSCO Cisco Systems Inc.220,608$25.9m2.4%
VYM VANGUARD WHITEHALL FDS160,478$25.4m2.4%
Eaton Corp plc48,786$20.8m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1839430")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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