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Home > Institutional Investor > Oak Harvest Investment Services > Profile

Instuitional Investor - Oak Harvest Investment Services

Fund Profile
Filing Period:
Fund Name: Oak Harvest Investment Services
Portfolio Value $715,903,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 828,640 $48,632,868 6.79%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 73,942 $37,999,665 5.31%
3.
Apple Inc.
 AAPL 105,169 $23,361,111 3.26%
4.
Vanguard Whitehall Funds
 180,879 $23,326,204 3.26%
5.
Jpmorgan Chase & Co
 JPM 90,842 $22,283,466 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)