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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 $798,240,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 852,341 $50,100,617 6.28%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 72,842 $41,376,479 5.18%
3.
Jpmorgan Chase & Co
 JPM 90,557 $26,253,343 3.29%
4.
Vanguard Whitehall Funds
 179,271 $23,898,675 2.99%
5.
Apple Inc.
 AAPL 106,545 $21,859,758 2.74%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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