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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 $857,350,834
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 879,579 $51,763,208 6.04%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 72,786 $44,572,728 5.2%
3.
Apple Inc.
 AAPL 135,662 $34,543,623 4.03%
4.
Vanguard Whitehall Funds
 180,165 $25,394,204 2.96%
5.
Jpmorgan Chase & Co
 JPM 74,068 $23,363,140 2.73%
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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