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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 $958,025,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,227,277 $71,844,798 7.5%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 71,151 $42,516,526 4.44%
3.
Broadcom Inc.
 AVGO 108,155 $33,474,924 3.49%
4.
Apple Inc.
 AAPL 118,189 $29,995,142 3.13%
5.
Vanguard Whitehall Funds
 166,381 $24,640,982 2.57%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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