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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 $472,522,559
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 699,706 $40,813,855 8.14%
2.
Vanguard Index Fds
 78,966 $34,492,514 6.88%
3.
Apple Inc.
 AAPL 115,946 $22,323,092 4.45%
4.
Vanguard Whitehall Funds
 185,341 $20,689,627 4.12%
5.
Jpmorgan Chase & Co
 JPM 84,249 $14,330,823 2.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)