Oak Harvest Investment Services

Q2 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    217

  • Value ($000)

    $798,240

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001839430
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$50.10M
6 %

852,341

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$41.38M
5 %

72,842

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$26.25M
3 %

90,557

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$23.90M
3 %

179,271

AAPL
AAPL

APPLE INC

COM
037833100
$21.86M
3 %

106,545

---

MORGAN STANLEY

COM NEW
617446448
$15.71M
2 %

111,510

AVGO
AVGO

BROADCOM INC

COM
11135F101
$15.55M
2 %

56,396

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$14.03M
2 %

202,242

NTRS
NTRS

NORTHERN TR CORP

COM
665859104
$13.20M
2 %

104,145

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$13.18M
2 %

64,413

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