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Oak Harvest Investment Services

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    229

  • Value ($000)

    $958,025

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$71.84M
8 %

1,227,277

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$42.52M
4 %

71,151

A
AVGO

BROADCOM INC

COM
11135F101
$33.47M
4 %

108,155

A
AAPL

APPLE INC

COM
037833100
$30M
3 %

118,189

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$24.64M
3 %

166,381

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$23.01M
2 %

78,224

---

MORGAN STANLEY

COM NEW
617446448
$18.79M
2 %

114,163

R
RIO

RIO TINTO PLC

SPONSORED ADR
767204100
$17.03M
2 %

182,554

C
CSCO

CISCO SYS INC

COM
17275R102
$16.58M
2 %

213,630

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$16.08M
2 %

479,504

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