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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 $916,995,476
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 953,522 $56,000,318 6.11%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 73,501 $46,094,967 5.03%
3.
Apple Inc.
 AAPL 118,578 $32,236,661 3.52%
4.
Vanguard Whitehall Funds
 183,259 $26,301,351 2.87%
5.
Jpmorgan Chase & Co
 JPM 75,605 $24,361,343 2.66%
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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