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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 $717,467,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 792,209 $46,090,692 6.42%
2.
Vanguard Index Fds
 74,364 $40,067,928 5.58%
3.
Apple Inc.
 AAPL 101,837 $25,502,055 3.55%
4.
Vanguard Whitehall Funds
 185,903 $23,719,343 3.3%
5.
Jpmorgan Chase & Co
 JPM 95,487 $22,889,212 3.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)