Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oak Harvest Investment Services (CIK 1839430) reported $958.0M across 169 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGSH ($71.8M, 7.50%), VOO ($42.5M, 4.44%), AVGO ($35.3M, 3.69%), AAPL ($31.3M, 3.26%), JPM ($24.9M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $71.8M | 7.50% | 1.2M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $42.5M | 4.44% | 71,151 | Trimmed |
| 3 | AVGO | Broadcom Inc. | $35.3M | 3.69% | 114,155 | Added |
| 4 | AAPL | Apple Inc. | $31.3M | 3.26% | 123,189 | Trimmed |
| 5 | JPM | JPMorgan Chase & Company | $24.9M | 2.60% | 84,724 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $24.6M | 2.57% | 166,381 | Trimmed |
| 7 | MS | Morgan Stanley | $21.5M | 2.24% | 130,663 | Added |
| 8 | RIO | Rio Tinto plc | $18.4M | 1.92% | 197,554 | Added |
| 9 | CSCO | Cisco Systems Inc. | $18.1M | 1.89% | 233,630 | Added |
| 10 | KMI | KINDER MORGAN INC DEL | $16.1M | 1.68% | 479,504 | Added |
| 11 | NVDA | NVIDIA Corporation | $15.4M | 1.61% | 88,237 | Added |
| 12 | AEM | Agnico Eagle Mines Ltd. | $15.3M | 1.60% | 75,564 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $14.8M | 1.55% | 33,966 | Added |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $13.8M | 1.44% | 270,542 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $13.7M | 1.43% | 55,987 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $13.7M | 1.43% | 13,710 | Added |
| 17 | GOOGL | Alphabet Inc. | $13.4M | 1.40% | 46,621 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $13.4M | 1.40% | 62,250 | Trimmed |
| 19 | SUB | ISHARES TR | $13.2M | 1.38% | 124,062 | Added |
| 20 | DUK | DUKE ENERGY CORP NEW | $12.7M | 1.33% | 96,970 | Added |
| 21 | CVX | CHEVRON CORPORATION | $12.4M | 1.29% | 59,822 | Added |
| 22 | SCHW | Charles Schwab Corporation (The) | $12.2M | 1.27% | 129,941 | Added |
| 23 | BLK | Blackrock Inc | $11.9M | 1.24% | 12,355 | Trimmed |
| 24 | ETN | Eaton Corp plc | $11.5M | 1.20% | 32,244 | Added |
| 25 | PFF | ISHARES TR | $11.2M | 1.17% | 370,881 | Added |
Source: SEC Form 13F filings · as of 2026-03-31