Oak Harvest Investment Services

Institutional manager (13F) · CIK 1839430

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $725M

#	Issuer	Value	Shares
1	VANGUARD SCOTTSDALE FDS	$72M	1,227,277
2	VANGUARD INDEX FDS	$43M	71,151
3	Broadcom Inc.	$35M	114,155
4	Apple Inc.	$31M	123,189
5	JPMorgan Chase & Company	$25M	84,724
6	VANGUARD WHITEHALL FDS	$25M	166,381
7	Morgan Stanley	$22M	130,663
8	Rio Tinto plc	$18M	197,554
9	Cisco Systems Inc.	$18M	233,630
10	KINDER MORGAN INC DEL	$16M	479,504
11	NVIDIA Corporation	$15M	88,237
12	Agnico Eagle Mines Ltd.	$15M	75,564
13	VANGUARD INDEX FDS	$15M	33,966
14	J P MORGAN EXCHANGE TRADED F	$14M	270,542
15	JOHNSON & JOHNSON	$14M	55,987
16	COSTCO WHOLESALE CORPORATION	$14M	13,710
17	Alphabet Inc.	$13M	46,621
18	VANGUARD SPECIALIZED FUNDS	$13M	62,250
19	ISHARES TR	$13M	124,062
20	DUKE ENERGY CORP NEW	$13M	96,970
21	CHEVRON CORPORATION	$12M	59,822
22	Charles Schwab Corporation (The)	$12M	129,941
23	Blackrock Inc	$12M	12,355
24	Eaton Corp plc	$12M	32,244
25	ISHARES TR	$11M	370,881
26	UNION PAC CORP	$11M	45,463
27	Nucor Corporation	$11M	63,328
28	ALPS ETF TR	$11M	200,040
29	RTX Corporation	$11M	54,494
30	Southern Copper Corporation	$10M	60,355
31	DIAMONDBACK ENERGY INC	$10M	51,765
32	SPDR SERIES TRUST	$10M	178,403
33	MERCK & CO INC	$10M	83,388
34	Ciena Corporation	$10M	25,500
35	MCDONALDS CORP	$10M	31,452
36	HOME DEPOT INC	$9M	26,332
37	Expand Energy Corporation	$9M	78,561
38	ABBVIE INC	$8M	38,729
39	PEPSICO INC	$8M	53,569
40	AMGEN INC	$8M	23,622
41	CME GROUP INC	$8M	28,012
42	ISHARES TR	$8M	32,238
43	DEERE & CO	$8M	14,203
44	STATE STR SPDR DOW JONES IND	$8M	17,102
45	Comfort Systems USA Inc.	$8M	5,573
46	Starbucks Corporation	$8M	84,868
47	VANGUARD SCOTTSDALE FDS	$7M	94,476
48	Coherent Corporation	$7M	30,011
49	Vertiv Holdings Company	$7M	27,358
50	EXXON MOBIL CORP	$7M	39,686

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.