Oak Harvest Investment Services has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $579 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $47.7M, Vanguard Index Fds S&P 500 ETF with a value of $36.5M, Vanguard Whitehall Fds (Vangua with a value of $22.4M, Apple Inc. with a value of $20.8M, and Jpmorgan Chase & CO with a value of $17.6M.

Examining the 13F form we can see an increase of $82.7M in the current position value, from $496M to 579M.

Below you can find more details about Oak Harvest Investment Services portfolio as well as his latest detailed transactions.

Portfolio value $579 Million
ETFs: $201 Million
Technology: $85.9 Million
Healthcare: $61 Million
Financial Services: $60 Million
Energy: $45.4 Million
Consumer Defensive: $35.3 Million
Industrials: $31.9 Million
Consumer Cyclical: $28.3 Million
Other: $30.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $579 Million
  • Prior Value $496 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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