Oak Harvest Investment Services has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $588 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $49.2M, Vanguard Index Fds S&P 500 ETF with a value of $36.8M, Apple Inc. with a value of $26.3M, Vanguard Whitehall Fds (Vangua with a value of $21.5M, and Jpmorgan Chase & CO with a value of $18.4M.
Examining the 13F form we can see an increase of $8.8M in the current position value, from $579M to 588M.
Below you can find more details about Oak Harvest Investment Services portfolio as well as his latest detailed transactions.
Portfolio value
$588 Million
ETFs: $204 Million
Technology: $97.9 Million
Financial Services: $60.9 Million
Healthcare: $51.1 Million
Energy: $46.4 Million
Consumer Defensive: $44.8 Million
Industrials: $31.2 Million
Consumer Cyclical: $23.5 Million
Other: $27.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more