Oak Harvest Investment Services Portfolio Holdings
Oak Harvest Investment Services
- $771 Million
- Q2 2025
Oak Harvest Investment Services has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $771 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $50.1M, Vanguard Index Fds S&P 500 ETF with a value of $41.4M, Jpmorgan Chase & CO with a value of $28.7M, Vanguard Whitehall Fds (Vangua with a value of $23.9M, and Apple Inc. with a value of $23.3M.
Examining the 13F form we can see an increase of $74.9M in the current position value, from $696M to 771M.
Below you can find more details about Oak Harvest Investment Services portfolio as well as his latest detailed transactions.
Portfolio value
$771 Million
ETFs: $236 Million
Technology: $146 Million
Financial Services: $101 Million
Healthcare: $62.6 Million
Industrials: $50.6 Million
Consumer Cyclical: $47 Million
Energy: $39.6 Million
Communication Services: $32.6 Million
Other: $55.3 Million