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Oak Harvest Investment Services
Oak Harvest Investment Services, LLC is a Texas-domiciled registered investment adviser offering portfolio management, financial planning, and consulting services. The firm advises individuals, charitable organizations, and a registered open-end mutual fund. Services include investment planning, retirement planning, tax, legacy, divorce, education, and debt/credit planning—tailored to client needs and information.
Investment Strategy
Portfolio management with a focus on investment planning, risk management, and comprehensive financial planning. The firm holds equities of large-cap and blue-chip companies, as well as ETFs; recent portfolio activity includes both individual stocks and broad-based funds, with selective additions and exits.
Latest 13F Filing Activity
Oak Harvest Investment Services filed their most recent 13F report on Sep 30, 2025 disclosing 159 equity positions with a total 13F market value of $857M. The fund increased holdings in Apple Inc., Verizon Communications Inc., Medtronic PLC among other positions. Oak Harvest Investment Services reduced exposure to Deere & Co., Progressive Corp./the, Union Pac Corp. among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 6.04% | $51.8M | 879,579 | $59.36 | $58.85 | +$1.7M |
V VOO | VANGUARD INDEX FDS | 5.20% | $44.6M | 72,786 | $371.58 | $612.38 | +$3.2M |
A AAPL | Apple Inc. | 4.24% | $36.3M | 142,662 | $188.98 | $254.63 | +$13.0M |
J JPM | JPMorgan Chase & Co. | 2.96% | $25.4M | 80,568 | $150.94 | $315.43 | -$3.3M |
V VYM | VANGUARD WHITEHALL FDS | 2.96% | $25.4M | 180,165 | $102.96 | $140.95 | +$1.5M |
Industry Allocation
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