Oak Harvest Investment Services
CIK 1839430
13F filing for Q2 2026・No. 2,468
- Holdings
- US$1.07B
- Quarter change
- +US$113.33M
- Entries
- 209
- Net bought (estimate)
- +US$10.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 41
- Cut 62
- Added 61
- Corporate actions 4
- Unchanged 8
Largest holdings
156 stocks worth US$1.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 1,284,004 | US$74.73M | 6.99% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 68,226 | US$46.86M | 4.38% |
| AAPLAppleCommon Stock | Added | 135,836 | US$39.31M | 3.68% |
| JPMJPMorgan Chase & CompanyCommon Stock | Added | 101,694 | US$33.29M | 3.11% |
| AVGOBroadcomCOM | Cut | 85,395 | US$32.26M | 3.02% |
| MSMorgan StanleyCommon Stock | Added | 144,642 | US$30.24M | 2.83% |
| NVDANvidiaCommon Stock | Added | 135,354 | US$27.08M | 2.53% |
| CSCOCisco Systems Inc.Common Stock | Cut | 220,608 | US$25.91M | 2.42% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Cut | 160,478 | US$25.36M | 2.37% |
| ETNEaton Corp plcCommon Stock | Added | 48,786 | US$20.79M | 1.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.