Oak Harvest Investment Services 13F Holdings · Q2 2026
Oak Harvest Investment Services reported 158 securities worth $1.07B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGSH (6.98%), VOO (4.37%), AAPL (3.67%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $74.7M | 6.98% | 1.3M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $46.9M | 4.37% | 68,226 | Trimmed |
| 3 | AAPL | Apple Inc. | $39.3M | 3.67% | 135,836 | Added |
| 4 | JPM | JPMorgan Chase & Company | $33.3M | 3.11% | 101,694 | Added |
| 5 | AVGO | BROADCOM INC | $32.3M | 3.01% | 85,395 | Trimmed |
| 6 | MS | Morgan Stanley | $30.2M | 2.82% | 144,642 | Added |
| 7 | NVDA | NVIDIA Corporation | $27.1M | 2.53% | 135,354 | Added |
| 8 | CSCO | Cisco Systems Inc. | $25.9M | 2.42% | 220,608 | Trimmed |
| 9 | VYM | VANGUARD WHITEHALL FDS | $25.4M | 2.37% | 160,478 | Trimmed |
| 10 | ETN | Eaton Corp plc | $20.8M | 1.94% | 48,786 | Added |
| 11 | RIO | Rio Tinto plc | $18.8M | 1.76% | 198,264 | Added |
| 12 | GOOGL | Alphabet Inc. | $17.5M | 1.63% | 49,006 | Added |
| 13 | SCCO | Southern Copper Corporation | $17.2M | 1.60% | 98,417 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $17.1M | 1.59% | 198,125 | Added |
| 15 | KMI | KINDER MORGAN INC DEL | $15.4M | 1.44% | 481,778 | Added |
| 16 | CAT | CATERPILLAR INC | $14.9M | 1.39% | 13,954 | Added |
| 17 | NUE | Nucor Corporation | $14.5M | 1.36% | 65,228 | Added |
| 18 | CSPF | COHEN & STEERS ETF TRUST | $14.4M | 1.35% | 554,047 | Added |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $14.4M | 1.34% | 282,359 | Added |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $14.2M | 1.33% | 60,209 | Trimmed |
| 21 | SUB | ISHARES TR | $13.9M | 1.30% | 130,615 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $13.7M | 1.28% | 14,682 | Added |
| 23 | CI | THE CIGNA GROUP | $13.4M | 1.25% | 48,662 | New |
| 24 | UNP | UNION PAC CORP | $12.7M | 1.18% | 46,596 | Added |
| 25 | AEM | Agnico Eagle Mines Ltd. | $12.4M | 1.15% | 79,647 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR