13F Insight
DOSSIER · 13F-HR · Q1 2026

Oak Harvest Investment Services

$958M in tracked AUM across 229 positions as of Q1 2026.

OH
CIK 0001839430 · last filed Mar 31, 2026
Total AUM
$958M
as of Q1 2026
Holdings
229
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Oak Harvest Investment Services filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$72M1.2M7.5%02
VOO
VANGUARD INDEX FDS
$43M71K4.4%03
AVGO
Broadcom Inc.
$35M114K3.7%04
AAPL
Apple Inc.
$31M123K3.3%05
JPM
JPMorgan Chase & Company
$25M85K2.6%06
VYM
VANGUARD WHITEHALL FDS
$25M166K2.6%07
MS
Morgan Stanley
$22M131K2.2%08
RIO
Rio Tinto plc
$18M198K1.9%09
CSCO
Cisco Systems Inc.
$18M234K1.9%10
KMI
KINDER MORGAN INC DEL
$16M480K1.7%

Filing history

2026Q1Mar 31
$958M▲ 4.5%
229 positionsView →2025Q4Dec 31
$917M▲ 7.0%
232 positionsView →2025Q3Sep 30
$857M▲ 7.4%
220 positionsView →2025Q2Jun 30
$798M▲ 11.5%
217 positionsLocked2025Q1Mar 31
$716M▼ 0.2%
191 positionsLocked2024Q4Dec 31
$717M▲ 3.0%
201 positionsLocked2024Q3Sep 30
$697M▲ 8.1%
174 positionsLocked2024Q2Jun 30
$644M▲ 5.2%
154 positionsLocked2024Q1Mar 31
$613M▲ 22.3%
157 positionsLocked2023Q4Dec 31
$501M▲ 6.0%
112 positionsLocked2023Q3Sep 30
$473M▲ 5.9%
107 positionsLocked2023Q2Jun 30
$446M▲ 2.8%
109 positionsLocked
Showing 12 of 22