13F Insight
DOSSIER · 13F-HR · Q3 2026

Oak Harvest Investment Services

$1.1B in tracked AUM across 212 positions as of Q3 2026.

OH
CIK 0001839430 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
212
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Oak Harvest Investment Services filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$78M1.4M7.3%02
VOO
VANGUARD INDEX FDS
$47M67K4.4%03
AAPL
Apple Inc.
$41M123K3.8%04
JPM
JPMorgan Chase & Company
$31M93K2.9%05
VYM
VANGUARD WHITEHALL FDS
$25M158K2.3%06
CSCO
Cisco Systems Inc.
$24M226K2.3%07
AVGO
BROADCOM INC
$24M67K2.2%08
GOOGL
Alphabet Inc.
$23M67K2.2%09
MS
Morgan Stanley
$22M115K2.0%10
SCCO
Southern Copper Corporation
$21M106K2.0%

Filing history

2026Q3Sep 30
$1.1B▼ 0.3%
212 positionsView →2026Q2Jun 30
$1.1B▲ 11.8%
209 positionsView →2026Q1Mar 31
$958M▲ 4.5%
229 positionsView →2025Q4Dec 31
$917M▲ 7.0%
232 positionsView →2025Q3Sep 30
$857M▲ 7.4%
220 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 24