Oak Harvest Investment Services - Portfolio overview

Oak Harvest Investment Services has 199 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGSH - VANGUARD SCOTTSDALE FDS, 8.29%
2. VOO - VANGUARD INDEX FDS, 4.90%
3. AVGO - BROADCOM INC, 3.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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