Oak Harvest Investment Services Top Holdings and 13F Report (2026)

About Oak Harvest Investment Services

Investment Activity

Oak Harvest Investment Services has $1.07 billion in total holdings as of June 30, 2026.
Oak Harvest Investment Services owns shares of 209 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 42.76% of the portfolio was purchased this quarter.
About 9.16% of the portfolio was sold this quarter.
This quarter, Oak Harvest Investment Services has purchased 210 new stocks and bought additional shares in 90 stocks.
Oak Harvest Investment Services sold shares of 61 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Vanguard Short-Term Treasury ETF: $74,729,049
Vanguard S&P 500 ETF: $46,858,538
Apple: $35,688,627
Broadcom: $32,257,836
JPMorgan Chase & Co.: $30,014,097

Largest New Holdings this Quarter

75513E105 - RTX CORPORATION: $11,464,430 Holding
125523100 - Cigna Group: $10,658,370 Holding
064058100 - BANK OF NY MELLON CORP: $5,307,332 Holding
880770102 - Teradyne: $4,201,667 Holding
12503M108 - Cboe Global Markets: $4,087,776 Holding

Largest Purchases this Quarter

Apple: 118,336 shares (about $34.24M)
Broadcom: 79,395 shares (about $29.99M)
JPMorgan Chase & Co.: 85,194 shares (about $27.89M)
NVIDIA: 115,354 shares (about $23.08M)
Morgan Stanley: 110,142 shares (about $23.02M)

Largest Sales this Quarter

Deere & Company: 11,759 shares (about $7.46M)
Johnson & Johnson: 25,198 shares (about $6.40M)
3M: 33,052 shares (about $5.35M)
Marvell Technology: 11,528 shares (about $3.43M)
Vanguard S&P 500 ETF: 2,925 shares (about $2.01M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGSH Vanguard Short-Term Treasury ETF	$74,729,049	$3,301,512 â–²	4.6%	1,284,004	7.0%	ETF
VOO Vanguard S&P 500 ETF	$46,858,538	$2,008,929 â–¼	-4.1%	68,226	4.4%	ETF
AAPL Apple	$35,688,627	$34,241,822 â–²	2,366.7%	123,336	3.3%	Computer and Technology
AVGO Broadcom	$32,257,836	$29,991,345 â–²	1,323.3%	85,395	3.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$30,014,097	$27,886,459 â–²	1,310.7%	91,694	2.8%	Finance
MS Morgan Stanley	$26,473,315	$23,024,146 â–²	667.5%	126,642	2.5%	Finance
VYM Vanguard High Dividend Yield ETF	$25,360,337	$932,851 â–¼	-3.5%	160,478	2.4%	Financial Services
NVDA NVIDIA	$25,082,024	$23,081,129 â–²	1,153.5%	125,354	2.3%	Computer and Technology
CSCO Cisco Systems	$23,563,446	$21,214,243 â–²	903.0%	200,608	2.2%	Computer and Technology
ETN Eaton	$18,658,090	$16,527,490 â–²	775.7%	43,786	1.7%	Industrials
RIO Rio Tinto	$17,397,219	$15,973,272 â–²	1,121.8%	183,264	1.6%	Basic Materials
VUG Vanguard Growth ETF	$17,066,458	$14,140,632 â–²	483.3%	198,125	1.6%	ETF
GOOGL Alphabet	$15,904,975	$14,296,824 â–²	889.0%	44,506	1.5%	Computer and Technology
KMI Kinder Morgan	$15,402,432	$72,700 â–²	0.5%	481,778	1.4%	Energy
SCCO Southern Copper	$15,233,329	$14,362,027 â–²	1,648.3%	87,417	1.4%	Basic Materials
CAT Caterpillar	$14,859,935	$10,865,409 â–²	272.0%	13,954	1.4%	Industrials
COHEN & STEERS ETF TRUST	$14,449,555	$7,853,423 â–²	119.1%	554,047	1.3%	PFD IN OP AC ETF
JMST JPMorgan Ultra-Short Municipal ETF	$14,400,315	$602,667 â–²	4.4%	282,359	1.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$14,246,569	$482,939 â–¼	-3.3%	60,209	1.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$13,906,558	$697,697 â–²	5.3%	130,615	1.3%	ETF
COST Costco Wholesale	$13,734,478	$909,271 â–²	7.1%	14,682	1.3%	Retail/Wholesale
UNP Union Pacific	$12,674,199	$308,178 â–²	2.5%	46,596	1.2%	Transportation
DUK Duke Energy	$12,356,708	$82,277 â–²	0.7%	97,620	1.2%	Utilities
NUE Nucor	$12,302,068	$10,074,562 â–²	452.3%	55,228	1.1%	Basic Materials
RTX CORPORATION	$11,464,430	$11,464,430 â–²	New Holding	60,425	1.1%	COM
AEM Agnico Eagle Mines	$10,804,339	$9,795,994 â–²	971.5%	69,647	1.0%	Basic Materials
MRK Merck & Co., Inc.	$10,663,022	$52,299 â–¼	-0.5%	82,981	1.0%	Medical
CI Cigna Group	$10,658,370	$10,658,370 â–²	New Holding	38,662	1.0%	Medical
AMLP Alerian MLP ETF	$10,633,416	$261,324 â–²	2.5%	205,080	1.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$10,431,258	$413,858 â–¼	-3.8%	171,595	1.0%	ETF
TXN Texas Instruments	$10,153,093	$9,455,018 â–²	1,354.4%	34,063	0.9%	Computer and Technology
ABBV AbbVie	$10,095,754	$350,030 â–²	3.6%	40,120	0.9%	Medical
CVX Chevron	$10,022,676	$106,584 â–²	1.1%	60,465	0.9%	Energy
HD Home Depot	$9,582,149	$295,541 â–²	3.2%	27,170	0.9%	Retail/Wholesale
PM Philip Morris International	$9,487,998	$2,840,827 â–²	42.7%	52,446	0.9%	Consumer Staples
CME CME Group	$9,372,878	$3,187,008 â–²	51.5%	42,444	0.9%	Finance
SBUX Starbucks	$9,333,894	$8,311,998 â–²	813.4%	91,339	0.9%	Retail/Wholesale
FANG Diamondback Energy	$9,166,960	$67,676 â–²	0.7%	52,150	0.9%	Energy
IWY iShares Russell Top 200 Growth ETF	$9,059,344	$309,806 â–¼	-3.3%	31,172	0.8%	ETF
VGT Vanguard Information Technology ETF	$8,785,288	$7,641,964 â–²	668.4%	73,505	0.8%	ETF
MCD McDonald's	$8,697,422	$195,703 â–²	2.3%	32,176	0.8%	Retail/Wholesale
AMGN Amgen	$8,674,041	$119,864 â–²	1.4%	23,953	0.8%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$8,574,930	$358,878 â–¼	-4.0%	16,415	0.8%	Finance
SCHW Charles Schwab	$7,925,346	$5,157,246 â–²	186.3%	85,893	0.7%	Finance
JNJ Johnson & Johnson	$7,819,500	$6,399,551 â–¼	-45.0%	30,789	0.7%	Medical
WALMART INC	$7,796,132	$4,599,371 â–²	143.9%	68,834	0.7%	COM
VCSH Vanguard Short-Term Corporate Bond ETF	$7,367,200	$99,262 â–¼	-1.3%	93,220	0.7%	ETF
PEP PepsiCo	$7,316,909	$63,638 â–²	0.9%	54,039	0.7%	Consumer Staples
MRVL Marvell Technology	$7,304,622	$146,861 â–²	2.1%	24,521	0.7%	Computer and Technology
VTV Vanguard Value ETF	$6,974,116	$228,388 â–¼	-3.2%	32,002	0.7%	ETF
AMZN Amazon.com	$6,872,296	$4,701,018 â–²	216.5%	28,834	0.6%	Retail/Wholesale
AMAT Applied Materials	$6,811,962	$3,615 â–²	0.1%	9,422	0.6%	Computer and Technology
KLAC KLA	$6,739,601	$6,287,036 â–²	1,389.2%	22,338	0.6%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$6,715,590	$336,743 â–¼	-4.8%	56,438	0.6%	ETF
TWLO Twilio	$5,691,407	$3,628,107 â–²	175.8%	27,584	0.5%	Computer and Technology
IBM International Business Machines	$5,679,061	$304,833 â–²	5.7%	20,195	0.5%	Computer and Technology
MSFT Microsoft	$5,668,678	$200,681 â–²	3.7%	15,197	0.5%	Computer and Technology
XOM ExxonMobil	$5,611,173	$185,257 â–²	3.4%	41,041	0.5%	Energy
BANK OF NY MELLON CORP	$5,307,332	$5,307,332 â–²	New Holding	36,701	0.5%	COM
CGNX Cognex	$4,689,411	$1,792,612 â–²	61.9%	64,753	0.4%	Computer and Technology
COHR Coherent	$4,583,347	$638,647 â–²	16.2%	11,619	0.4%	Business Services
KLAC KLA	$4,525,650	$4,073,085 â–²	900.0%	15,000	0.4%	Computer and Technology
FFIV F5	$4,488,624	$3,741,144 â–²	500.5%	10,791	0.4%	Computer and Technology
LLY Eli Lilly and Company	$4,326,359	$486,970 â–²	12.7%	3,607	0.4%	Medical
FIX Comfort Systems USA	$4,263,328	$1,290,296 â–²	43.4%	2,151	0.4%	Construction
KEYS Keysight Technologies	$4,245,649	$1,095,019 â–²	34.8%	12,128	0.4%	Computer and Technology
TER Teradyne	$4,201,667	$4,201,667 â–²	New Holding	8,684	0.4%	Computer and Technology
CBOE Cboe Global Markets	$4,087,776	$4,087,776 â–²	New Holding	16,845	0.4%	Financial Services
COHR Coherent	$3,944,700		0.0%	10,000	0.4%	Business Services
HAL Halliburton	$3,895,050	$3,895,050 â–²	New Holding	114,729	0.4%	Energy
AKAM Akamai Technologies	$3,819,010	$1,830,245 â–²	92.0%	32,307	0.4%	Computer and Technology
MS Morgan Stanley	$3,762,720	$313,560 â–²	9.1%	18,000	0.4%	Finance
MRVL Marvell Technology	$3,723,625	$3,434,076 â–¼	-48.0%	12,500	0.3%	Computer and Technology
CGNX Cognex	$3,621,000	$724,200 â–²	25.0%	50,000	0.3%	Computer and Technology
AAPL Apple	$3,617,000	$2,170,200 â–²	150.0%	12,500	0.3%	Computer and Technology
KEYS Keysight Technologies	$3,500,700	$350,070 â–²	11.1%	10,000	0.3%	Computer and Technology
CELESTICA INC	$3,452,102	$1,445,702 â–²	72.1%	9,463	0.3%	COM
FTI TechnipFMC	$3,388,726	$2,062,726 â–²	155.6%	51,112	0.3%	Energy
VRT Vertiv	$3,281,296	$66,965 â–¼	-2.0%	9,800	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,273,300	$1,145,655 â–²	53.8%	10,000	0.3%	Finance
GE VERNOVA INC	$3,253,187	$3,253,187 â–²	New Holding	2,769	0.3%	COM
CIEN Ciena	$3,203,357	$750,557 â–²	30.6%	6,530	0.3%	Computer and Technology
FFIV F5	$3,119,700	$2,372,220 â–²	317.4%	7,500	0.3%	Computer and Technology
EVR Evercore	$3,072,960	$3,072,960 â–²	New Holding	9,000	0.3%	Finance
MPWR Monolithic Power Systems	$3,004,195	$1,133,658 â–²	60.6%	2,173	0.3%	Computer and Technology
CIEN Ciena	$2,943,360	$490,560 â–²	20.0%	6,000	0.3%	Computer and Technology
EDWARDS LIFESCIENCES CORP	$2,890,378	$2,890,378 â–²	New Holding	31,952	0.3%	COM
URI United Rentals	$2,832,225	$2,832,225 â–²	New Holding	2,500	0.3%	Construction
MPWR Monolithic Power Systems	$2,764,720	$894,387 â–²	47.8%	2,000	0.3%	Computer and Technology
CI Cigna Group	$2,756,800	$2,756,800 â–²	New Holding	10,000	0.3%	Medical
UTHR United Therapeutics	$2,709,150	$1,354,575 â–²	100.0%	5,000	0.3%	Medical
IONQ IonQ	$2,663,000	$1,129,378 â–²	73.6%	50,000	0.2%	Computer and Technology
AEIS Advanced Energy Industries	$2,610,090	$2,610,090 â–²	New Holding	7,000	0.2%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$2,541,000	$847,000 â–²	50.0%	75,000	0.2%	Medical
SANM Sanmina	$2,530,800	$2,530,800 â–²	New Holding	10,000	0.2%	Computer and Technology
VRT Vertiv	$2,511,150	$837,050 â–¼	-25.0%	7,500	0.2%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$2,504,861	$47,818 â–¼	-1.9%	24,882	0.2%	ETF
TEVA Teva Pharmaceutical Industries	$2,437,497	$743,497 â–²	43.9%	71,945	0.2%	Medical
TER Teradyne	$2,419,200	$2,419,200 â–²	New Holding	5,000	0.2%	Computer and Technology
AMZN Amazon.com	$2,383,400	$212,123 â–²	9.8%	10,000	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Oak Harvest Investment Services Top Holdings and 13F Report (2026)

About Oak Harvest Investment Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Oak Harvest Investment Services Top Holdings and 13F Report (2026)

About Oak Harvest Investment Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOak Harvest Investment Services

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools