Oak Harvest Investment Services
•CIK: 1839430•Filing: Q4 2025
**Oak Harvest Investment Services** manages $917M across a diversified portfolio of 176 positions. The strategy exhibits significant allocations to core market indices and established mega-cap technology names, notably holding VGSH at $56.0M and VOO at $46.1M. Further concentration is evident in technology leaders like AAPL ($33.6M) and MSFT ($21.5M), alongside major financial and semiconductor plays such as JPM ($26.5M) and AVGO ($24.8M). This structure suggests a conviction-driven approach emphasizing quality growth within broad market exposure.
Total AUM
$917.0M
QoQ Performance
+7.0%
Positions
158
Top 10 Concentration
31.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VGSH
VOO
VGSH6.1%
VOO5.0%
AAPL3.7%
JPM2.9%
VYM2.9%
AVGO2.7%
DWD2.5%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.9%
Technology15.3%
Healthcare5.8%
Consumer5.4%
ETF5.4%
Financial4.9%
Industrial4.4%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW29 new positions
↑93 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023