Oak Harvest Investment Services

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.26B
13F filings
2
Latest filing
Oct 24, 2024

Top 10 holdings

VGSH $49.24M
7.64% of AUM
VGSH $47.68M
7.79% of AUM
VOO $36.77M
5.71% of AUM
VOO $36.50M
5.96% of AUM
AAPL $26.30M
4.08% of AUM
VYM $22.43M
3.66% of AUM
VYM $21.48M
3.33% of AUM
AAPL $20.78M
3.39% of AUM
JPM $18.43M
2.86% of AUM
JPM $17.64M
2.88% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Oak Harvest Investment Services. Reported assets under management total $1.26B.

View live Oak Harvest Investment Services filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Oak Harvest Investment Services have under management?
Per Oak Harvest Investment Services's most recent SEC Form 13F filing dated Oct 24, 2024, total assets under management are $1.26B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Oak Harvest Investment Services submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Oak Harvest Investment Services. Filings are due 45 days after quarter-end.
Where does Oak Harvest Investment Services's holdings data come from?
Every position shown on this page sources back to Oak Harvest Investment Services's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.