StockDriftsStockDriftsTop 50 Oak Harvest Investment Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 7.5% | 1.23M | $71.8M | +28.71%(+273.75K) | $59.29(-1.72%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.44% | 71.2K | $42.5M | -3.20%(-2.35K) | $368.26(+85.31%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.69% | 114.2K | $35.3M | +59.41%(+42.54K) | $223.57(+86.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.26% | 123.2K | $31.3M | -0.31%(-389) | $180.09(+65.96%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.6% | 84.7K | $24.9M | +3.19%(+2.62K) | $150.54(+99.44%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.57% | 166.4K | $24.6M | -9.21%(-16.88K) | $104.44(+49.03%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 2.24% | 130.7K | $21.5M | +2.78%(+3.54K) | $95.26(+103.48%) | 2026-03-31 | |
| RIO | RIO TINTO PLC | 1.92% | 197.6K | $18.4M | +3.94%(+7.50K) | $73.54(+52.36%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 1.89% | 233.6K | $18.1M | +6.39%(+14.03K) | $58.62(+73.79%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL | 1.68% | 479.5K | $16.1M | +3.01%(+13.99K) | $18.57(+76.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.30% |
| Top 20 Holdings Unweighted | +14.37% | +49.61% |
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