StockDriftsStockDriftsTop 50 Oak Harvest Investment Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 6.99% | 1.28M | $74.7M | +4.62%(+56.73K) | $59.20(-1.78%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.38% | 68.2K | $46.9M | -4.11%(-2.92K) | $368.26(+93.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.68% | 135.8K | $39.3M | +10.27%(+12.65K) | $187.95(+62.48%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.11% | 101.7K | $33.3M | +20.03%(+16.97K) | $176.41(+106.75%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.02% | 85.4K | $32.3M | -25.19%(-28.76K) | $223.57(+76.12%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 2.83% | 144.6K | $30.2M | +10.70%(+13.98K) | $103.80(+111.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 135.4K | $27.1M | +53.40%(+47.12K) | $112.68(+100.63%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.42% | 220.6K | $25.9M | -5.57%(-13.02K) | $58.62(+93.72%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.37% | 160.5K | $25.4M | -3.55%(-5.90K) | $104.44(+59.21%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 1.94% | 48.8K | $20.8M | +51.30%(+16.54K) | $357.01(+28.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.23% | +53.01% | +7.25% | +41.87% |
| Top 20 Holdings Unweighted | +16.55% | +58.31% | +7.39% | +42.86% |
Oak Harvest Investment Services reports $1.07B in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (7.0%), VOO (4.4%) and AAPL (3.7%). The top 20 holdings account for 48.09% of reported assets. Its disclosed equity book has returned +53.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oak Harvest Investment Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839430). View Oak Harvest Investment Services’s 13F filings on SEC