account_balance
Investment manager · 13F filer · SEC CIK 1839430
Oak Harvest Investment Services
Reported value$1.07Bas of Sep 30, 2026
Positions159 18 new, 19 sold out
Top 10 weight31.4%VGSH alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGSHVanguard Scottsdale FDS
7.3%Added +5%
VOOVanguard Index FDS
4.4%Trimmed −2%
AAPLApple Inc.
3.8%Trimmed −10%
JPMJPMorgan Chase & Co
2.9%Trimmed −8%
VYMVanguard Whitehall FDS
2.3%
CSCOCisco Systems, Inc.
2.3%Added +3%
AVGOBroadcom Inc.
2.2%Trimmed −21%
GOOGLAlphabet Inc.
2.2%Added +37%
MSMorgan Stanley
2.0%Trimmed −20%
SCCOSouthern Copper Corp
2.0%Added +8%
AEMAgnico Eagle Mines Ltd
1.8%+30%
RIORio Tinto PLC
1.8%
VGSHVanguard Scottsdale FDS
7.3%Added +5%
VOOVanguard Index FDS
4.4%−2%
AAPLApple Inc.
3.8%−10%
JPMJPMorgan Chase & Co
2.9%−8%
VYM2.3%
CSCOCisco Systems, Inc.
2.3%
AVGOBroadcom Inc.
2.2%
GOOGLAlphabet Inc.
2.2%
MSMorgan Stanley
2.0%
SCCO2.0%AEM1.8%RIO1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGSH Vanguard Scottsdale FDS 7.3% Added +5%
VOO Vanguard Index FDS 4.4% Trimmed −2%
AAPL Apple Inc. 3.8% Trimmed −10%JPM JPMorgan Chase & Co 2.9% Trimmed −8%VYM Vanguard Whitehall FDS 2.3% Held
CSCO Cisco Systems, Inc. 2.3% Added +3%AVGO Broadcom Inc. 2.2% Trimmed −21%GOOGL Alphabet Inc. 2.2% Added +37%MS Morgan Stanley 2.0% Trimmed −20%SCCO Southern Copper Corp 2.0% Added +8%AEM Agnico Eagle Mines Ltd 1.8% Added +30%RIO Rio Tinto PLC 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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