The Analysis of Oak Harvest Investment Services's Holdings
Currently, Oak Harvest Investment Services holds 176 types of securities in its portfolio with a total value $917.0M. In the most recent quarter, they have increased their positions in RIO (+190.1K shares, valued at $15.2M), MCO (+24.0K shares, valued at $12.3M), MSFT (+19.7K shares, valued at $9.5M); decreased their positions in ADI (-26.9K shares, valued at $7.3M), DLR (-38.7K shares, valued at $6.0M), ABT (-47.6K shares, valued at $6.0M); initiated new positions in RIO (+190.1K shares, valued at $15.2M), MCO (+24.0K shares, valued at $12.3M), SCCO (+53.3K shares, valued at $7.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS953.5K shares8.41%2025-12-312026-01-27
AAPL APPLE INC123.6K shares-13.38%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.82.1K shares1.91%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS183.3K shares1.72%2025-12-312026-01-27 BROADCOM INC BROADCOM INC71.6K shares20.66%2025-12-312026-01-27 MS Morgan Stanley127.1K shares-0.85%2025-12-312026-01-27 MSFT MICROSOFT CORP44.5K shares79.06%2025-12-312026-01-27 CSCO CISCO SYS INC219.6K shares14.71%2025-12-312026-01-27 VUG VANGUARD INDEX FDS31.8K shares6.76%2025-12-312026-01-27 RIO Rio Tinto plc190.1K sharesnew addition2025-12-312026-01-27 NVDA NVIDIA Corporation79.2K shares3.40%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS64.2K shares0.30%2025-12-312026-01-27 JMST J P MORGAN EXCHANGE TRADED F262.4K shares6.33%2025-12-312026-01-27 AEM AGNICO EAGLE MINES LTD77.7K shares-28.11%2025-12-312026-01-27 SUB ISHARES TR120.8K shares7.74%2025-12-312026-01-27 KMI KINDER MORGAN INC DEL465.5K shares2.55%2025-12-312026-01-27 MCO MOODYS CORP24.0K sharesnew addition2025-12-312026-01-27 JNJ JOHNSON & JOHNSON55.4K shares-0.56%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW12.9K shares68.04%2025-12-312026-01-27 MMM 3M CO68.7K shares54.21%2025-12-312026-01-27 SPYV SPDR SERIES TRUST188.0K shares1.28%2025-12-312026-01-27 PFF ISHARES TR343.0K shares3.95%2025-12-312026-01-27 AMZN AMAZON COM INC42.1K shares4.98%2025-12-312026-01-27 Medtronic plc Medtronic plc99.4K shares34.66%2025-12-312026-01-27 MCD MCDONALDS CORP30.5K shares74.31%2025-12-312026-01-27 Blackrock Inc Blackrock Inc1.6M shares12176.07%2025-12-312026-01-27 LLY ELI LILLY & CO8.5K shares5.19%2025-12-312026-01-27 CVX CHEVRON CORP NEW57.3K shares-15.67%2025-12-312026-01-27 HD HOME DEPOT INC25.3K shares-23.73%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE18.0K shares-2.11%2025-12-312026-01-27 ALPS ETF TR ALPS ETF TR181.7K shares8.62%2025-12-312026-01-27 IWY ISHARES TR30.3K shares8.39%2025-12-312026-01-27 EXE Expand Energy Corporation72.2K shares2736.57%2025-12-312026-01-27 DE DEERE & CO16.5K shares1443.77%2025-12-312026-01-27 SCCO SOUTHERN COPPER CORP53.3K sharesnew addition2025-12-312026-01-27 AMGN AMGEN INC22.9K shares-37.22%2025-12-312026-01-27 CME CME GROUP INC27.0K shares1.94%2025-12-312026-01-27 SPYG SPDR SERIES TRUST69.0K shares-7.82%2025-12-312026-01-27 PEP PEPSICO INC50.9K shares1.41%2025-12-312026-01-27 FANG DIAMONDBACK ENERGY INC47.8K shares5.31%2025-12-312026-01-27 VGT VANGUARD WORLD FD9.0K shares6.30%2025-12-312026-01-27 RTX RTX CORPORATION36.8K sharesnew addition2025-12-312026-01-27 CIEN CIENA CORP28.8K shares2.74%2025-12-312026-01-27 QCOM QUALCOMM INC38.6K shares40.46%2025-12-312026-01-27 VTV VANGUARD INDEX FDS34.3K shares10.72%2025-12-312026-01-27 NTRS NORTHERN TR CORP48.0K shares-36.52%2025-12-312026-01-27 DELL DELL TECHNOLOGIES INC50.8K shares-32.62%2025-12-312026-01-27 NUE NUCOR CORP38.8K sharesnew addition2025-12-312026-01-27 BA BOEING CO28.9K shares44.50%2025-12-312026-01-27 CFR CULLEN FROST BANKERS INC46.0K shares4.56%2025-12-312026-01-27 FIX COMFORT SYS USA INC6.2K shares7.70%2025-12-312026-01-27 SCHW Charles Schwab Corporation (The)57.4K shares22.12%2025-12-312026-01-27 TWLO TWILIO INC39.5K shares10.17%2025-12-312026-01-27 ABBV ABBVIE INC24.6K shares15.55%2025-12-312026-01-27 BABA ALIBABA GROUP HLDG LTD38.2K shares24.40%2025-12-312026-01-27 COHERENT CORP COHERENT CORP30.2K shares-12.93%2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS69.4K shares17.02%2025-12-312026-01-27 CRM SALESFORCE INC20.6K shares23.81%2025-12-312026-01-27 HOOD Robinhood Markets Inc.43.9K shares23.58%2025-12-312026-01-27 ALPHABET INC ALPHABET INC15.7K shares35.36%2025-12-312026-01-27 WYNN WYNN RESORTS LTD40.5K shares20.07%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS16.3K shares14.92%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC30.1K shares23.89%2025-12-312026-01-27 UNP UNION PAC CORP20.4K sharesnew addition2025-12-312026-01-27 XOM EXXON MOBIL CORP39.3K shares-5.33%2025-12-312026-01-27 FTI TechnipFMC PLC105.3K shares5.63%2025-12-312026-01-27 QIAGEN NV QIAGEN NV98.7K shares17.70%2025-12-312026-01-27 VRT VERTIV HOLDINGS CO27.0K shares-11.83%2025-12-312026-01-27 CELESTICA INC CELESTICA INC14.8K shares25.51%2025-12-312026-01-27 SNOW SNOWFLAKE INC19.6K shares-9.79%2025-12-312026-01-27 CCJ CAMECO CORP46.4K shares35.83%2025-12-312026-01-27 FN Fabrinet9.2K shares25.50%2025-12-312026-01-27 KEYS KEYSIGHT TECHNOLOGIES INC20.0K sharesnew addition2025-12-312026-01-27 TEVA TEVA PHARMACEUTICAL INDS LTD127.4K shares154.77%2025-12-312026-01-27 DIS DISNEY WALT CO34.8K shares-20.18%2025-12-312026-01-27 ISRG INTUITIVE SURGICAL INC6.7K sharesnew addition2025-12-312026-01-27 CGNX COGNEX CORP96.7K shares17.88%2025-12-312026-01-27 EW EDWARDS LIFESCIENCES CORP39.9K shares33.90%2025-12-312026-01-27 WMT WALMART INC29.7K shares0.84%2025-12-312026-01-27 SBUX STARBUCKS CORP38.9K shares1.51%2025-12-312026-01-27 MPWR Monolithic Power Systems Inc.3.5K shares8.39%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC17.4K shares-6.02%2025-12-312026-01-27 INTU INTUIT4.6K shares-10.90%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC16.3K shares27.45%2025-12-312026-01-27 IONQ IONQ INC65.5K shares772.87%2025-12-312026-01-27 KLAC KLA CORP2.2K sharesnew addition2025-12-312026-01-27 RDDT REDDIT INC11.2K shares26.17%2025-12-312026-01-27 SGOV ISHARES TR25.5K shares19.51%2025-12-312026-01-27 URBN URBAN OUTFITTERS INC33.4K shares10.31%2025-12-312026-01-27 AMAT APPLIED MATLS INC9.7K shares-0.36%2025-12-312026-01-27 NFLX NETFLIX INC26.4K shares787.70%2025-12-312026-01-27 AMBA AMBARELLA INC32.0K shares539.18%2025-12-312026-01-27 ADI ANALOG DEVICES INC8.2K shares-76.56%2025-12-312026-01-27 CAT CATERPILLAR INC3.9K shares-2.28%2025-12-312026-01-27 IVV ISHARES TR2.9K shares21.55%2025-12-312026-01-27 ATRC AtriCure Inc.37.5K sharesnew addition2025-12-312026-01-27 VTIP VANGUARD MALVERN FDS29.7K shares12.62%2025-12-312026-01-27 PWR QUANTA SVCS INC3.4K shares14.97%2025-12-312026-01-27 RNG RingCentral Inc.45.0K shares-31.90%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP2.6K shares0.19%2025-12-312026-01-27 MDB MongoDB Inc.3.0K sharesnew addition2025-12-312026-01-27 HUBS HubSpot Inc.3.0K sharesnew addition2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW3.9K shares35.29%2025-12-312026-01-27 DPZ Domino's Pizza Inc.2.5K sharesnew addition2025-12-312026-01-27 FLS Flowserve Corporation15.0K sharesnew addition2025-12-312026-01-27 LZ Legalzoom.com Inc.100.0K shares0.00%2025-12-312026-01-27 HEI HEICO Corporation3.0K sharesnew addition2025-12-312026-01-27 DDOG DATADOG INC7.1K sharesnew addition2025-12-312026-01-27 PLAB Photronics Inc.30.0K sharesnew addition2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR1.4K shares3.80%2025-12-312026-01-27 BP BP PLC23.5K shares1.21%2025-12-312026-01-27 ET ENERGY TRANSFER L P45.8K shares0.01%2025-12-312026-01-27 HLT HILTON WORLDWIDE HLDGS INC2.5K shares-0.95%2025-12-312026-01-27 VTI VANGUARD INDEX FDS2.0K shares13.14%2025-12-312026-01-27 IVW ISHARES TR5.3K shares0.06%2025-12-312026-01-27 ORCL ORACLE CORP3.1K shares-90.20%2025-12-312026-01-27 TXN TEXAS INSTRS INC3.4K shares-7.00%2025-12-312026-01-27 LOW LOWES COS INC2.4K shares-0.13%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.7K shares3.20%2025-12-312026-01-27 META META PLATFORMS INC797 shares-89.09%2025-12-312026-01-27 CSTL CASTLE BIOSCIENCES INC13.5K shares-20.13%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS8.3K shares40.07%2025-12-312026-01-27 MA MASTERCARD INCORPORATED853 shares-2.96%2025-12-312026-01-27 VV VANGUARD INDEX FDS1.5K shares0.59%2025-12-312026-01-27 BAC BANK AMERICA CORP8.4K shares22.50%2025-12-312026-01-27 KO COCA COLA CO6.5K shares0.11%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC703 shares-90.18%2025-12-312026-01-27 ABT ABBOTT LABS3.1K shares-93.84%2025-12-312026-01-27 CB CHUBB LIMITED1.2K shares-33.15%2025-12-312026-01-27 TSLA TESLA INC829 shares11.28%2025-12-312026-01-27 BNDX VANGUARD CHARLOTTE FDS7.5K shares29.20%2025-12-312026-01-27 DGRO ISHARES TR5.2K shares-1.43%2025-12-312026-01-27 IWF ISHARES TR751 shares19.40%2025-12-312026-01-27 DLR DIGITAL RLTY TR INC2.3K shares-94.45%2025-12-312026-01-27 RSPT INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares2.88%2025-12-312026-01-27 SPOT SPOTIFY TECHNOLOGY S A566 shares-80.46%2025-12-312026-01-27 VB VANGUARD INDEX FDS1.2K shares-0.56%2025-12-312026-01-27 V VISA INC879 shares2.69%2025-12-312026-01-27 COP CONOCOPHILLIPS3.0K sharesnew addition2025-12-312026-01-27 THC TENET HEALTHCARE CORP1.4K shares0.00%2025-12-312026-01-27 GLD SPDR GOLD TR686 sharesnew addition2025-12-312026-01-27 IJR ISHARES TR2.1K shares18.30%2025-12-312026-01-27 CRWD CROWDSTRIKE HLDGS INC521 shares0.58%2025-12-312026-01-27 AGG ISHARES TR2.4K shares-74.41%2025-12-312026-01-27 AXON AXON ENTERPRISE INC400 shares0.00%2025-12-312026-01-27 OXY OCCIDENTAL PETE CORP5.4K shares-63.96%2025-12-312026-01-27 AZZ AZZ INC2.0K shares-19.00%2025-12-312026-01-27 VXUS VANGUARD STAR FDS2.9K shares0.00%2025-12-312026-01-27 VBR VANGUARD INDEX FDS956 sharesnew addition2025-12-312026-01-27 FPE FIRST TR EXCH TRADED FD III11.1K shares-16.82%2025-12-312026-01-27 MCHP MICROCHIP TECHNOLOGY INC.3.1K shares-94.02%2025-12-312026-01-27 BUYW NORTHERN LTS FD TR IV13.4K sharesnew addition2025-12-312026-01-27 VVR INVESCO SR INCOME TR17.0K shares0.00%2025-12-312026-01-27 SEA LTD SEA LTD38.0K shares0.00%2025-12-312026-01-27 SNAP INC SNAP INC28.0K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available