The Analysis of Oak Harvest Investment Services's Holdings
Currently, Oak Harvest Investment Services holds 169 types of securities in its portfolio with a total value $857.4M. In the most recent quarter, they have increased their positions in VZ (+243.4K shares, valued at $10.7M), AAPL (+29.1K shares, valued at $7.4M), MDT (+73.8K shares, valued at $7.0M); decreased their positions in DE (-21.1K shares, valued at $9.7M), LMT (-12.1K shares, valued at $6.0M), JPM (-18.5K shares, valued at $5.8M); initiated new positions in VZ (+243.4K shares, valued at $10.7M), MDT (+73.8K shares, valued at $7.0M), HOOD (+35.6K shares, valued at $5.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS879.6K shares3.20%2025-09-302025-10-17
VOO VANGUARD INDEX FDS72.8K shares-0.08%2025-09-302025-10-17 AAPL Apple Inc.142.7K shares25.64%2025-09-302025-10-17 JPM JPMorgan Chase & Co.80.6K shares-18.67%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS180.2K shares0.50%2025-09-302025-10-17 MS Morgan Stanley128.2K shares-2.13%2025-09-302025-10-17 AVGO Broadcom Inc.59.4K shares-4.88%2025-09-302025-10-17 AEM Agnico Eagle Mines Ltd.108.1K shares2.38%2025-09-302025-10-17 BLK Blackrock Inc13.0K shares1.84%2025-09-302025-10-17 NVDA NVIDIA Corp.76.6K shares-1.07%2025-09-302025-10-17 VUG VANGUARD INDEX FDS29.8K shares5.55%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS64.1K shares-0.56%2025-09-302025-10-17 HD Home Depot Inc./The33.1K shares2.31%2025-09-302025-10-17 DUK DUKE ENERGY CORP NEW107.1K shares3.57%2025-09-302025-10-17 CSCO CISCO SYS INC191.4K shares-5.34%2025-09-302025-10-17 MSFT Microsoft Corp.24.9K shares81.92%2025-09-302025-10-17 KMI KINDER MORGAN INC DEL454.0K shares3.22%2025-09-302025-10-17 JMST J P MORGAN EXCHANGE TRADED F246.8K shares3.08%2025-09-302025-10-17 SUB ISHARES TR112.1K shares2.41%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC243.4K sharesnew addition2025-09-302025-10-17 DELL DELL TECHNOLOGIES INC75.4K shares47.47%2025-09-302025-10-17 ETN Eaton Corp. PLC28.4K shares108.33%2025-09-302025-10-17 CVX CHEVRON CORP NEW68.0K shares2.06%2025-09-302025-10-17 PFF ISHARES TR330.0K shares4.21%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON55.7K shares2.11%2025-09-302025-10-17 AMGN AMGEN INC36.5K shares3.88%2025-09-302025-10-17 SPYV SPDR SERIES TRUST185.6K shares-0.83%2025-09-302025-10-17 NTRS Northern Trust Corp.75.6K shares-34.91%2025-09-302025-10-17 PNC PNC FINL SVCS GROUP INC44.8K shares0.79%2025-09-302025-10-17 ORCL Oracle Corp.31.9K shares-38.72%2025-09-302025-10-17 AMZN Amazon.com Inc.40.1K shares-1.48%2025-09-302025-10-17 ADI Analog Devices Inc.35.2K shares-4.39%2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE18.4K shares-0.46%2025-09-302025-10-17 AMLP ALPS ETF TR167.3K shares118.22%2025-09-302025-10-17 SPYG SPDR SERIES TRUST74.9K shares-3.04%2025-09-302025-10-17 IWY ISHARES TR27.9K shares6.88%2025-09-302025-10-17 CME CME GROUP INC26.5K shares2.95%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW7.7K shares2.03%2025-09-302025-10-17 DLR DIGITAL RLTY TR INC40.9K shares1.95%2025-09-302025-10-17 PEP PEPSICO INC50.2K shares96.02%2025-09-302025-10-17 MDT MEDTRONIC PLC73.8K sharesnew addition2025-09-302025-10-17 MRK MERCK & CO INC83.2K shares41.28%2025-09-302025-10-17 MMM 3M CO44.5K shares5.47%2025-09-302025-10-17 ABT ABBOTT LABS50.7K shares-41.52%2025-09-302025-10-17 FANG DIAMONDBACK ENERGY INC45.4K shares5.63%2025-09-302025-10-17 VGT VANGUARD WORLD FD8.5K shares6.15%2025-09-302025-10-17 LLY ELI LILLY & CO8.1K shares103.55%2025-09-302025-10-17 VTV VANGUARD INDEX FDS31.0K shares7.44%2025-09-302025-10-17 CFR CULLEN FROST BANKERS INC44.0K shares3.18%2025-09-302025-10-17 BABA Alibaba Group Holding Ltd.30.7K shares-26.78%2025-09-302025-10-17 META Meta Platforms Inc.7.3K shares11.04%2025-09-302025-10-17 MCD MCDONALDS CORP17.5K shares1.56%2025-09-302025-10-17 HOOD Robinhood Markets Inc.35.6K sharesnew addition2025-09-302025-10-17 DIS DISNEY WALT CO43.6K shares-28.60%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO32.1K shares-24.82%2025-09-302025-10-17 ABBV ABBVIE INC21.3K shares8.37%2025-09-302025-10-17 SNOW Snowflake Inc.21.7K shares2.52%2025-09-302025-10-17 FIX Comfort Systems USA Inc.5.8K shares-5.84%2025-09-302025-10-17 VCSH VANGUARD SCOTTSDALE FDS59.3K shares2.18%2025-09-302025-10-17 XOM EXXON MOBIL CORP41.5K shares51.51%2025-09-302025-10-17 VRT Vertiv Holdings Co.30.6K shares0.62%2025-09-302025-10-17 QCOM QUALCOMM INC27.5K shares239.10%2025-09-302025-10-17 SCHW Charles Schwab Corp./The47.0K shares5.21%2025-09-302025-10-17 WYNN Wynn Resorts Ltd.33.7K shares2.82%2025-09-302025-10-17 BA Boeing Co./The20.0K shares43.83%2025-09-302025-10-17 CIEN Ciena Corp.28.0K shares-21.00%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS14.2K sharesnew addition2025-09-302025-10-17 PM PHILIP MORRIS INTL INC24.3K shares1280.58%2025-09-302025-10-17 CRM salesforce.com Inc.16.6K shares-7.10%2025-09-302025-10-17 FTI TechnipFMC PLC99.7K shares-0.42%2025-09-302025-10-17 QGEN QIAGEN NV83.9K shares7.94%2025-09-302025-10-17 COHR Coherent Corp.34.7K shares247.35%2025-09-302025-10-17 CGNX Cognex Corp.82.1K shares-11.32%2025-09-302025-10-17 BSX Boston Scientific Corp.37.8K shares-5.92%2025-09-302025-10-17 TWLO Twilio Inc.35.9K shares2.26%2025-09-302025-10-17 NFLX Netflix Inc.3.0K shares50.40%2025-09-302025-10-17 INTU INTUIT5.2K shares0.66%2025-09-302025-10-17 TMO Thermo Fisher Scientific Inc.7.2K sharesnew addition2025-09-302025-10-17 PLTR Palantir Technologies Inc.18.6K shares-18.47%2025-09-302025-10-17 MCHP MICROCHIP TECHNOLOGY INC.52.6K sharesnew addition2025-09-302025-10-17 FFIV F5 Inc.10.1K shares17.67%2025-09-302025-10-17 SBUX STARBUCKS CORP38.3K sharesnew addition2025-09-302025-10-17 WMT WALMART INC29.5K shares-0.62%2025-09-302025-10-17 MPWR Monolithic Power Systems Inc.3.3K shares35.06%2025-09-302025-10-17 CLS Celestica Inc.11.8K shares-29.53%2025-09-302025-10-17 CCJ Cameco Corp.34.2K shares-6.16%2025-09-302025-10-17 GOOGL ALPHABET INC11.6K shares94.45%2025-09-302025-10-17 FN Fabrinet7.4K shares-21.91%2025-09-302025-10-17 PANW Palo Alto Networks Inc.12.8K shares0.57%2025-09-302025-10-17 RGTI Rigetti Computing Inc80.5K shares436.70%2025-09-302025-10-17 EW Edwards LifeSciences Corp.29.8K shares3.97%2025-09-302025-10-17 EAT Brinker International Inc.17.2K sharesnew addition2025-09-302025-10-17 URBN Urban Outfitters Inc.30.3K shares203.13%2025-09-302025-10-17 SGOV ISHARES TR21.4K shares3.94%2025-09-302025-10-17 FRSH Freshworks Inc.182.5K shares-11.26%2025-09-302025-10-17 RDDT Reddit Inc.8.9K sharesnew addition2025-09-302025-10-17 SPOT Spotify Technology SA2.9K shares-34.86%2025-09-302025-10-17 AMAT APPLIED MATLS INC9.7K shares-2.19%2025-09-302025-10-17 CAT CATERPILLAR INC3.9K shares-8.34%2025-09-302025-10-17 RNG RingCentral Inc.66.1K sharesnew addition2025-09-302025-10-17 IVV ISHARES TR2.4K shares0.55%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares0.65%2025-09-302025-10-17 DOCU DocuSign Inc.19.7K shares-8.27%2025-09-302025-10-17 VTIP VANGUARD MALVERN FDS26.4K shares-0.59%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP2.6K shares-82.23%2025-09-302025-10-17 PWR QUANTA SVCS INC2.9K shares3.84%2025-09-302025-10-17 ANGI Angi Inc75.0K shares50.00%2025-09-302025-10-17 LZ Legalzoom.com Inc.100.0K shares-20.00%2025-09-302025-10-17 NOW SERVICENOW INC1.1K shares3.00%2025-09-302025-10-17 STZ CONSTELLATION BRANDS INC7.5K shares-8.72%2025-09-302025-10-17 TEVA Teva Pharmaceutical Industries Ltd.50.0K sharesnew addition2025-09-302025-10-17 AGG ISHARES TR9.3K sharesnew addition2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR1.3K shares-1.61%2025-09-302025-10-17 WING Wingstop Inc.3.5K shares16.67%2025-09-302025-10-17 EXPE Expedia Inc.4.0K sharesnew addition2025-09-302025-10-17 BP BP PLC23.2K shares1.45%2025-09-302025-10-17 ET ENERGY TRANSFER L P45.8K shares7.21%2025-09-302025-10-17 MAR MARRIOTT INTL INC NEW2.9K shares0.00%2025-09-302025-10-17 TOST Toast Inc.20.0K sharesnew addition2025-09-302025-10-17 OXY OCCIDENTAL PETE CORP14.9K shares178.13%2025-09-302025-10-17 QQQ INVESCO QQQ TR1.2K shares0.00%2025-09-302025-10-17 QBTS D-Wave Quantum Inc27.5K shares175.00%2025-09-302025-10-17 TXN TEXAS INSTRS INC3.6K shares-11.34%2025-09-302025-10-17 HLT HILTON WORLDWIDE HLDGS INC2.5K shares-6.76%2025-09-302025-10-17 IVW ISHARES TR5.3K shares0.06%2025-09-302025-10-17 LRCX LAM RESEARCH CORP4.6K shares-2.84%2025-09-302025-10-17 LOW LOWES COS INC2.4K sharesnew addition2025-09-302025-10-17 VTI VANGUARD INDEX FDS1.7K shares5.05%2025-09-302025-10-17 CB CHUBB LIMITED1.8K shares0.00%2025-09-302025-10-17 MA MASTERCARD INCORPORATED879 shares-85.28%2025-09-302025-10-17 DE DEERE & CO1.1K shares-95.19%2025-09-302025-10-17 VV VANGUARD INDEX FDS1.5K shares0.26%2025-09-302025-10-17 IONQ IonQ Inc7.5K shares50.00%2025-09-302025-10-17 KO COCA COLA CO6.5K shares-8.47%2025-09-302025-10-17 AMBA Ambarella Inc.5.0K sharesnew addition2025-09-302025-10-17 GOOG ALPHABET INC1.7K shares0.00%2025-09-302025-10-17 CSTL CASTLE BIOSCIENCES INC16.9K shares0.00%2025-09-302025-10-17 DGRO ISHARES TR5.3K shares0.02%2025-09-302025-10-17 VEA VANGUARD TAX-MANAGED FDS5.9K shares47.58%2025-09-302025-10-17 BAC BANK AMERICA CORP6.9K shares0.19%2025-09-302025-10-17 RSPT INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2025-09-302025-10-17 TSLA TESLA INC745 shares-24.21%2025-09-302025-10-17 VB VANGUARD INDEX FDS1.2K shares0.81%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-17 IWF ISHARES TR629 shares0.00%2025-09-302025-10-17 V VISA INC856 shares-6.24%2025-09-302025-10-17 AXON AXON ENTERPRISE INC400 shares0.00%2025-09-302025-10-17 BNDX VANGUARD CHARLOTTE FDS5.8K shares-4.61%2025-09-302025-10-17 THC TENET HEALTHCARE CORP1.4K shares0.00%2025-09-302025-10-17 AZZ AZZ INC2.5K shares0.00%2025-09-302025-10-17 EXE EXPAND ENERGY CORPORATION2.5K shares0.79%2025-09-302025-10-17 CRWD CROWDSTRIKE HLDGS INC518 shares0.00%2025-09-302025-10-17 FPE FIRST TR EXCH TRADED FD III13.3K shares0.00%2025-09-302025-10-17 MPC MARATHON PETE CORP1.1K shares-10.84%2025-09-302025-10-17 ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-10-17 IJR ISHARES TR1.8K shares-5.87%2025-09-302025-10-17 VXUS VANGUARD STAR FDS2.9K sharesnew addition2025-09-302025-10-17 IWM iShares Russell 2000 ETF 09/30/2025 237 Put1.0K sharesnew addition2025-09-302025-10-17 VVR INVESCO SR INCOME TR17.0K shares0.00%2025-09-302025-10-17 SEA LTD SEA LTD38.0K shares0.00%2025-09-302025-10-17 SNAP INC SNAP INC28.0K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available