Oak Harvest Investment Services
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 958,025
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 229 | 958,025 | 13F-HR | Oak Harvest Investment Services |
| Q4 2025 | 1/27/2026 | 232 | 916,995 | 13F-HR | Oak Harvest Investment Services |
| Q3 2025 | 10/17/2025 | 217 | 857,351 | 13F-HR | Oak Harvest Investment Services |
| Q2 2025 | 8/8/2025 | 215 | 798,240 | 13F-HR | Oak Harvest Investment Services |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 668.3 K | 69.8% | 0 | 131.6 K | -131.6 K |
| ETFs | 288.6 K | 30.2% | 173.2 K | 0 | 173.2 K |
| Debt | 127 | 0.0% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
958,025
Holdings
229
QoQ value change ($000)
41,030
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.