Oak Harvest Investment Services
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 916,995
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 799.9 K | 87.4% | 52.42 K | 0 | 52.42 K |
| ETFs | 115.4 K | 12.6% | 6.957 K | 0 | 6.957 K |
| Debt | 128 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
916,995
Holdings
232
QoQ value change ($000)
59,644
(7.0%)
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.