Oak Harvest Investment Services
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,067,694
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 212 | 1,067,694 | 13F-HR | Oak Harvest Investment Services |
| Q2 2026 | 7/24/2026 | 209 | 1,071,350 | 13F-HR | Oak Harvest Investment Services |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.241 K
(0.2% of total reported value)
· QoQ Δ:
+314
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 756.9 K | 71.0% | 0 | 8.841 K | -8.841 K |
| ETFs | 308.4 K | 28.9% | 4.907 K | 0 | 4.907 K |
| Debt | 101 | 0.0% | 0 | 33 | -33 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
1,067,694
Holdings
212
QoQ value change ($000)
-3,656
(-0.3%)
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.