Notify me when Oak Harvest Investment Services files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 177 | $915,389,966 | +$168,788,497 | -$125,314,195 | +$43,474,302 | VGSH, VOO, AAPL, JPM, VYM | 13F-HR | 26 Jan 2026, 19:06 |
| Q3 2025 | 170 | $857,350,334 | +$116,293,672 | -$113,855,905 | +$2,437,767 | VGSH, VOO, AAPL, JPM, VYM | 13F-HR | 17 Oct 2025, 17:29 |
| Q2 2025 | 165 | $798,240,281 | +$103,281,037 | -$78,199,250 | +$25,081,787 | VGSH, VOO, JPM, VYM, AAPL | 13F-HR | 08 Aug 2025, 13:19 |
| Q1 2025 | 144 | $715,903,310 | +$110,933,795 | -$100,266,855 | +$10,666,940 | VGSH, VOO, AAPL, JPM, VYM | 13F-HR | 14 May 2025, 16:29 |
| Q4 2024 | 151 | $717,323,963 | +$106,631,799 | -$98,705,338 | +$7,926,461 | VGSH, VOO, AAPL, VYM, JPM | 13F-HR | 23 Jan 2025, 15:51 |
| Q3 2024 | 132 | $695,373,823 | +$110,336,602 | -$70,538,860 | +$39,797,742 | VGSH, VOO, VYM, AAPL, JPM | 13F-HR | 25 Oct 2024, 14:56 |
| Q2 2024 | 117 | $633,337,140 | +$65,614,312 | -$37,877,646 | +$27,736,666 | VGSH, VOO, AAPL, VYM, JPM | Restatement | 24 Oct 2024, 16:39 |
| Q1 2024 | 120 | $602,080,138 | +$109,971,369 | -$35,630,248 | +$74,341,121 | VGSH, VOO, VYM, AAPL, JPM | Restatement | 24 Oct 2024, 16:38 |
| Q4 2023 | 112 | $500,965,139 | +$43,497,837 | -$52,342,307 | -$8,844,470 | VGSH, VOO, AAPL, VYM, JPM | 13F-HR | 12 Jan 2024, 12:25 |
| Q3 2023 | 107 | $472,522,559 | +$81,986,092 | -$45,576,546 | +$36,409,546 | VGSH, VOO, AAPL, VYM, JPM | 13F-HR | 25 Oct 2023, 16:35 |
| Q2 2023 | 109 | $446,136,990 | +$95,608,170 | -$105,982,541 | -$10,374,371 | VGSH, VOO, VYM, JPM, AAPL | 13F-HR | 17 Jul 2023, 16:49 |
| Q1 2023 | 104 | $433,955,666 | +$49,275,341 | -$21,326,804 | +$27,948,537 | VOO, VGSH, SPYG, AAPL, VYM | 13F-HR | 20 Apr 2023, 14:58 |
| Q4 2022 | 91 | $384,416,963 | +$11,837,861 | -$36,025,894 | -$24,188,033 | VOO, VGSH, SPYG, AAPL, VYM | 13F-HR | 24 Jan 2023, 17:08 |
| Q3 2022 | 97 | $374,880,000 | +$37,836,932 | -$9,487,082 | +$28,349,850 | VOO, VGSH, SPYG, AAPL, VYM | 13F-HR | 14 Oct 2022, 14:27 |
| Q2 2022 | 84 | $370,942,000 | +$41,229,518 | -$4,570,454 | +$36,659,064 | VOO, VGSH, SPYG, AAPL, DIA | 13F-HR | 18 Jul 2022, 15:08 |
| Q1 2022 | 81 | $403,952,000 | +$42,478,965 | -$15,676,924 | +$26,802,041 | VOO, SPYG, VGSH, AAPL, AMZN | 13F-HR | 04 May 2022, 16:52 |
| Q4 2021 | 85 | $402,829,000 | +$36,870,741 | -$3,874,171 | +$32,996,570 | VOO, SPYG, VGSH, AAPL, AMZN | 13F-HR | 21 Jan 2022, 16:32 |
| Q3 2021 | 80 | $342,902,000 | +$49,520,039 | -$7,892,621 | +$41,627,418 | VOO, SPYG, VGSH, AAPL, JPM | 13F-HR | 08 Oct 2021, 14:09 |
| Q2 2021 | 78 | $303,400,000 | +$36,043,407 | -$12,133,154 | +$23,910,253 | VOO, SPYG, VGSH, AAPL, JPM | 13F-HR | 13 Jul 2021, 16:08 |
| Q1 2021 | 71 | $261,337,000 | +$41,144,047 | -$26,827,839 | +$14,316,208 | VOO, SPYG, VGSH, AAPL, JPM | 13F-HR | 12 Apr 2021, 11:15 |
| Q4 2020 | 68 | $233,169,000 | $0 | $0 | $0 | VOO, VGSH, SPYG, AAPL, DIS | 13F-HR | 15 Jan 2021, 11:25 |