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Portfolio (Quarterly) Guide ↗

Oak Harvest Investment Services

· CIK 0001839430
13F Portfolio $917M AUM 232 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 88 Added 45 Reduced 18 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 686.0 $272K 0.03% NEW $396.31 +5.6%
22 IAU ISHARES GOLD TR Financial Services 3,134.0 $254K 0.03% NEW $81.17 +3.9%
23 Alphabet Inc. 01/16/2026 310 Call 250.0 $218K 0.02% NEW $871.00
24 VBR VANGUARD INDEX FDS 956.0 $202K 0.02% NEW $211.72 +6.8%
25 BUYW NORTHERN LTS FD TR IV 13,383.0 $192K 0.02% NEW $14.32 +1.0%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 17.9%
Healthcare 10.4%
Industrials 10.0%
Consumer Cyclical 7.5%
Basic Materials 6.7%
Energy 6.2%
Consumer Defensive 4.3%
Communication Services 3.3%
Utilities 1.7%