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Portfolio (Quarterly) Guide ↗

Oak Harvest Investment Services

· CIK 0001839430
13F Portfolio $857M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 169 New
Page 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWM iShares Russell 2000 ETF 09/30/2025 237 Put 1,000.0 $98K 0.01% NEW $98.00 +179.6%
162 Microsoft Corporation 10/17/2025 525 Call 150.0 $93K 0.01% NEW $623.00
163 Apple Inc. 10/17/2025 260 Call 250.0 $70K 0.01% NEW $278.00
164 VVR INVESCO SR INCOME TR Financial Services 17,000.0 $59K 0.01% NEW $3.46 -14.5%
165 AFFIRM HLDGS INC 41,000.0 $39K 0.01% NEW $0.94
166 SEA LTD 38,000.0 $37K 0.00% NEW $0.96
167 SNAP INC 28,000.0 $26K 0.00% NEW $0.92
168 GUARDANT HEALTH INC 24,000.0 $23K 0.00% NEW $0.96
169 Amazon.com Inc. 10/17/2025 240 Call 200.0 $14K 0.00% NEW $69.00
Page 9 of 9  ·  169 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 32.2%
Financial Services 19.0%
Healthcare 10.6%
Consumer Cyclical 8.2%
Energy 6.7%
Industrials 6.3%
Communication Services 6.1%
Consumer Defensive 4.6%
Basic Materials 3.0%
Utilities 2.2%