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Portfolio (Quarterly) Guide ↗

Oak Harvest Investment Services

· CIK 0001839430
13F Portfolio $1.1B AUM 209 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 54 Added 62 Reduced 46 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 1,509.0 $221K 0.02% -2K -51.7% $146.57 -2.9%
62 CB CHUBB LIMITED Financial Services 626.0 $213K 0.02% -590.0 -48.5% $340.74 +0.3%
Page 4 of 4  ·  62 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 34.9%
Financial Services 14.5%
Industrials 10.1%
Healthcare 8.8%
Basic Materials 8.5%
Energy 6.7%
Consumer Cyclical 5.6%
Consumer Defensive 5.1%
Communication Services 3.5%
Utilities 2.4%