Oak Harvest Investment Services has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal office at 920 Memorial City Way, Suite 150, Houston, Texas.
The report details a portfolio of 212 individual securities, including common stocks, exchange-traded funds, and various derivatives. Notable common stock positions include Apple Inc., with 11,290,242 shares; Microsoft Corporation, with 14,057,487 shares; and JPMorgan Chase & Company, with 28,314,375 shares. The filing also lists significant positions in Alphabet Inc., Amazon.com Inc., and NVIDIA Corporation.
The portfolio includes a mix of large-cap U.S. equities and international holdings. Specific positions include shares in Chevron Corporation, Bristol-Myers Squibb Company, and Lockheed Martin Corporation. The filing also details several exchange-traded funds, such as the Vanguard S&P 500 ETF and the iShares Core S&P 500 ETF.
In addition to common stock holdings, the filing discloses several derivative positions. These include call and put options on various underlying assets, such as Microsoft, Applied Optoelectronics Inc., and State Street SPDR S&P 500 ETF Trust.
