Portfolio Holdings & Fund Performance - Oak Harvest Investment Services

List of top 200 securities held by Oak Harvest Investment Services:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q1
Total Holdings: 116
Assets Under Management (AUM) :
$577,788,851 ($577.79M)
Reporting Manager: Troy Sharpe
Address:

920 Memorial City Way
Suite 150
Houston, TX 77024

Since : total money flow = , gains and losses =

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