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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Harvest Investment Services LLC
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|---|---|
| CRD # | 173293 |
| SEC # | 801-116667 |
| CIK # | 0001839430 |
| AUM | $940.8 M (2025-06-20) |
| Employees | 39 (56% Investors, 51% Brokers) |
| Phone | 281-822-1350 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 28.7 | ||
| Apple Inc | 23.3 | ||
| Morgan Stanley | 18.5 | ||
| Broadcom Inc | 17.2 | ||
| Northern Trust Corp | 14.7 | ||
| Cisco Systems Inc | 14.0 | ||
| BlackRock Inc | 13.4 | ||
| Kinder Morgan Inc | 12.9 | ||
| Agnico Eagle Mines Ltd | 12.6 | ||
| Nvidia Corp | 12.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 264.5 |
| (b) Individuals (high net worth individuals) | 387 | 642.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 3.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 24.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,633 | 940.8 |
| By Discretionary | ||
| Discretionary | 2,633 | 940.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,633 | 940.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 940.8 | |
| Total | 2,633 | 940.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839430] |
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