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| Oak Harvest Investment Services LLC
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| CRD # | 173293 |
| SEC # | 801-116667 |
| CIK # | 0001839430 |
| AUM | 1,136.8 M (2026-04-22) |
| Employees | 44 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 281-822-1350 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839430 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 35.3 | ||
| Apple Inc | 31.3 | ||
| J P Morgan Chase & Co | 24.9 | ||
| Morgan Stanley | 21.5 | ||
| Rio Tinto PLC | 18.4 | ||
| Cisco Systems Inc | 18.1 | ||
| Kinder Morgan Inc | 16.1 | ||
| Nvidia Corp | 15.4 | ||
| Agnico Eagle Mines Ltd | 15.3 | ||
| Johnson & Johnson | 13.7 | ||
| Costco Wholesale Corp /NEW | 13.7 | ||
| Alphabet Inc | 13.4 | ||
| Duke Energy Corp | 12.7 | ||
| Chevron Corp | 12.4 | ||
| Schwab Charles Corp | 12.2 | ||
| BlackRock Inc | 11.9 | ||
| Eaton Corp Ltd | 11.5 | ||
| Union Pacific Corp | 11.0 | ||
| Nucor Corp | 10.7 | ||
| United Technologies Corp /DE/ | 10.5 | ||
| Southern Copper Corp/ | 10.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 307.7 |
| (b) Individuals (high net worth individuals) | 404 | 712.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 91.1 |
| (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 | 19.8 |
| (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 | 2 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,927 | 1,136.8 |
| By Discretionary | ||
| Discretionary | 2,927 | 1,136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,927 | 1,136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,136.8 | |
| Total | 2,927 | 1,136.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001839430] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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