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Equibles

Oak Harvest Investment Services

Location
HOUSTON, TX
Portfolio Value
Small $676,791,939
Diversification
Diversified
Filing Date
Global Rank
#1,944 / 8,232 ▼ 972
Top Industry
Semiconductors 9.5%
3Y Alpha vs SPY
-4.3%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+58.1%
SPY
+76.3%
Annualised alpha
-4.3%
Max drawdown
−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

126 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.2%
−67.5 pts
Top 5
19.4%
−57.9 pts
Top 10
31.0%
−49.7 pts
HHI
184
Jun 2023 → Mar 2026 · range 177 – 5,300
Diversified−5,116

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.4% $198,652,147
Financial Services 13.2% $89,098,199
Industrials 12.1% $82,058,742
Energy 10.0% $67,777,059
Healthcare 9.5% $64,375,412
Basic Materials 8.1% $54,861,237
Consumer Cyclical 6.7% $45,250,827
Consumer Defensive 4.7% $32,080,955
Communication Services 2.9% $19,865,966
Utilities 1.9% $12,986,665
Unclassified 1.4% $9,784,730

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
FLS +74,423 89,423 $6,573,484
SCHW +72,554 129,941 $12,211,855
SBUX +45,980 84,868 $7,603,324
AVGO +42,542 114,155 $35,332,114
MRVL +31,528 51,528 $5,103,848
GOOGL +30,889 46,621 $13,406,334
UNP +25,034 45,463 $11,030,233
NUE +24,525 63,328 $10,708,764
IONQ +23,330 88,795 $2,559,959
PLAB +20,000 50,000 $2,020,500
RTX +17,652 54,494 $10,511,892
ABBV +14,160 38,729 $8,423,170
CSCO +14,029 233,630 $18,127,351
KMI +13,992 479,504 $16,077,769
DPZ +10,874 13,374 $4,798,457
PLTR +10,361 27,797 $4,066,145
NVDA +9,038 88,237 $15,388,532
EW +8,666 48,602 $3,892,048
ATRC +7,500 45,000 $1,283,850
RIO +7,496 197,554 $18,429,812
META +7,071 7,868 $4,501,518
SCCO +7,034 60,355 $10,384,681
MDB +6,708 9,708 $2,376,227
PM +6,624 36,743 $6,075,087
EXE +6,342 78,561 $8,624,426

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
BLK −1,582,798 12,355 $11,881,927
MDT −96,829 2,606 $225,809
DELL −49,150 1,646 $270,157
NTRS −41,171 6,825 $952,565
AMZN −32,946 9,110 $1,897,339
MMM −32,051 36,624 $5,318,903
MSFT −29,857 14,659 $5,426,322
FTI −12,693 92,583 $6,400,262
NFLX −12,185 14,224 $1,367,637
CCJ −10,156 36,290 $3,941,456
CGNX −9,763 86,972 $4,260,758
TEVA −8,368 119,018 $3,584,822
WYNN −7,507 32,951 $3,346,174
LLY −5,306 3,201 $2,944,183
RNG −5,000 40,000 $1,487,600
CIEN −3,268 25,500 $9,899,865
TWLO −3,158 36,356 $4,574,311
DE −2,269 14,203 $8,000,549
AEM −2,180 75,564 $15,337,980
FN −1,889 7,343 $3,829,521
CLS −1,767 13,042 $3,673,670
ADI −1,631 6,613 $2,103,859
WMT −1,482 28,225 $3,507,803
ORCL −1,238 1,887 $277,596
BA −1,232 27,701 $5,513,330

New Positions

Positions the filer opened this quarter
17 positions
Ticker Shares Value Open
EAT 34,233 $4,887,445
AKAM 39,324 $4,516,361
QGEN 108,639 $4,349,905
AAOI 37,872 $3,203,592
BE 19,962 $2,704,651
FFIV 7,797 $2,255,906
UTHR 2,500 $1,482,450
SHAK 15,000 $1,327,050
VEEV 7,500 $1,317,450
JCI 3,900 $510,705
TEL 2,381 $497,676
T 12,550 $363,824
NEE 3,116 $289,414
MPC 1,151 $281,051
SHEL 2,617 $243,381
VZ 4,515 $226,653
F 10,555 $121,804

Sold Out

Positions the filer fully exited
21 positions
Ticker Shares Value Open
MCO 23,982 $12,251,204
QCOM 38,594 $6,601,503
BABA 38,166 $5,594,372
CRM 20,586 $5,453,437
HOOD 43,939 $4,969,500
SNOW 19,579 $4,294,849
DIS 34,841 $3,963,860
PANW 16,265 $2,996,013
RDDT 11,219 $2,578,911
URBN 33,439 $2,516,619
AMBA 31,959 $2,263,975
PWR 3,386 $1,429,095
HUBS 3,000 $1,203,900
LZ 100,000 $993,000
DDOG 7,117 $967,840
ABT 3,126 $391,656
DLR 2,271 $351,346
SPOT 566 $328,681
CRWD 521 $244,223
AXON 400 $227,172
MCHP 3,146 $200,463

Portfolio Positions

Export CSV View 13F filing
126 positions · $676,791,939 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities
Showing 1–50 of 126 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
AVGO
Broadcom Inc.
Technology 		114,155 $35,332,114 5.22%
AAPL
Apple Inc.
Technology 		123,189 $31,264,136 4.62%
JPM
Jpmorgan Chase & Co
Financial Services 		84,724 $24,922,411 3.68%
MS
Morgan Stanley
Financial Services 		130,663 $21,503,209 3.18%
RIO
Rio Tinto PLC
Basic Materials 		197,554 $18,429,812 2.72%
CSCO
Cisco Systems, Inc.
Technology 		233,630 $18,127,351 2.68%
KMI
Kinder Morgan, Inc.
Energy 		479,504 $16,077,769 2.38%
NVDA
Nvidia Corp
Technology 		88,237 $15,388,532 2.27%
AEM
Agnico Eagle Mines Ltd
Basic Materials 		75,564 $15,337,980 2.27%
JNJ
Johnson & Johnson
Healthcare 		55,987 $13,685,462 2.02%
COST
Costco Wholesale Corp /New
Consumer Defensive 		13,710 $13,661,055 2.02%
GOOGL
Alphabet Inc.
Communication Services 		46,621 $13,406,334 1.98%
DUK
Duke Energy CORP
Utilities 		96,970 $12,697,251 1.88%
CVX
Chevron Corp
Energy 		59,822 $12,377,171 1.83%
SCHW
Schwab Charles Corp
Financial Services 		129,941 $12,211,855 1.80%
BLK
BlackRock, Inc.
Financial Services 		12,355 $11,881,927 1.76%
ETN
Eaton Corp plc
Industrials 		32,244 $11,532,711 1.70%
UNP
Union Pacific Corp
Industrials 		45,463 $11,030,233 1.63%
NUE
Nucor Corp
Basic Materials 		63,328 $10,708,764 1.58%
RTX
RTX Corp
Industrials 		54,494 $10,511,892 1.55%
SCCO
Southern Copper Corp/
Basic Materials 		60,355 $10,384,681 1.53%
FANG
Diamondback Energy, Inc.
Energy 		51,765 $10,238,599 1.51%
MRK
Merck & Co., Inc.
Healthcare 		83,388 $10,030,742 1.48%
CIEN
Ciena Corp
Technology 		25,500 $9,899,865 1.46%
MCD
Mcdonalds Corp
Consumer Cyclical 		31,452 $9,774,967 1.44%
HD
Home Depot, Inc.
Consumer Cyclical 		26,332 $8,660,331 1.28%
EXE
EXPAND ENERGY Corp
Energy 		78,561 $8,624,426 1.27%
ABBV
AbbVie Inc.
Healthcare 		38,729 $8,423,170 1.24%
PEP
Pepsico Inc
Consumer Defensive 		53,569 $8,318,730 1.23%
AMGN
Amgen Inc
Healthcare 		23,622 $8,311,400 1.23%
CME
Cme Group Inc.
Financial Services 		28,012 $8,273,344 1.22%
DE
Deere & Co
Industrials 		14,203 $8,000,549 1.18%
DIA
Spdr Dow Jones Industrial Average ETF Trust
 17,102 $7,921,475 1.17%
FIX
Comfort Systems USA Inc
Industrials 		5,573 $7,685,111 1.14%
SBUX
Starbucks Corp
Consumer Cyclical 		84,868 $7,603,324 1.12%
COHR
Coherent Corp.
Technology 		30,011 $7,148,920 1.06%
VRT
Vertiv Holdings Co
Industrials 		27,358 $6,855,367 1.01%
XOM
Exxon Mobil Corp
Energy 		39,686 $6,733,126 0.99%
CFR
Cullen/Frost Bankers, Inc.
Financial Services 		48,509 $6,649,613 0.98%
FLS
Flowserve Corp
Industrials 		89,423 $6,573,484 0.97%
FTI
TechnipFMC plc
Energy 		92,583 $6,400,262 0.95%
PM
Philip Morris International Inc.
Consumer Defensive 		36,743 $6,075,087 0.90%
KEYS
Keysight Technologies, Inc.
Technology 		20,983 $5,924,969 0.88%
BA
Boeing Co
Industrials 		27,701 $5,513,330 0.81%
MSFT
Microsoft Corp
Technology 		14,659 $5,426,322 0.80%
KLAC
Kla Corp
Technology 		3,636 $5,353,682 0.79%
MMM
3M Co
Industrials 		36,624 $5,318,903 0.79%
MRVL
Marvell Technology, Inc.
Technology 		51,528 $5,103,848 0.75%
EAT
Brinker International, Inc
Consumer Cyclical 		34,233 $4,887,445 0.72%
DPZ
Dominos Pizza Inc
Consumer Cyclical 		13,374 $4,798,457 0.71%

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