Oak Harvest Investment Services
Top Portfolio Positions
126 positions ·
$676,791,939 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ATRC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,283,850 | 45,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,483,500 | 37,500 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||