Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,415,140
New position
Shares Held
48,662
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#260
of 1,682 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 21%
Shared 0%
None 79%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Oak Harvest Investment Services holds $13,666,006 across 2 Healthcare Plans names. CI ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
48,662 | $13,415,140 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,425 | $250,866 |
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,415,140 | 48,662 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||