Oak Harvest Investment Services

Position in EVR — Evercore Inc.

CIK 1839430 HOUSTON, TX

Position in EVR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,030,435

New position

Shares Held

14,733

first reported quarter

Ownership

0.038%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#196

of 703 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 61% Shared 0% None 39%

Financial Services · as of Jun 30, 2026

Oak Harvest Investment Services holds $43,191,745 across 3 Capital Markets names. EVR ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	144,642	$30,235,963
2	SCHW	Schwab Charles Corp	85,893	$7,925,347
3	EVR	Evercore Inc. This page	14,733	$5,030,435

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,030,435	14,733	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.