Long-term investor
Oak Harvest Investment Services @oakharvestinvestmentserv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001839430).
Record
- Tracked since 2025-06-30 (434 days), 216 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +12.1% · 1 year +20.3% · all +20.3%
- Max drawdown 0.0% · Sharpe 1.83 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C102 · 7.0% · long · since 2025-06-30
- 922908363 · 4.4% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- MS · 2.8% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- 921946406 · 2.4% · long · since 2025-06-30
- ETN · 1.9% · long · since 2025-06-30
- RTNTF · 1.8% · long · since 2025-12-31
- GOOGL · 1.6% · long · since 2025-06-30
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