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  Name: Oak Harvest Investment Services
  City: Houston
  State: TX
  Zip: 77024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $579,483,000
  Total Value Change : $78,515,000
  Securities Held Change : 6
   
All Securities Held : 118
  New Positions : 13
  Closed Positions : 7
  Increased Positions : 69
  Unchanged Positions : 2
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 122 Closed $302.25 $0 0 0% -932,000 -3,162 0    Networking & Communic...
   (F)1 Year Chart         F Ford Motor Co 121 Closed $12.50 $0 0 0% -133,000 -10,877 0    Auto Manufacturers
   (WOLF)1 Year Chart         WOLF Wolfspeed 120 Closed $23.71 $0 0 0% -228,000 -5,245 0    Semiconductor Equipme...
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 119 Closed $50.30 $0 0 0% -8,644,000 -164,862 0    Closed - End Fund - E...
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 118 Closed $32.41 $0 0 0% -6,487,000 -189,775 0    N/A
   (AXP)1 Year Chart         AXP American Express Co 124 Closed $238.65 $0 0 0% -823,000 -4,394 0    Credit Services
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 123 Closed $20.36 $0 0 0% -4,241,000 -196,975 0    N/A

      7 Records Found
  1    
Page 1 of 1
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