Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Oak Harvest Investment Services
  City: Houston
  State: TX
  Zip: 77024
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BLK)1 Year Chart         BLK BlackRock Inc A 34 New $790.33 $6,735,000 8,078 1.16% 6,735,000 8,078 0.005    Investment Brokerage ...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 40 New $209.51 $5,383,000 27,679 0.93% 5,383,000 27,679 0.019    Confectioners
   (NUE)1 Year Chart         NUE Nucor Corp 46 New $173.74 $4,336,000 21,912 0.75% 4,336,000 21,912 0.007    Steel & Iron
   (CFR)1 Year Chart         CFR Cullen Frost Bankers Inc 55 New $107.51 $2,972,000 26,405 0.51% 2,972,000 26,405 0.042    Domestic Regional Banks
   (FTI)1 Year Chart         FTI Technipfmc Limited 78 New $26.42 $1,186,000 47,237 0.2% 1,186,000 47,237 0.011    Oil & Gas Equipment &...
   (CLF)1 Year Chart         CLF Cleveland-Cliffs Inc 80 New $17.70 $929,000 40,858 0.16% 929,000 40,858 0.01    Steel & Iron
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 88 New $483.11 $751,000 1,489 0.13% 751,000 1,489 0    Application Software
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 99 New $510.24 $390,000 785 0.07% 390,000 785 0.002    Food Wholesale
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 110 New $590.70 $266,000 458 0.05% 266,000 458 0    Medical Laboratories ...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 112 New $232.98 $212,000 833 0.04% 212,000 833 0    Home Improvement Stores
   (COP)1 Year Chart         COP ConocoPhillips 113 New $121.59 $210,000 1,649 0.04% 210,000 1,649 0    Integrated Oil & Gas
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 115 New $109.31 $202,000 1,830 0.03% 202,000 1,830 0    Closed - End Fund - E...
   (PTEN)1 Year Chart         PTEN Patterson-UTI Energy 116 New $10.94 $128,000 10,726 0.02% 128,000 10,726 0.003    Oil & Gas Drilling & ...

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results