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Oak Harvest Investment Services Historic Quarter Change: USA Stocks, New

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Oak Harvest Investment Services historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Oak Harvest Investment Services opened 324 positions, added to 565, reduced 384 and sold out of 251.

  • Q2 2026: Stock CI; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock BNY; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock TER; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CBOE; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1839430), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-10-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CI
THE CIGNA GROUP		United StatesCOM038,662+38,662$0$10,658,370+$10,658,3702026-07-27
Q2 2026BNY
BANK OF NY MELLON CORP		United StatesCOM036,701+36,701$0$5,307,332+$5,307,3322026-07-27
Q2 2026TER
TERADYNE INC		United StatesCOM08,684+8,684$0$4,201,667+$4,201,6672026-07-27
Q2 2026CBOE
CBOE GLOBAL MKTS INC		United StatesCOM016,845+16,845$0$4,087,776+$4,087,7762026-07-27
Q2 2026HAL
HALLIBURTON CO		United StatesCOM0114,729+114,729$0$3,895,050+$3,895,0502026-07-27
Q2 2026GEV
GE VERNOVA INC		United StatesCOM02,769+2,769$0$3,253,187+$3,253,1872026-07-27
Q2 2026EVR
Evercore Inc.		United StatesCommon Stock09,000+9,000$0$3,072,960+$3,072,9602026-07-27
Q2 2026URI
United Rentals Inc.		United StatesCommon Stock02,500+2,500$0$2,832,225+$2,832,2252026-07-27
Q2 2026CI
Cigna Group (The)		United StatesCommon Stock010,000+10,000$0$2,756,800+$2,756,8002026-07-27
Q2 2026AEIS
Advanced Energy Industries Inc.		United StatesCommon Stock07,000+7,000$0$2,610,090+$2,610,0902026-07-27
Q2 2026SANM
Sanmina Corporation		United StatesCommon Stock010,000+10,000$0$2,530,800+$2,530,8002026-07-27
Q2 2026TER
Teradyne Inc.		United StatesCommon Stock05,000+5,000$0$2,419,200+$2,419,2002026-07-27
Q2 2026AMZN
Amazon.com Inc.		United StatesCommon Stock010,000+10,000$0$2,383,400+$2,383,4002026-07-27
Q2 2026GEV
GE Vernova Inc.		United StatesCommon Stock02,000+2,000$0$2,349,720+$2,349,7202026-07-27
Q2 2026PANW
Palo Alto Networks Inc.		United StatesCommon Stock06,500+6,500$0$2,216,630+$2,216,6302026-07-27
Q2 2026TKR
Timken Company (The)		United StatesCommon Stock015,000+15,000$0$2,179,800+$2,179,8002026-07-27
Q2 2026DELL
Dell Technologies Inc.		United StatesCommon Stock05,000+5,000$0$2,157,300+$2,157,3002026-07-27
Q2 2026EVR
EVERCORE INC		United StatesCLASS A05,733+5,733$0$1,957,476+$1,957,4762026-07-27
Q2 2026SNOW
Snowflake Inc.		United StatesCommon Stock07,500+7,500$0$1,908,750+$1,908,7502026-07-27
Q2 2026WST
West Pharmaceutical Services Inc.		United StatesCommon Stock03,500+3,500$0$1,256,500+$1,256,5002026-07-27
Q2 2026BNY
Bank of New York Mellon Corporation (The)		United StatesCommon Stock07,500+7,500$0$1,084,575+$1,084,5752026-07-27
Q2 2026FNV
Franco-Nevada Corporation		Common Stock05,000+5,000$0$1,042,200+$1,042,2002026-07-27
Q2 2026CVS
CVS HEALTH CORP		United StatesCOM02,425+2,425$0$250,838+$250,8382026-07-27
Q2 2026TSEM
TOWER SEMICONDUCTOR LTD		SHS NEW0905+905$0$235,879+$235,8792026-07-27
Q2 2026AXON
AXON ENTERPRISE INC		United StatesCOM0400+400$0$224,244+$224,2442026-07-27
Q2 2026WPC
WP CAREY INC		United StatesCOM02,929+2,929$0$209,424+$209,4242026-07-27

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