Oak Harvest Investment Services quarter change: USA Bonds: Zero-Coupon Convertibles, Reduced
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Oak Harvest Investment Services opened 3 positions, added to 0, reduced 0, sold out of 3 and left 0 unchanged. The largest increase in value was AFFIRM HLDGS INC (+$40,376); the largest decrease was AFFIRM HLDGS INC (-$39,477).
Two Form 13F-HR filings compared (SEC CIK 1839430): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Center for Financial Planning, Inc. | United States | $0.958B | 663 |
| BRUNI J V & CO /CO | United States | $0.958B | 31 |
| Capital Investment Services of America, Inc. | United States | $0.958B | 80 |
| Lombard Odier Asset Management (USA) Corp | United States | $0.957B | 263 |
| Pekin Hardy Strauss, Inc. | United States | $0.957B | 478 |
| NAVELLIER & ASSOCIATES INC | United States | $0.960B | 326 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | Singapore | $0.956B | 24 |
| Graves Light Lenhart Wealth, Inc. | United States | $0.961B | 197 |
| JGP Wealth Management, LLC | United States | $0.961B | 223 |
| Red Door Wealth Management, LLC | United States | $0.962B | 307 |