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Nathan Kattner

Oak Harvest Investment Services

Assets Managed
$958.025M
Holdings
176
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
4.48%(2Q avg: 5.72%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oak Harvest Investment Services's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Oak Harvest Investment Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 958.025M in assets, with a quarterly growth rate of 4.48% and a 2-quarter average growth rate of 5.72%. The portfolio is managed by Nathan Kattner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 28.71%
7.5%
$71.845M
1.227M shares@ $58.55 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.19%
4.44%
$42.517M
71,151 shares@ $597.56 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 59.41%
3.69%
$35.332M
114,155 shares@ $309.51 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.31%
3.27%
$31.264M
123,189 shares@ $253.79 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.19%
2.61%
$24.922M
84,724 shares@ $294.17 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -9.2%
2.58%
$24.641M
166,381 shares@ $148.1 avg price
MS
Morgan Stanley
Recent Activity
Increased 2.79%
2.25%
$21.503M
130,663 shares@ $164.57 avg price
RIO
Rio Tinto Plc-spon Adr
Recent Activity
Increased 3.95%
1.93%
$18.43M
197,554 shares@ $93.3 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 6.39%
1.9%
$18.127M
233,630 shares@ $77.59 avg price
KMI
Kinder Morgan Inc
Recent Activity
Increased 3.01%
1.68%
$16.078M
479,504 shares@ $33.54 avg price

1-10 of 176