0001839430-21-000002.txt : 20210412 0001839430-21-000002.hdr.sgml : 20210412 20210412111537 ACCESSION NUMBER: 0001839430-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210412 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oak Harvest Investment Services CENTRAL INDEX KEY: 0001839430 IRS NUMBER: 300844609 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20428 FILM NUMBER: 21819834 BUSINESS ADDRESS: STREET 1: 920 MEMORIAL CITY WAY STREET 2: SUITE 150 CITY: HOUSTON STATE: TX ZIP: 77024 BUSINESS PHONE: 2818221350 MAIL ADDRESS: STREET 1: 920 MEMORIAL CITY WAY STREET 2: SUITE 150 CITY: HOUSTON STATE: TX ZIP: 77024 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001839430 XXXXXXXX 03-31-2021 03-31-2021 false Oak Harvest Investment Services

920 Memorial City Way Suite 150 Houston TX 77024

13F HOLDINGS REPORT 028-20428 N Troy Sharpe 281-822-1350 /s/ Troy Sharpe Houston TX 04-12-2021 0 71 261337 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 4654 43004 SH SOLE 0 0 43004 ADOBE SYSTEMS INCORPORATED COM 00724F101 1436 3021 SH SOLE 0 0 3021 AKAMAI TECHNOLOGIES INC COM 00971T101 2702 26520 SH SOLE 0 0 26520 ALPHABET INC CAP STK CL A 02079K305 5358 2598 SH SOLE 0 0 2598 AMAZON COM INC COM 023135106 4233 1368 SH SOLE 0 0 1368 AMGEN INC COM 031162100 3337 13410 SH SOLE 0 0 13410 APPLE INC COM 037833100 10479 85789 SH SOLE 0 0 85789 APPLIED MATLS INC COM 038222105 4125 30875 SH SOLE 0 0 30875 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1983 7762 SH SOLE 0 0 7762 BP PLC SPONSORED ADR 055622104 493 20233 SH SOLE 0 0 20233 BRISTOL-MYERS SQUIBB CO COM 110122108 2808 44477 SH SOLE 0 0 44477 BROADCOM INC COM 11135F101 2543 5486 SH SOLE 0 0 5486 CATERPILLAR INC COM 149123101 5499 23717 SH SOLE 0 0 23717 CHEVRON CORP NEW COM 166764100 660 6301 SH SOLE 0 0 6301 CISCO SYS INC COM 17275R102 3339 64577 SH SOLE 0 0 64577 CME GROUP INC COM 12572Q105 2934 14367 SH SOLE 0 0 14367 COCA COLA CO COM 191216100 1322 25086 SH SOLE 0 0 25086 CONSTELLATION BRANDS INC CL A 21036P108 4745 20809 SH SOLE 0 0 20809 CROWN CASTLE INTL CORP NEW COM 22822V101 3421 19876 SH SOLE 0 0 19876 DEERE & CO COM 244199105 2762 7383 SH SOLE 0 0 7383 DIAGEO PLC SPON ADR NEW 25243Q205 3145 19153 SH SOLE 0 0 19153 DISNEY WALT CO COM 254687106 7077 38353 SH SOLE 0 0 38353 DOMINOS PIZZA INC COM 25754A201 3752 10201 SH SOLE 0 0 10201 ELECTRONIC ARTS INC COM 285512109 3572 26383 SH SOLE 0 0 26383 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 291 37954 SH SOLE 0 0 37954 EXXON MOBIL CORP COM 30231G102 1464 26225 SH SOLE 0 0 26225 FACEBOOK INC CL A 30303M102 4939 16770 SH SOLE 0 0 16770 HILTON WORLDWIDE HLDGS INC COM 43300A203 1776 14686 SH SOLE 0 0 14686 HOME DEPOT INC COM 437076102 4413 14456 SH SOLE 0 0 14456 INTUITIVE SURGICAL INC COM NEW 46120E602 2187 2959 SH SOLE 0 0 2959 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 240 890 SH SOLE 0 0 890 ISHARES TR S&P 500 GRWT ETF 464287309 239 3664 SH SOLE 0 0 3664 ISHARES TR CORE S&P500 ETF 464287200 404 1015 SH SOLE 0 0 1015 JOHNSON & JOHNSON COM 478160104 3200 19473 SH SOLE 0 0 19473 JPMORGAN CHASE & CO COM 46625H100 8040 52815 SH SOLE 0 0 52815 LAUDER ESTEE COS INC CL A 518439104 3246 11160 SH SOLE 0 0 11160 LILLY ELI & CO COM 532457108 1518 8124 SH SOLE 0 0 8124 LINDE PLC SHS G5494J103 216 770 SH SOLE 0 0 770 LOCKHEED MARTIN CORP COM 539830109 3935 10648 SH SOLE 0 0 10648 LULULEMON ATHLETICA INC COM 550021109 1723 5618 SH SOLE 0 0 5618 MASTERCARD INCORPORATED CL A 57636Q104 4633 13013 SH SOLE 0 0 13013 MCDONALDS CORP COM 580135101 3954 17641 SH SOLE 0 0 17641 MEDTRONIC PLC SHS G5960L103 4562 38621 SH SOLE 0 0 38621 MICROSOFT CORP COM 594918104 4352 18458 SH SOLE 0 0 18458 MORGAN STANLEY COM NEW 617446448 4614 59408 SH SOLE 0 0 59408 NETFLIX INC COM 64110L106 2671 5120 SH SOLE 0 0 5120 NIKE INC CL B 654106103 2617 19691 SH SOLE 0 0 19691 NVIDIA CORPORATION COM 67066G104 1568 2937 SH SOLE 0 0 2937 PEPSICO INC COM 713448108 4118 29116 SH SOLE 0 0 29116 QUALCOMM INC COM 747525103 3051 23014 SH SOLE 0 0 23014 SALESFORCE COM INC COM 79466L302 5171 24405 SH SOLE 0 0 24405 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 5004 15156 SH SOLE 0 0 15156 SPDR S&P 500 ETF TR TR UNIT 78462F103 367 926 SH SOLE 0 0 926 SPDR SER TR PRTFLO S&P500 GW 78464A409 15041 266689 SH SOLE 0 0 266689 SQUARE INC CL A 852234103 2507 11041 SH SOLE 0 0 11041 STARBUCKS CORP COM 855244109 4210 38529 SH SOLE 0 0 38529 TEXAS INSTRS INC COM 882508104 4645 24580 SH SOLE 0 0 24580 THERMO FISHER SCIENTIFIC INC COM 883556102 2753 6033 SH SOLE 0 0 6033 UNION PAC CORP COM 907818108 4806 21806 SH SOLE 0 0 21806 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18237 50061 SH SOLE 0 0 50061 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2196 7996 SH SOLE 0 0 7996 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 364 7067 SH SOLE 0 0 7067 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 335 4063 SH SOLE 0 0 4063 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 14141 229853 SH SOLE 0 0 229853 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5845 39742 SH SOLE 0 0 39742 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4091 40470 SH SOLE 0 0 40470 VERIZON COMMUNICATIONS INC COM 92343V104 2139 36779 SH SOLE 0 0 36779 VISA INC COM CL A 92826C839 228 1078 SH SOLE 0 0 1078 WALMART INC COM 931142103 5270 38798 SH SOLE 0 0 38798 WP CAREY INC COM 92936U109 1191 16827 SH SOLE 0 0 16827 WYNN RESORTS LTD COM 983134107 2446 19512 SH SOLE 0 0 19512