0001839430-21-000001.txt : 20210115 0001839430-21-000001.hdr.sgml : 20210115 20210115112533 ACCESSION NUMBER: 0001839430-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 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: 21530922 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 12-31-2020 12-31-2020 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 01-15-2021 0 68 233169 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 4415 41208 SH SOLE 0 0 41208 ADOBE SYSTEMS INCORPORATED COM 00724F101 959 1918 SH SOLE 0 0 1918 AKAMAI TECHNOLOGIES INC COM 00971T101 2581 24580 SH SOLE 0 0 24580 ALPHABET INC CAP STK CL A 02079K305 4287 2446 SH SOLE 0 0 2446 AMAZON COM INC COM 023135106 3176 975 SH SOLE 0 0 975 AMGEN INC COM 031162100 3727 16210 SH SOLE 0 0 16210 APPLE INC COM 037833100 10824 81570 SH SOLE 0 0 81570 APPLIED MATLS INC COM 038222105 6069 70328 SH SOLE 0 0 70328 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1880 8110 SH SOLE 0 0 8110 BK OF AMERICA CORP COM 060505104 359 11838 SH SOLE 0 0 11838 BRISTOL-MYERS SQUIBB CO COM 110122108 2410 38850 SH SOLE 0 0 38850 BROADCOM INC COM 11135F101 3777 8627 SH SOLE 0 0 8627 CATERPILLAR INC COM 149123101 4071 22367 SH SOLE 0 0 22367 CHEVRON CORP NEW COM 166764100 595 7040 SH SOLE 0 0 7040 CISCO SYS INC COM 17275R102 2888 64536 SH SOLE 0 0 64536 COCA COLA CO COM 191216100 1382 25205 SH SOLE 0 0 25205 CONSTELLATION BRANDS INC CL A 21036P108 4188 19120 SH SOLE 0 0 19120 CROWN CASTLE INTL CORP NEW COM 22822V101 3647 22912 SH SOLE 0 0 22912 CSX CORP COM 126408103 2505 27602 SH SOLE 0 0 27602 DEERE & CO COM 244199105 4018 14933 SH SOLE 0 0 14933 DIAGEO PLC SPON ADR NEW 25243Q205 1755 11050 SH SOLE 0 0 11050 DISNEY WALT CO COM 254687106 6741 37204 SH SOLE 0 0 37204 DOMINOS PIZZA INC COM 25754A201 3641 9494 SH SOLE 0 0 9494 DUKE ENERGY CORP NEW COM NEW 26441C204 255 2782 SH SOLE 0 0 2782 ELECTRONIC ARTS INC COM 285512109 3442 23971 SH SOLE 0 0 23971 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 231 37422 SH SOLE 0 0 37422 EXXON MOBIL CORP COM 30231G102 1138 27617 SH SOLE 0 0 27617 FACEBOOK INC CL A 30303M102 4318 15806 SH SOLE 0 0 15806 HILTON WORLDWIDE HLDGS INC COM 43300A203 1052 9455 SH SOLE 0 0 9455 HOME DEPOT INC COM 437076102 4345 16358 SH SOLE 0 0 16358 INTEL CORP COM 458140100 1022 20509 SH SOLE 0 0 20509 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 225 888 SH SOLE 0 0 888 ISHARES TR CORE S&P500 ETF 464287200 378 1006 SH SOLE 0 0 1006 ISHARES TR S&P 500 GRWT ETF 464287309 234 3660 SH SOLE 0 0 3660 JOHNSON & JOHNSON COM 478160104 5469 34748 SH SOLE 0 0 34748 JPMORGAN CHASE & CO COM 46625H100 6455 50801 SH SOLE 0 0 50801 LAUDER ESTEE COS INC CL A 518439104 3969 14909 SH SOLE 0 0 14909 LILLY ELI & CO COM 532457108 1106 6550 SH SOLE 0 0 6550 LOCKHEED MARTIN CORP COM 539830109 4914 13843 SH SOLE 0 0 13843 LULULEMON ATHLETICA INC COM 550021109 1102 3166 SH SOLE 0 0 3166 MASTERCARD INCORPORATED CL A 57636Q104 4157 11646 SH SOLE 0 0 11646 MCDONALDS CORP COM 580135101 3470 16172 SH SOLE 0 0 16172 MEDTRONIC PLC SHS G5960L103 4044 34520 SH SOLE 0 0 34520 MICROSOFT CORP COM 594918104 3766 16934 SH SOLE 0 0 16934 MORGAN STANLEY COM NEW 617446448 3644 53169 SH SOLE 0 0 53169 NIKE INC CL B 654106103 2440 17245 SH SOLE 0 0 17245 NVIDIA CORPORATION COM 67066G104 1085 2079 SH SOLE 0 0 2079 PEPSICO INC COM 713448108 5527 37270 SH SOLE 0 0 37270 QUALCOMM INC COM 747525103 3392 22269 SH SOLE 0 0 22269 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1998 27945 SH SOLE 0 0 27945 SALESFORCE COM INC COM 79466L302 1530 6875 SH SOLE 0 0 6875 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 4162 13610 SH SOLE 0 0 13610 SPDR S&P 500 ETF TR TR UNIT 78462F103 338 905 SH SOLE 0 0 905 SPDR SER TR PRTFLO S&P500 GW 78464A409 12455 225270 SH SOLE 0 0 225270 STARBUCKS CORP COM 855244109 3690 34492 SH SOLE 0 0 34492 TEXAS INSTRS INC COM 882508104 6227 37941 SH SOLE 0 0 37941 UNION PAC CORP COM 907818108 1814 8714 SH SOLE 0 0 8714 VANGUARD INDEX FDS TOTAL STK MKT 922908769 222 1140 SH SOLE 0 0 1140 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15051 43791 SH SOLE 0 0 43791 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2120 7921 SH SOLE 0 0 7921 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 360 7054 SH SOLE 0 0 7054 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 14545 236120 SH SOLE 0 0 236120 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5209 36900 SH SOLE 0 0 36900 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3514 38402 SH SOLE 0 0 38402 VERIZON COMMUNICATIONS INC COM 92343V104 2083 35462 SH SOLE 0 0 35462 VISA INC COM CL A 92826C839 257 1173 SH SOLE 0 0 1173 WALMART INC COM 931142103 5349 37106 SH SOLE 0 0 37106 WP CAREY INC COM 92936U109 1170 16575 SH SOLE 0 0 16575