# EDGAR Filing Document

**Accession Number:** 0001839430
**File Stem:** 0001839430-23-000001
**Filing Date:** 2023-1
**Character Count:** 12501
**Document Hash:** 70aefd00c8c2547a27047bb72214aa51
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001839430-23-000001.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001839430-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230124

**EFFECTIVENESS DATE**: 20230124

**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:** 23548908

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Oak Harvest Investment Services<br>**Address:** 920 Memorial City Way<br>Suite 150<br>Houston, TX 77024

**Form 13F File Number:** 028-20428

**CRD Number (if applicable):** 000173293

**SEC File Number (if applicable):** 801-116667

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Troy Sharpe<br>**Title:** CCO<br>**Phone:** 281-822-1350

**Signature, Place, and Date of Signing:**

/s/ Troy Sharpe  Houston, TX  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 91

**Form 13F Information Table Value Total:** $384416963

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 591261 | 3659 | SH |  | SOLE |  | 0 | 0 | 3659 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 1714284 | 5094 | SH |  | SOLE |  | 0 | 0 | 5094 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2569361 | 39669 | SH |  | SOLE |  | 0 | 0 | 39669 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5253385 | 59542 | SH |  | SOLE |  | 0 | 0 | 59542 |
| AMAZON COM INC | COM | 023135106 |  | 4294665 | 51127 | SH |  | SOLE |  | 0 | 0 | 51127 |
| AMGEN INC | COM | 031162100 |  | 202101 | 769 | SH |  | SOLE |  | 0 | 0 | 769 |
| APPLE INC | COM | 037833100 |  | 14293190 | 110007 | SH |  | SOLE |  | 0 | 0 | 110007 |
| APPLIED MATLS INC | COM | 038222105 |  | 2749549 | 28235 | SH |  | SOLE |  | 0 | 0 | 28235 |
| BANK AMERICA CORP | COM | 060505104 |  | 259857 | 7846 | SH |  | SOLE |  | 0 | 0 | 7846 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1177836 | 3813 | SH |  | SOLE |  | 0 | 0 | 3813 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1406133 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| BP PLC | SPONSORED ADR | 055622104 |  | 780766 | 22352 | SH |  | SOLE |  | 0 | 0 | 22352 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 327506 | 4552 | SH |  | SOLE |  | 0 | 0 | 4552 |
| BROADCOM INC | COM | 11135F101 |  | 654209 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| CATERPILLAR INC | COM | 149123101 |  | 6451154 | 26929 | SH |  | SOLE |  | 0 | 0 | 26929 |
| CHEVRON CORP NEW | COM | 166764100 |  | 7310223 | 40728 | SH |  | SOLE |  | 0 | 0 | 40728 |
| CISCO SYS INC | COM | 17275R102 |  | 5085290 | 106744 | SH |  | SOLE |  | 0 | 0 | 106744 |
| CME GROUP INC | COM | 12572Q105 |  | 4409144 | 26220 | SH |  | SOLE |  | 0 | 0 | 26220 |
| COCA COLA CO | COM | 191216100 |  | 3832700 | 60253 | SH |  | SOLE |  | 0 | 0 | 60253 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 6502531 | 28058 | SH |  | SOLE |  | 0 | 0 | 28058 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 566657 | 1241 | SH |  | SOLE |  | 0 | 0 | 1241 |
| CROWN CASTLE INC | COM | 22822V101 |  | 5890545 | 43428 | SH |  | SOLE |  | 0 | 0 | 43428 |
| CVS HEALTH CORP | COM | 126650100 |  | 308031 | 3305 | SH |  | SOLE |  | 0 | 0 | 3305 |
| DEERE  CO | COM | 244199105 |  | 5205560 | 12141 | SH |  | SOLE |  | 0 | 0 | 12141 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 6406748 | 35955 | SH |  | SOLE |  | 0 | 0 | 35955 |
| DISNEY WALT CO | COM | 254687106 |  | 2660719 | 30625 | SH |  | SOLE |  | 0 | 0 | 30625 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 4409152 | 12728 | SH |  | SOLE |  | 0 | 0 | 12728 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 1753306 | 14350 | SH |  | SOLE |  | 0 | 0 | 14350 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 492721 | 41510 | SH |  | SOLE |  | 0 | 0 | 41510 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 371966 | 15421 | SH |  | SOLE |  | 0 | 0 | 15421 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3475970 | 31514 | SH |  | SOLE |  | 0 | 0 | 31514 |
| FORD MTR CO DEL | COM | 345370860 |  | 811268 | 69756 | SH |  | SOLE |  | 0 | 0 | 69756 |
| GENUINE PARTS CO | COM | 372460105 |  | 374088 | 2156 | SH |  | SOLE |  | 0 | 0 | 2156 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 5472220 | 43307 | SH |  | SOLE |  | 0 | 0 | 43307 |
| HOME DEPOT INC | COM | 437076102 |  | 9270901 | 29351 | SH |  | SOLE |  | 0 | 0 | 29351 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2501208 | 11672 | SH |  | SOLE |  | 0 | 0 | 11672 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 4312574 | 16252 | SH |  | SOLE |  | 0 | 0 | 16252 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 218547 | 899 | SH |  | SOLE |  | 0 | 0 | 899 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 351657 | 1321 | SH |  | SOLE |  | 0 | 0 | 1321 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 220024 | 3761 | SH |  | SOLE |  | 0 | 0 | 3761 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 205027 | 1562 | SH |  | SOLE |  | 0 | 0 | 1562 |
| ISHARES TR | CORE S ETF | 464287200 |  | 481910 | 1254 | SH |  | SOLE |  | 0 | 0 | 1254 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7001025 | 39632 | SH |  | SOLE |  | 0 | 0 | 39632 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 8526106 | 63580 | SH |  | SOLE |  | 0 | 0 | 63580 |
| LAM RESEARCH CORP | COM | 512807108 |  | 1425688 | 3392 | SH |  | SOLE |  | 0 | 0 | 3392 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 5231889 | 21087 | SH |  | SOLE |  | 0 | 0 | 21087 |
| LILLY ELI  CO | COM | 532457108 |  | 3757217 | 10270 | SH |  | SOLE |  | 0 | 0 | 10270 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 5794161 | 11910 | SH |  | SOLE |  | 0 | 0 | 11910 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 3193783 | 9969 | SH |  | SOLE |  | 0 | 0 | 9969 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 575747 | 3867 | SH |  | SOLE |  | 0 | 0 | 3867 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 6425159 | 18477 | SH |  | SOLE |  | 0 | 0 | 18477 |
| MCDONALDS CORP | COM | 580135101 |  | 4543329 | 17240 | SH |  | SOLE |  | 0 | 0 | 17240 |
| MICROSOFT CORP | COM | 594918104 |  | 6707806 | 27970 | SH |  | SOLE |  | 0 | 0 | 27970 |
| MOODYS CORP | COM | 615369105 |  | 543893 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 6877956 | 80898 | SH |  | SOLE |  | 0 | 0 | 80898 |
| NETFLIX INC | COM | 64110L106 |  | 1703076 | 5775 | SH |  | SOLE |  | 0 | 0 | 5775 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 276461 | 3307 | SH |  | SOLE |  | 0 | 0 | 3307 |
| NIKE INC | CL B | 654106103 |  | 4452675 | 38054 | SH |  | SOLE |  | 0 | 0 | 38054 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3256901 | 22286 | SH |  | SOLE |  | 0 | 0 | 22286 |
| ORACLE CORP | COM | 68389X105 |  | 520487 | 6368 | SH |  | SOLE |  | 0 | 0 | 6368 |
| PEPSICO INC | COM | 713448108 |  | 8140500 | 45060 | SH |  | SOLE |  | 0 | 0 | 45060 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3864254 | 25497 | SH |  | SOLE |  | 0 | 0 | 25497 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 814263 | 9048 | SH |  | SOLE |  | 0 | 0 | 9048 |
| QUALCOMM INC | COM | 747525103 |  | 954932 | 8686 | SH |  | SOLE |  | 0 | 0 | 8686 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 2043260 | 2832 | SH |  | SOLE |  | 0 | 0 | 2832 |
| RESMED INC | COM | 761152107 |  | 588885 | 2829 | SH |  | SOLE |  | 0 | 0 | 2829 |
| SALESFORCE INC | COM | 79466L302 |  | 3474919 | 26208 | SH |  | SOLE |  | 0 | 0 | 26208 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 836128 | 15640 | SH |  | SOLE |  | 0 | 0 | 15640 |
| SOUTHWESTERN ENERGY CO | COM | 845467109 |  | 261910 | 44771 | SH |  | SOLE |  | 0 | 0 | 44771 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 11213253 | 33843 | SH |  | SOLE |  | 0 | 0 | 33843 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1057257 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 19222182 | 379360 | SH |  | SOLE |  | 0 | 0 | 379360 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 8845608 | 227452 | SH |  | SOLE |  | 0 | 0 | 227452 |
| STARBUCKS CORP | COM | 855244109 |  | 5946613 | 59946 | SH |  | SOLE |  | 0 | 0 | 59946 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 566250 | 7602 | SH |  | SOLE |  | 0 | 0 | 7602 |
| TEXAS INSTRS INC | COM | 882508104 |  | 6434377 | 38944 | SH |  | SOLE |  | 0 | 0 | 38944 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 4796166 | 8709 | SH |  | SOLE |  | 0 | 0 | 8709 |
| UNION PAC CORP | COM | 907818108 |  | 6035479 | 29147 | SH |  | SOLE |  | 0 | 0 | 29147 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 214104 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 35777834 | 101833 | SH |  | SOLE |  | 0 | 0 | 101833 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 231209 | 1209 | SH |  | SOLE |  | 0 | 0 | 1209 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 356449 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 298658 | 1714 | SH |  | SOLE |  | 0 | 0 | 1714 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 417702 | 8942 | SH |  | SOLE |  | 0 | 0 | 8942 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 25284943 | 437304 | SH |  | SOLE |  | 0 | 0 | 437304 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 11248266 | 74075 | SH |  | SOLE |  | 0 | 0 | 74075 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 13992346 | 129307 | SH |  | SOLE |  | 0 | 0 | 129307 |
| VISA INC | COM CL A | 92826C839 |  | 303979 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| WALMART INC | COM | 931142103 |  | 8201178 | 57840 | SH |  | SOLE |  | 0 | 0 | 57840 |
| WOLFSPEED INC | COM | 977852102 |  | 362115 | 5245 | SH |  | SOLE |  | 0 | 0 | 5245 |
| WP CAREY INC | COM | 92936U109 |  | 6192641 | 79240 | SH |  | SOLE |  | 0 | 0 | 79240 |

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