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OAK HARVEST LONG/SHORT HEDGED EQUITY (OHFGX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 3.31% of fund assets.

OAK HARVEST LONG/SHORT HEDGED EQUITY Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
OHFGX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 28, 2026
Showing 50 out of 73 holdings
Holding Weight Market Value Shares
-
APPLIED MATERIALS INC /DE
3.31% $3,218,424.28 3,218,424
-
SCHWAB CHARLES CORP
2.94% $2,856,000.00 30,000
-
Keysight Technologies, Inc.
2.85% $2,765,970.00 9,000
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COHERENT CORP.
2.66% $2,589,300.00 10,000
-
Vertiv Holdings Co
2.62% $2,548,900.00 10,000
-
MORGAN STANLEY
2.57% $2,497,650.00 15,000
-
KLA CORP
2.35% $2,286,825.00 1,500
-
MONOLITHIC POWER SYSTEMS, INC.
2.35% $2,285,480.00 2,000
-
BOEING CO
2.34% $2,275,300.00 10,000
-
Edwards Lifesciences Corp
2.22% $2,161,750.00 25,000
-
COMFORT SYSTEMS USA INC
2.21% $2,144,055.00 1,500
-
BlackRock, Inc.
2.19% $2,126,460.00 2,000
-
WYNN RESORTS LTD
2.12% $2,055,610.00 19,000
-
Marvell Technology, Inc.
2.10% $2,042,250.00 25,000
-
QIAGEN N.V.
2.05% $1,992,000.00 40,000
-
CISCO SYSTEMS, INC.
2.04% $1,986,500.00 25,000
-
AKAMAI TECHNOLOGIES INC
2.03% $1,967,800.00 20,000
-
JPMORGAN CHASE & CO
2.01% $1,951,950.00 6,500
-
IonQ, Inc.
1.97% $1,918,500.00 50,000
-
Broadcom Inc.
1.97% $1,917,300.00 6,000
-
Eaton Corp plc
1.93% $1,879,600.00 5,000
-
PHOTRONICS INC
1.93% $1,871,500.00 50,000
-
CAMECO CORP
1.83% $1,776,000.00 15,000
-
NVIDIA CORP
1.82% $1,771,900.00 10,000
-
FLOWSERVE CORP
1.82% $1,770,400.00 20,000
-
NUCOR CORP
1.82% $1,768,800.00 10,000
-
CIENA CORP
1.79% $1,743,500.00 5,000
-
TEVA PHARMACEUTICAL INDUSTRIES LTD
1.74% $1,693,000.00 50,000
-
MongoDB, Inc.
1.69% $1,642,350.00 5,000
-
RingCentral, Inc.
1.69% $1,640,250.00 45,000
-
COGNEX CORP
1.68% $1,632,000.00 30,000
-
EXPAND ENERGY Corp
1.67% $1,618,800.00 15,000
-
HEICO CORP
1.64% $1,597,300.00 5,000
-
CELESTICA INC
1.57% $1,526,965.00 5,500
-
RIO TINTO PLC
1.53% $1,490,100.00 15,000
-
MOODYS CORP /DE/
1.47% $1,432,770.00 3,000
-
DOMINOS PIZZA INC
1.45% $1,408,785.00 3,500
-
AtriCure, Inc.
1.45% $1,406,700.00 45,000
-
INTUITIVE SURGICAL INC
1.43% $1,384,652.50 2,750
-
AGNICO EAGLE MINES LTD
1.42% $1,383,800.00 5,500
-
Palantir Technologies Inc.
1.41% $1,371,900.00 10,000
-
Fabrinet
1.40% $1,364,075.00 2,500
-
F5, INC.
1.40% $1,356,800.00 5,000
-
TechnipFMC plc
1.36% $1,326,200.00 20,000
-
Apple Inc.
1.36% $1,320,900.00 5,000
-
Meta Platforms, Inc.
1.33% $1,296,360.00 2,000
-
UNITED THERAPEUTICS Corp
1.30% $1,259,750.00 2,500
-
Medtronic plc
1.26% $1,220,750.00 12,500
-
TWILIO INC
1.24% $1,209,600.00 10,000
-
Bloom Energy Corp
1.20% $1,167,525.00 7,500
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