Asset Planning Services Inc /La/
Asset Planning Services Inc /La/ reported 36 holdings worth US$236K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Asset Planning Services Inc /La/ reported 36 holdings worth US$236K as of Jun 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Jp Morgan Chase & Co. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$236K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 224K | US$44.9M | 19046.6% |
| Microsoft Corp. | 45,118 | US$16.8M | 7143.1% |
| Jp Morgan Chase & Co. | 38,172 | US$12.5M | 5303.2% |
| Alphabet Inc (google) Class C | 34,835 | US$12.4M | 5283.7% |
| Cisco Systems, Inc. | 95,697 | US$11.2M | 4771.0% |
| Rtx Corporation | 54,275 | US$10.3M | 4370.8% |
| Walmart Inc. | 88,060 | US$9.97M | 4232.8% |
| Amazon.com, Inc. | 38,720 | US$9.23M | 3917.0% |
| Texas Instruments Incorporated | 30,910 | US$9.21M | 3910.3% |
| Johnson & Johnson | 34,679 | US$8.81M | 3737.9% |
| Philip Morris International Inc | 46,595 | US$8.43M | 3577.9% |
| Welltower Inc. | 33,415 | US$7.58M | 3218.9% |
| Lockheed Martin Corporation | 14,352 | US$7.31M | 3103.4% |
| Bank Of America Corporation | 119K | US$6.75M | 2866.6% |
| Chevron Corporation | 40,534 | US$6.72M | 2851.7% |
| Home Depot, Inc. (the) | 17,578 | US$6.2M | 2631.0% |
| L3harris Technologies, Inc. | 20,850 | US$6.06M | 2571.6% |
| Northrop Grumman Corporation | 11,045 | US$5.63M | 2387.4% |
| Enterprise Products Partners L.p. | 116K | US$4.26M | 1808.5% |
| Space Exploration Technologies Corp | 21,430 | US$3.66M | 1554.3% |
| Berkshire Hathaway Inc. | 1,815 | US$908K | 385.4% |
| Procter & Gamble Company (the) | 5,844 | US$857K | 363.7% |
| Navitas Semiconductor Corporation | 25,284 | US$453K | 192.3% |
| Apple Inc | 1,412 | US$408K | 173.2% |
| Business First Bancshares, Inc. | 10,000 | US$307K | 130.3% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related