Montz Harcus Wealth Management LLC
Montz Harcus Wealth Management LLC reported 100 holdings worth US$281M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Montz Harcus Wealth Management LLC reported 100 holdings worth US$281M as of Jun 30, 2026. Largest: Apple Inc, Home Bancorp, Inc. and Amazon.com, Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 100
- Value as reported
- US$281M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 34,990 | US$10.1M | 3.6% |
| Home Bancorp, Inc. | 94,750 | US$6.49M | 2.3% |
| Amazon.com, Inc. | 23,998 | US$5.72M | 2.0% |
| Microsoft Corp. | 13,866 | US$5.17M | 1.8% |
| Jp Morgan Chase & Co. | 15,669 | US$5.13M | 1.8% |
| Nvidia Corporation | 18,560 | US$3.71M | 1.3% |
| Alphabet Inc (google) Class C | 9,451 | US$3.38M | 1.2% |
| Meta Platforms, Inc. | 4,572 | US$2.58M | 0.92% |
| Caterpillar, Inc. | 1,863 | US$1.98M | 0.71% |
| Exxon Mobil Corporation | 13,284 | US$1.82M | 0.65% |
| Berkshire Hathaway Inc. | 3,480 | US$1.74M | 0.62% |
| Business First Bancshares, Inc. | 40,743 | US$1.25M | 0.45% |
| Tesla, Inc. | 2,452 | US$1.03M | 0.37% |
| Broadcom Inc. | 2,490 | US$941K | 0.33% |
| International Business Machines Corporation | 3,096 | US$871K | 0.31% |
| Walmart Inc. | 6,926 | US$784K | 0.28% |
| Abbvie Inc. | 2,937 | US$739K | 0.26% |
| Boeing Company (the) | 3,297 | US$714K | 0.25% |
| Coca-cola Company (the) | 8,269 | US$672K | 0.24% |
| Palo Alto Networks, Inc. | 1,793 | US$611K | 0.22% |
| Home Depot, Inc. (the) | 1,685 | US$594K | 0.21% |
| Chevron Corporation | 3,502 | US$580K | 0.21% |
| Newmont Corporation | 6,161 | US$575K | 0.20% |
| Applied Materials, Inc. | 731 | US$529K | 0.19% |
| Catalyst Bancorp, Inc. | 30,000 | US$495K | 0.18% |
| Morgan Stanley | 2,281 | US$477K | 0.17% |
| Mcdonald's Corporation | 1,707 | US$461K | 0.16% |
| Bank Of America Corporation | 8,081 | US$460K | 0.16% |
| Lockheed Martin Corporation | 895 | US$456K | 0.16% |
| Johnson & Johnson | 1,653 | US$420K | 0.15% |
| Merck & Company, Inc. | 3,191 | US$410K | 0.15% |
| Lam Research Corporation | 939 | US$407K | 0.14% |
| Advanced Micro Devices Inc | 694 | US$403K | 0.14% |
| Texas Instruments Incorporated | 1,347 | US$401K | 0.14% |
| 3m Company | 2,243 | US$363K | 0.13% |
| Ge Aerospace | 897 | US$335K | 0.12% |
| Cisco Systems, Inc. | 2,795 | US$328K | 0.12% |
| Netflix, Inc. | 4,534 | US$324K | 0.12% |
| Rtx Corporation | 1,641 | US$311K | 0.11% |
| Philip Morris International Inc | 1,711 | US$309K | 0.11% |
| Citigroup, Inc. | 2,131 | US$298K | 0.11% |
| Costco Wholesale Corporation | 306 | US$286K | 0.10% |
| Eli Lilly And Company | 224 | US$268K | 0.10% |
| Palantir Technologies Inc. | 2,203 | US$257K | 0.09% |
| Ge Vernova Inc. | 211 | US$248K | 0.09% |
| Stryker Corporation | 707 | US$223K | 0.08% |
| Blackrock, Inc. | 229 | US$220K | 0.08% |
| Rio Tinto Plc | 2,300 | US$218K | 0.08% |
| Procter & Gamble Company (the) | 1,474 | US$216K | 0.08% |
| Entergy Corporation | 1,875 | US$215K | 0.08% |
| Union Pacific Corporation | 779 | US$212K | 0.08% |
| Delta Air Lines, Inc. | 2,175 | US$204K | 0.07% |
| Wells Fargo & Company | 2,436 | US$201K | 0.07% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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