MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBCP | 102K | $5.91M |
 | BFST | 40K | $1.05M |
 | AAPL | 35K | $9.40M |
 | CLST | 30K | $472.50K |
 | AMZN | 24K | $5.52M |
 | NVDA | 19K | $3.56M |
 | MSFT | 14K | $6.73M |
 | XOM | 13K | $1.59M |
 | JPM | 13K | $4.09M |
 | KO | 8K | $571.87K |
 | BAC | 8K | $448.56K |
 | WMT | 7K | $761.30K |
 | NEM | 6K | $614.14K |
 | GOOGL | 5K | $1.71M |
 | NFLX | 5K | $445.45K |
 | META | 5K | $3.08M |
 | GOOG | 4K | $1.34M |
 | BA | 3K | $740.75K |
 | IBM | 3K | $925.42K |
 | BRK-B | 3K | $1.47M |
Home Bancorp, Inc.
HBCP
Shares Held
102K
Value
$5.91M
Business First Bancshares, Inc.
BFST
Shares Held
40K
Value
$1.05M
Apple Inc.
AAPL
Shares Held
35K
Value
$9.40M
Catalyst Bancorp, Inc.
CLST
Shares Held
30K
Value
$472.50K
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.52M
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.56M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.73M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.59M
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$4.09M
The Coca-Cola Company
KO
Shares Held
8K
Value
$571.87K
Bank of America Corporation
BAC
Shares Held
8K
Value
$448.56K
Walmart Inc.
WMT
Shares Held
7K
Value
$761.30K
Newmont Corporation
NEM
Shares Held
6K
Value
$614.14K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.71M
Netflix, Inc.
NFLX
Shares Held
5K
Value
$445.45K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.08M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.34M
The Boeing Company
BA
Shares Held
3K
Value
$740.75K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$925.42K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.47M