Stock Taper 
MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 211 | $247.9K |
 Eli Lilly and Company | LLY | 224 | $268.35K |
 BlackRock, Inc. | BLK | 229 | $220.05K |
 Costco Wholesale Corporation | COST | 306 | $286.37K |
 Chubb Limited | CB | 669 | $227.81K |
 Advanced Micro Devices, Inc. | AMD | 694 | $403.15K |
 Stryker Corporation | SYK | 707 | $222.68K |
 Applied Materials, Inc. | AMAT | 731 | $528.51K |
 Union Pacific Corporation | UNP | 779 | $211.91K |
 Lockheed Martin Corporation | LMT | 895 | $455.98K |
 GE Aerospace | GE | 897 | $335.4K |
 Lam Research Corporation | LRCX | 939 | $406.93K |
 Texas Instruments Incorporated | TXN | 1.35K | $401.4K |
 The Procter & Gamble Company | PG | 1.47K | $216.1K |
 RTX Corporation | RTX | 1.64K | $311.26K |
 Johnson & Johnson | JNJ | 1.65K | $419.85K |
 The Home Depot, Inc. | HD | 1.69K | $594.34K |
 McDonald's Corporation | MCD | 1.71K | $461.3K |
 Philip Morris International Inc. | PM | 1.71K | $309.48K |
 Palo Alto Networks, Inc. | PANW | 1.79K | $611.45K |