Stock Taper

MONTZ HARCUS WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG1.47K$216.1K
Texas Instruments IncorporatedTXN1.35K$401.4K
Lam Research CorporationLRCX939$406.93K
GE AerospaceGE897$335.4K
Lockheed Martin CorporationLMT895$455.98K
Union Pacific CorporationUNP779$211.91K
Applied Materials, Inc.AMAT731$528.51K
Stryker CorporationSYK707$222.68K
Advanced Micro Devices, Inc.AMD694$403.15K
Chubb LimitedCB669$227.81K
Costco Wholesale CorporationCOST306$286.37K
BlackRock, Inc.BLK229$220.05K
Eli Lilly and CompanyLLY224$268.35K
GE Vernova Inc.GEV211$247.9K