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Portfolio (Quarterly) Guide ↗

Montz Harcus Wealth Management LLC

· CIK 0001918613
13F Portfolio $281M AUM 100 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 224.0 $268K 0.10% NEW $1198.00 -4.2%
82 JEPQ J P MORGAN EXCHANGE TRADED F 4,337.0 $267K 0.10% NEW $61.46 -2.6%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 2,203.0 $257K 0.09% NEW $116.67 +49.4%
84 GEV GE VERNOVA INC Utilities 211.0 $248K 0.09% NEW $1174.86 -19.8%
85 BSV VANGUARD BD INDEX FDS 3,170.0 $247K 0.09% NEW $77.91 -0.9%
86 VOO VANGUARD INDEX FDS 352.0 $242K 0.09% NEW $686.46 +3.1%
87 SLYG SPDR SERIES TRUST 1,922.0 $229K 0.08% NEW $119.14 -4.6%
88 CB CHUBB LIMITED Financial Services 669.0 $228K 0.08% NEW $340.52 +0.3%
89 SYK STRYKER CORPORATION Healthcare 707.0 $223K 0.08% NEW $314.97 -3.8%
90 RSPT INVESCO EXCHANGE TRADED FD T 3,423.0 $221K 0.08% NEW $64.50 -0.5%
91 BLK BLACKROCK INC Financial Services 229.0 $220K 0.08% NEW $960.93 +16.8%
92 RIO RIO TINTO PLC Basic Materials 2,300.0 $218K 0.08% NEW $94.93 +8.8%
93 PG PROCTER & GAMBLE CO Consumer Defensive 1,474.0 $216K 0.08% NEW $146.61 -0.1%
94 ENTERGY CORP NEW 1,875.0 $215K 0.08% NEW $114.84
95 IWS ISHARES TR 1,289.0 $212K 0.07% NEW $164.54 +3.5%
96 UNP UNION PAC CORP Industrials 779.0 $212K 0.07% NEW $272.02 +6.5%
97 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 16,300.0 $208K 0.07% NEW $12.76 +54.9%
98 DAL DELTA AIR LINES INC Industrials 2,175.0 $204K 0.07% NEW $93.68 -14.4%
99 WFC WELLS FARGO & CO Financial Services 2,436.0 $201K 0.07% NEW $82.63 +8.9%
100 GAB GABELLI EQUITY TR INC Financial Services 17,567.0 $99K 0.04% NEW $5.66 +0.2%
Page 5 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.1%
Technology 19.9%
Consumer Cyclical 6.5%
Communication Services 4.1%
Industrials 3.8%
Energy 2.0%
Consumer Defensive 1.9%
Healthcare 1.7%
Basic Materials 0.7%
Utilities 0.2%