ASSET PLANNING SERVICES INC /LA/ /ADV: 13F holdings
CIK 8114072026Q2
| Positions | 36 |
|---|
| Reported value | $235.6m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 36 (+1 vs prior quarter) |
|---|
| Reported value | $235.6m (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA Nvidia Corp | 224,278 | $44.9m | 19.0% |
| MSFT Microsoft | 45,118 | $16.8m | 7.1% |
| JPM JP Morgan Chase | 38,172 | $12.5m | 5.3% |
| GOOGL Alphabet Inc. | 34,835 | $12.4m | 5.3% |
| CSCO Cisco Systems | 95,697 | $11.2m | 4.8% |
| RTX RTX Corporation | 54,275 | $10.3m | 4.4% |
| WMT Wal Mart Stores Inc | 88,060 | $10.0m | 4.2% |
| AMZN Amazon Com Inc | 38,720 | $9.2m | 3.9% |
| TXN Texas Instruments Inc | 30,910 | $9.2m | 3.9% |
| JNJ Johnson & Johnson | 34,679 | $8.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="811407")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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