Professionally Managed Portfolios

Montz Harcus Wealth Management LLC AKRE

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/29/2026

Shares

150,165

Value ($000)

7,936

Weight

3.2%

2025 Q4 - 2026 Q1 (2 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/29/2026	7,936	3.2%	150,165	3/31/2026
2025 Q4	1/22/2026	11,034	4.5%	168,425	12/31/2025