MONTAG A & ASSOCIATES INC Q1 2022 Filing

Filed May 2, 2022

Portfolio Value

$1.9T

Holdings

857

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (857 positions)

#StockSharesValue% PortfolioType
101
BRK-BBERKSHIRE HATHAWAY INC DEL
10$5.3B0.28%
102
KMXCARMAX INC
52,703$5.1B0.27%
103
LVLNSPDR SER TR
72,688$5.0B0.27%
104
BABOEING CO
25,653$4.9B0.26%
105
DEODIAGEO PLC
23,913$4.9B0.26%
106
PLNTPLANET FITNESS INC
55,803$4.7B0.25%
107
MRVLMARVELL TECHNOLOGY INC
65,436$4.7B0.25%
108
AVGOBROADCOM INC
7,294$4.6B0.24%
109
WRBBERKLEY W R CORP
68,072$4.5B0.24%
110
XLFISELECT SECTOR SPDR TR
58,879$4.5B0.24%
111
STZCONSTELLATION BRANDS INC
19,161$4.4B0.23%
112
DONSPDR DOW JONES INDL AVERAGE
12,501$4.3B0.23%
113
INTCINTEL CORP
86,441$4.3B0.23%
114
XOPSPDR SER TR
31,606$4.3B0.23%
115
MUMICRON TECHNOLOGY INC
53,386$4.2B0.22%
116
LMTLOCKHEED MARTIN CORP
9,058$4.0B0.21%
117
BKNGBOOKING HOLDINGS INC
1,699$4.0B0.21%
118
VMCVULCAN MATLS CO
21,362$3.9B0.21%
119
ROPROPER TECHNOLOGIES INC
8,243$3.9B0.21%
120
NVDANVIDIA CORPORATION
14,083$3.8B0.20%
121
SPHQINVESCO EXCHANGE TRADED FD T
76,268$3.8B0.20%
122
NVRNVR INC
835$3.7B0.20%
123
DUKDUKE ENERGY CORP NEW
33,123$3.7B0.20%
124
UNPUNION PAC CORP
13,412$3.7B0.19%
125
WDAYWORKDAY INC
14,895$3.6B0.19%
126
TRVTRAVELERS COMPANIES INC
19,445$3.6B0.19%
127
GQ9SPDR GOLD TR
19,402$3.5B0.19%
128
VGSHVANGUARD SCOTTSDALE FDS
58,289$3.5B0.18%
129
URIUNITED RENTALS INC
9,700$3.4B0.18%
130
TXNTEXAS INSTRS INC
18,693$3.4B0.18%
131
SOSOUTHERN CO
46,823$3.4B0.18%
132
PPGPPG INDS INC
25,869$3.4B0.18%
133
DEDEERE & CO
8,099$3.4B0.18%
134
CBRECBRE GROUP INC
36,612$3.4B0.18%
135
PYPLPAYPAL HLDGS INC
28,654$3.3B0.18%
136
MLMMARTIN MARIETTA MATLS INC
8,536$3.3B0.17%
137
LRCXEURLAM RESEARCH CORP
6,065$3.3B0.17%
138
ACNACCENTURE PLC IRELAND
9,618$3.2B0.17%
139
CMCSACOMCAST CORP NEW
66,838$3.1B0.17%
140
SBUXSTARBUCKS CORP
34,291$3.1B0.17%
141
XLESELECT SECTOR SPDR TR
40,294$3.1B0.16%
142
MASMASCO CORP
60,317$3.1B0.16%
143
VNQVANGUARD INDEX FDS
27,664$3.0B0.16%
144
T7DTRANSDIGM GROUP INC
4,478$2.9B0.15%
145
BSCQINVESCO EXCH TRD SLF IDX FD
145,126$2.9B0.15%
146
AMEDAMEDISYS INC
16,591$2.9B0.15%
147
HONHONEYWELL INTL INC
14,327$2.8B0.15%
148
BEPCBROOKFIELD RENEWABLE CORP
61,819$2.7B0.14%
149
GFLGFL ENVIRONMENTAL INC
81,685$2.7B0.14%
150
IBMINTERNATIONAL BUSINESS MACHS
20,411$2.7B0.14%
151
SDYSPDR SER TR
20,423$2.6B0.14%
152
GPNGLOBAL PMTS INC
18,891$2.6B0.14%
153
BAC 7.25 PERP LBK OF AMERICA CORP
1,952$2.6B0.14%
154
AZOAUTOZONE INC
1,220$2.5B0.13%
155
AXPAMERICAN EXPRESS CO
13,176$2.5B0.13%
156
WTWWILLIS TOWERS WATSON PLC LTD
10,353$2.4B0.13%
157
DFUSDIMENSIONAL ETF TRUST
49,527$2.4B0.13%
158
RTXRAYTHEON TECHNOLOGIES CORP
24,463$2.4B0.13%
159
MLB1MERCADOLIBRE INC
2,024$2.4B0.13%
160
XLUSELECT SECTOR SPDR TR
32,048$2.4B0.13%
161
CVSCVS HEALTH CORP
22,610$2.3B0.12%
162
BDXBECTON DICKINSON & CO
8,586$2.3B0.12%
163
GGGGRACO INC
31,880$2.2B0.12%
164
VFCV F CORP
38,600$2.2B0.12%
165
RSGREPUBLIC SVCS INC
16,288$2.2B0.11%
166
YUSDALLEGHANY CORP MD
2,456$2.1B0.11%
167
SUBISHARES TR
19,716$2.1B0.11%
168
CHTRCHARTER COMMUNICATIONS INC N
3,636$2.0B0.11%
169
MDLZMONDELEZ INTL INC
30,895$1.9B0.10%
170
ORCLORACLE CORP
23,444$1.9B0.10%
171
NDAQNASDAQ INC
10,802$1.9B0.10%
172
NSCNORFOLK SOUTHN CORP
6,749$1.9B0.10%
173
LKQ1LKQ CORP
41,518$1.9B0.10%
174
STTSTATE STR CORP
21,532$1.9B0.10%
175
VTVVANGUARD INDEX FDS
12,545$1.9B0.10%
176
FLRNSPDR SER TR
59,263$1.8B0.10%
177
BMYBRISTOL-MYERS SQUIBB CO
24,622$1.8B0.10%
178
PRFINVESCO EXCHANGE TRADED FD T
10,426$1.8B0.09%
179
RPVINVESCO EXCHANGE TRADED FD T
20,458$1.8B0.09%
180
ABGAMERISOURCEBERGEN CORP
11,245$1.7B0.09%
181
EMNEASTMAN CHEM CO
15,475$1.7B0.09%
182
MRNAMODERNA INC
9,956$1.7B0.09%
183
WFC 7.5 PERP LWELLS FARGO CO NEW
1,290$1.7B0.09%
184
ABCBAMERIS BANCORP
38,141$1.7B0.09%
185
LOWLOWES COS INC
8,211$1.7B0.09%
186
TAT&T INC
69,529$1.6B0.09%
187
OMCOMNICOM GROUP INC
19,316$1.6B0.09%
188
DFASDIMENSIONAL ETF TRUST
28,747$1.6B0.09%
189
ALCALCON AG
19,025$1.5B0.08%
190
CLCOLGATE PALMOLIVE CO
19,801$1.5B0.08%
191
SSBUSDSOUTHSTATE CORPORATION
18,294$1.5B0.08%
192
DFATDIMENSIONAL ETF TRUST
32,030$1.5B0.08%
193
OLEDUNIVERSAL DISPLAY CORP
8,918$1.5B0.08%
194
SITESITEONE LANDSCAPE SUPPLY INC
9,000$1.5B0.08%
195
WBAWALGREENS BOOTS ALLIANCE INC
32,348$1.4B0.08%
196
PG4PRINCIPAL FINANCIAL GROUP IN
19,576$1.4B0.08%
197
UPSUNITED PARCEL SERVICE INC
6,633$1.4B0.08%
198
MDTMEDTRONIC PLC
12,796$1.4B0.08%
199
IEXIDEX CORP
7,378$1.4B0.08%
200
KEYKEYCORP
61,872$1.4B0.07%
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