MONTAG A & ASSOCIATES INC Q2 2016 Filing

Filed August 2, 2016

Portfolio Value

$757.4B

Holdings

240

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (240 positions)

#StockSharesValue% PortfolioType
1
SPYS & P 500 DEPOSITARY RECEIPT
214,480$44.9B5.93%
2
MDYSPDR S&P MID-CAP 400 ETF TRUST
144,499$39.3B5.19%
3
IVVISHARES TRUST S&P 500 INDEX
170,015$35.8B4.73%
4
GEGENERAL ELEC CO
442,356$13.9B1.84%
5
EFXEQUIFAX INC
107,635$13.8B1.82%
6
KOCOCA COLA CO
290,432$13.2B1.74%
7
JNJJOHNSON & JOHNSON
106,461$12.9B1.71%
8
MRKMERCK & CO INC
212,774$12.3B1.62%
9
STTHEALTH CARE SELECT SECTOR SPDR
167,580$12.0B1.59%
10
HDHOME DEPOT INC
85,131$10.9B1.44%
11
GOOGALPHABET, INC. CL C
15,562$10.8B1.42%
12
CVSCVS CAREMARK CORP.
99,570$9.5B1.26%
13
VIGVANGUARD DIVIDEND APPRECIATION
109,717$9.1B1.21%
14
RYDEX S&P EQUAL WEIGHT ETF
111,744$9.0B1.19%
15
CVXCHEVRON TEXACO CORP
83,895$8.8B1.16%
16
WBAWALGREENS BOOTS ALLIANCE, INC.
104,750$8.7B1.15%
17
ORCLORACLE CORP
209,775$8.6B1.13%
18
IWBISHARES RUSSELL 1000 INDEX
73,100$8.5B1.13%
19
AAPLAPPLE COMPUTER INC
86,676$8.3B1.09%
20
UPSUNITED PARCEL SERVICE CL B
74,690$8.0B1.06%
21
HDSUSDHD SUPPLY HOLDINGS, INC.
219,600$7.6B1.01%
22
VOVANGUARD MID CAP ETF
61,509$7.6B1.00%
23
VMCVULCAN MATLS CO
62,225$7.5B0.99%
24
BPBP AMOCO PLC - SPONS ADR
206,595$7.3B0.97%
25
AIGAMERICAN INTL GROUP
137,322$7.3B0.96%
26
MSFTMICROSOFT CORP
136,919$7.0B0.93%
27
FISVFISERV INC
64,166$7.0B0.92%
28
MEAD JOHNSON NUTRI CO COM CL A
76,244$6.9B0.91%
29
CABELAS INC COM
136,647$6.8B0.90%
30
PGPROCTER & GAMBLE CO
80,134$6.8B0.90%
31
IBMINTERNATIONAL BUS MACH
43,807$6.6B0.88%
32
WMTWAL MART STORES INC
90,166$6.6B0.87%
33
PFEPFIZER INC
186,995$6.6B0.87%
34
PYPLPAYPAL HOLDINGS INC
180,199$6.6B0.87%
35
SLBSCHLUMBERGER LTD
82,697$6.5B0.86%
36
WFCWELLS FARGO & CO NEW
133,795$6.3B0.84%
37
MKLMARKEL CORP
6,518$6.2B0.82%
38
XOMEXXON MOBIL CORP
64,039$6.0B0.79%
39
SUNTRUST BKS INC
142,209$5.8B0.77%
40
LKQ1LKQ CORP
176,875$5.6B0.74%
41
PEPPEPSICO INC
49,617$5.3B0.69%
42
JPMJP MORGAN CHASE & CO
82,067$5.1B0.67%
43
ADBEADOBE SYSTEMS INC
52,759$5.1B0.67%
44
SPECTRUM BRANDS, INC.
41,916$5.0B0.66%
45
MARMARRIOTT INTL INC NEW CL A
74,736$5.0B0.66%
46
IJRISHARES S&P SMALLCAP 600
41,885$4.9B0.64%
47
SFSTIFEL FINANCIAL CORP
154,459$4.9B0.64%
48
DISWALT DISNEY CO
49,571$4.8B0.64%
49
CSCOCISCO SYS INC
167,276$4.8B0.63%
50
XLEAMEX ENERGY SECTOR SPDR
67,425$4.6B0.61%
51
BACBANK OF AMERICA CORP
346,033$4.6B0.61%
52
NXPINXP SEMICONDUCTORS NV
57,654$4.5B0.60%
53
VNQVANGUARD REIT ETF
50,889$4.5B0.60%
54
MASMASCO CORP
144,501$4.5B0.59%
55
ABBVABBVIE INC.
70,591$4.4B0.58%
56
EOGEOG RESOURCES INC
52,345$4.4B0.58%
57
VVISA INC - CLASS A
58,409$4.3B0.57%
58
GOOGLALPHABET, INC. CL A
5,989$4.2B0.56%
59
UNHUNITEDHEALTH GROUP INC
29,755$4.2B0.55%
60
AKAMAKAMAI TECHNOLOGIES, INC.
72,729$4.1B0.54%
61
NSRGYNESTLE S A - ADR REG SHS
52,709$4.1B0.54%
62
CBCHUBB LTD
31,008$4.1B0.54%
63
URIUNITED RENTALS INC.
60,314$4.0B0.53%
64
LLYLILLY ELI & CO
50,760$4.0B0.53%
65
VEAVANGUARD FTSE DEVELOPED MARKET
112,690$4.0B0.53%
66
NOVEURNATIONAL-OILWELL VARCO, INC.
116,865$3.9B0.52%
67
AMZNAMAZON COM INC
5,306$3.8B0.50%
68
IRINGERSOLL-RAND CO CL A
59,035$3.8B0.50%
69
MRVLMARVELL TECHNOLOGY GROUP LTD
377,818$3.6B0.48%
70
DEODIAGEO PLC-SPONSORED ADR NEW
31,286$3.5B0.47%
71
BRK/BBERKSHIRE HATHAWAY INC CL B
24,245$3.5B0.46%
72
GPCGENUINE PARTS CO
34,489$3.5B0.46%
73
COPCONOCOPHILIPS
78,990$3.4B0.45%
74
BABOEING CO
26,471$3.4B0.45%
75
EWEDWARDS LIFESCIENCES
33,920$3.4B0.45%
76
LMTLOCKHEED MARTIN CORP
12,949$3.2B0.42%
77
SIEBSIEMENS AG SPONS ADR
30,050$3.1B0.40%
78
RIORIO TINTO PLC SPONSORED ADR
97,825$3.1B0.40%
79
WRBWR BERKLEY CORP
51,000$3.1B0.40%
80
WYWEYERHAEUSER CO
102,564$3.1B0.40%
81
NKENIKE INC CL B
54,716$3.0B0.40%
82
TWXCHFTIME WARNER INC
39,326$2.9B0.38%
83
LRCXEURLAM RESEARCH CORP
34,234$2.9B0.38%
84
SDYSPDR S&P DIVIDEND ETF
33,476$2.8B0.37%
85
LVLNKBW REGIONAL BANKING ETF
71,000$2.7B0.36%
86
ABGAMERISOURCEBERGEN CORP.
34,215$2.7B0.36%
87
WTWWILLIS TOWERS WATSON PUBLIC LI
21,662$2.7B0.36%
88
UNPUNION PAC CORP
30,685$2.7B0.35%
89
DWDMORGAN STANLEY DEAN WITTER COM
101,879$2.6B0.35%
90
HPHELMERICH & PAYNE INC
39,152$2.6B0.35%
91
AMJEURJPMORGAN ALERIAN MLP ETN
82,251$2.6B0.35%
92
FEFIRSTENERGY CORP
74,850$2.6B0.35%
93
DYHTARGET CORP
36,310$2.5B0.33%
94
GLWCORNING INC
122,465$2.5B0.33%
95
VFCV F CORP
40,600$2.5B0.33%
96
IWMISHARES TRUST RUSSELL 2000 IND
21,280$2.4B0.32%
97
OMCOMNICOM GROUP INC
30,000$2.4B0.32%
98
IJHISHARES TRUST S&P MIDCAP 400
16,326$2.4B0.32%
99
ABTABBOTT LABS
60,521$2.4B0.31%
100
VGKVANGUARD MSCI EUROPE ETF
50,929$2.4B0.31%
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