MONTAG A & ASSOCIATES INC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$2.1T

Holdings

946

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (946 positions)

#StockSharesValue% PortfolioType
501
CAVACAVA GROUP INC
1,000$84.2M0.00%
502
EQREQUITY RESIDENTIAL
1,214$82.8M0.00%
503
BSCTINVESCO EXCH TRD SLF IDX FD
4,361$81.6M0.00%
504
BSCUINVESCO EXCH TRD SLF IDX FD
4,699$78.8M0.00%
505
NTAPNETAPP INC
735$78.3M0.00%
506
CMSCMS ENERGY CORP
1,100$76.2M0.00%
507
ALVAUTOLIV INC
681$76.2M0.00%
508
RFIXSIMPLIFY EXCHANGE TRADED FUN
1,561$75.9M0.00%
509
PEOEXELON CORP
1,730$75.1M0.00%
510
DELLDELL TECHNOLOGIES INC
611$74.9M0.00%
511
KNGFIRST TR EXCHANGE-TRADED FD
1,500$73.7M0.00%
512
RCLROYAL CARIBBEAN GROUP
235$73.6M0.00%
513
MPLXMPLX LP
1,421$73.2M0.00%
514
BRBROADRIDGE FINL SOLUTIONS IN
300$73.2M0.00%
515
FSLRFIRST SOLAR INC
440$72.8M0.00%
516
REGNREGENERON PHARMACEUTICALS
138$72.2M0.00%
517
PNWPINNACLE WEST CAP CORP
800$71.6M0.00%
518
GENGEN DIGITAL INC
2,400$70.6M0.00%
519
EMBJEMBRAER S.A.
1,237$70.4M0.00%
520
IYCISHARES TR
696$69.3M0.00%
521
FTAIFTAI AVIATION LTD
600$69.0M0.00%
522
EVRGEVERGY INC
1,000$68.9M0.00%
523
TELTE CONNECTIVITY PLC
408$68.8M0.00%
524
ESLTELBIT SYS LTD
151$67.9M0.00%
525
ISPYPROSHARES TR
1,598$67.8M0.00%
526
IYY*ISHARES TR
437$65.9M0.00%
527
7HPHP INC
2,639$65.5M0.00%
528
VTIPVANGUARD MALVERN FDS
1,301$65.4M0.00%
529
SNOWSNOWFLAKE INC
291$65.2M0.00%
530
STZCONSTELLATION BRANDS INC
399$64.9M0.00%
531
LINLINDE PLC
138$64.7M0.00%
532
VBKVANGUARD INDEX FDS
233$64.6M0.00%
533
IDV*ISHARES TR
1,869$64.5M0.00%
534
MCHPMICROCHIP TECHNOLOGY INC.
911$64.1M0.00%
535
TWLOTWILIO INC
508$63.2M0.00%
536
INFYINFOSYS LTD
3,400$63.0M0.00%
537
IAU*ISHARES GOLD TR
1,000$62.4M0.00%
538
ROADCONSTRUCTION PARTNERS INC
586$62.3M0.00%
539
MLPAGLOBAL X FDS
1,236$62.0M0.00%
540
CMECME GROUP INC
225$62.0M0.00%
541
VLOVALERO ENERGY CORP
456$61.3M0.00%
542
AKXANSYS INC
173$60.7M0.00%
543
SFSTIFEL FINL CORP
585$60.7M0.00%
544
JPMJPMORGAN CHASE FINL CO LLC
2,000$60.5M0.00%
545
PWRQUANTA SVCS INC
158$59.9M0.00%
546
XEFRXEATON VANCE SR FLTNG RTE TR
4,929$59.7M0.00%
547
AEMAGNICO EAGLE MINES LTD
500$59.5M0.00%
548
DKSDICKS SPORTING GOODS INC
300$59.3M0.00%
549
VNTVONTIER CORPORATION
1,608$59.3M0.00%
550
LADLITHIA MTRS INC
175$59.1M0.00%
551
TYGTORTOISE ENERGY INFRA CORP
1,339$58.8M0.00%
552
HDVISHARES TR
501$58.8M0.00%
553
MDGLMADRIGAL PHARMACEUTICALS INC
194$58.7M0.00%
554
DARDARLING INGREDIENTS INC
1,535$58.2M0.00%
555
EVTRMORGAN STANLEY ETF TRUST
1,137$58.1M0.00%
556
PPHVANECK ETF TRUST
660$58.1M0.00%
557
PPIINVESTMENT MANAGERS SER TR I
3,536$57.8M0.00%
558
HUBSHUBSPOT INC
104$57.6M0.00%
559
NLYANNALY CAPITAL MANAGEMENT IN
2,894$56.5M0.00%
560
IJSISHARES TR
567$56.4M0.00%
561
BINCBLACKROCK ETF TRUST II
1,061$56.0M0.00%
562
GLGLOBE LIFE INC
450$55.9M0.00%
563
LENLENNAR CORP
503$55.6M0.00%
564
KDKYNDRYL HLDGS INC
1,318$55.3M0.00%
565
RHCRH PLC
600$55.1M0.00%
566
BPBP PLC
1,807$54.1M0.00%
567
BSCVINVESCO EXCH TRD SLF IDX FD
3,254$53.8M0.00%
568
BSCYINVESCO EXCH TRD SLF IDX FD
2,588$53.7M0.00%
569
CTVACORTEVA INC
718$53.5M0.00%
570
BSCXINVESCO EXCH TRD SLF IDX FD
2,524$53.5M0.00%
571
CYBRCYBERARK SOFTWARE LTD
131$53.3M0.00%
572
CTRACOTERRA ENERGY INC
2,074$52.6M0.00%
573
BSCWINVESCO EXCH TRD SLF IDX FD
2,553$52.6M0.00%
574
IBNDSPDR SERIES TRUST
1,608$52.4M0.00%
575
ACWXISHARES TR
859$52.3M0.00%
576
IM8NINSMED INC
518$52.1M0.00%
577
UHSUNIVERSAL HLTH SVCS INC
286$51.8M0.00%
578
HSICHENRY SCHEIN INC
700$51.1M0.00%
579
BANCBANC OF CALIFORNIA INC
3,570$50.5M0.00%
580
EQNREQUINOR ASA
2,000$50.3M0.00%
581
TDOCTELADOC HEALTH INC
5,740$50.0M0.00%
582
CRWVCOREWEAVE INC
303$49.4M0.00%
583
CMCCOMMERCIAL METALS CO
1,000$49.1M0.00%
584
TWTRADEWEB MKTS INC
332$48.7M0.00%
585
RSPHINVESCO EXCHANGE TRADED FD T
1,662$48.5M0.00%
586
ELLAUDER ESTEE COS INC
600$48.5M0.00%
587
ZSZSCALER INC
153$48.0M0.00%
588
VAWVANGUARD WORLD FD
245$47.7M0.00%
589
RRYDER SYS INC
300$47.7M0.00%
590
BWZSPDR SERIES TRUST
1,696$47.6M0.00%
591
IGVISHARES TR
428$46.9M0.00%
592
ALCALCON AG
525$46.3M0.00%
593
FFORD MTR CO
4,250$46.1M0.00%
594
XLYSELECT SECTOR SPDR TR
211$45.9M0.00%
595
AQLTISHARES TR
1,991$45.8M0.00%
596
CQPCHENIERE ENERGY PARTNERS LP
801$44.9M0.00%
597
TOSTTOAST INC
1,004$44.5M0.00%
598
HVTHAVERTY FURNITURE COS INC
2,162$44.0M0.00%
599
IONQIONQ INC
1,000$43.0M0.00%
600
VGKVANGUARD INTL EQUITY INDEX F
552$42.8M0.00%
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