MONTAG A & ASSOCIATES INC Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$1.9T

Holdings

884

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (884 positions)

#StockSharesValue% PortfolioType
101
KMXCARMAX INC
38,573$4.9B0.27%
102
INTCINTEL CORP
92,160$4.9B0.26%
103
UNHUNITEDHEALTH GROUP INC
12,554$4.9B0.26%
104
DEODIAGEO PLC
25,242$4.9B0.26%
105
CVXCHEVRON CORP NEW
46,672$4.7B0.25%
106
GFLGFL ENVIRONMENTAL INC
125,012$4.6B0.25%
107
SCHWSCHWAB CHARLES CORP
62,390$4.5B0.24%
108
VOOVANGUARD INDEX FDS
10,842$4.3B0.23%
109
WYWEYERHAEUSER CO MTN BE
118,444$4.2B0.23%
110
DONSPDR DOW JONES INDL AVERAGE
12,410$4.2B0.23%
111
CBRLCRACKER BARREL OLD CTRY STOR
29,852$4.2B0.22%
112
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4.1B0.22%
113
SBUXSTARBUCKS CORP
36,588$4.0B0.22%
114
CHTRCHARTER COMMUNICATIONS INC N
5,440$4.0B0.21%
115
BSCLINVESCO EXCH TRD SLF IDX FD
187,544$4.0B0.21%
116
VMCVULCAN MATLS CO
22,661$3.8B0.21%
117
SPHQINVESCO EXCHANGE TRADED FD T
78,763$3.8B0.21%
118
WDAYWORKDAY INC
14,702$3.7B0.20%
119
MRVLMARVELL TECHNOLOGY INC
60,033$3.6B0.19%
120
CBRECBRE GROUP INC
36,612$3.6B0.19%
121
FCXFREEPORT-MCMORAN INC
109,160$3.6B0.19%
122
PPGPPG INDS INC
24,647$3.5B0.19%
123
GQ9SPDR GOLD TR
21,444$3.5B0.19%
124
MASMASCO CORP
63,089$3.5B0.19%
125
URIUNITED RENTALS INC
9,980$3.5B0.19%
126
WRBBERKLEY W R CORP
47,754$3.5B0.19%
127
DRIDARDEN RESTAURANTS INC
22,589$3.4B0.18%
128
LMTLOCKHEED MARTIN CORP
9,900$3.4B0.18%
129
AVGOBROADCOM INC
7,008$3.4B0.18%
130
LENLENNAR CORP
35,942$3.4B0.18%
131
BDXBECTON DICKINSON & CO
13,180$3.2B0.17%
132
MLB1MERCADOLIBRE INC
1,911$3.2B0.17%
133
MUMICRON TECHNOLOGY INC
44,564$3.2B0.17%
134
TBFPROSHARES TR
189,089$3.2B0.17%
135
IBMINTERNATIONAL BUSINESS MACHS
22,569$3.1B0.17%
136
ACNACCENTURE PLC IRELAND
9,711$3.1B0.17%
137
SOSOUTHERN CO
48,810$3.0B0.16%
138
WTWWILLIS TOWERS WATSON PLC LTD
12,999$3.0B0.16%
139
TRVTRAVELERS COMPANIES INC
19,531$3.0B0.16%
140
HONHONEYWELL INTL INC
13,633$2.9B0.16%
141
VNQVANGUARD INDEX FDS
28,181$2.9B0.15%
142
DUKDUKE ENERGY CORP NEW
29,145$2.8B0.15%
143
BSCOINVESCO EXCH TRD SLF IDX FD
127,969$2.8B0.15%
144
TXNTEXAS INSTRS INC
14,203$2.7B0.15%
145
AXPAMERICAN EXPRESS CO
16,250$2.7B0.15%
146
KSUEURKANSAS CITY SOUTHERN
10,033$2.7B0.15%
147
VFCV F CORP
40,350$2.7B0.15%
148
LKQ1LKQ CORP
52,500$2.6B0.14%
149
UNPUNION PAC CORP
13,412$2.6B0.14%
150
T7DTRANSDIGM GROUP INC
4,195$2.6B0.14%
151
VTVVANGUARD INDEX FDS
18,852$2.6B0.14%
152
SDYSPDR SER TR
21,144$2.5B0.13%
153
BEPCBROOKFIELD RENEWABLE CORP
62,003$2.4B0.13%
154
NDAQNASDAQ INC
12,295$2.4B0.13%
155
DFUSDIMENSIONAL ETF TRUST
49,294$2.3B0.12%
156
XOPSPDR SER TR
23,635$2.3B0.12%
157
LRCXEURLAM RESEARCH CORP
3,988$2.3B0.12%
158
TAT&T INC
83,687$2.3B0.12%
159
GGGGRACO INC
32,300$2.3B0.12%
160
RSGREPUBLIC SVCS INC
18,672$2.2B0.12%
161
SHOPSHOPIFY INC
1,647$2.2B0.12%
162
CMCSACOMCAST CORP NEW
38,881$2.2B0.12%
163
ORCLORACLE CORP
24,742$2.2B0.12%
164
RTXRAYTHEON TECHNOLOGIES CORP
24,520$2.1B0.11%
165
STTSTATE STR CORP
24,525$2.1B0.11%
166
AZOAUTOZONE INC
1,220$2.1B0.11%
167
MDLZMONDELEZ INTL INC
35,225$2.0B0.11%
168
ABCBAMERIS BANCORP
39,287$2.0B0.11%
169
VCITVANGUARD SCOTTSDALE FDS
19,910$1.9B0.10%
170
SUBISHARES TR
17,453$1.9B0.10%
171
PFFISHARES TR
48,328$1.9B0.10%
172
RNRRENAISSANCERE HLDGS LTD
13,220$1.8B0.10%
173
CVSCVS HEALTH CORP
21,406$1.8B0.10%
174
SITESITEONE LANDSCAPE SUPPLY INC
9,000$1.8B0.10%
175
MDTMEDTRONIC PLC
13,962$1.8B0.09%
176
GPNGLOBAL PMTS INC
11,085$1.7B0.09%
177
XLFSELECT SECTOR SPDR TR
45,894$1.7B0.09%
178
ROPROPER TECHNOLOGIES INC
3,812$1.7B0.09%
179
LADLITHIA MTRS INC
5,360$1.7B0.09%
180
EMNEASTMAN CHEM CO
16,650$1.7B0.09%
181
DFASDIMENSIONAL ETF TRUST
28,747$1.7B0.09%
182
PRFINVESCO EXCHANGE TRADED FD T
10,426$1.7B0.09%
183
ALCALCON AG
20,400$1.6B0.09%
184
DISCAUSDDISCOVERY INC
64,539$1.6B0.09%
185
AELUSDAMERICAN EQTY INVT LIFE HLD
55,401$1.6B0.09%
186
NVDANVIDIA CORPORATION
7,828$1.6B0.09%
187
IEXIDEX CORP
7,749$1.6B0.09%
188
YUSDALLEGHANY CORP MD
2,567$1.6B0.09%
189
LOWLOWES COS INC
7,886$1.6B0.09%
190
PG4PRINCIPAL FINANCIAL GROUP IN
24,662$1.6B0.09%
191
WBAWALGREENS BOOTS ALLIANCE INC
33,598$1.6B0.08%
192
CLCOLGATE PALMOLIVE CO
20,249$1.5B0.08%
193
OLEDUNIVERSAL DISPLAY CORP
8,918$1.5B0.08%
194
ABGAMERISOURCEBERGEN CORP
12,762$1.5B0.08%
195
BMYBRISTOL-MYERS SQUIBB CO
25,622$1.5B0.08%
196
VTIVANGUARD INDEX FDS
6,813$1.5B0.08%
197
RPVINVESCO EXCHANGE TRADED FD T
19,827$1.5B0.08%
198
NSCNORFOLK SOUTHN CORP
6,275$1.5B0.08%
199
BLDTOPBUILD CORP
7,250$1.5B0.08%
200
4I1PHILIP MORRIS INTL INC
15,275$1.4B0.08%
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