MONTAG A & ASSOCIATES INC Q3 2022 Filing

Filed November 9, 2022

Portfolio Value

$1.4T

Holdings

889

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (889 positions)

#StockSharesValue% PortfolioType
201
WBAWALGREENS BOOTS ALLIANCE INC
31,348$984.0M0.07%
202
SNPSSYNOPSYS INC
3,222$984.0M0.07%
203
HIIHUNTINGTON INGALLS INDS INC
4,418$979.0M0.07%
204
MTDMETTLER TOLEDO INTERNATIONAL
900$976.0M0.07%
205
MPCMARATHON PETE CORP
9,441$938.0M0.06%
206
SITESITEONE LANDSCAPE SUPPLY INC
9,000$937.0M0.06%
207
DOVDOVER CORP
8,026$936.0M0.06%
208
EFAISHARES TR
16,383$918.0M0.06%
209
NDQINVESCO QQQ TR
3,402$911.0M0.06%
210
XLFSELECT SECTOR SPDR TR
29,896$908.0M0.06%
211
ZTSZOETIS INC
6,080$902.0M0.06%
212
VUGVANGUARD INDEX FDS
4,159$890.0M0.06%
213
ITBISHARES TR
16,906$880.0M0.06%
214
NFGNATIONAL FUEL GAS CO
14,178$879.0M0.06%
215
NFLXNETFLIX INC
3,724$877.0M0.06%
216
NXPINXP SEMICONDUCTORS N V
5,800$860.0M0.06%
217
AMGNAMGEN INC
3,766$849.0M0.06%
218
ORLYOREILLY AUTOMOTIVE INC
1,196$841.0M0.06%
219
OLEDUNIVERSAL DISPLAY CORP
8,918$841.0M0.06%
220
PFFISHARES TR
26,439$837.0M0.06%
221
AIGAMERICAN INTL GROUP INC
17,490$830.0M0.06%
222
LHXL3HARRIS TECHNOLOGIES INC
3,968$825.0M0.06%
223
VTIVANGUARD INDEX FDS
4,443$797.0M0.06%
224
AELUSDAMERICAN EQTY INVT LIFE HLD
20,934$781.0M0.05%
225
TTTRANE TECHNOLOGIES PLC
5,332$772.0M0.05%
226
DLTRDOLLAR TREE INC
5,644$768.0M0.05%
227
CHTRCHARTER COMMUNICATIONS INC N
2,526$766.0M0.05%
228
AFLAFLAC INC
13,547$761.0M0.05%
229
WECWEC ENERGY GROUP INC
8,414$752.0M0.05%
230
OMCOMNICOM GROUP INC
11,716$747.0M0.05%
231
VBRVANGUARD INDEX FDS
5,109$733.0M0.05%
232
METMETLIFE INC
12,042$732.0M0.05%
233
CBCHUBB LIMITED
3,945$719.0M0.05%
234
KMBKIMBERLY-CLARK CORP
6,280$714.0M0.05%
235
BKNGBOOKING HOLDINGS INC
431$708.0M0.05%
236
WGOWINNEBAGO INDS INC
13,200$702.0M0.05%
237
EXPEEXPEDIA GROUP INC
7,260$680.0M0.05%
238
PYPLPAYPAL HLDGS INC
7,893$679.0M0.05%
239
NVSNNOVARTIS AG
8,561$651.0M0.05%
240
CBRLCRACKER BARREL OLD CTRY STOR
6,682$619.0M0.04%
241
EMREMERSON ELEC CO
8,442$618.0M0.04%
242
CXTCRANE HLDGS CO
6,975$611.0M0.04%
243
IYWISHARES TR
8,065$592.0M0.04%
244
WSTWEST PHARMACEUTICAL SVSC INC
2,400$591.0M0.04%
245
CATCATERPILLAR INC
3,455$567.0M0.04%
246
CARRCARRIER GLOBAL CORPORATION
15,905$566.0M0.04%
247
VXUSVANGUARD STAR FDS
12,327$564.0M0.04%
248
OEFISHARES TR
3,454$561.0M0.04%
249
FTVFORTIVE CORP
9,600$560.0M0.04%
250
IYHISHARES TR
2,207$558.0M0.04%
251
RFREGIONS FINANCIAL CORP NEW
27,553$558.0M0.04%
252
DDOMINION ENERGY INC
8,039$556.0M0.04%
253
XLVSELECT SECTOR SPDR TR
4,512$546.0M0.04%
254
FISFIDELITY NATL INFORMATION SV
7,200$544.0M0.04%
255
YUMYUM BRANDS INC
5,046$537.0M0.04%
256
QUALISHARES TR
5,163$537.0M0.04%
257
WBDWARNER BROS DISCOVERY INC
46,398$534.0M0.04%
258
HLTHILTON WORLDWIDE HLDGS INC
4,266$515.0M0.04%
259
BLDTOPBUILD CORP
3,000$494.0M0.03%
260
COPCONOCOPHILLIPS
4,647$482.0M0.03%
261
SFBSSERVISFIRST BANCSHARES INC
6,000$481.0M0.03%
262
LLOEWS CORP
9,637$480.0M0.03%
263
PAYXPAYCHEX INC
4,200$471.0M0.03%
264
SHOPSHOPIFY INC
17,490$471.0M0.03%
265
NVONOVO-NORDISK A S
4,675$466.0M0.03%
266
ELLAUDER ESTEE COS INC
2,123$458.0M0.03%
267
AIVLWISDOMTREE TR
5,585$456.0M0.03%
268
ODFLOLD DOMINION FREIGHT LINE IN
1,829$455.0M0.03%
269
AQLTISHARES TR
4,197$450.0M0.03%
270
MRSHMARSH & MCLENNAN COS INC
3,002$448.0M0.03%
271
IRMIRON MTN INC DEL
9,894$441.0M0.03%
272
FLOTISHARES TR
8,757$440.0M0.03%
273
MOALTRIA GROUP INC
10,386$429.0M0.03%
274
SCHHSCHWAB STRATEGIC TR
22,573$422.0M0.03%
275
OTISOTIS WORLDWIDE CORP
6,446$411.0M0.03%
276
IDXXIDEXX LABS INC
1,250$407.0M0.03%
277
DFIVDIMENSIONAL ETF TRUST
15,707$405.0M0.03%
278
XBISPDR SER TR
5,096$404.0M0.03%
279
DONWISDOMTREE TR
10,663$402.0M0.03%
280
NOBLPROSHARES TR
4,981$398.0M0.03%
281
RIVNRIVIAN AUTOMOTIVE INC
12,083$398.0M0.03%
282
AG8AGILENT TECHNOLOGIES INC
3,260$396.0M0.03%
283
AJGGALLAGHER ARTHUR J & CO
2,300$394.0M0.03%
284
IWRISHARES TR
6,331$393.0M0.03%
285
SYYSYSCO CORP
5,545$392.0M0.03%
286
SHELSHELL PLC
7,775$387.0M0.03%
287
OIHVANECK ETF TRUST
1,825$385.0M0.03%
288
GDXVANECK ETF TRUST
15,745$380.0M0.03%
289
CRMSALESFORCE INC
2,634$379.0M0.03%
290
IWYISHARES TR
3,161$378.0M0.03%
291
IOOISHARES TR
6,256$372.0M0.03%
292
XLISELECT SECTOR SPDR TR
4,471$370.0M0.03%
293
MFCMANULIFE FINL CORP
23,574$369.0M0.03%
294
VTIPVANGUARD MALVERN FDS
7,621$367.0M0.03%
295
VEAVANGUARD TAX-MANAGED FDS
10,034$365.0M0.03%
296
SHWSHERWIN WILLIAMS CO
1,785$365.0M0.03%
297
VTVANGUARD INTL EQUITY INDEX F
4,591$362.0M0.03%
298
VICIVICI PPTYS INC
11,908$360.0M0.02%
299
SUXTD SYNNEX CORPORATION
4,398$357.0M0.02%
300
HUBBHUBBELL INC
1,600$357.0M0.02%
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