MONTAG A & ASSOCIATES INC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$1.6T

Holdings

902

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (902 positions)

StockValue
BROBROWN & BROWN INC
$68.4M
CMECME GROUP INC
$68.1M
TYGTORTOISE ENERGY INFRA CORP
$67.6M
IEFISHARES TR
$67.6M
ACMAECOM
$67.5M
IWCISHARES TR
$67.4M
8CWCROWN CASTLE INC
$66.7M
AOAISHARES TR
$65.8M
VRTXVERTEX PHARMACEUTICALS INC
$64.3M
SAPSAP SE
$64.1M
HALHALLIBURTON CO
$61.8M
SCHBSCHWAB STRATEGIC TR
$61.7M
XLBSELECT SECTOR SPDR TR
$61.6M
A4SAMERIPRISE FINL INC
$61.3M
EWIISHARES INC
$60.5M
VMBSVANGUARD SCOTTSDALE FDS
$59.8M
INFYINFOSYS LTD
$59.7M
XEFRXEATON VANCE SR FLTNG RTE TR
$59.7M
PEOEXELON CORP
$59.5M
CBANCOLONY BANKCORP INC
$59.3M
CMSCMS ENERGY CORP
$58.4M
TMTOYOTA MOTOR CORP
$58.4M
PGRPROGRESSIVE CORP
$57.4M
DVNDEVON ENERGY CORP NEW
$57.2M
CEGCONSTELLATION ENERGY CORP
$57.2M
EWGISHARES INC
$57.0M
EFVISHARES TR
$57.0M
ALSALLSTATE CORP
$56.8M
LYBLYONDELLBASELL INDUSTRIES N
$56.8M
LADLITHIA MTRS INC
$56.4M
HYGISHARES TR
$56.2M
CIMCHIMERA INVT CORP
$55.9M
LENLENNAR CORP
$55.6M
LSCCLATTICE SEMICONDUCTOR CORP
$54.7M
KHCKRAFT HEINZ CO
$54.7M
JGHNUVEEN GLOBAL HIGH INCOME FD
$54.6M
MDC1USDM D C HLDGS INC
$54.5M
IDV*ISHARES TR
$54.4M
FDXFEDEX CORP
$54.3M
BRBROADRIDGE FINL SOLUTIONS IN
$54.0M
BIIBBIOGEN INC
$53.7M
RCLROYAL CARIBBEAN GROUP
$53.5M
PPHVANECK ETF TRUST
$52.7M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$52.4M
FBINFORTUNE BRANDS INNOVATIONS I
$52.2M
VHTVANGUARD WORLD FDS
$52.2M
FFORD MTR CO DEL
$51.8M
WMWASTE MGMT INC DEL
$50.9M
SMHVANECK ETF TRUST
$50.7M
EVRGEVERGY INC
$50.7M
TELTE CONNECTIVITY LTD
$50.4M
EWHISHARES INC
$49.8M
VSTVISTRA CORP
$49.8M
KIMKIMCO RLTY CORP
$49.7M
CMCCOMMERCIAL METALS CO
$49.4M
NLYANNALY CAPITAL MANAGEMENT IN
$49.3M
GLGLOBE LIFE INC
$48.9M
VGTVANGUARD WORLD FDS
$48.6M
RYNRAYONIER INC
$47.7M
APAAPA CORPORATION
$47.4M
CPNGCOUPANG INC
$47.4M
DGSWISDOMTREE TR
$47.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$47.1M
SPTMSPDR SER TR
$47.0M
IYCISHARES TR
$46.7M
OZKBANK OZK LITTLE ROCK ARK
$46.3M
AMJEURJPMORGAN CHASE & CO
$46.1M
CTVACORTEVA INC
$46.0M
IYY*ISHARES TR
$45.8M
TIPISHARES TR
$44.6M
FLOFLOWERS FOODS INC
$44.4M
DDDUPONT DE NEMOURS INC
$44.3M
EIXEDISON INTL
$44.2M
VKTXVIKING THERAPEUTICS INC
$43.8M
TOTLSSGA ACTIVE ETF TR
$43.2M
PACWUSDPACWEST BANCORP DEL
$43.0M
OGCPEMPIRE ST RLTY OP L P
$42.9M
BTTBLACKROCK MUN TARGET TERM TR
$42.8M
NFENEW FORTRESS ENERGY INC
$42.6M
GENGEN DIGITAL INC
$42.4M
APHAMPHENOL CORP NEW
$42.1M
VAWVANGUARD WORLD FDS
$41.6M
NUVNUVEEN MUN VALUE FD INC
$41.4M
AQLTISHARES TR
$41.4M
PLDPROLOGIS INC.
$41.2M
CMICUMMINS INC
$40.7M
IAKISHARES TR
$40.5M
ALCALCON AG
$40.5M
CHTRCHARTER COMMUNICATIONS INC N
$40.0M
LINLINDE PLC
$39.5M
TSNTYSON FOODS INC
$39.1M
ONON SEMICONDUCTOR CORP
$38.1M
ZZILLOW GROUP INC
$36.9M
CRICARTERS INC
$36.9M
PNWPINNACLE WEST CAP CORP
$36.8M
STLASTELLANTIS N.V
$36.1M
UHSUNIVERSAL HLTH SVCS INC
$36.0M
CCKCROWN HLDGS INC
$35.4M
VFHVANGUARD WORLD FDS
$35.1M
IAU*ISHARES GOLD TR
$35.0M
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