MONTAG A & ASSOCIATES INC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$1.6B

Holdings

902

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (902 positions)

StockValue
NVGNUVEEN AMT FREE MUN CR INC F
$34K
SSENTINELONE INC
$34K
SRCUSDSPIRIT RLTY CAP INC NEW
$34K
GGNGAMCO GLOBAL GOLD NAT RES &
$34K
HPEHEWLETT PACKARD ENTERPRISE C
$33K
DKSDICKS SPORTING GOODS INC
$33K
RRYDER SYS INC
$32K
WPCWP CAREY INC
$31K
HLNHALEON PLC
$31K
IIMINVESCO VALUE MUN INCOME TR
$31K
PAYCPAYCOM SOFTWARE INC
$30K
ABNBAIRBNB INC
$30K
VTIPVANGUARD MALVERN FDS
$30K
CWCURTISS WRIGHT CORP
$30K
SRPTSAREPTA THERAPEUTICS INC
$30K
NEMNEWMONT CORP
$30K
TWLOTWILIO INC
$29K
EWXSPDR INDEX SHS FDS
$29K
GBDCGOLUB CAP BDC INC
$29K
CRWDCROWDSTRIKE HLDGS INC
$29K
ARCCARES CAPITAL CORP
$29K
IHIISHARES TR
$29K
RAMPLIVERAMP HLDGS INC
$29K
HALOHALOZYME THERAPEUTICS INC
$29K
QQQMINVESCO EXCH TRADED FD TR II
$29K
IGSBISHARES TR
$28K
ROSTROSS STORES INC
$28K
MDGLMADRIGAL PHARMACEUTICALS INC
$28K
LQDISHARES TR
$28K
SPSMSPDR SER TR
$28K
FLG 6 11/01/51NEW YORK CMNTY CAP TR V
$27K
LEVILEVI STRAUSS & CO NEW
$27K
ARKKARK ETF TR
$27K
MDBMONGODB INC
$27K
TSCOTRACTOR SUPPLY CO
$27K
AMXAMERICA MOVIL SAB DE CV
$26K
PXDEURPIONEER NAT RES CO
$26K
ZSZSCALER INC
$25K
DLSWISDOMTREE TR
$25K
BABAALIBABA GROUP HLDG LTD
$25K
TTENTOTALENERGIES SE
$25K
SAVACASSAVA SCIENCES INC
$25K
LITGLOBAL X FDS
$25K
DOWDOW INC
$25K
DDOGDATADOG INC
$25K
PTVEPACTIV EVERGREEN INC
$24K
TTDTHE TRADE DESK INC
$24K
CUZCOUSINS PPTYS INC
$24K
SMCIUSDSUPER MICRO COMPUTER INC
$24K
WRKUSDWESTROCK CO
$23K
BAXBAXTER INTL INC
$23K
KDKYNDRYL HLDGS INC
$23K
OGNORGANON & CO
$23K
SHCRUSDSHARECARE INC
$23K
NVEINUVEI CORPORATION
$22K
AMTAMERICAN TOWER CORP NEW
$22K
FRTFEDERAL RLTY INVT TR NEW
$22K
ICLNISHARES TR
$22K
UALUNITED AIRLS HLDGS INC
$22K
BILLBILL HOLDINGS INC
$22K
BEBLOOM ENERGY CORP
$21K
FWONALIBERTY MEDIA CORP DEL
$21K
PBTPERMIAN BASIN RTY TR
$21K
BGCBGC GROUP INC
$21K
PSCFINVESCO EXCH TRADED FD TR II
$21K
VNOVORNADO RLTY TR
$21K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$21K
TWOTWO HBRS INVT CORP
$20K
RSPNINVESCO EXCHANGE TRADED FD T
$20K
WPPWPP PLC NEW
$20K
MUBISHARES TR
$20K
PCTYPAYLOCITY HLDG CORP
$20K
ADMARCHER DANIELS MIDLAND CO
$19K
CFCF INDS HLDGS INC
$19K
AMCRAMCOR PLC
$19K
BLWBLACKROCK LTD DURATION INCOM
$18K
ZBHZIMMER BIOMET HOLDINGS INC
$18K
TAKTAKEDA PHARMACEUTICAL CO LTD
$18K
VVVVALVOLINE INC
$18K
BKRBAKER HUGHES COMPANY
$18K
TROWPRICE T ROWE GROUP INC
$17K
KARSKRANESHARES TR
$17K
MNSTMONSTER BEVERAGE CORP NEW
$17K
WMSADVANCED DRAIN SYS INC DEL
$16K
ASHASHLAND INC
$16K
SNYSANOFI
$16K
EUOPROSHARES TR II
$16K
ARKQARK ETF TR
$16K
CLFCLEVELAND-CLIFFS INC NEW
$16K
WABWABTEC
$16K
WTSWATTS WATER TECHNOLOGIES INC
$15K
EWDISHARES INC
$15K
HTDCORCEPT THERAPEUTICS INC
$15K
MDXGMIMEDX GROUP INC
$15K
DELLDELL TECHNOLOGIES INC
$15K
OXY/WSOCCIDENTAL PETE CORP
$14K
DEMWISDOMTREE TR
$14K
MHKMOHAWK INDS INC
$14K
LDPCOHEN & STEERS LTD DURATION
$14K
WCNWASTE CONNECTIONS INC
$13K
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