MONTAG A & ASSOCIATES INC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$2.2B

Holdings

1,115

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,115 positions)

StockValue
CITHE CIGNA GROUP
$189K
DRIDARDEN RESTAURANTS INC
$188K
CWCURTISS WRIGHT CORP
$186K
TWOTWO HBRS INVT CORP
$186K
CRWDCROWDSTRIKE HLDGS INC
$184K
JCIJOHNSON CTLS INTL PLC
$182K
IYEISHARES TR
$182K
DGXQUEST DIAGNOSTICS INC
$181K
SRESEMPRA
$180K
AVEMAMERICAN CENTY ETF TR
$176K
WHRWHIRLPOOL CORP
$175K
MPWRMONOLITHIC PWR SYS INC
$174K
VKTXVIKING THERAPEUTICS INC
$174K
EPDENTERPRISE PRODS PARTNERS L
$174K
OKEONEOK INC NEW
$169K
AG8AGILENT TECHNOLOGIES INC
$169K
XHBSPDR SERIES TRUST
$167K
TRMBTRIMBLE INC
$166K
EOGEOG RES INC
$162K
KVUEKENVUE INC
$162K
EQTEQT CORP
$160K
DASHDOORDASH INC
$160K
ULUNILEVER PLC
$159K
OREALTY INCOME CORP
$157K
ESEVERSOURCE ENERGY
$157K
LNGCHENIERE ENERGY INC
$156K
IYKISHARES TR
$154K
NNNNNN REIT INC
$154K
PLNTPLANET FITNESS INC
$153K
CCOCAMECO CORP
$151K
SMHVANECK ETF TRUST
$149K
VGTVANGUARD WORLD FD
$149K
IYMISHARES TR
$148K
IQQQPROSHARES TR
$148K
ETRENTERGY CORP NEW
$147K
BATRAATLANTA BRAVES HLDGS INC
$146K
QLYSQUALYS INC
$144K
BTCINEOS ETF TRUST
$143K
SPTMSPDR SERIES TRUST
$142K
TPZTORTOISE CAPITAL SERIES TRUS
$139K
NOWSERVICENOW INC
$138K
PRUPRUDENTIAL FINL INC
$137K
GTOINVESCO ACTIVELY MANAGED EXC
$137K
PLDPROLOGIS INC.
$136K
WMWASTE MGMT INC DEL
$135K
SPGSIMON PPTY GROUP INC NEW
$135K
VTEBVANGUARD MUN BD FDS
$135K
ATRAPTARGROUP INC
$134K
INTCINTEL CORP
$134K
PGRPROGRESSIVE CORP
$129K
IBTHISHARES TR
$127K
ETENERGY TRANSFER L P
$126K
AMTAMERICAN TOWER CORP NEW
$126K
TRVCCITIGROUP INC
$125K
WGOWINNEBAGO INDS INC
$124K
AIQGLOBAL X FDS
$122K
ALSNALLISON TRANSMISSION HLDGS I
$122K
LULULULULEMON ATHLETICA INC
$120K
IJKISHARES TR
$120K
CMCSACOMCAST CORP NEW
$119K
VFCV F CORP
$118K
EGPEASTGROUP PPTYS INC
$118K
MLIMUELLER INDS INC
$117K
ALSALLSTATE CORP
$117K
BROBROWN & BROWN INC
$113K
KCESPDR SERIES TRUST
$113K
LUVSOUTHWEST AIRLS CO
$113K
VICIVICI PPTYS INC
$112K
DALDELTA AIR LINES INC DEL
$112K
VLOVALERO ENERGY CORP
$109K
SOLVSOLVENTUM CORP
$109K
PPLPPL CORP
$109K
AGNCAGNC INVT CORP
$108K
NLYANNALY CAPITAL MANAGEMENT IN
$108K
FDXFEDEX CORP
$108K
APOAPOLLO GLOBAL MGMT INC
$107K
GSKGSK PLC
$107K
ACMAECOM
$104K
NGGNATIONAL GRID PLC
$101K
CBANCOLONY BANKCORP INC
$101K
YUMCYUM CHINA HLDGS INC
$101K
RALRALLIANT CORP
$100K
SCHBSCHWAB STRATEGIC TR
$99K
CAHCARDINAL HEALTH INC
$99K
ESLTELBIT SYS LTD
$98K
ETVEATON VANCE TAX-MANAGED BUY-
$98K
IEVISHARES TR
$98K
RPGINVESCO EXCHANGE TRADED FD T
$98K
FSLRFIRST SOLAR INC
$97K
XLRESELECT SECTOR SPDR TR
$97K
FTSLFIRST TR EXCHANGE-TRADED FD
$95K
NETCLOUDFLARE INC
$95K
IOTSAMSARA INC
$92K
AEPAMERICAN ELEC PWR CO INC
$92K
AOAISHARES TR
$91K
VRSKVERISK ANALYTICS INC
$91K
A4SAMERIPRISE FINL INC
$90K
JEPIJ P MORGAN EXCHANGE TRADED F
$90K
IYTISHARES TR
$89K
PEGPUBLIC SVC ENTERPRISE GRP IN
$89K
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