MONTAG A & ASSOCIATES INC Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$1.5T

Holdings

947

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (947 positions)

StockValue
HIIHUNTINGTON INGALLS INDS INC
$1.0B
ORLYOREILLY AUTOMOTIVE INC
$1.0B
VFCV F CORP
$1.0B
AFLAFLAC INC
$974.6M
NFLXNETFLIX INC
$969.9M
AMGNAMGEN INC
$964.7M
OMCOMNICOM GROUP INC
$963.9M
OLEDUNIVERSAL DISPLAY CORP
$963.5M
NXPINXP SEMICONDUCTORS N V
$941.5M
SUBISHARES TR
$933.2M
MRNAMODERNA INC
$918.9M
TTTRANE TECHNOLOGIES PLC
$905.2M
NFGNATIONAL FUEL GAS CO
$903.9M
MDTMEDTRONIC PLC
$898.5M
PLNTPLANET FITNESS INC
$886.6M
CBCHUBB LIMITED
$873.4M
METMETLIFE INC
$871.5M
WDAYWORKDAY INC
$867.9M
KMBKIMBERLY-CLARK CORP
$859.8M
VTIVANGUARD INDEX FDS
$846.8M
VBRVANGUARD INDEX FDS
$811.3M
EMREMERSON ELEC CO
$810.9M
EFAISHARES TR
$807.2M
DLTRDOLLAR TREE INC
$798.3M
MLB1MERCADOLIBRE INC
$797.2M
PFFISHARES TR
$793.7M
WECWEC ENERGY GROUP INC
$788.9M
LHXL3HARRIS TECHNOLOGIES INC
$768.3M
BKNGBOOKING HOLDINGS INC
$767.8M
ZTSZOETIS INC
$744.5M
NVSNNOVARTIS AG
$741.8M
ITBISHARES TR
$721.7M
TSLATESLA INC
$703.6M
CXTCRANE HLDGS CO
$700.6M
NVDANVIDIA CORPORATION
$697.8M
WGOWINNEBAGO INDS INC
$695.6M
XLVSELECT SECTOR SPDR TR
$674.5M
CARRCARRIER GLOBAL CORPORATION
$659.0M
YUMYUM BRANDS INC
$649.2M
VXUSVANGUARD STAR FDS
$637.7M
NVONOVO-NORDISK A S
$636.1M
FTVFORTIVE CORP
$616.8M
IYHISHARES TR
$615.7M
SHOPSHOPIFY INC
$609.5M
RFREGIONS FINANCIAL CORP NEW
$599.6M
AQLTISHARES TR
$579.0M
LRCXEURLAM RESEARCH CORP
$577.3M
COPCONOCOPHILLIPS
$575.5M
WSTWEST PHARMACEUTICAL SVSC INC
$564.8M
LLOEWS CORP
$562.1M
OIHVANECK ETF TRUST
$554.9M
ODFLOLD DOMINION FREIGHT LINE IN
$549.1M
XLISELECT SECTOR SPDR TR
$546.7M
HLTHILTON WORLDWIDE HLDGS INC
$540.3M
ELLAUDER ESTEE COS INC
$528.2M
CATCATERPILLAR INC
$518.7M
AIVLWISDOMTREE TR
$512.7M
IDXXIDEXX LABS INC
$509.9M
ETNEATON CORP PLC
$502.4M
IRMIRON MTN INC DEL
$499.3M
CBRLCRACKER BARREL OLD CTRY STOR
$497.6M
DC4DEXCOM INC
$495.3M
DDOMINION ENERGY INC
$493.0M
OTISOTIS WORLDWIDE CORP
$492.1M
AG8AGILENT TECHNOLOGIES INC
$488.6M
FISFIDELITY NATL INFORMATION SV
$488.5M
PAYXPAYCHEX INC
$485.4M
MRSHMARSH & MCLENNAN COS INC
$484.4M
IYWISHARES TR
$483.5M
DFIVDIMENSIONAL ETF TRUST
$481.9M
MOALTRIA GROUP INC
$481.5M
BLDTOPBUILD CORP
$469.5M
METAMETA PLATFORMS INC
$464.3M
OEFISHARES TR
$463.8M
GDXVANECK ETF TRUST
$451.3M
SHELSHELL PLC
$449.1M
SUXTD SYNNEX CORPORATION
$444.9M
AJGGALLAGHER ARTHUR J & CO
$443.3M
CHTRCHARTER COMMUNICATIONS INC N
$441.2M
DONWISDOMTREE TR
$439.8M
ROSTROSS STORES INC
$438.4M
IWRISHARES TR
$435.7M
SYYSYSCO CORP
$427.3M
VEAVANGUARD TAX-MANAGED FDS
$425.1M
SHWSHERWIN WILLIAMS CO
$423.6M
MFCMANULIFE FINL CORP
$420.6M
PYPLPAYPAL HLDGS INC
$420.3M
FLOTISHARES TR
$418.1M
SFBSSERVISFIRST BANCSHARES INC
$415.1M
YUMCYUM CHINA HLDGS INC
$401.1M
IOOISHARES TR
$400.7M
VFHVANGUARD WORLD FDS
$399.0M
VYMVANGUARD WHITEHALL FDS
$398.6M
VTVANGUARD INTL EQUITY INDEX F
$396.4M
PPLPEMBINA PIPELINE CORP
$393.0M
VICIVICI PPTYS INC
$390.5M
ROKROCKWELL AUTOMATION INC
$388.1M
IWYISHARES TR
$381.0M
HUBBHUBBELL INC
$376.7M
HSYHERSHEY CO
$374.4M
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