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
GEGENERAL ELECTRIC CO
$371.1M
HVT/AHAVERTY FURNITURE COS INC
$370.7M
GISGENERAL MLS INC
$370.5M
IWOISHARES TR
$363.7M
VTIPVANGUARD MALVERN FDS
$360.8M
CHDCHURCH & DWIGHT CO INC
$350.2M
NDQINVESCO QQQ TR
$349.9M
IBBISHARES TR
$347.3M
XELXCEL ENERGY INC
$340.8M
CRMSALESFORCE INC
$333.2M
PANWPALO ALTO NETWORKS INC
$325.5M
ALSALLSTATE CORP
$322.0M
ELVELEVANCE HEALTH INC
$315.2M
SJMSMUCKER J M CO
$313.5M
VTEBVANGUARD MUN BD FDS
$312.7M
JEPIJ P MORGAN EXCHANGE TRADED F
$307.4M
XBISPDR SER TR
$305.9M
MORNMORNINGSTAR INC
$303.2M
REGREGENCY CTRS CORP
$300.2M
GLWCORNING INC
$296.2M
EPPISHARES INC
$295.3M
NOBLPROSHARES TR
$292.6M
FHLCFIDELITY COVINGTON TRUST
$292.3M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$283.3M
IPGINTERPUBLIC GROUP COS INC
$283.1M
CSXCSX CORP
$278.8M
DFSEURDISCOVER FINL SVCS
$272.8M
VOEVANGUARD INDEX FDS
$272.5M
WBDWARNER BROS DISCOVERY INC
$270.9M
EBAEBAY INC.
$270.2M
VCRVANGUARD WORLD FDS
$269.8M
CP.TOCANADIAN PAC RY LTD
$269.7M
HHC*HOWARD HUGHES CORP
$267.5M
QUALISHARES TR
$263.5M
NUENUCOR CORP
$256.7M
NNNNATIONAL RETAIL PROPERTIES I
$255.7M
PSXPHILLIPS 66
$255.4M
HEIHEICO CORP NEW
$249.7M
XHBSPDR SER TR
$249.5M
CICIGNA CORP NEW
$249.5M
T7DTRANSDIGM GROUP INC
$249.3M
FNFFIDELITY NATIONAL FINANCIAL
$244.5M
GILDGILEAD SCIENCES INC
$237.8M
ECLECOLAB INC
$235.7M
LUVSOUTHWEST AIRLS CO
$230.7M
AWCAMERICAN WTR WKS CO INC NEW
$228.6M
OREALTY INCOME CORP
$228.6M
ALCALCON AG
$227.9M
MIDDMIDDLEBY CORP
$223.5M
STESTERIS PLC
$221.6M
RHIROBERT HALF INTL INC
$221.5M
ONCBEIGENE LTD
$219.9M
PKWINVESCO EXCHANGE TRADED FD T
$218.6M
RIVNRIVIAN AUTOMOTIVE INC
$218.0M
SYU1SYNOVUS FINL CORP
$215.1M
XLYSELECT SECTOR SPDR TR
$212.5M
SRESEMPRA
$210.2M
EHCENCOMPASS HEALTH CORP
$209.9M
CLXCLOROX CO DEL
$209.5M
ENBENBRIDGE INC
$209.2M
RWLINVESCO EXCH TRADED FD TR II
$209.0M
ACWXISHARES TR
$208.3M
LULULULULEMON ATHLETICA INC
$208.2M
SCHXSCHWAB STRATEGIC TR
$207.9M
FEFIRSTENERGY CORP
$204.6M
HVTHAVERTY FURNITURE COS INC
$203.1M
DRIDARDEN RESTAURANTS INC
$198.6M
GNRCGENERAC HLDGS INC
$197.7M
XLCSELECT SECTOR SPDR TR
$197.5M
CMCSACOMCAST CORP NEW
$194.2M
ATVIEURACTIVISION BLIZZARD INC
$194.0M
PDTHANCOCK JOHN PREM DIVID FD
$192.4M
KTBKONTOOR BRANDS INC
$192.0M
AEPAMERICAN ELEC PWR CO INC
$187.1M
EOGEOG RES INC
$186.9M
KRKROGER CO
$186.0M
EDCONSOLIDATED EDISON INC
$185.1M
VRSNVERISIGN INC
$184.9M
ESEVERSOURCE ENERGY
$184.4M
OXYOCCIDENTAL PETE CORP
$184.4M
ALLEALLEGION PLC
$184.0M
AYIACUITY BRANDS INC
$182.7M
IYKISHARES TR
$182.5M
ADSKAUTODESK INC
$180.3M
BSVVANGUARD BD INDEX FDS
$179.9M
FIDUFIDELITY COVINGTON TRUST
$179.4M
DALDELTA AIR LINES INC DEL
$173.0M
VDCVANGUARD WORLD FDS
$172.0M
IBPINSTALLED BLDG PRODS INC
$171.2M
MCIBARINGS CORPORATE INVS
$170.1M
IWSISHARES TR
$169.2M
NBNNORTHEAST BK LEWISTON ME
$168.4M
ABXBARRICK GOLD CORP
$168.2M
GFLGFL ENVIRONMENTAL INC
$167.5M
SHYISHARES TR
$166.1M
GSKGSK PLC
$164.5M
CNXCCONCENTRIX CORP
$162.9M
QLYSQUALYS INC
$162.5M
COLMCOLUMBIA SPORTSWEAR CO
$162.2M
LENLENNAR CORP
$162.2M
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