MONTAG A & ASSOCIATES INC Q4 2024 Filing

Filed January 30, 2025

Portfolio Value

$2.1T

Holdings

993

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (993 positions)

StockValue
STESTERIS PLC
$246.7M
SRESEMPRA
$238.5M
NUENUCOR CORP
$237.8M
FTNTFORTINET INC
$237.6M
IRINGERSOLL RAND INC
$237.5M
JPXAEROVIRONMENT INC
$232.4M
OKEONEOK INC NEW
$230.2M
ALLEALLEGION PLC
$228.4M
JJACOBS SOLUTIONS INC
$227.4M
INTCINTEL CORP
$224.8M
BSXBOSTON SCIENTIFIC CORP
$223.3M
GILDGILEAD SCIENCES INC
$221.7M
FEFIRSTENERGY CORP
$214.7M
VTEBVANGUARD MUN BD FDS
$211.0M
CWCURTISS WRIGHT CORP
$210.1M
UBERUBER TECHNOLOGIES INC
$210.0M
FLRNSPDR SER TR
$208.9M
CITHE CIGNA GROUP
$207.7M
ACWXISHARES TR
$206.8M
ETENERGY TRANSFER L P
$205.9M
QLYSQUALYS INC
$203.0M
RIVNRIVIAN AUTOMOTIVE INC
$201.5M
NOWSERVICENOW INC
$201.4M
EZMWISDOMTREE TR
$200.6M
EDCONSOLIDATED EDISON INC
$198.3M
IPGINTERPUBLIC GROUP COS INC
$196.1M
VRTXVERTEX PHARMACEUTICALS INC
$195.3M
VVVANGUARD INDEX FDS
$193.6M
AWCAMERICAN WTR WKS CO INC NEW
$191.6M
KLACKLA CORP
$188.4M
VRSNVERISIGN INC
$186.3M
SCCOSOUTHERN COPPER CORP
$186.2M
ONCBEIGENE LTD
$184.7M
SCHMSCHWAB STRATEGIC TR
$184.1M
VOEVANGUARD INDEX FDS
$182.8M
CHKPCHECK POINT SOFTWARE TECH LT
$182.8M
TPZTORTOISE CAPITAL SERIES TRUS
$177.2M
RHIROBERT HALF INC.
$176.2M
EOGEOG RES INC
$175.8M
DRIDARDEN RESTAURANTS INC
$174.7M
IYTISHARES TR
$174.5M
IYEISHARES TR
$174.3M
EPDENTERPRISE PRODS PARTNERS L
$174.0M
DALDELTA AIR LINES INC DEL
$171.2M
CMCSACOMCAST CORP NEW
$169.6M
PPLPPL CORP
$166.9M
AQLTISHARES TR
$164.7M
NETCLOUDFLARE INC
$161.7M
PRUPRUDENTIAL FINL INC
$157.1M
ALSNALLISON TRANSMISSION HLDGS I
$155.7M
COLMCOLUMBIA SPORTSWEAR CO
$155.4M
AMLPALPS ETF TR
$152.7M
ATRAPTARGROUP INC
$152.7M
HVTHAVERTY FURNITURE COS INC
$151.2M
NNNNNN REIT INC
$147.6M
IYKISHARES TR
$147.6M
ULUNILEVER PLC
$147.4M
DELLDELL TECHNOLOGIES INC
$147.0M
WHRWHIRLPOOL CORP
$144.9M
DGXQUEST DIAGNOSTICS INC
$143.3M
IGMISHARES TR
$140.4M
OREALTY INCOME CORP
$137.8M
BATRAATLANTA BRAVES HLDGS INC
$136.2M
VDCVANGUARD WORLD FD
$135.3M
APOAPOLLO GLOBAL MGMT INC
$132.1M
SDVYFIRST TR EXCHANGE-TRADED FD
$132.1M
IYMISHARES TR
$129.9M
ESEVERSOURCE ENERGY
$129.2M
FDXFEDEX CORP
$128.3M
WMWASTE MGMT INC DEL
$127.9M
VOTVANGUARD INDEX FDS
$125.9M
SMGSCOTTS MIRACLE-GRO CO
$125.7M
SPTMSPDR SER TR
$125.4M
ETRENTERGY CORP NEW
$121.5M
VMBSVANGUARD SCOTTSDALE FDS
$121.1M
SPGSIMON PPTY GROUP INC NEW
$120.9M
IHIISHARES TR
$120.8M
RBLXROBLOX CORP
$120.5M
BROBROWN & BROWN INC
$120.1M
LUVSOUTHWEST AIRLS CO
$119.9M
LDOSLEIDOS HOLDINGS INC
$119.4M
SOLVSOLVENTUM CORP
$114.5M
HSICHENRY SCHEIN INC
$114.2M
YUMCYUM CHINA HLDGS INC
$113.2M
CAVACAVA GROUP INC
$112.8M
EGPEASTGROUP PPTYS INC
$111.7M
ETHEGRAYSCALE ETHEREUM TRUST ETF
$111.6M
TSNTYSON FOODS INC
$110.5M
SAPSAP SE
$109.4M
PGRPROGRESSIVE CORP
$109.0M
IOTSAMSARA INC
$107.8M
TRGPTARGA RES CORP
$107.1M
TWTRADEWEB MKTS INC
$103.3M
CMECME GROUP INC
$102.4M
VICIVICI PPTYS INC
$102.1M
GEHCGE HEALTHCARE TECHNOLOGIES I
$102.1M
PFXFVANECK ETF TRUST
$100.6M
ESBAEMPIRE ST RLTY OP L P
$100.2M
VRSKVERISK ANALYTICS INC
$99.7M
ETVEATON VANCE TAX-MANAGED BUY-
$99.4M
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