MONTAG A & ASSOCIATES INC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$2.2T

Holdings

949

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (949 positions)

#StockSharesValue% PortfolioType
201
IVOGVANGUARD ADMIRAL FDS INC
11,305$1.4B0.06%
202
TSLATESLA INC
2,978$1.3B0.06%
203
ADPAUTOMATIC DATA PROCESSING IN
5,112$1.3B0.06%
204
IWRISHARES TR
13,631$1.3B0.06%
205
PFEPFIZER INC
52,681$1.3B0.06%
206
NXPINXP SEMICONDUCTORS N V
5,987$1.3B0.06%
207
MLB1MERCADOLIBRE INC
642$1.3B0.06%
208
OLEDUNIVERSAL DISPLAY CORP
11,042$1.3B0.06%
209
CBCHUBB LIMITED
4,125$1.3B0.06%
210
CRCRANE COMPANY
6,987$1.3B0.06%
211
MTDMETTLER TOLEDO INTERNATIONAL
900$1.3B0.06%
212
LKQ1LKQ CORP
41,415$1.3B0.06%
213
XMESPDR SERIES TRUST
11,951$1.2B0.06%
214
SOXXISHARES TR
4,109$1.2B0.06%
215
CLCOLGATE PALMOLIVE CO
15,654$1.2B0.06%
216
HLTHILTON WORLDWIDE HLDGS INC
4,256$1.2B0.06%
217
PPGPPG INDS INC
11,806$1.2B0.06%
218
LHXL3HARRIS TECHNOLOGIES INC
4,109$1.2B0.06%
219
USBUS BANCORP DEL
22,317$1.2B0.05%
220
DFACDIMENSIONAL ETF TRUST
30,235$1.2B0.05%
221
DHID R HORTON INC
8,246$1.2B0.05%
222
FANGDIAMONDBACK ENERGY INC
7,816$1.2B0.05%
223
IEXIDEX CORP
6,552$1.2B0.05%
224
BACVERIZON COMMUNICATIONS INC
28,287$1.2B0.05%
225
IYWISHARES TR
5,767$1.2B0.05%
226
NFGNATIONAL FUEL GAS CO
14,178$1.1B0.05%
227
IVWISHARES TR
9,258$1.1B0.05%
228
BEPCBROOKFIELD RENEWABLE CORP
29,370$1.1B0.05%
229
SITESITEONE LANDSCAPE SUPPLY INC
9,000$1.1B0.05%
230
BLKBLACKROCK INC
1,044$1.1B0.05%
231
BDXBECTON DICKINSON & CO
5,525$1.1B0.05%
232
MMM3M CO
6,639$1.1B0.05%
233
NVSNNOVARTIS AG
7,646$1.1B0.05%
234
APDAIR PRODS & CHEMS INC
4,236$1.0B0.05%
235
PG4PRINCIPAL FINANCIAL GROUP IN
11,750$1.0B0.05%
236
XLISELECT SECTOR SPDR TR
6,621$1.0B0.05%
237
LLOEWS CORP
9,597$1.0B0.05%
238
FIDUFIDELITY COVINGTON TRUST
12,223$1.0B0.05%
239
BSCSINVESCO EXCH TRD SLF IDX FD
48,517$999.0M0.05%
240
IQVIQVIA HLDGS INC
4,375$986.0M0.04%
241
UPSUNITED PARCEL SERVICE INC
9,899$981.0M0.04%
242
AMGNAMGEN INC
2,976$974.0M0.04%
243
KTOSKRATOS DEFENSE & SEC SOLUTIO
12,659$960.0M0.04%
244
CRMSALESFORCE INC
3,605$956.0M0.04%
245
SUBISHARES TR
8,779$936.0M0.04%
246
VFHVANGUARD WORLD FD
6,955$928.0M0.04%
247
RLRALPH LAUREN CORP
2,567$910.0M0.04%
248
SBUXSTARBUCKS CORP
10,703$901.0M0.04%
249
DFUSDIMENSIONAL ETF TRUST
12,139$900.0M0.04%
250
BXBLACKSTONE INC
5,839$900.0M0.04%
251
CVSCVS HEALTH CORP
11,340$899.0M0.04%
252
WECWEC ENERGY GROUP INC
8,414$887.0M0.04%
253
METMETLIFE INC
10,797$852.0M0.04%
254
IDXXIDEXX LABS INC
1,250$845.0M0.04%
255
EFAISHARES TR
8,497$815.0M0.04%
256
T7DTRANSDIGM GROUP INC
612$813.0M0.04%
257
MFCMANULIFE FINL CORP
22,393$812.0M0.04%
258
TXTTEXTRON INC
9,205$802.0M0.04%
259
XLVSELECT SECTOR SPDR TR
5,032$778.0M0.04%
260
VWOVANGUARD INTL EQUITY INDEX F
14,052$755.0M0.03%
261
HUBBHUBBELL INC
1,685$748.0M0.03%
262
MDTMEDTRONIC PLC
7,688$743.0M0.03%
263
YUMYUM BRANDS INC
4,885$738.0M0.03%
264
BSCTINVESCO EXCH TRD SLF IDX FD
38,974$734.0M0.03%
265
ACGLARCH CAP GROUP LTD
7,650$733.0M0.03%
266
XLCSELECT SECTOR SPDR TR
6,167$725.0M0.03%
267
OMCOMNICOM GROUP INC
8,900$725.0M0.03%
268
CARRCARRIER GLOBAL CORPORATION
13,578$717.0M0.03%
269
IWYISHARES TR
2,548$705.0M0.03%
270
TAT&T INC
27,466$682.0M0.03%
271
GSYINVESCO ACTIVELY MANAGED EXC
13,496$678.0M0.03%
272
GPNGLOBAL PMTS INC
8,772$678.0M0.03%
273
ADSKAUTODESK INC
2,284$676.0M0.03%
274
FTVFORTIVE CORP
12,177$672.0M0.03%
275
FNDXSCHWAB STRATEGIC TR
24,050$654.0M0.03%
276
IYFISHARES TR
5,070$653.0M0.03%
277
IYHISHARES TR
10,000$651.0M0.03%
278
WSTWEST PHARMACEUTICAL SVSC INC
2,356$648.0M0.03%
279
FHLCFIDELITY COVINGTON TRUST
8,677$644.0M0.03%
280
SYYSYSCO CORP
8,743$644.0M0.03%
281
SHWSHERWIN WILLIAMS CO
1,985$643.0M0.03%
282
MUNIPIMCO ETF TR
12,025$632.0M0.03%
283
GLWCORNING INC
7,214$631.0M0.03%
284
RFREGIONS FINANCIAL CORP NEW
22,778$625.0M0.03%
285
ROKROCKWELL AUTOMATION INC
1,579$614.0M0.03%
286
XLFISELECT SECTOR SPDR TR
7,908$614.0M0.03%
287
NOBLPROSHARES TR
5,849$608.0M0.03%
288
AJGGALLAGHER ARTHUR J & CO
2,300$595.0M0.03%
289
GDXVANECK ETF TRUST
6,700$574.0M0.03%
290
DOVDOVER CORP
2,911$568.0M0.03%
291
BLDTOPBUILD CORP
1,335$556.0M0.03%
292
MTBM & T BK CORP
2,663$536.0M0.02%
293
ZTSZOETIS INC
4,250$534.0M0.02%
294
FCXFREEPORT-MCMORAN INC
10,500$533.0M0.02%
295
GBTCGRAYSCALE BITCOIN TRUST ETF
7,565$517.0M0.02%
296
DLTRDOLLAR TREE INC
4,176$513.0M0.02%
297
STPZPIMCO ETF TR
9,385$505.0M0.02%
298
IWOISHARES TR
1,562$504.0M0.02%
299
VYMVANGUARD WHITEHALL FDS
3,455$495.0M0.02%
300
VBRVANGUARD INDEX FDS
2,311$489.0M0.02%
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