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)

StockValue
GISGENERAL MLS INC
$216.0M
ALLEALLEGION PLC
$212.0M
AWCAMERICAN WTR WKS CO INC NEW
$211.0M
SRESEMPRA
$211.0M
INDAISHARES TR
$211.0M
CMGCHIPOTLE MEXICAN GRILL INC
$210.0M
DECKDECKERS OUTDOOR CORP
$205.0M
AVXCAMERICAN CENTY ETF TR
$204.0M
VOEVANGUARD INDEX FDS
$200.0M
SCHMSCHWAB STRATEGIC TR
$199.0M
DFEVDIMENSIONAL ETF TRUST
$199.0M
IRINGERSOLL RAND INC
$194.0M
BBARRICK MNG CORP
$193.0M
NVTNVENT ELECTRIC PLC
$192.0M
KKRKKR & CO INC
$191.0M
IWPISHARES TR
$190.0M
DONWISDOMTREE TR
$189.0M
CITHE CIGNA GROUP
$189.0M
EOSEEOS ENERGY ENTERPRISES INC
$189.0M
EPDENTERPRISE PRODS PARTNERS L
$188.0M
FEFIRSTENERGY CORP
$187.0M
CWCURTISS WRIGHT CORP
$184.0M
NEMNEWMONT CORP
$183.0M
LINLINDE PLC
$180.0M
EQTEQT CORP
$178.0M
CLXCLOROX CO DEL
$178.0M
AG8AGILENT TECHNOLOGIES INC
$176.0M
VKTXVIKING THERAPEUTICS INC
$176.0M
AEPAMERICAN ELEC PWR CO INC
$175.0M
DRIDARDEN RESTAURANTS INC
$172.0M
MCIBARINGS CORPORATE INVS
$170.0M
BSCWINVESCO EXCH TRD SLF IDX FD
$168.0M
SMHVANECK ETF TRUST
$164.0M
DGXQUEST DIAGNOSTICS INC
$164.0M
CCOCAMECO CORP
$164.0M
KVUEKENVUE INC
$164.0M
IJSISHARES TR
$161.0M
WHRWHIRLPOOL CORP
$160.0M
SOLSSOLSTICE ADVANCED MATLS INC
$160.0M
PLNTPLANET FITNESS INC
$160.0M
TRMBTRIMBLE INC
$159.0M
GSIEGOLDMAN SACHS ETF TR
$159.0M
OKTAOKTA INC
$158.0M
SPYINEOS ETF TRUST
$155.0M
BSCVINVESCO EXCH TRD SLF IDX FD
$154.0M
MPVBARINGS PARTN INVS
$154.0M
IYMISHARES TR
$153.0M
AMTAMERICAN TOWER CORP NEW
$153.0M
ULUNILEVER PLC
$151.0M
IYKISHARES TR
$150.0M
EOGEOG RES INC
$150.0M
VGTVANGUARD WORLD FD
$150.0M
DALDELTA AIR LINES INC DEL
$149.0M
PRUPRUDENTIAL FINL INC
$149.0M
PEOEXELON CORP
$149.0M
IEMGISHARES INC
$148.0M
BNDVANGUARD BD INDEX FDS
$148.0M
OREALTY INCOME CORP
$146.0M
FDXFEDEX CORP
$146.0M
LUVSOUTHWEST AIRLS CO
$146.0M
ETRENTERGY CORP NEW
$145.0M
EEMISHARES TR
$144.0M
QLYSQUALYS INC
$144.0M
INTCINTEL CORP
$144.0M
COINCOINBASE GLOBAL INC
$144.0M
NNNNNN REIT INC
$143.0M
VLOVALERO ENERGY CORP
$142.0M
BATRAATLANTA BRAVES HLDGS INC
$138.0M
TRVCCITIGROUP INC
$137.0M
TWOTWO HBRS INVT CORP
$136.0M
EQIXEQUINIX INC
$135.0M
TPZTORTOISE CAPITAL SERIES TRUS
$135.0M
MLIMUELLER INDS INC
$132.0M
SPGSIMON PPTY GROUP INC NEW
$129.0M
VTEBVANGUARD MUN BD FDS
$128.0M
NOWSERVICENOW INC
$128.0M
IBTHISHARES TR
$126.0M
ALSALLSTATE CORP
$124.0M
EGPEASTGROUP PPTYS INC
$123.0M
VHTVANGUARD WORLD FD
$120.0M
ATRAPTARGROUP INC
$119.0M
MPWRMONOLITHIC PWR SYS INC
$118.0M
SOLVSOLVENTUM CORP
$118.0M
AIQGLOBAL X FDS
$118.0M
JPXAEROVIRONMENT INC
$118.0M
PGRPROGRESSIVE CORP
$116.0M
GSKGSK PLC
$115.0M
FSLRFIRST SOLAR INC
$114.0M
IYCISHARES TR
$113.0M
RALRALLIANT CORP
$113.0M
IJKISHARES TR
$113.0M
NGGNATIONAL GRID PLC
$113.0M
MDGLMADRIGAL PHARMACEUTICALS INC
$112.0M
YUMCYUM CHINA HLDGS INC
$111.0M
KCESPDR SERIES TRUST
$110.0M
LNGCHENIERE ENERGY INC
$108.0M
BINCBLACKROCK ETF TRUST II
$108.0M
DOCUDOCUSIGN INC
$106.0M
CBANCOLONY BANKCORP INC
$105.0M
REGNREGENERON PHARMACEUTICALS
$105.0M
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