MONTAG A & ASSOCIATES INC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$2.2B

Holdings

949

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (949 positions)

StockValue
HYGISHARES TR
$47K
FDSFACTSET RESH SYS INC
$47K
GGNGAMCO GLOBAL GOLD NAT RES &
$47K
ESEVERSOURCE ENERGY
$47K
VGKVANGUARD INTL EQUITY INDEX F
$46K
BWZSPDR SERIES TRUST
$46K
AQLTISHARES TR
$45K
HPEHEWLETT PACKARD ENTERPRISE C
$45K
IONQIONQ INC
$44K
PNWPINNACLE WEST CAP CORP
$44K
VXUSVANGUARD STAR FDS
$43K
CQPCHENIERE ENERGY PARTNERS LP
$42K
TMTOYOTA MOTOR CORP
$42K
KDKYNDRYL HLDGS INC
$42K
NETCLOUDFLARE INC
$42K
VMIVALMONT INDS INC
$42K
TRITHOMSON REUTERS CORP
$42K
LEVILEVI STRAUSS & CO NEW
$41K
CHWYCHEWY INC
$41K
AMXAMERICA MOVIL SAB DE CV
$40K
AGNCAGNC INVT CORP
$40K
SWKSTANLEY BLACK & DECKER INC
$40K
TDOCTELADOC HEALTH INC
$40K
BPBP PLC
$40K
STLASTELLANTIS N.V
$39K
RYNRAYONIER INC
$39K
HVT/AHAVERTY FURNITURE COS INC
$39K
HWMHOWMET AEROSPACE INC
$39K
OXYOCCIDENTAL PETE CORP
$39K
ACMAECOM
$38K
DKNGDRAFTKINGS INC NEW
$38K
AMLPALPS ETF TR
$37K
REEVEREST GROUP LTD
$37K
BROBROWN & BROWN INC
$36K
LSTRLANDSTAR SYS INC
$35K
BGCBGC GROUP INC
$35K
SOLZVOLATILITY SHS TR
$35K
SPSMSPDR SERIES TRUST
$35K
TSNTYSON FOODS INC
$35K
ROSTROSS STORES INC
$35K
TIPXSPDR SERIES TRUST
$33K
CLFCLEVELAND-CLIFFS INC NEW
$33K
FWONALIBERTY MEDIA CORP DEL
$33K
SNASNAP ON INC
$32K
PAASPAN AMERN SILVER CORP
$31K
IGVISHARES TR
$31K
PLPCPREFORMED LINE PRODS CO
$31K
RSPNINVESCO EXCHANGE TRADED FD T
$30K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$30K
CUZCOUSINS PPTYS INC
$30K
VNOVORNADO RLTY TR
$30K
AGXARGAN INC
$30K
FIGFIGMA INC
$29K
ENQENTEGRIS INC
$29K
OKEONEOK INC NEW
$29K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$28K
DRVNDRIVEN BRANDS HLDGS INC
$28K
BABAALIBABA GROUP HLDG LTD
$28K
SPIPSPDR SERIES TRUST
$28K
IEFISHARES TR
$28K
CYBRCYBERARK SOFTWARE LTD
$28K
PNCPNC FINL SVCS GROUP INC
$28K
SPOTSPOTIFY TECHNOLOGY S A
$28K
AIZASSURANT INC
$28K
IGIBISHARES TR
$27K
GEHCGE HEALTHCARE TECHNOLOGIES I
$27K
ARKTARK ETF TR
$27K
NTRNUTRIEN LTD
$26K
RCATRED CAT HLDGS INC
$25K
CNPCENTERPOINT ENERGY INC
$25K
ELVELEVANCE HEALTH INC FORMERLY
$25K
HUMHUMANA INC
$25K
WPCWP CAREY INC
$25K
VRRMVERRA MOBILITY CORP
$25K
RCLROYAL CARIBBEAN GROUP
$25K
FQIDIGITAL RLTY TR INC
$24K
NVGNUVEEN AMT FREE MUN CR INC F
$24K
BBTBEACON FINANCIAL CORP.
$24K
FRTFEDERAL RLTY INVT TR NEW
$24K
DDOGDATADOG INC
$24K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$24K
ALCALCON AG
$23K
REMXVANECK ETF TRUST
$23K
FASTFASTENAL CO
$22K
INGRINGREDION INC
$22K
DGSWISDOMTREE TR
$22K
EWDISHARES INC
$22K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$21K
ZSZSCALER INC
$21K
APPAPPLOVIN CORP
$21K
FLOFLOWERS FOODS INC
$21K
VOYAVOYA FINANCIAL INC
$21K
SMGSCOTTS MIRACLE-GRO CO
$21K
AVTRAVANTOR INC
$21K
SKYYFIRST TR EXCHANGE TRADED FD
$21K
HLNHALEON PLC
$20K
CSGPCOSTAR GROUP INC
$20K
WCNWASTE CONNECTIONS INC
$20K
BWXSPDR SERIES TRUST
$20K
RIGTRANSOCEAN LTD
$20K
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