MONTAG A & ASSOCIATES INC Q1 2018 Filing

Filed May 7, 2018

Portfolio Value

$971.4B

Holdings

280

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (280 positions)

StockValue
MPCMARATHON PETROLEUM CORP
$653.0M
CR1USDCRANE COMPANY
$647.0M
SCHWSCHWAB CHARLES CP NEW
$640.0M
HDBHDFC BANK LTD ADR
$627.0M
RFREGIONS FINANCIAL CORP
$604.0M
ADPAUTOMATIC DATA PROCESS
$596.0M
AXPAMERICAN EXPRESS CO
$579.0M
TSSTOTAL SYS SVCS INC
$578.0M
DYHTARGET CORP COM
$518.0M
PANWPALO ALTO NETWORKS, INC.
$487.0M
HALYARD HEALTH INC
$472.0M
EXPRESS SCRIPTS HOLDING CO.
$465.0M
PVHPHILLIPS VAN HEUSEN CP COM
$462.0M
KHCKRAFT HEINZ COMPANY
$458.0M
EBAEBAY INC
$447.0M
IPGINTERPUBLIC GROUP COS INC COM
$435.0M
PSXPHILLIPS 66
$434.0M
VOYAVOYA FINANCIAL INC.
$434.0M
MFCMANULIFE FINANCIAL CORP
$428.0M
OEFISHARES S&P 100 INDEX FUND
$428.0M
CRMSALESFORCE.COM INC
$415.0M
EPDENTERPRISE PRODUCTS PARTNERS
$413.0M
EPPISHARES MSCI PACIFIC EX-JAPAN
$413.0M
ETSYETSY INC
$410.0M
CMECME GROUP INC
$409.0M
IYHISHARES DJ US HEALTHCARE SEC
$396.0M
GDGENERAL DYNAMICS CORP
$380.0M
HALHALLIBURTON CO
$366.0M
THVBTHOMASVILLE BANCSHARES INC
$360.0M
IWYISHARES RUSSELL TOP 200 GROWTH
$358.0M
BLDTOPBUILD CORP
$356.0M
SYKSTRYKER CORP
$355.0M
UMPQUSDUMPQUA HOLDINGS CORP
$352.0M
SYYSYSCO CORP
$346.0M
HLTHILTON WORLDWIDE HOLDINGS INC
$336.0M
AZNASTRAZENECA PLC - SPONS ADR
$329.0M
SANBANCO SANTANDER SA ADS
$320.0M
ITWILLINOIS TOOL WKS INC
$318.0M
USBUS BANCORP DEL
$316.0M
TPHTRI POINTE HOMES INC.
$312.0M
CECELANESE CORP - SERIES A
$301.0M
LIONFIDELITY SOUTHERN CORPORATION
$300.0M
WSTWEST PHARMACEUTICAL SERVICES
$300.0M
PHMPULTEGROUP INC
$300.0M
IWOISHARES TR RUSSELL 2000 GROWTH
$297.0M
NFLXNETFLIX INC
$294.0M
SNYSANOFI-AVENTIS
$293.0M
UNUSDUNILEVER N V N Y SHS NEW
$290.0M
R6C2ROYAL DUTCH SHELL PLC B
$284.0M
REGREGENCY CENTERS CORP
$280.0M
VTIVANGUARD TOTAL STOCK MARKET ET
$276.0M
YUMYUM! BRANDS INC
$276.0M
WELLWELLTOWER INC COM
$275.0M
DDOMINION RES VA NEW
$261.0M
ADIANALOG DEVICES INC
$247.0M
FRTEURFEDERAL REALTY INV TRUST
$244.0M
ALSALLSTATE CORP
$243.0M
PYPLPAYPAL HOLDINGS INC
$235.0M
WEPMAGELLAN MIDSTREAM PARTNERS, L
$233.0M
NFGNATIONAL FUEL GAS N J
$232.0M
TDOCTELADOC INC
$231.0M
WECWEC ENERGY GROUP, INC
$231.0M
EQREQUITY RESIDENTIAL PROPERTIES
$229.0M
AETNA INC - NEW
$222.0M
SHWSHERWIN WILLIAMS CO
$222.0M
GSKGLAXOSMITHKLINE PLC ADR
$221.0M
COASTAL BANKING CO
$214.0M
XLISELECT SECTOR SPDR TR SBI INT-
$210.0M
MORNMORNINGSTAR INC
$202.0M
ENERGEN CORP
$201.0M
NOVEURNATIONAL-OILWELL VARCO, INC.
$201.0M
KRKROGER CO
$201.0M
OGCPEMPIRE STATE REALTY OP LP SERI
$178.0M
CIKCREDIT SUISSE GROUP-SPON ADR
$176.0M
ENERGY TRANSFER PARTNERS LP
$166.0M
BTG PLC
$123.0M
VEREIT INC
$74.0M
CONNECTURE, INC.
$20.0M
U.S. TECHNOLOGIES
$0
GLOBAL ENERGY HOLDINGS GROUP
$0
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