MONTAG A & ASSOCIATES INC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$1.5B

Holdings

919

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (919 positions)

StockValue
TXNTEXAS INSTRS INC
$3.5M
GQ9SPDR GOLD TR
$3.4M
PPGPPG INDS INC
$3.4M
HONHONEYWELL INTL INC
$3.3M
AWMSKYWORKS SOLUTIONS INC
$3.3M
DUKDUKE ENERGY CORP NEW
$3.2M
SOXXISHARES TR
$3.2M
CITCINTAS CORP
$3.2M
UNPUNION PAC CORP
$3.2M
AQLTISHARES TR
$3.2M
RSGREPUBLIC SVCS INC
$3.0M
AZOAUTOZONE INC
$3.0M
DISDISNEY WALT CO
$3.0M
IBTEISHARES TR
$3.0M
MASMASCO CORP
$2.9M
AMDADVANCED MICRO DEVICES INC
$2.9M
SBUXSTARBUCKS CORP
$2.9M
ABGAMERISOURCEBERGEN CORP
$2.8M
ACNACCENTURE PLC IRELAND
$2.7M
SCHWSCHWAB CHARLES CORP
$2.7M
IBMINTERNATIONAL BUSINESS MACHS
$2.7M
SDYSPDR SER TR
$2.7M
BSCPINVESCO EXCH TRD SLF IDX FD
$2.7M
WFCWELLS FARGO CO NEW
$2.7M
CBRECBRE GROUP INC
$2.5M
GGGGRACO INC
$2.5M
ORCLORACLE CORP
$2.5M
MRVLMARVELL TECHNOLOGY INC
$2.5M
VNQVANGUARD INDEX FDS
$2.5M
RTXRAYTHEON TECHNOLOGIES CORP
$2.4M
SPGIS&P GLOBAL INC
$2.4M
IUSVISHARES TR
$2.4M
WYWEYERHAEUSER CO MTN BE
$2.4M
PHMPULTE GROUP INC
$2.3M
WTWWILLIS TOWERS WATSON PLC LTD
$2.3M
DFUSDIMENSIONAL ETF TRUST
$2.2M
BAC 7.25 PERP LBANK AMERICA CORP
$2.2M
STZCONSTELLATION BRANDS INC
$2.1M
MDLZMONDELEZ INTL INC
$2.1M
XLUSELECT SECTOR SPDR TR
$2.1M
BACVERIZON COMMUNICATIONS INC
$2.1M
CVSCVS HEALTH CORP
$2.1M
LVLNSPDR SER TR
$2.0M
AXPAMERICAN EXPRESS CO
$2.0M
LKQ1LKQ CORP
$2.0M
ITWILLINOIS TOOL WKS INC
$2.0M
GPNGLOBAL PMTS INC
$2.0M
XMESPDR SER TR
$1.9M
BEPCBROOKFIELD RENEWABLE CORP
$1.9M
LOWLOWES COS INC
$1.9M
BDXBECTON DICKINSON & CO
$1.8M
IEXIDEX CORP
$1.8M
TRVTRAVELERS COMPANIES INC
$1.8M
MLMMARTIN MARIETTA MATLS INC
$1.7M
4I1PHILIP MORRIS INTL INC
$1.7M
NSCNORFOLK SOUTHN CORP
$1.7M
SHYISHARES TR
$1.7M
PRFINVESCO EXCHANGE TRADED FD T
$1.6M
MCKMCKESSON CORP
$1.6M
XOPSPDR SER TR
$1.6M
GVIISHARES TR
$1.6M
STTSTATE STR CORP
$1.5M
DFASDIMENSIONAL ETF TRUST
$1.5M
CLCOLGATE PALMOLIVE CO
$1.5M
BMYBRISTOL-MYERS SQUIBB CO
$1.5M
RPVINVESCO EXCHANGE TRADED FD T
$1.4M
KMXCARMAX INC
$1.4M
DFATDIMENSIONAL ETF TRUST
$1.4M
NDAQNASDAQ INC
$1.4M
OLEDUNIVERSAL DISPLAY CORP
$1.4M
PG4PRINCIPAL FINANCIAL GROUP IN
$1.4M
MTDMETTLER TOLEDO INTERNATIONAL
$1.4M
AQLTISHARES TR
$1.4M
DARDARLING INGREDIENTS INC
$1.4M
ODFLOLD DOMINION FREIGHT LINE IN
$1.3M
TDWTIDEWATER INC NEW
$1.3M
NVDANVIDIA CORPORATION
$1.3M
SSBUSDSOUTHSTATE CORPORATION
$1.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.3M
TSLATESLA INC
$1.3M
MPCMARATHON PETE CORP
$1.3M
TAT&T INC
$1.3M
XLFISELECT SECTOR SPDR TR
$1.3M
SNPSSYNOPSYS INC
$1.2M
APDAIR PRODS & CHEMS INC
$1.2M
SITESITEONE LANDSCAPE SUPPLY INC
$1.2M
MLB1MERCADOLIBRE INC
$1.2M
OSKOSHKOSH CORP
$1.2M
BSCQINVESCO EXCH TRD SLF IDX FD
$1.2M
XLESELECT SECTOR SPDR TR
$1.2M
NOCNORTHROP GRUMMAN CORP
$1.2M
SLRCSLR INVESTMENT CORP
$1.2M
KEYKEYCORP
$1.1M
EMNEASTMAN CHEM CO
$1.1M
INTCINTEL CORP
$1.1M
OMCOMNICOM GROUP INC
$1.1M
ORLYOREILLY AUTOMOTIVE INC
$1.1M
NFLXNETFLIX INC
$1.1M
LWLAMB WESTON HLDGS INC
$1.1M
NXPINXP SEMICONDUCTORS N V
$1.1M
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