MONTAG A & ASSOCIATES INC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$2.0B

Holdings

967

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (967 positions)

StockValue
UMHUMH PPTYS INC
$4.4M
MCKMCKESSON CORP
$4.4M
MLMMARTIN MARIETTA MATLS INC
$4.4M
RIORIO TINTO PLC
$4.3M
MRVLMARVELL TECHNOLOGY INC
$4.3M
SPHQINVESCO EXCHANGE TRADED FD T
$4.3M
PHMPULTE GROUP INC
$4.3M
NEENEXTERA ENERGY INC
$4.2M
VUGVANGUARD INDEX FDS
$4.1M
EYENATIONAL VISION HLDGS INC
$4.1M
KMXCARMAX INC
$4.1M
DEDEERE & CO
$4.0M
NVRNVR INC
$3.9M
AZOAUTOZONE INC
$3.8M
BSCOINVESCO EXCH TRD SLF IDX FD
$3.8M
QCOMQUALCOMM INC
$3.8M
GQ9SPDR GOLD TR
$3.8M
LMTLOCKHEED MARTIN CORP
$3.8M
BSCPINVESCO EXCH TRD SLF IDX FD
$3.8M
HONHONEYWELL INTL INC
$3.7M
SOSOUTHERN CO
$3.7M
ROPROPER TECHNOLOGIES INC
$3.6M
XBISPDR SER TR
$3.6M
VCITVANGUARD SCOTTSDALE FDS
$3.6M
ORCLORACLE CORP
$3.5M
IBMINTERNATIONAL BUSINESS MACHS
$3.5M
PPGPPG INDS INC
$3.3M
BLKCHFBLACKROCK INC
$3.2M
NKENIKE INC
$3.2M
COFCAPITAL ONE FINL CORP
$3.2M
DEODIAGEO PLC
$3.1M
WFCWELLS FARGO CO NEW
$3.1M
CASYCASEYS GEN STORES INC
$3.1M
METAMETA PLATFORMS INC
$3.0M
TXNTEXAS INSTRS INC
$3.0M
BAC 7.25 PERP LBANK AMERICA CORP
$3.0M
IBTEISHARES TR
$3.0M
CBRECBRE GROUP INC
$3.0M
DUKDUKE ENERGY CORP NEW
$2.9M
SDYSPDR SER TR
$2.9M
RSGREPUBLIC SVCS INC
$2.9M
DFUSDIMENSIONAL ETF TRUST
$2.9M
TXTTEXTRON INC
$2.8M
BKNGBOOKING HOLDINGS INC
$2.8M
BACVERIZON COMMUNICATIONS INC
$2.8M
XLRESELECT SECTOR SPDR TR
$2.7M
LKQ1LKQ CORP
$2.7M
RPVINVESCO EXCHANGE TRADED FD T
$2.6M
VNQVANGUARD INDEX FDS
$2.6M
WYWEYERHAEUSER CO MTN BE
$2.6M
WTWWILLIS TOWERS WATSON PLC LTD
$2.5M
ACGLARCH CAP GROUP LTD
$2.5M
NDQINVESCO QQQ TR
$2.5M
PFEPFIZER INC
$2.5M
IUSVISHARES TR
$2.4M
RLRALPH LAUREN CORP
$2.4M
SUBISHARES TR
$2.4M
PCARPACCAR INC
$2.4M
TRVTRAVELERS COMPANIES INC
$2.3M
CMICUMMINS INC
$2.3M
CRLCHARLES RIV LABS INTL INC
$2.2M
ULTAULTA BEAUTY INC
$2.2M
RTXRTX CORPORATION
$2.2M
GPNGLOBAL PMTS INC
$2.2M
EMREMERSON ELEC CO
$2.1M
AIZASSURANT INC
$2.1M
XLUSELECT SECTOR SPDR TR
$2.1M
SHELSHELL PLC
$2.1M
NSCNORFOLK SOUTHN CORP
$2.1M
MDLZMONDELEZ INTL INC
$2.1M
NDAQNASDAQ INC
$2.0M
MPWRMONOLITHIC PWR SYS INC
$2.0M
PRFINVESCO EXCHANGE TRADED FD T
$2.0M
OLEDUNIVERSAL DISPLAY CORP
$2.0M
CVSCVS HEALTH CORP
$2.0M
SPGIS&P GLOBAL INC
$2.0M
ITWILLINOIS TOOL WKS INC
$2.0M
CRMSALESFORCE INC
$1.9M
GVIISHARES TR
$1.9M
LVLNSPDR SER TR
$1.9M
SNPSSYNOPSYS INC
$1.9M
MPCMARATHON PETE CORP
$1.8M
VTIVANGUARD INDEX FDS
$1.8M
XMESPDR SER TR
$1.8M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.8M
IEXIDEX CORP
$1.8M
SMCIUSDSUPER MICRO COMPUTER INC
$1.8M
EMEEMCOR GROUP INC
$1.8M
ITBISHARES TR
$1.8M
UPSUNITED PARCEL SERVICE INC
$1.7M
ODFLOLD DOMINION FREIGHT LINE IN
$1.7M
CDNSCADENCE DESIGN SYSTEM INC
$1.7M
GGGGRACO INC
$1.6M
AMGNAMGEN INC
$1.6M
CLCOLGATE PALMOLIVE CO
$1.6M
ORLYOREILLY AUTOMOTIVE INC
$1.6M
DFATDIMENSIONAL ETF TRUST
$1.6M
TTTRANE TECHNOLOGIES PLC
$1.6M
4I1PHILIP MORRIS INTL INC
$1.6M
FANGDIAMONDBACK ENERGY INC
$1.6M
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