MONTAG A & ASSOCIATES INC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$2.0B

Holdings

994

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (994 positions)

StockValue
CASYCASEYS GEN STORES INC
$4.4M
MASMASCO CORP
$4.3M
PYPLPAYPAL HLDGS INC
$4.2M
ETNEATON CORP PLC
$4.2M
KWEBKRANESHARES TRUST
$4.2M
DHRDANAHER CORPORATION
$4.1M
RIORIO TINTO PLC
$4.0M
ESSESSEX PPTY TR INC
$3.9M
EMREMERSON ELEC CO
$3.9M
ORCLORACLE CORP
$3.8M
VUGVANGUARD INDEX FDS
$3.8M
ABGCENCORA INC
$3.8M
SOXXISHARES TR
$3.7M
CDWCDW CORP
$3.6M
EWEDWARDS LIFESCIENCES CORP
$3.6M
WFCWELLS FARGO CO NEW
$3.6M
ACNACCENTURE PLC IRELAND
$3.6M
LMTLOCKHEED MARTIN CORP
$3.6M
PHMPULTE GROUP INC
$3.5M
HONHONEYWELL INTL INC
$3.5M
BAC 7.25 PERP LBANK AMERICA CORP
$3.5M
RSGREPUBLIC SVCS INC
$3.5M
DUKDUKE ENERGY CORP NEW
$3.4M
MUMICRON TECHNOLOGY INC
$3.3M
MCKMCKESSON CORP
$3.2M
ROPROPER TECHNOLOGIES INC
$3.2M
VCITVANGUARD SCOTTSDALE FDS
$3.1M
BSCPINVESCO EXCH TRD SLF IDX FD
$3.1M
DFUSDIMENSIONAL ETF TRUST
$3.1M
MRVLMARVELL TECHNOLOGY INC
$3.1M
ZMZOOM COMMUNICATIONS INC
$3.1M
NVRNVR INC
$3.0M
WTWWILLIS TOWERS WATSON PLC LTD
$3.0M
BKNGBOOKING HOLDINGS INC
$3.0M
CRMSALESFORCE INC
$3.0M
NDQINVESCO QQQ TR
$3.0M
LRCXLAM RESEARCH CORP
$3.0M
PLXSPLEXUS CORP
$2.9M
RTXRTX CORPORATION
$2.8M
BMYBRISTOL-MYERS SQUIBB CO
$2.8M
RPVINVESCO EXCHANGE TRADED FD T
$2.8M
UNPUNION PAC CORP
$2.7M
SDYSPDR SER TR
$2.7M
TRVTRAVELERS COMPANIES INC
$2.6M
AMDADVANCED MICRO DEVICES INC
$2.6M
XLUSELECT SECTOR SPDR TR
$2.5M
BSCRINVESCO EXCH TRD SLF IDX FD
$2.5M
4I1PHILIP MORRIS INTL INC
$2.4M
CMICUMMINS INC
$2.4M
MLMMARTIN MARIETTA MATLS INC
$2.3M
EYENATIONAL VISION HLDGS INC
$2.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$2.3M
VNQVANGUARD INDEX FDS
$2.2M
VFCV F CORP
$2.1M
PRFINVESCO EXCHANGE TRADED FD T
$2.1M
VSTVISTRA CORP
$2.1M
IUSVISHARES TR
$2.1M
COFCAPITAL ONE FINL CORP
$2.1M
NSCNORFOLK SOUTHN CORP
$2.0M
SPGIS&P GLOBAL INC
$2.0M
VTIVANGUARD INDEX FDS
$2.0M
BABOEING CO
$2.0M
ORLYOREILLY AUTOMOTIVE INC
$2.0M
EMEEMCOR GROUP INC
$2.0M
SHELSHELL PLC
$2.0M
MDLZMONDELEZ INTL INC
$1.9M
GVIISHARES TR
$1.9M
LKQ1LKQ CORP
$1.9M
OEFISHARES TR
$1.9M
XLFSELECT SECTOR SPDR TR
$1.9M
QCOMQUALCOMM INC
$1.9M
BSCQINVESCO EXCH TRD SLF IDX FD
$1.9M
WYWEYERHAEUSER CO MTN BE
$1.9M
IBTGISHARES TR
$1.9M
DEODIAGEO PLC
$1.9M
SMLFISHARES TR
$1.8M
TDWTIDEWATER INC NEW
$1.8M
TTTRANE TECHNOLOGIES PLC
$1.8M
ABCBAMERIS BANCORP
$1.7M
SHOPSHOPIFY INC
$1.7M
PFEPFIZER INC
$1.7M
PPGPPG INDS INC
$1.7M
SSBUSDSOUTHSTATE CORPORATION
$1.7M
GGGGRACO INC
$1.7M
DISDISNEY WALT CO
$1.6M
CLCOLGATE PALMOLIVE CO
$1.6M
NKENIKE INC
$1.6M
ITWILLINOIS TOOL WKS INC
$1.6M
RBLXROBLOX CORP
$1.6M
AFLAFLAC INC
$1.6M
AQLTISHARES TR
$1.6M
AIGAMERICAN INTL GROUP INC
$1.5M
OLEDUNIVERSAL DISPLAY CORP
$1.5M
DFATDIMENSIONAL ETF TRUST
$1.5M
ADPAUTOMATIC DATA PROCESSING IN
$1.5M
SPOTSPOTIFY TECHNOLOGY S A
$1.5M
JLLJONES LANG LASALLE INC
$1.4M
ITBISHARES TR
$1.4M
TXNTEXAS INSTRS INC
$1.4M
PANWPALO ALTO NETWORKS INC
$1.4M
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