MONTAG A & ASSOCIATES INC Q2 2022 Filing

Filed August 10, 2022

Portfolio Value

$1.5T

Holdings

853

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (853 positions)

#StockSharesValue% PortfolioType
101
LMTLOCKHEED MARTIN CORP
9,058$3.9B0.25%
102
DONSPDR DOW JONES INDL AVERAGE
12,410$3.8B0.25%
103
DUKDUKE ENERGY CORP NEW
35,519$3.8B0.25%
104
AMDADVANCED MICRO DEVICES INC
48,978$3.7B0.24%
105
XOPSPDR SER TR
30,993$3.7B0.24%
106
DYHTARGET CORP
26,219$3.7B0.24%
107
XLFISELECT SECTOR SPDR TR
50,940$3.7B0.24%
108
BABOEING CO
26,239$3.6B0.23%
109
METAMETA PLATFORMS INC
22,019$3.6B0.23%
110
SOSOUTHERN CO
46,063$3.3B0.21%
111
GQ9SPDR GOLD TR
19,391$3.3B0.21%
112
KMXCARMAX INC
35,468$3.2B0.21%
113
ROPROPER TECHNOLOGIES INC
8,107$3.2B0.21%
114
SPHQINVESCO EXCHANGE TRADED FD T
76,098$3.2B0.21%
115
MASMASCO CORP
60,317$3.1B0.20%
116
VMCVULCAN MATLS CO
21,062$3.0B0.19%
117
VGSHVANGUARD SCOTTSDALE FDS
50,700$3.0B0.19%
118
PPGPPG INDS INC
25,549$2.9B0.19%
119
UNPUNION PAC CORP
13,666$2.9B0.19%
120
TXNTEXAS INSTRS INC
18,835$2.9B0.19%
121
IBMINTERNATIONAL BUSINESS MACHS
20,411$2.9B0.19%
122
LRCXEURLAM RESEARCH CORP
6,656$2.8B0.18%
123
PLNTPLANET FITNESS INC
41,792$2.8B0.18%
124
MRVLMARVELL TECHNOLOGY INC
63,521$2.8B0.18%
125
AVGOBROADCOM INC
5,598$2.7B0.18%
126
CBRECBRE GROUP INC
36,612$2.7B0.17%
127
TRVTRAVELERS COMPANIES INC
15,925$2.7B0.17%
128
XLESELECT SECTOR SPDR TR
37,641$2.7B0.17%
129
ACNACCENTURE PLC IRELAND
9,618$2.7B0.17%
130
AZOAUTOZONE INC
1,220$2.6B0.17%
131
INTCINTEL CORP
69,512$2.6B0.17%
132
PHMPULTE GROUP INC
65,139$2.6B0.17%
133
CMCSACOMCAST CORP NEW
65,335$2.6B0.17%
134
SDYSPDR SER TR
21,259$2.5B0.16%
135
HONHONEYWELL INTL INC
14,142$2.5B0.16%
136
VNQVANGUARD INDEX FDS
26,741$2.4B0.16%
137
URIUNITED RENTALS INC
9,700$2.4B0.15%
138
NVRNVR INC
579$2.3B0.15%
139
RTXRAYTHEON TECHNOLOGIES CORP
24,098$2.3B0.15%
140
BAC 7.25 PERP LBK OF AMERICA CORP
1,852$2.3B0.15%
141
FLRNSPDR SER TR
72,010$2.2B0.14%
142
XLUSELECT SECTOR SPDR TR
30,712$2.2B0.14%
143
BEPCBROOKFIELD RENEWABLE CORP
59,690$2.1B0.14%
144
GPNGLOBAL PMTS INC
18,958$2.1B0.14%
145
RSGREPUBLIC SVCS INC
15,947$2.1B0.14%
146
CVSCVS HEALTH CORP
22,043$2.0B0.13%
147
LKQ1LKQ CORP
41,498$2.0B0.13%
148
MUMICRON TECHNOLOGY INC
36,694$2.0B0.13%
149
DFUSDIMENSIONAL ETF TRUST
49,663$2.0B0.13%
150
VTVVANGUARD INDEX FDS
15,143$2.0B0.13%
151
GGGGRACO INC
33,367$2.0B0.13%
152
WTWWILLIS TOWERS WATSON PLC LTD
9,854$2.0B0.13%
153
BDXBECTON DICKINSON & CO
7,812$1.9B0.12%
154
SBUXSTARBUCKS CORP
25,066$1.9B0.12%
155
MDLZMONDELEZ INTL INC
30,423$1.9B0.12%
156
AQLTISHARES TR
70,553$1.8B0.11%
157
WDAYWORKDAY INC
12,309$1.7B0.11%
158
VFCV F CORP
38,600$1.7B0.11%
159
BKNGBOOKING HOLDINGS INC
973$1.7B0.11%
160
AXPAMERICAN EXPRESS CO
12,176$1.7B0.11%
161
OSKOSHKOSH CORP
20,205$1.7B0.11%
162
NDAQNASDAQ INC
10,802$1.6B0.11%
163
BMYBRISTOL-MYERS SQUIBB CO
21,244$1.6B0.11%
164
ORCLORACLE CORP
23,444$1.6B0.11%
165
ABGAMERISOURCEBERGEN CORP
11,245$1.6B0.10%
166
CLCOLGATE PALMOLIVE CO
19,801$1.6B0.10%
167
MLMMARTIN MARIETTA MATLS INC
5,249$1.6B0.10%
168
PRFINVESCO EXCHANGE TRADED FD T
10,426$1.5B0.10%
169
ABCBAMERIS BANCORP
38,141$1.5B0.10%
170
LOWLOWES COS INC
8,794$1.5B0.10%
171
NSCNORFOLK SOUTHN CORP
6,749$1.5B0.10%
172
WFC 7.5 PERP LWELLS FARGO CO NEW
1,240$1.5B0.10%
173
RPVINVESCO EXCHANGE TRADED FD T
20,065$1.5B0.10%
174
4I1PHILIP MORRIS INTL INC
15,099$1.5B0.10%
175
KEYKEYCORP
85,190$1.5B0.09%
176
MCKMCKESSON CORP
4,475$1.5B0.09%
177
CHTRCHARTER COMMUNICATIONS INC N
3,086$1.4B0.09%
178
GFLGFL ENVIRONMENTAL INC
55,168$1.4B0.09%
179
SSBUSDSOUTHSTATE CORPORATION
18,294$1.4B0.09%
180
EMNEASTMAN CHEM CO
15,475$1.4B0.09%
181
TAT&T INC
66,577$1.4B0.09%
182
DFASDIMENSIONAL ETF TRUST
28,747$1.4B0.09%
183
DEDEERE & CO
4,580$1.4B0.09%
184
ITWILLINOIS TOOL WKS INC
7,449$1.4B0.09%
185
NVDANVIDIA CORPORATION
8,957$1.4B0.09%
186
STTSTATE STR CORP
21,182$1.3B0.09%
187
UPSUNITED PARCEL SERVICE INC
7,154$1.3B0.08%
188
SLBSCHLUMBERGER LTD
35,880$1.3B0.08%
189
IEXIDEX CORP
7,101$1.3B0.08%
190
DFATDIMENSIONAL ETF TRUST
32,030$1.3B0.08%
191
PG4PRINCIPAL FINANCIAL GROUP IN
18,576$1.2B0.08%
192
MLB1MERCADOLIBRE INC
1,926$1.2B0.08%
193
ITBISHARES TR
23,371$1.2B0.08%
194
NOCNORTHROP GRUMMAN CORP
2,503$1.2B0.08%
195
WBAWALGREENS BOOTS ALLIANCE INC
31,348$1.2B0.08%
196
USBUS BANCORP DEL
25,460$1.2B0.08%
197
SUBISHARES TR
11,004$1.2B0.07%
198
SLRCSLR INVESTMENT CORP
77,903$1.1B0.07%
199
GVIISHARES TR
10,859$1.1B0.07%
200
MDTMEDTRONIC PLC
12,130$1.1B0.07%
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