MONTAG A & ASSOCIATES INC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$2.0T

Holdings

979

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (979 positions)

StockValue
SYYSYSCO CORP
$543.7M
OTISOTIS WORLDWIDE CORP
$543.4M
NOBLPROSHARES TR
$541.9M
VXUSVANGUARD STAR FDS
$537.7M
SUXTD SYNNEX CORPORATION
$525.4M
PAYXPAYCHEX INC
$518.7M
ROKROCKWELL AUTOMATION INC
$511.9M
VDCVANGUARD WORLD FD
$509.4M
VTEBVANGUARD MUN BD FDS
$508.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$505.2M
ADSKAUTODESK INC
$499.1M
VEAVANGUARD TAX-MANAGED FDS
$485.7M
IWOISHARES TR
$473.8M
CDNSCADENCE DESIGN SYSTEM INC
$471.5M
VLTOVERALTO CORP
$465.3M
MTBM & T BK CORP
$463.8M
XLVSELECT SECTOR SPDR TR
$460.1M
VLOVALERO ENERGY CORP
$456.8M
INTCINTEL CORP
$451.9M
CHDCHURCH & DWIGHT CO INC
$450.5M
COPCONOCOPHILLIPS
$446.1M
XOPSPDR SER TR
$436.4M
VWOVANGUARD INTL EQUITY INDEX F
$433.9M
BXBLACKSTONE INC
$433.2M
CXTCRANE NXT CO
$430.1M
PPLPEMBINA PIPELINE CORP
$429.2M
VOEVANGUARD INDEX FDS
$428.7M
VRTXVERTEX PHARMACEUTICALS INC
$425.6M
VKTXVIKING THERAPEUTICS INC
$414.1M
GDXVANECK ETF TRUST
$412.1M
IBPINSTALLED BLDG PRODS INC
$411.4M
VYMVANGUARD WHITEHALL FDS
$409.8M
ODFLOLD DOMINION FREIGHT LINE IN
$406.2M
ELVELEVANCE HEALTH INC
$403.4M
FCXFREEPORT-MCMORAN INC
$401.5M
MOALTRIA GROUP INC
$397.9M
IBBISHARES TR
$387.1M
SFBSSERVISFIRST BANCSHARES INC
$379.1M
IGVISHARES TR
$373.2M
AQLTISHARES TR
$368.6M
XLCSELECT SECTOR SPDR TR
$363.5M
VICIVICI PPTYS INC
$357.3M
GNRCGENERAC HLDGS INC
$354.6M
EBAEBAY INC.
$350.0M
WMBWILLIAMS COS INC
$348.2M
GLWCORNING INC
$347.5M
CSXCSX CORP
$346.2M
ECLECOLAB INC
$346.2M
CPCANADIAN PACIFIC KANSAS CITY
$343.8M
PSXPHILLIPS 66
$340.1M
XHBSPDR SER TR
$336.2M
HEIHEICO CORP NEW
$334.7M
KVUEKENVUE INC
$334.6M
XLRESELECT SECTOR SPDR TR
$331.0M
QUALISHARES TR
$330.6M
TLTISHARES TR
$327.4M
DDOMINION ENERGY INC
$323.9M
FNFFIDELITY NATIONAL FINANCIAL
$321.2M
HVT/AHAVERTY FURNITURE COS INC
$311.6M
KTBKONTOOR BRANDS INC
$309.9M
NUENUCOR CORP
$309.8M
ANETEURARISTA NETWORKS INC
$306.3M
XLFISELECT SECTOR SPDR TR
$306.2M
UBERUBER TECHNOLOGIES INC
$304.6M
KKRKKR & CO INC
$303.5M
EHCENCOMPASS HEALTH CORP
$301.4M
VFHVANGUARD WORLD FD
$297.1M
EPPISHARES INC
$296.7M
IJKISHARES TR
$295.0M
SCHXSCHWAB STRATEGIC TR
$291.9M
GISGENERAL MLS INC
$274.7M
CLXCLOROX CO DEL
$273.1M
HSYHERSHEY CO
$271.1M
RWLINVESCO EXCH TRADED FD TR II
$268.4M
AYIACUITY BRANDS INC
$266.3M
STESTERIS PLC
$263.4M
TXRHTEXAS ROADHOUSE INC
$259.5M
XLYSELECT SECTOR SPDR TR
$259.0M
MCIBARINGS CORPORATE INVS
$250.2M
CITHE CIGNA GROUP
$248.6M
KLACKLA CORP
$246.5M
GSYPOWERSHARES ACTIVELY MANAGED
$243.5M
VPUVANGUARD WORLD FD
$243.4M
DFSEURDISCOVER FINL SVCS
$239.8M
IRINGERSOLL RAND INC
$239.4M
XELXCEL ENERGY INC
$238.6M
VGITVANGUARD SCOTTSDALE FDS
$236.2M
LULULULULEMON ATHLETICA INC
$231.5M
EOGEOG RES INC
$229.9M
MPVBARINGS PARTN INVS
$229.6M
CMCSACOMCAST CORP NEW
$227.6M
HHHHOWARD HUGHES HOLDINGS INC
$226.9M
CMSCMS ENERGY CORP
$226.4M
YUMCYUM CHINA HLDGS INC
$223.3M
SYU1SYNOVUS FINL CORP
$219.1M
SCCOSOUTHERN COPPER CORP
$217.6M
DRIDARDEN RESTAURANTS INC
$217.3M
ACWXISHARES TR
$210.7M
FLRNSPDR SER TR
$209.7M
KRKROGER CO
$208.4M
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