MONTAG A & ASSOCIATES INC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$2.1T

Holdings

946

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (946 positions)

StockValue
SOSOUTHERN CO
$4.5M
VUGVANGUARD INDEX FDS
$4.5M
UMHUMH PPTYS INC
$4.5M
EMREMERSON ELEC CO
$4.4M
AZOAUTOZONE INC
$4.4M
COFCAPITAL ONE FINL CORP
$4.2M
LOWLOWES COS INC
$4.1M
NDQINVESCO QQQ TR
$4.1M
ABGCENCORA INC
$4.1M
VDEVANGUARD WORLD FD
$4.0M
MASMASCO CORP
$3.9M
EWEDWARDS LIFESCIENCES CORP
$3.9M
DHRDANAHER CORPORATION
$3.9M
MRVLMARVELL TECHNOLOGY INC
$3.9M
RIORIO TINTO PLC
$3.7M
HONHONEYWELL INTL INC
$3.7M
PHMPULTE GROUP INC
$3.6M
AMDADVANCED MICRO DEVICES INC
$3.6M
ESSESSEX PPTY TR INC
$3.6M
RSGREPUBLIC SVCS INC
$3.5M
VSTVISTRA CORP
$3.4M
MCKMCKESSON CORP
$3.4M
ZMZOOM COMMUNICATIONS INC
$3.4M
UNHUNITEDHEALTH GROUP INC
$3.4M
BAC 7.25 PERP LBANK AMERICA CORP
$3.3M
LMTLOCKHEED MARTIN CORP
$3.3M
DUKDUKE ENERGY CORP NEW
$3.2M
VCITVANGUARD SCOTTSDALE FDS
$3.2M
ACNACCENTURE PLC IRELAND
$3.2M
MUMICRON TECHNOLOGY INC
$3.1M
NVRNVR INC
$3.1M
CDWCDW CORP
$3.0M
RTXRTX CORPORATION
$3.0M
EMEEMCOR GROUP INC
$3.0M
ROPROPER TECHNOLOGIES INC
$3.0M
TFCTRUIST FINL CORP
$2.8M
RBLXROBLOX CORP
$2.8M
BXBLACKSTONE INC
$2.8M
RPVINVESCO EXCHANGE TRADED FD T
$2.8M
IUSVISHARES TR
$2.7M
TRVTRAVELERS COMPANIES INC
$2.6M
XLUSELECT SECTOR SPDR TR
$2.6M
WTWWILLIS TOWERS WATSON PLC LTD
$2.6M
MLMMARTIN MARIETTA MATLS INC
$2.6M
SDYSPDR SERIES TRUST
$2.6M
BSCPINVESCO EXCH TRD SLF IDX FD
$2.5M
4I1PHILIP MORRIS INTL INC
$2.4M
UNPUNION PAC CORP
$2.4M
VTIVANGUARD INDEX FDS
$2.4M
TTTRANE TECHNOLOGIES PLC
$2.3M
PRFINVESCO EXCHANGE TRADED FD T
$2.2M
NSCNORFOLK SOUTHN CORP
$2.2M
PANWPALO ALTO NETWORKS INC
$2.2M
WFC 7.5 PERP LWELLS FARGO CO NEW
$2.2M
ANETARISTA NETWORKS INC
$2.2M
PYPLPAYPAL HLDGS INC
$2.1M
BMYBRISTOL-MYERS SQUIBB CO
$2.1M
VNQVANGUARD INDEX FDS
$2.1M
XLFSELECT SECTOR SPDR TR
$2.1M
GVIISHARES TR
$2.1M
ETNEATON CORP PLC
$2.1M
OEFISHARES TR
$2.0M
BSCRINVESCO EXCH TRD SLF IDX FD
$2.0M
SMLFISHARES TR
$2.0M
GGGGRACO INC
$2.0M
SHOPSHOPIFY INC
$2.0M
ABCBAMERIS BANCORP
$1.9M
MLB1MERCADOLIBRE INC
$1.9M
CMICUMMINS INC
$1.9M
BSXBOSTON SCIENTIFIC CORP
$1.9M
ORLYOREILLY AUTOMOTIVE INC
$1.9M
SPGIS&P GLOBAL INC
$1.8M
QCOMQUALCOMM INC
$1.8M
SHELSHELL PLC
$1.8M
DISDISNEY WALT CO
$1.8M
MDLZMONDELEZ INTL INC
$1.8M
BSCQINVESCO EXCH TRD SLF IDX FD
$1.7M
DEODIAGEO PLC
$1.7M
NKENIKE INC
$1.7M
OLEDUNIVERSAL DISPLAY CORP
$1.7M
ULTAULTA BEAUTY INC
$1.7M
SSBUSDSOUTHSTATE CORPORATION
$1.7M
TXNTEXAS INSTRS INC
$1.7M
LKQ1LKQ CORP
$1.7M
ITWILLINOIS TOOL WKS INC
$1.6M
WYWEYERHAEUSER CO MTN BE
$1.6M
IBTGISHARES TR
$1.6M
SNPSSYNOPSYS INC
$1.6M
CLCOLGATE PALMOLIVE CO
$1.5M
ADPAUTOMATIC DATA PROCESSING IN
$1.5M
MPCMARATHON PETE CORP
$1.5M
DOCUDOCUSIGN INC
$1.5M
PFEPFIZER INC
$1.5M
ASMLASML HOLDING N V
$1.5M
AFLAFLAC INC
$1.5M
PPGPPG INDS INC
$1.5M
AIGAMERICAN INTL GROUP INC
$1.5M
IVOGVANGUARD ADMIRAL FDS INC
$1.4M
TXTTEXTRON INC
$1.4M
STTSTATE STR CORP
$1.4M
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