MONTAG A & ASSOCIATES INC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$2.1B

Holdings

946

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (946 positions)

StockValue
MIGAMICROSTRATEGY INC
$42K
HNGEHINGE HEALTH INC
$41K
WBAWALGREENS BOOTS ALLIANCE INC
$41K
ARKKARK ETF TR
$41K
BGCBGC GROUP INC
$41K
GGNGAMCO GLOBAL GOLD NAT RES &
$41K
OXYOCCIDENTAL PETE CORP
$41K
VXUSVANGUARD STAR FDS
$40K
HTDCORCEPT THERAPEUTICS INC
$40K
AMLPALPS ETF TR
$39K
RYNRAYONIER INC
$39K
HPEHEWLETT PACKARD ENTERPRISE C
$39K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$39K
AAALCOA CORP
$38K
KEYKEYCORP
$38K
REEVEREST GROUP LTD
$37K
AMXAMERICA MOVIL SAB DE CV
$37K
LEVILEVI STRAUSS & CO NEW
$37K
SWKSTANLEY BLACK & DECKER INC
$37K
MDBMONGODB INC
$36K
FWONALIBERTY MEDIA CORP DEL
$36K
EIXEDISON INTL
$36K
ENQENTEGRIS INC
$35K
CUZCOUSINS PPTYS INC
$35K
VNOVORNADO RLTY TR
$35K
LSTRLANDSTAR SYS INC
$35K
LYBLYONDELLBASELL INDUSTRIES N
$35K
TMTOYOTA MOTOR CORP
$34K
CHWYCHEWY INC
$34K
TIPXSPDR SERIES TRUST
$33K
KGSKODIAK GAS SVCS INC
$33K
GMGENERAL MTRS CO
$32K
SPSMSPDR SERIES TRUST
$32K
FLOFLOWERS FOODS INC
$32K
ONONON HLDG AG
$31K
NEMNEWMONT CORP
$31K
LQDISHARES TR
$30K
VVVANGUARD INDEX FDS
$30K
DDOGDATADOG INC
$29K
BIVVANGUARD BD INDEX FDS
$29K
AEPAMERICAN ELEC PWR CO INC
$29K
IEFISHARES TR
$29K
RSPNINVESCO EXCHANGE TRADED FD T
$29K
ROSTROSS STORES INC
$29K
SPIPSPDR SERIES TRUST
$28K
CUBECUBESMART
$28K
ARKTARK ETF TR
$28K
SWSMURFIT WESTROCK PLC
$28K
IGIBISHARES TR
$27K
ARKQARK ETF TR
$27K
BHPBHP GROUP LTD
$26K
DKNGDRAFTKINGS INC NEW
$26K
AVTRAVANTOR INC
$26K
VMBSVANGUARD SCOTTSDALE FDS
$26K
DDDUPONT DE NEMOURS INC
$25K
FLRNSPDR SERIES TRUST
$25K
BABAALIBABA GROUP HLDG LTD
$25K
FASTFASTENAL CO
$24K
CNPCENTERPOINT ENERGY INC
$24K
WPCWP CAREY INC
$23K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$23K
IWSISHARES TR
$23K
NVGNUVEEN AMT FREE MUN CR INC F
$23K
FRTFEDERAL RLTY INVT TR NEW
$23K
TTDTHE TRADE DESK INC
$22K
DGSWISDOMTREE TR
$22K
WCNWASTE CONNECTIONS INC
$22K
ARKFARK ETF TR
$22K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$22K
APPAPPLOVIN CORP
$21K
BWXSPDR SERIES TRUST
$21K
KHCKRAFT HEINZ CO
$21K
EWDISHARES INC
$21K
VVVVALVOLINE INC
$21K
HLNHALEON PLC
$21K
AIC3 AI INC
$21K
ITGARTNER INC
$20K
HVT/AHAVERTY FURNITURE COS INC
$20K
BLWBLACKROCK LTD DURATION INCOM
$20K
SOLZVOLATILITY SHS TR
$19K
TAKTAKEDA PHARMACEUTICAL CO LTD
$19K
CLFCLEVELAND-CLIFFS INC NEW
$19K
WBDWARNER BROS DISCOVERY INC
$19K
CXHMFS INVT GRADE MUN TR
$19K
KIESPDR SERIES TRUST
$19K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$18K
PCTYPAYLOCITY HLDG CORP
$18K
LAMRLAMAR ADVERTISING CO NEW
$17K
PAASPAN AMERN SILVER CORP
$17K
DEMWISDOMTREE TR
$17K
LDPCOHEN & STEERS LTD DURATION
$17K
GFLGFL ENVIRONMENTAL INC
$16K
FNVFRANCO NEV CORP
$16K
FISFIDELITY NATL INFORMATION SV
$16K
AQLTISHARES TR
$16K
PJXPETROLEO BRASILEIRO SA PETRO
$16K
PNCPNC FINL SVCS GROUP INC
$16K
SNYSANOFI
$16K
BIPCBROOKFIELD INFRASTRUCTURE CO
$16K
IEMGISHARES INC
$16K
PreviousPage 7 of 10Next