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
BEBLOOM ENERGY CORP
$15K
AVBAVALONBAY CMNTYS INC
$15K
TTENTOTALENERGIES SE
$14K
SCHZSCHWAB STRATEGIC TR
$14K
XYZBLOCK INC
$14K
LPLALPL FINL HLDGS INC
$14K
UBSUBS GROUP AG
$14K
STMSTMICROELECTRONICS N V
$14K
TROWPRICE T ROWE GROUP INC
$14K
SSENTINELONE INC
$13K
SCHRSCHWAB STRATEGIC TR
$13K
WULFTERAWULF INC
$13K
WIPSPDR SERIES TRUST
$13K
NADNUVEEN QUALITY MUNCP INCOME
$13K
RIGTRANSOCEAN LTD
$13K
EUADSPINNAKER ETF SERIES
$13K
IZRLARK ETF TR
$13K
FCPTFOUR CORNERS PPTY TR INC
$13K
FVRRFIVERR INTL LTD
$13K
AMPLAMPLITUDE INC
$12K
PSCFINVESCO EXCH TRADED FD TR II
$12K
GEHCGE HEALTHCARE TECHNOLOGIES I
$12K
CHTRCHARTER COMMUNICATIONS INC N
$12K
MDXGMIMEDX GROUP INC
$12K
EEFTEURONET WORLDWIDE INC
$12K
CAECAE INC
$12K
PHGKONINKLIJKE PHILIPS N V
$12K
SNNSMITH & NEPHEW PLC
$12K
ABEVAMBEV SA
$12K
FIWFIRST TR EXCHANGE-TRADED FD
$12K
KMIKINDER MORGAN INC DEL
$11K
GRFSGRIFOLS S A
$11K
FBINFORTUNE BRANDS INNOVATIONS I
$11K
SBLKSTAR BULK CARRIERS CORP.
$11K
ABNBAIRBNB INC
$11K
CXCEMEX SAB DE CV
$11K
MUFGMITSUBISHI UFJ FINL GROUP IN
$10K
NZFNUVEEN MUNICIPAL CREDIT INC
$10K
BAHBOOZ ALLEN HAMILTON HLDG COR
$10K
MPMP MATERIALS CORP
$10K
ASHASHLAND INC
$10K
WPPWPP PLC NEW
$10K
VIVTELEFONICA BRASIL SA
$10K
JCIJOHNSON CTLS INTL PLC
$10K
HMCHONDA MOTOR LTD
$10K
MGAMAGNA INTL INC
$10K
JOEST JOE CO
$10K
PRNTARK ETF TR
$9K
ATOATMOS ENERGY CORP
$9K
MSIMOTOROLA SOLUTIONS INC
$9K
TSCOTRACTOR SUPPLY CO
$9K
DOCHEALTHPEAK PROPERTIES INC
$9K
AESAES CORP
$9K
VODVODAFONE GROUP PLC NEW
$9K
JAZZJAZZ PHARMACEUTICALS PLC
$8K
OTXOPEN TEXT CORP
$8K
SONYSONY GROUP CORP
$8K
STWDSTARWOOD PPTY TR INC
$8K
PHINPHINIA INC
$8K
ONON SEMICONDUCTOR CORP
$8K
NATNORDIC AMERICAN TANKERS LIMI
$8K
EENI S P A
$8K
AGIALAMOS GOLD INC NEW
$8K
SHGSHINHAN FINANCIAL GROUP CO L
$8K
EFAVISHARES TR
$8K
EWJISHARES INC
$8K
MNSTMONSTER BEVERAGE CORP NEW
$8K
IXJISHARES TR
$8K
BIIBBIOGEN INC
$8K
SAPSAP SE
$8K
MBBISHARES TR
$7K
IGSBISHARES TR
$7K
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I
$7K
CELHCELSIUS HLDGS INC
$7K
HWMHOWMET AEROSPACE INC
$7K
DOWDOW INC
$7K
ENICENEL CHILE S.A.
$7K
EEMVISHARES INC
$6K
CINFCINCINNATI FINL CORP
$6K
AZNASTRAZENECA PLC
$6K
RPMRPM INTL INC
$6K
TDYTELEDYNE TECHNOLOGIES INC
$6K
NTRNUTRIEN LTD
$6K
GTNGRAY MEDIA INC
$6K
HQHABRDN HEALTHCARE INVESTORS
$6K
DTEDTE ENERGY CO
$6K
XLBSELECT SECTOR SPDR TR
$6K
LECOLINCOLN ELEC HLDGS INC
$6K
FLEXFLEX LTD
$6K
GDGENERAL DYNAMICS CORP
$5K
BATRAATLANTA BRAVES HLDGS INC
$5K
OGNORGANON & CO
$5K
BIPBROOKFIELD INFRAST PARTNERS
$5K
KIMKIMCO RLTY CORP
$5K
EIMEATON VANCE MUN BD FD
$5K
PGXINVESCO EXCH TRADED FD TR II
$5K
STOKSTOKE THERAPEUTICS INC
$5K
HUNHUNTSMAN CORP
$5K
OXY/WSOCCIDENTAL PETE CORP
$5K
IXNISHARES TR
$5K
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