MONTAG A & ASSOCIATES INC Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$1.2B

Holdings

306

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (306 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$57.3M
IVVISHARES TR CORE S&P500 ETF
$51.1M
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$41.9M
AAPLAPPLE INC COM
$38.3M
MSFTMICROSOFT CORP COM
$32.6M
KOCOCA COLA CO COM
$32.2M
AMZNAMAZON COM INC
$30.1M
FISVFISERV INC
$28.1M
HDHOME DEPOT INC
$26.6M
GOOGALPHABET INC CAP STK CL C
$22.8M
ADBEADOBE SYS INC COM
$21.5M
JNJJOHNSON & JOHNSON
$16.7M
VVISA INC - CLASS A
$15.7M
MRKMERCK & CO INC COM
$15.3M
IWBISHARES RUSSELL 1000 INDEX
$14.8M
PEPPEPSICO INC COM
$14.0M
VIGVANGUARD DIVIDEND APPRECIATION
$13.8M
PYPLPAYPAL HOLDINGS INC
$13.6M
AWMSKYWORKS SOLUTIONS INC
$13.4M
BABAALIBABA GROUP HOLDING
$12.9M
TMOTHERMO FISCHER SCIENTIFIC
$12.6M
METAFACEBOOK INC-A
$12.2M
WMTWAL-MART STORES INC COM
$12.0M
PGPROCTER & GAMBLE CO
$11.9M
ABTABBOTT LABS
$11.8M
EFXEQUIFAX INC
$11.8M
ISRGINTUITIVE SURGICAL, INC.
$11.4M
TFCTRUIST FINANCIAL CORPORATION
$11.0M
JPMJPMORGAN CHASE & CO COM
$10.6M
MCDMCDONALDS CORP COM
$10.4M
VOVANGUARD MID CAP ETF
$10.1M
MAMASTERCARD INCORPORATED CL A
$9.7M
CPRTCOPART INC
$9.6M
IWFISHARES RUSSELL 1000 GROWTH
$9.6M
ICEINTERCONTINENTAL EXCHANGE, INC
$9.2M
SYKSTRYKER CORP
$9.1M
TJXTJX COS INC NEW
$8.8M
RSPINVESCO S&P 500 EQUAL WEIGHT E
$8.8M
MCHIISHARES MSCI CHINA ETF
$8.7M
CSCOCISCO SYS INC COM
$8.5M
CRMSALESFORCE.COM INC
$8.3M
GOOGLALPHABET INC CAP STK CL A
$8.2M
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
$8.1M
NVRNVR INC COM
$7.8M
EWEDWARDS LIFESCIENCES
$7.5M
GPCGENUINE PARTS CO
$7.1M
DHRDANAHER CORP DEL
$7.0M
CHTRCHARTER COMMUNICATIONS INC NEW
$7.0M
KSUEURKANSAS CITY SOUTHN IND NEW
$6.9M
NSRGYNESTLE S A - ADR REG SHS
$6.9M
BRK/BBERKSHIRE HATHAWAY INC CL B
$6.8M
XLKAMEX TECHNOLOGY SECTOR SPDR
$6.5M
DISWALT DISNEY CO
$6.5M
NEENEXTERA ENERGY INC COM
$6.4M
IJHISHARES TRUST S&P MIDCAP 400
$6.3M
INTCINTEL CORP
$6.2M
MMM3M CO
$6.1M
AXPAMERICAN EXPRESS CO
$6.1M
GSGOLDMAN SACHS GROUP
$6.0M
INTUINTUIT INC
$6.0M
QCOMQUALCOMM INC
$5.8M
ABBVABBVIE INC.
$5.7M
IQVIQVIA HOLDINGS INC
$5.7M
CBRLCRACKER BARREL OLD CTRY STORE
$5.7M
MARMARRIOTT INTL INC NEW CL A
$5.5M
IJRISHARES TR CORE S&P SCP ETF
$5.4M
RSGREPUBLIC SVCS INC
$5.3M
EEFTEURONET WORLDWIDE INC
$5.2M
PFEPFIZER INC COM
$5.2M
AELUSDAMERICAN EQUITY INVESTMENT
$5.1M
UMHUMH PROPERTIES INC
$5.1M
RIORIO TINTO PLC SPONSORED ADR
$5.0M
WYWEYERHAEUSER CO
$4.8M
COSTCOSTCO WHOLESALE CORP
$4.8M
MKLMARKEL CORP
$4.5M
NKENIKE INC CL B
$4.4M
ITBISHARES DOW JONES US HOME CONS
$4.4M
BABOEING CO COM
$4.4M
LLYLILLY ELI & CO
$4.3M
SBUXSTARBUCKS CORP
$4.2M
BACBANK AMER CORP COM
$4.2M
MASMASCO CORP COM
$4.0M
LMTLOCKHEED MARTIN CORP
$4.0M
CDWCDW CORPORATION
$3.9M
XOMEXXON MOBIL CORP COM
$3.9M
BACVERIZON COMMUNICATIONS
$3.9M
UNHUNITEDHEALTH GROUP INC COM
$3.8M
DYHTARGET CORP COM
$3.8M
DRIDARDEN RESTAURANTS INC
$3.7M
VBVANGUARD INDEX FDS SMALL CP ET
$3.7M
VNQVANGUARD INDEX FDS REIT ETF
$3.6M
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
$3.6M
DEODIAGEO PLC-SPONSORED ADR NEW
$3.6M
IBMINTERNATIONAL BUSINESS MACHS C
$3.5M
WRBWR BERKLEY CORP
$3.4M
WDAYWORKDAY INC - CLASS A
$3.4M
BDXBECTON DICKINSON & CO
$3.4M
IBPINSTALLED BUILDING PRODUCTS
$3.4M
WTWWILLIS TOWERS WATSON PUBLIC LI
$3.2M
DUKDUKE ENERGY CORP
$3.1M
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