MONTAG A & ASSOCIATES INC Q3 2022 Filing

Filed November 9, 2022

Portfolio Value

$1.4B

Holdings

889

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (889 positions)

StockValue
HSYHERSHEY CO
$356K
PPLPEMBINA PIPELINE CORP
$353K
IWOISHARES TR
$351K
VYMVANGUARD WHITEHALL FDS
$350K
YUMCYUM CHINA HLDGS INC
$347K
SH1USDPROSHARES TR
$342K
GISGENERAL MLS INC
$339K
ROKROCKWELL AUTOMATION INC
$324K
SJMSMUCKER J M CO
$322K
ROSTROSS STORES INC
$318K
HVT/AHAVERTY FURNITURE COS INC
$314K
CHDCHURCH & DWIGHT CO INC
$310K
IBBISHARES TR
$309K
XELXCEL ENERGY INC
$307K
ELVELEVANCE HEALTH INC
$299K
VTEBVANGUARD MUN BD FDS
$298K
MORNMORNINGSTAR INC
$297K
ALSALLSTATE CORP
$296K
MIDDMIDDLEBY CORP
$292K
DC4DEXCOM INC
$291K
ETNEATON CORP PLC
$290K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$288K
COFCAPITAL ONE FINL CORP
$279K
GEGENERAL ELECTRIC CO
$274K
GLWCORNING INC
$269K
CP.TOCANADIAN PAC RY LTD
$266K
EPPISHARES INC
$259K
REGREGENCY CTRS CORP
$259K
AYIACUITY BRANDS INC
$252K
NUENUCOR CORP
$249K
CSXCSX CORP
$248K
FNFFIDELITY NATIONAL FINANCIAL
$248K
LUVSOUTHWEST AIRLS CO
$245K
VOEVANGUARD INDEX FDS
$245K
EBAEBAY INC.
$240K
HEIHEICO CORP NEW
$234K
ECLECOLAB INC
$230K
RHIROBERT HALF INTL INC
$230K
XHBSPDR SER TR
$226K
NNNNATIONAL RETAIL PROPERTIES I
$223K
XLYSELECT SECTOR SPDR TR
$219K
IPGINTERPUBLIC GROUP COS INC
$218K
DFSEURDISCOVER FINL SVCS
$217K
SYU1SYNOVUS FINL CORP
$215K
MRNAMODERNA INC
$213K
OREALTY INCOME CORP
$210K
CICIGNA CORP NEW
$209K
PDTHANCOCK JOHN PREM DIVID FD
$208K
IVWISHARES TR
$204K
SRESEMPRA
$204K
QLYSQUALYS INC
$202K
STESTERIS PLC
$200K
ENBENBRIDGE INC
$198K
AEPAMERICAN ELEC PWR CO INC
$198K
AWCAMERICAN WTR WKS CO INC NEW
$195K
HHC*HOWARD HUGHES CORP
$194K
PSXPHILLIPS 66
$194K
CLXCLOROX CO DEL
$192K
T7DTRANSDIGM GROUP INC
$191K
ZEN1EURZENDESK INC
$190K
ALCALCON AG
$190K
RWLINVESCO EXCH TRADED FD TR II
$189K
PKWINVESCO EXCHANGE TRADED FD T
$189K
ATVIEURACTIVISION BLIZZARD INC
$188K
KRKROGER CO
$183K
LULULULULEMON ATHLETICA INC
$182K
ABNBAIRBNB INC
$182K
FEFIRSTENERGY CORP
$181K
DRIDARDEN RESTAURANTS INC
$181K
OXYOCCIDENTAL PETE CORP
$180K
KKRKKR & CO INC
$180K
ACWXISHARES TR
$177K
VFHVANGUARD WORLD FDS
$175K
ESEVERSOURCE ENERGY
$172K
ADSKAUTODESK INC
$170K
HVTHAVERTY FURNITURE COS INC
$169K
EDCONSOLIDATED EDISON INC
$167K
KTBKONTOOR BRANDS INC
$167K
BSVVANGUARD BD INDEX FDS
$166K
CMCSACOMCAST CORP NEW
$163K
IYKISHARES TR
$163K
IBPINSTALLED BLDG PRODS INC
$162K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$161K
EHCENCOMPASS HEALTH CORP
$159K
EOGEOG RES INC
$159K
ALLEALLEGION PLC
$157K
VRSNVERISIGN INC
$156K
MCIBARINGS CORPORATE INVS
$154K
ABXBARRICK GOLD CORP
$152K
EPDENTERPRISE PRODS PARTNERS L
$152K
FQIDIGITAL RLTY TR INC
$151K
DALDELTA AIR LINES INC DEL
$148K
NBNNORTHEAST BK LEWISTON ME
$147K
TDOCTELADOC HEALTH INC
$146K
SHYISHARES TR
$146K
IWSISHARES TR
$142K
TORTOISE PWR & ENERGY INFRAS
$141K
8CWCROWN CASTLE INC
$139K
MPVBARINGS PARTN INVS
$139K
RPGINVESCO EXCHANGE TRADED FD T
$137K
PreviousPage 4 of 9Next