MONTAG A & ASSOCIATES INC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$1.6B

Holdings

902

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (902 positions)

StockValue
CXTCRANE NXT CO
$388K
KVUEKENVUE INC
$380K
MTBM & T BK CORP
$378K
DDOMINION ENERGY INC
$372K
NUENUCOR CORP
$359K
AG8AGILENT TECHNOLOGIES INC
$358K
VYMVANGUARD WHITEHALL FDS
$357K
HVT/AHAVERTY FURNITURE COS INC
$355K
IWOISHARES TR
$354K
SYYSYSCO CORP
$352K
VICIVICI PPTYS INC
$351K
T7DTRANSDIGM GROUP INC
$348K
PPLPEMBINA PIPELINE CORP
$348K
GSYINVESCO ACTIVELY MANAGED ETF
$346K
VXUSVANGUARD STAR FDS
$337K
VWOVANGUARD INTL EQUITY INDEX F
$337K
JEPIJ P MORGAN EXCHANGE TRADED F
$326K
IBBISHARES TR
$324K
HSYHERSHEY CO
$321K
CSXCSX CORP
$318K
WBAWALGREENS BOOTS ALLIANCE INC
$317K
SFBSSERVISFIRST BANCSHARES INC
$315K
PYPLPAYPAL HLDGS INC
$314K
PSXPHILLIPS 66
$299K
XHBSPDR SER TR
$291K
EBAEBAY INC.
$287K
RIVNRIVIAN AUTOMOTIVE INC
$287K
FIDUFIDELITY COVINGTON TRUST
$286K
REGREGENCY CTRS CORP
$286K
GLWCORNING INC
$284K
IEMGISHARES INC
$283K
XELXCEL ENERGY INC
$279K
GISGENERAL MLS INC
$278K
EPPISHARES INC
$274K
CPCANADIAN PACIFIC KANSAS CITY
$269K
FNFFIDELITY NATIONAL FINANCIAL
$268K
ELVELEVANCE HEALTH INC
$268K
CMCSACOMCAST CORP NEW
$267K
XLYSELECT SECTOR SPDR TR
$266K
STESTERIS PLC
$263K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$260K
HHHHOWARD HUGHES HOLDINGS INC
$259K
QUALISHARES TR
$258K
SHVISHARES TR
$250K
IBPINSTALLED BLDG PRODS INC
$250K
ECLECOLAB INC
$247K
AQLTISHARES TR
$245K
AGGISHARES TR
$245K
IPGINTERPUBLIC GROUP COS INC
$244K
DFSEURDISCOVER FINL SVCS
$242K
MRNAMODERNA INC
$237K
EHCENCOMPASS HEALTH CORP
$236K
LUVSOUTHWEST AIRLS CO
$229K
SCHXSCHWAB STRATEGIC TR
$229K
OREALTY INCOME CORP
$225K
RWLINVESCO EXCH TRADED FD TR II
$224K
QLYSQUALYS INC
$221K
ACWXISHARES TR
$220K
LWLAMB WESTON HLDGS INC
$217K
ATVIEURACTIVISION BLIZZARD INC
$215K
CITHE CIGNA GROUP
$215K
MIDDMIDDLEBY CORP
$209K
XBISPDR SER TR
$208K
KTBKONTOOR BRANDS INC
$206K
DRIDARDEN RESTAURANTS INC
$206K
HEIHEICO CORP NEW
$200K
ADSKAUTODESK INC
$200K
GILDGILEAD SCIENCES INC
$198K
CLXCLOROX CO DEL
$196K
HVTHAVERTY FURNITURE COS INC
$195K
MCIBARINGS CORPORATE INVS
$194K
UBERUBER TECHNOLOGIES INC
$193K
GWWGRAINGER W W INC
$191K
EDCONSOLIDATED EDISON INC
$190K
AYIACUITY BRANDS INC
$188K
KRKROGER CO
$187K
AWCAMERICAN WTR WKS CO INC NEW
$186K
SRESEMPRA
$185K
DALDELTA AIR LINES INC DEL
$184K
RHIROBERT HALF INC.
$183K
VRSNVERISIGN INC
$182K
ALLEALLEGION PLC
$182K
ONCBEIGENE LTD
$180K
ENBENBRIDGE INC
$179K
FTNTFORTINET INC
$178K
OKEONEOK INC NEW
$177K
NBNNORTHEAST BK LEWISTON ME
$176K
FEFIRSTENERGY CORP
$176K
SYU1SYNOVUS FINL CORP
$176K
BXBLACKSTONE INC
$172K
IEIISHARES TR
$170K
IYKISHARES TR
$169K
MPVBARINGS PARTN INVS
$169K
IRINGERSOLL RAND INC
$168K
ELLAUDER ESTEE COS INC
$166K
KKRKKR & CO INC
$164K
TLTISHARES TR
$162K
EZMWISDOMTREE TR
$160K
IBTGISHARES TR
$159K
OXYOCCIDENTAL PETE CORP
$158K
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