MONTAG A & ASSOCIATES INC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$2.2B

Holdings

1,115

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,115 positions)

StockValue
WULFTERAWULF INC
$17K
MUFGMITSUBISHI UFJ FINL GROUP IN
$17K
IEMGISHARES INC
$17K
AQLTISHARES TR
$17K
TEAMATLASSIAN CORPORATION
$17K
SONYSONY GROUP CORP
$16K
XYZBLOCK INC
$16K
RIGTRANSOCEAN LTD
$16K
BIPCBROOKFIELD INFRASTRUCTURE CO
$15K
GFLGFL ENVIRONMENTAL INC
$15K
AIC3 AI INC
$15K
TROWPRICE T ROWE GROUP INC
$14K
STMSTMICROELECTRONICS N V
$14K
AVBAVALONBAY CMNTYS INC
$14K
UBSUBS GROUP AG
$14K
MDXGMIMEDX GROUP INC
$14K
PHGKONINKLIJKE PHILIPS N V
$14K
AEGAEGON LTD
$14K
IZRLARK ETF TR
$14K
SCHZSCHWAB STRATEGIC TR
$14K
NADNUVEEN QUALITY MUNCP INCOME
$13K
SCHRSCHWAB STRATEGIC TR
$13K
FISFIDELITY NATL INFORMATION SV
$13K
SSENTINELONE INC
$13K
ITGARTNER INC
$13K
ATOATMOS ENERGY CORP
$13K
PSCFINVESCO EXCH TRADED FD TR II
$13K
WIPSPDR SERIES TRUST
$13K
GRFSGRIFOLS S A
$13K
UXRPPROSHARES TR
$13K
BAHBOOZ ALLEN HAMILTON HLDG COR
$12K
GEHCGE HEALTHCARE TECHNOLOGIES I
$12K
LPLALPL FINL HLDGS INC
$12K
SBLKSTAR BULK CARRIERS CORP.
$12K
FIWFIRST TR EXCHANGE-TRADED FD
$12K
CAECAE INC
$12K
MGAMAGNA INTL INC
$12K
FBINFORTUNE BRANDS INNOVATIONS I
$12K
CXCEMEX SAB DE CV
$12K
ECCEAGLE POINT CREDIT COMPANY I
$12K
FCPTFOUR CORNERS PPTY TR INC
$12K
HMCHONDA MOTOR LTD
$11K
AESAES CORP
$11K
NZFNUVEEN MUNICIPAL CREDIT INC
$11K
ABEVAMBEV SA
$11K
AMPLAMPLITUDE INC
$11K
JAZZJAZZ PHARMACEUTICALS PLC
$11K
EEFTEURONET WORLDWIDE INC
$11K
SNNSMITH & NEPHEW PLC
$11K
EIXEDISON INTL
$11K
FVRRFIVERR INTL LTD
$10K
ONON SEMICONDUCTOR CORP
$10K
ABNBAIRBNB INC
$10K
OTXOPEN TEXT CORP
$10K
RCLROYAL CARIBBEAN GROUP
$10K
PHINPHINIA INC
$10K
STOKSTOKE THERAPEUTICS INC
$10K
VODVODAFONE GROUP PLC NEW
$10K
AGIALAMOS GOLD INC NEW
$10K
SLXNSILEXION THERAPEUTICS CORP
$10K
MSIMOTOROLA SOLUTIONS INC
$10K
PRNTARK ETF TR
$10K
HQHABRDN HEALTHCARE INVESTORS
$10K
TSCOTRACTOR SUPPLY CO
$10K
DOCHEALTHPEAK PROPERTIES INC
$10K
JOEST JOE CO
$10K
ASHASHLAND INC
$10K
EENI S P A
$10K
NATNORDIC AMERICAN TANKERS LIMI
$9K
DGDOLLAR GEN CORP NEW
$9K
CELHCELSIUS HLDGS INC
$9K
RJFRAYMOND JAMES FINL INC
$8K
BIIBBIOGEN INC
$8K
WPPWPP PLC NEW
$8K
CHTRCHARTER COMMUNICATIONS INC N
$8K
PSTGPURE STORAGE INC
$8K
EWJISHARES INC
$8K
IXJISHARES TR
$8K
STWDSTARWOOD PPTY TR INC
$8K
EFAVISHARES TR
$8K
GTNGRAY MEDIA INC
$8K
SNASNAP ON INC
$8K
MBBISHARES TR
$8K
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I
$7K
IGSBISHARES TR
$7K
VIVTELEFONICA BRASIL SA
$7K
FLEXFLEX LTD
$7K
HWMHOWMET AEROSPACE INC
$7K
ENICENEL CHILE S.A.
$7K
NVONOVO-NORDISK A S
$7K
TDYTELEDYNE TECHNOLOGIES INC
$7K
TDWTIDEWATER INC NEW
$7K
ONONON HLDG AG
$7K
CINFCINCINNATI FINL CORP
$7K
RPMRPM INTL INC
$7K
EEMVISHARES INC
$7K
LECOLINCOLN ELEC HLDGS INC
$6K
SANBANCO SANTANDER S.A.
$6K
NTRNUTRIEN LTD
$6K
DTEDTE ENERGY CO
$6K
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