MONTAG A & ASSOCIATES INC Q4 2017 Filing

Filed February 9, 2018

Portfolio Value

$1.0T

Holdings

271

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (271 positions)

StockValue
HDSUSDHD SUPPLY HOLDINGS, INC.
$3.1B
IJHISHARES TRUST S&P MIDCAP 400
$3.1B
VFCV F CORP
$3.0B
EWEDWARDS LIFESCIENCES
$3.0B
TWXCHFTIME WARNER INC COM NEW
$2.8B
UTXZUNITED TECHNOLOGIES CP
$2.8B
GEGENERAL ELECTRIC CO COM
$2.8B
CVSCVS HEALTH CORP.
$2.7B
ORCLORACLE CORP
$2.7B
WTWWILLIS TOWERS WATSON PUBLIC LI
$2.7B
VGKVANGUARD MSCI EUROPE ETF
$2.7B
POWERSHARES S&P HIGH QUALITY E
$2.6B
DONSPDR DJIA TRUST
$2.6B
NXPINXP SEMICONDUCTORS N V COM
$2.5B
COSTCOSTCO WHOLESALE CORP
$2.4B
NKENIKE INC CL B
$2.4B
MLMMARTIN MARIETTA MATERIALS INC
$2.3B
PG4PRINCIPAL FINANCIAL GROUP
$2.3B
HONHONEYWELL INTL INC
$2.3B
VXUSVANGUARD TOTAL INTERNATIONAL S
$2.3B
NEENEXTERA ENERGY INC COM
$2.2B
WABCO HOLDINGS INC
$2.2B
MCDMCDONALDS CORP COM
$2.2B
CBCHUBB LTD
$2.2B
GLWCORNING INC
$2.2B
CBRECBRE GROUP INC CL A
$2.1B
IBPINSTALLED BUILDING PRODUCTS
$2.1B
IBBISHARES NASDAQ BIOTECH ETF
$2.0B
SDYSPDR S&P DIVIDEND ETF
$2.0B
GQ9SPDR GOLD TRUST
$2.0B
COFCAPITAL ONE FINANCIAL CORP.
$1.9B
XLKAMEX TECHNOLOGY SECTOR SPDR
$1.9B
AMJEURJPMORGAN ALERIAN MLP ETN
$1.9B
ABGAMERISOURCEBERGEN CORP.
$1.9B
KMBKIMBERLY CLARK CORP
$1.9B
LUVSOUTHWEST AIRLS CO COM
$1.9B
MRVLMARVELL TECHNOLOGY GROUP LTD O
$1.8B
CSXCSX CORP
$1.8B
VWOVANGUARD INTL EQUITY INDEX FD
$1.7B
OMCOMNICOM GROUP INC
$1.7B
MDLZMONDELEZ INTERNATIONAL INC
$1.7B
BABAALIBABA GROUP HOLDING
$1.7B
S9QSPIRIT AEROSYSTEMS HOLDINGS
$1.7B
BDXBECTON DICKINSON & CO
$1.7B
4I1PHILIP MORRIS INTL INC COM
$1.7B
CLCOLGATE PALMOLIVE CO
$1.6B
EVEUREATON VANCE CORP COM NON VTG
$1.6B
ELVANTHEM INC
$1.6B
BRK-BBERKSHIRE HATHAWAY INC CL A
$1.5B
CATCATERPILLAR INC DEL
$1.4B
SBUXSTARBUCKS CORP
$1.4B
RRYDER SYS INC
$1.4B
DISWALT DISNEY CO
$1.4B
MCKMCKESSON CORP
$1.4B
PRFUSDPOWERSHARES FTSE RAFI US 1000
$1.4B
RTN1USDRAYTHEON CO
$1.3B
NOCNORTHROP GRUMMAN CORP
$1.3B
ACNACCENTURE PLC
$1.3B
TXNTEXAS INSTRS INC
$1.3B
GGP INC
$1.3B
PPGPPG INDS INC
$1.3B
DHIDR HORTON INC
$1.2B
BBTUSDBB&T CORP
$1.2B
DOWDUPONT INC
$1.2B
NSCNORFOLK SOUTHERN CORP
$1.2B
NVSNNOVARTIS AG-ADR
$1.2B
RWTREDWOOD TRUST, INC.
$1.2B
LWLAMB WESTON HOLDINGS
$1.1B
IYTISHARES DJ US TRANSPORTATION I
$1.1B
PPLPPL CORP.
$1.1B
XLBSELECT SECTOR SPDR TR SBI MATE
$1.1B
HIIHUNTINGTON INGALLS INDS INC CO
$1.0B
AMGNAMGEN INC
$1.0B
AIVLWISDOMTREE DIVIDEND EX-FIN ETF
$968.0M
BMYBRISTOL MYERS SQUIBB
$954.0M
EMREMERSON ELEC CO COM
$899.0M
SITESITEONE LANDSCAPE SUPPLY, INC.
$859.0M
DGDOLLAR GEN CORP NEW COM
$858.0M
OPLNKAR AUCTION SERVICES INC.
$853.0M
TAT&T INC
$834.0M
AWCAMERICAN WATER WORKS
$827.0M
HRSEURHARRIS CORP DEL
$814.0M
METAFACEBOOK INC-A
$799.0M
YUSDALLEGHANY CORP DEL
$788.0M
DUKDUKE ENERGY CORP
$783.0M
VOOVANGUARD S&P 500 ETF
$781.0M
APDAIR PRODS & CHEMS INC
$763.0M
SF9SANDERSON FARMS INC
$763.0M
AQLTISHARES DJ SELECT DIVIDEND
$762.0M
AWMSKYWORKS SOLUTIONS INC
$752.0M
TMKTORCHMARK CORP
$726.0M
CITCINTAS CORP
$710.0M
DCT INDL TRUST INC COM
$701.0M
IOOISHARES S&P GLOBAL INDEX 100
$695.0M
DHRDANAHER CORP DEL
$684.0M
ADIANALOG DEVICES INC
$683.0M
PNCPNC FINANCIAL SVCS GROUP
$667.0M
FISFIDELITY NATIONAL INFORMATION
$659.0M
MOALTRIA GROUP INC
$657.0M
EPIWISDOMTREE INDIA EARNINGS ETF
$646.0M
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