MONTAG A & ASSOCIATES INC Q4 2019 Filing

Filed February 5, 2020

Portfolio Value

$1.3B

Holdings

307

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
UTXZUNITED TECHNOLOGIES CP
$3.1M
SPHQINVESCO S&P 500 QUALITY ETF
$3.0M
SLBSCHLUMBERGER LTD COM
$3.0M
NKENIKE INC CL B
$2.9M
DRIDARDEN RESTAURANTS INC
$2.8M
DYHTARGET CORP COM
$2.7M
SDYSPDR S&P DIVIDEND ETF
$2.6M
WYWEYERHAEUSER CO
$2.6M
MCDMCDONALDS CORP COM
$2.6M
HDSUSDHD SUPPLY HOLDINGS, INC.
$2.6M
ZTSZOETIS INC.
$2.5M
RSGREPUBLIC SVCS INC
$2.5M
DLTRDOLLAR TREE, INC.
$2.5M
WBAWALGREENS BOOTS ALLIANCE, INC.
$2.4M
BPBP AMOCO PLC - SPONS ADR
$2.4M
STTSTATE STREET CORP
$2.4M
DUKDUKE ENERGY CORP
$2.4M
PPGPPG INDS INC
$2.4M
EMNEASTMAN CHEM CO
$2.3M
BABAALIBABA GROUP HOLDING
$2.3M
UNPUNION PAC CORP
$2.3M
ATVIEURACTIVISION INC NEW COM NEW
$2.3M
ABCBAMERIS BANCORP
$2.2M
ORCLORACLE CORP
$2.2M
IJRISHARES TR CORE S&P SCP ETF
$2.2M
TAT&T INC
$2.2M
ROSTROSS STORES INC
$2.2M
WFCWELLS FARGO & CO NEW COM
$2.1M
VOOVANGUARD S&P 500 ETF
$2.1M
LKQ1LKQ CORP
$2.1M
GQ9SPDR GOLD TRUST
$2.1M
MDLZMONDELEZ INTERNATIONAL INC
$2.1M
SBUXSTARBUCKS CORP
$2.1M
URIUNITED RENTALS INC.
$2.0M
ACNACCENTURE PLC
$2.0M
SATSECHOSTAR CORP
$2.0M
TXNTEXAS INSTRS INC
$1.9M
BWABORGWARNER INC COM
$1.8M
DOVDOVER CORP
$1.8M
CVSCVS HEALTH CORP.
$1.8M
CRMSALESFORCE.COM INC
$1.7M
PG4PRINCIPAL FINANCIAL GROUP
$1.7M
OMCOMNICOM GROUP INC
$1.7M
USBUS BANCORP DEL
$1.7M
GPNGLOBAL PAYMENTS INC.
$1.7M
IWDISHARES TR RUS 1000 VAL ETF
$1.6M
IEXIDEX CORP
$1.6M
YUSDALLEGHANY CORP DEL
$1.6M
XLEAMEX ENERGY SECTOR SPDR
$1.6M
EAELECTRONIC ARTS INC.
$1.6M
PRFINVESCO FTSE RAFI US 1000 ETF
$1.5M
NSCNORFOLK SOUTHERN CORP
$1.5M
BMYBRISTOL MYERS SQUIBB
$1.5M
XLFSELECT SECTOR SPDR TR SBI INT-
$1.5M
MRVLMARVELL TECHNOLOGY GROUP LTD O
$1.5M
GGGGRACO INC
$1.5M
OLEDUNIVERSAL DISPLAY CORPORATION
$1.5M
CLCOLGATE PALMOLIVE CO
$1.5M
SOSOUTHERN CO COM
$1.4M
XLUUTILITIES SELECT SECTOR SPDR
$1.4M
4I1PHILIP MORRIS INTL INC COM
$1.4M
KEYKEYCORP NEW
$1.4M
UNITED HEALTH PRODS INC
$1.4M
VISTRA ENERGY CORP
$1.4M
ELVANTHEM INC
$1.3M
RWTREDWOOD TRUST, INC.
$1.3M
TERRAFORM POWER INC
$1.3M
NNNNATIONAL RETAIL PROPERTIES INC
$1.2M
GLGLOBE LIFE INC
$1.2M
WGOWINNEBAGO INDUSTRIES
$1.2M
METMETLIFE INC COM
$1.2M
ABGAMERISOURCEBERGEN CORP.
$1.2M
MLMMARTIN MARIETTA MATERIALS INC
$1.2M
LHXL3HARRIS TECHNOLOGIES IN
$1.2M
TRVTRAVELERS COS INC
$1.2M
NXPINXP SEMICONDUCTORS N V COM
$1.2M
EOGEOG RESOURCES INC
$1.1M
HIIHUNTINGTON INGALLS INDS INC CO
$1.1M
GLWCORNING INC
$1.1M
APDAIR PRODS & CHEMS INC
$1.1M
SF9SANDERSON FARMS INC
$1.1M
MPCMARATHON PETROLEUM CORP
$1.0M
CIENCIENA CORPORATION
$1.0M
VEAVANGUARD FTSE DEVELOPED MARKET
$1.0M
FISFIDELITY NATIONAL INFORMATION
$1.0M
EMREMERSON ELEC CO COM
$991K
KMBKIMBERLY CLARK CORP
$976K
EVEUREATON VANCE CORP COM NON VTG
$963K
ITWILLINOIS TOOL WKS INC
$945K
RTN1USDRAYTHEON CO
$926K
IBPINSTALLED BUILDING PRODUCTS
$921K
MCKMCKESSON CORP
$920K
LULULULULEMON ATHLETICA
$919K
CBCHUBB LTD
$913K
FANGDIAMONDBACK ENERGY
$897K
VWOVANGUARD INTL EQUITY INDEX FD
$884K
DWDMORGAN STANLEY DEAN WITTER COM
$868K
AMGNAMGEN INC
$845K
SITESITEONE LANDSCAPE SUPPLY, INC.
$816K
ADPAUTOMATIC DATA PROCESS
$813K
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