MONTAG A & ASSOCIATES INC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.6T

Holdings

793

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (793 positions)

#StockSharesValue% PortfolioType
101
LMTLOCKHEED MARTIN CORP
11,060$3.9B0.24%
102
BEPCBROOKFIELD RENEWABLE CORP
67,224$3.9B0.24%
103
BACVERIZON COMMUNICATIONS INC
66,491$3.9B0.24%
104
ADIANALOG DEVICES INC
26,089$3.9B0.24%
105
IBMINTERNATIONAL BUSINESS MACHS
30,397$3.8B0.24%
106
DONSPDR DOW JONES INDL AVERAGE
12,375$3.8B0.23%
107
GQ9SPDR GOLD TR
21,077$3.8B0.23%
108
MLMMARTIN MARIETTA MATLS INC
13,231$3.8B0.23%
109
WRBBERKLEY W R CORP
56,254$3.7B0.23%
110
MRVLMARVELL TECHNOLOGY GROUP LTD
77,923$3.7B0.23%
111
AVGOBROADCOM INC
8,448$3.7B0.23%
112
BDXBECTON DICKINSON & CO
14,311$3.6B0.22%
113
KMXCARMAX INC
37,574$3.5B0.22%
114
BRK-BBERKSHIRE HATHAWAY INC DEL
10$3.5B0.21%
115
VFCV F CORP
40,350$3.4B0.21%
116
VMCVULCAN MATLS CO
23,034$3.4B0.21%
117
SPHQINVESCO EXCHANGE TRADED FD T
80,756$3.4B0.21%
118
BSCLINVESCO EXCH TRD SLF IDX FD
157,528$3.3B0.21%
119
T7DTRANSDIGM GROUP INC
5,294$3.3B0.20%
120
WTWWILLIS TOWERS WATSON PLC LTD
15,222$3.2B0.20%
121
AMEAMETEK INC
26,414$3.2B0.20%
122
SOSOUTHERN CO
51,648$3.2B0.19%
123
HONHONEYWELL INTL INC
14,819$3.2B0.19%
124
TAT&T INC
109,256$3.1B0.19%
125
VOOVANGUARD INDEX FDS
9,014$3.1B0.19%
126
UNPUNION PAC CORP
14,591$3.0B0.19%
127
LADLITHIA MTRS INC
9,679$2.8B0.17%
128
PPGPPG INDS INC
19,453$2.8B0.17%
129
TRVTRAVELERS COMPANIES INC
19,892$2.8B0.17%
130
DUKDUKE ENERGY CORP NEW
29,745$2.7B0.17%
131
AXPAMERICAN EXPRESS CO
21,642$2.6B0.16%
132
QQQINVESCO EXCH TRD SLF IDX FD
117,623$2.6B0.16%
133
ACNACCENTURE PLC IRELAND
9,561$2.5B0.15%
134
VNQVANGUARD INDEX FDS
29,320$2.5B0.15%
135
GPNGLOBAL PMTS INC
11,085$2.4B0.15%
136
URIUNITED RENTALS INC
9,995$2.3B0.14%
137
CBRECBRE GROUP INC
36,612$2.3B0.14%
138
GGGGRACO INC
31,692$2.3B0.14%
139
RNRRENAISSANCERE HLDGS LTD
13,724$2.3B0.14%
140
CVXCHEVRON CORP NEW
26,788$2.3B0.14%
141
SDYSPDR SER TR
21,321$2.3B0.14%
142
ROPROPER TECHNOLOGIES INC
5,219$2.3B0.14%
143
PFFISHARES TR
58,402$2.2B0.14%
144
PHMPULTE GROUP INC
51,767$2.2B0.14%
145
ATVIEURACTIVISION BLIZZARD INC
24,005$2.2B0.14%
146
OLEDUNIVERSAL DISPLAY CORP
8,918$2.0B0.13%
147
MDLZMONDELEZ INTL INC
34,887$2.0B0.13%
148
LUVSOUTHWEST AIRLS CO
43,715$2.0B0.13%
149
STTSTATE STR CORP
27,526$2.0B0.12%
150
TXNTEXAS INSTRS INC
12,143$2.0B0.12%
151
ORCLORACLE CORP
30,742$2.0B0.12%
152
ABCBAMERIS BANCORP
52,224$2.0B0.12%
153
RTXRAYTHEON TECHNOLOGIES CORP
27,707$2.0B0.12%
154
BSCOINVESCO EXCH TRD SLF IDX FD
88,160$2.0B0.12%
155
EBAEBAY INC.
39,269$2.0B0.12%
156
CMCSACOMCAST CORP NEW
37,455$2.0B0.12%
157
BLDTOPBUILD CORP
10,492$1.9B0.12%
158
NSCNORFOLK SOUTHN CORP
7,980$1.9B0.12%
159
BSCMUSDINVESCO EXCH TRD SLF IDX FD
85,223$1.9B0.11%
160
LKQ1LKQ CORP
52,500$1.9B0.11%
161
SHOPSHOPIFY INC
1,617$1.8B0.11%
162
SPGIS&P GLOBAL INC
5,465$1.8B0.11%
163
MUMICRON TECHNOLOGY INC
23,837$1.8B0.11%
164
CVSCVS HEALTH CORP
25,865$1.8B0.11%
165
MDTMEDTRONIC PLC
15,039$1.8B0.11%
166
NVDANVIDIA CORPORATION
3,335$1.7B0.11%
167
CLCOLGATE PALMOLIVE CO
20,348$1.7B0.11%
168
EMNEASTMAN CHEM CO
16,650$1.7B0.10%
169
BMYBRISTOL-MYERS SQUIBB CO
25,782$1.6B0.10%
170
IEXIDEX CORP
8,023$1.6B0.10%
171
AMATAPPLIED MATLS INC
18,210$1.6B0.10%
172
APDAIR PRODS & CHEMS INC
5,690$1.6B0.10%
173
YUSDALLEGHANY CORP DEL
2,568$1.6B0.10%
174
WBAWALGREENS BOOTS ALLIANCE INC
38,298$1.5B0.09%
175
ELLAUDER ESTEE COS INC
5,655$1.5B0.09%
176
DRIDARDEN RESTAURANTS INC
12,390$1.5B0.09%
177
AIGAMERICAN INTL GROUP INC
38,611$1.5B0.09%
178
AZOAUTOZONE INC
1,220$1.4B0.09%
179
PG4PRINCIPAL FINANCIAL GROUP IN
29,050$1.4B0.09%
180
SITESITEONE LANDSCAPE SUPPLY INC
9,000$1.4B0.09%
181
LOWLOWES COS INC
8,886$1.4B0.09%
182
PRFINVESCO EXCHANGE TRADED FD T
10,426$1.4B0.09%
183
ABGAMERISOURCEBERGEN CORP
13,762$1.3B0.08%
184
4I1PHILIP MORRIS INTL INC
16,225$1.3B0.08%
185
FISFIDELITY NATL INFORMATION SV
9,242$1.3B0.08%
186
GLGLOBE LIFE INC
13,515$1.3B0.08%
187
OMCOMNICOM GROUP INC
20,416$1.3B0.08%
188
ORLYOREILLY AUTOMOTIVE INC
2,780$1.3B0.08%
189
CSGPCOSTAR GROUP INC
1,345$1.2B0.08%
190
BWABORGWARNER INC
32,123$1.2B0.08%
191
IVWISHARES TR
19,351$1.2B0.08%
192
EVEUREATON VANCE CORP
17,911$1.2B0.07%
193
DOVDOVER CORP
9,601$1.2B0.07%
194
WGOWINNEBAGO INDS INC
19,900$1.2B0.07%
195
TDOCTELADOC HEALTH INC
5,931$1.2B0.07%
196
UPSUNITED PARCEL SERVICE INC
6,805$1.1B0.07%
197
COFCAPITAL ONE FINL CORP
11,416$1.1B0.07%
198
BSCPINVESCO EXCH TRD SLF IDX FD
47,510$1.1B0.07%
199
XLFSELECT SECTOR SPDR TR
35,224$1.0B0.06%
200
LHXL3HARRIS TECHNOLOGIES INC
5,483$1.0B0.06%
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