MONTAG A & ASSOCIATES INC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.6B

Holdings

793

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (793 positions)

StockValue
TPVGTRIPLEPOINT VENTURE GROWTH B
$150K
A4SAMERIPRISE FINL INC
$149K
BAXBAXTER INTL INC
$148K
NEWTNEWTEK BUSINESS SVCS CORP
$148K
WTRGESSENTIAL UTILS INC
$147K
STWDSTARWOOD PPTY TR INC
$145K
GDXJVANECK VECTORS ETF TR
$144K
NUVNUVEEN MUN VALUE FD INC
$144K
ILPTINDUSTRIAL LOGISTICS PPTYS T
$140K
VNTVONTIER CORPORATION
$140K
EDCONSOLIDATED EDISON INC
$140K
BNDVANGUARD BD INDEX FDS
$139K
BLVVANGUARD BD INDEX FDS
$138K
BROOKFIELD PROPERTY PARTRS L
$137K
S76STORE CAP CORP
$136K
BPBP PLC
$135K
HSICHENRY SCHEIN INC
$134K
TRVCCITIGROUP INC
$134K
VOEVANGUARD INDEX FDS
$134K
ATRAPTARGROUP INC
$133K
ESGRENSTAR GROUP LIMITED
$133K
AGNCAGNC INVT CORP
$133K
GMGENERAL MTRS CO
$133K
EZMWISDOMTREE TR
$132K
TYGTORTOISE ENERGY INFRA CORP
$131K
GOFGUGGENHEIM ENHANCED EQUITY I
$131K
PPLPPL CORP
$130K
SCCOSOUTHERN COPPER CORP
$130K
NOWSERVICENOW INC
$129K
NLYEURANNALY CAPITAL MANAGEMENT IN
$127K
EFAISHARES TR
$125K
AYXEURALTERYX INC
$125K
NMFCNEW MTN FIN CORP
$125K
TCPCBLACKROCK TCP CAPITAL CORP
$124K
NVGNUVEEN AMT FREE MUN CR INC F
$124K
CNXCCONCENTRIX CORP
$121K
SPSCSPS COMMERCE INC
$120K
BKNGBOOKING HOLDINGS INC
$118K
DGXQUEST DIAGNOSTICS INC
$113K
MCIBARINGS CORPORATE INVS
$109K
EOGEOG RES INC
$107K
AMLPALPS ETF TR
$107K
IWPISHARES TR
$104K
MPVBARINGS PARTN INVS
$104K
AERIEURAERIE PHARMACEUTICALS INC
$104K
ABNBAIRBNB INC
$103K
BBYBEST BUY INC
$100K
GENNORTONLIFELOCK INC
$100K
SUXSYNNEX CORP
$100K
RITMNEW RESIDENTIAL INVT CORP
$99K
HPFHANCOCK JOHN PFD INCOME FD I
$98K
LSCCLATTICE SEMICONDUCTOR CORP
$98K
XLFISELECT SECTOR SPDR TR
$97K
OGCPEMPIRE ST RLTY OP L P
$97K
TWLOTWILIO INC
$97K
SOXXISHARES TR
$95K
EGPEASTGROUP PPTYS INC
$95K
KRKROGER CO
$95K
ARIAPOLLO COML REAL EST FIN INC
$95K
TXRHTEXAS ROADHOUSE INC
$94K
VTEBVANGUARD MUN BD FDS
$93K
PPHVANECK VECTORS ETF TR
$92K
IRINGERSOLL RAND INC
$91K
ETVEATON VANCE TAX-MANAGED BUYEATON
$91K
NSPINSPERITY INC
$90K
NBNNORTHEAST BK LEWISTON ME
$90K
BSXBOSTON SCIENTIFIC CORP
$90K
STEWBOULDER GROWTH & INCOME FD I
$89K
CITCINTAS CORP
$88K
CBANCOLONY BANKCORP INC
$87K
GABGABELLI EQUITY TR INC
$86K
OKEONEOK INC NEW
$86K
ALVAUTOLIV INC
$84K
SJMSMUCKER J M CO
$84K
SNOWSNOWFLAKE INC
$84K
DGDOLLAR GEN CORP NEW
$84K
KIESPDR SER TR
$84K
IHIISHARES TR
$83K
XLCSELECT SECTOR SPDR TR
$83K
CETCENTRAL SECS CORP
$81K
AKAMAKAMAI TECHNOLOGIES INC
$81K
CYBRCYBERARK SOFTWARE LTD
$81K
PCHPOTLATCHDELTIC CORPORATION
$80K
VERVEREIT INC
$80K
NGGNATIONAL GRID PLC
$80K
ETRENTERGY CORP NEW
$79K
VSSVANGUARD INTL EQUITY INDEX F
$79K
NEMNEWMONT CORP
$78K
3M4MASIMO CORP
$78K
MFAUSDMFA FINL INC
$78K
VNOVORNADO RLTY TR
$78K
IDV*ISHARES TR
$77K
NVTA1EURINVITAE CORP
$77K
BATRKUSDLIBERTY MEDIA CORP DEL
$76K
WMWASTE MGMT INC DEL
$73K
TWTRUSDTWITTER INC
$73K
VRSKVERISK ANALYTICS INC
$73K
EQREQUITY RESIDENTIAL
$72K
IIMINVESCO CALIF MUN INCOME TR
$71K
ROKUROKU INC
$70K
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