MONTAG A & ASSOCIATES INC Q4 2021 Filing

Filed February 9, 2022

Portfolio Value

$2.0B

Holdings

874

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (874 positions)

StockValue
MKLMARKEL CORP
$5.2M
VOOVANGUARD INDEX FDS
$5.2M
MUMICRON TECHNOLOGY INC
$5.1M
RIORIO TINTO PLC
$5.0M
ROPROPER TECHNOLOGIES INC
$5.0M
PLNTPLANET FITNESS INC
$4.9M
WYWEYERHAEUSER CO MTN BE
$4.8M
INTCINTEL CORP
$4.7M
AVGOBROADCOM INC
$4.6M
KMXCARMAX INC
$4.6M
VMCVULCAN MATLS CO
$4.6M
DONSPDR DOW JONES INDL AVERAGE
$4.5M
LRCXEURLAM RESEARCH CORP
$4.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.5M
BACVERIZON COMMUNICATIONS INC
$4.5M
MASMASCO CORP
$4.4M
SBUXSTARBUCKS CORP
$4.3M
BKNGBOOKING HOLDINGS INC
$4.2M
PPGPPG INDS INC
$4.2M
WDAYWORKDAY INC
$4.1M
SPHQINVESCO EXCHANGE TRADED FD T
$4.1M
ACNACCENTURE PLC IRELAND
$4.0M
CBRECBRE GROUP INC
$4.0M
LENLENNAR CORP
$3.9M
WRBBERKLEY W R CORP
$3.9M
UNPUNION PAC CORP
$3.4M
LMTLOCKHEED MARTIN CORP
$3.4M
GQ9SPDR GOLD TR
$3.3M
URIUNITED RENTALS INC
$3.3M
BSCOINVESCO EXCH TRD SLF IDX FD
$3.3M
GFLGFL ENVIRONMENTAL INC
$3.2M
VNQVANGUARD INDEX FDS
$3.2M
DARDARLING INGREDIENTS INC
$3.2M
SOSOUTHERN CO
$3.2M
LKQ1LKQ CORP
$3.2M
DUKDUKE ENERGY CORP NEW
$3.1M
BDXBECTON DICKINSON & CO
$3.1M
TRVTRAVELERS COMPANIES INC
$3.0M
XOPSPDR SER TR
$3.0M
TXNTEXAS INSTRS INC
$3.0M
VFCV F CORP
$3.0M
WTWWILLIS TOWERS WATSON PLC LTD
$2.9M
NDAQNASDAQ INC
$2.9M
HONHONEYWELL INTL INC
$2.8M
VTVVANGUARD INDEX FDS
$2.8M
GPNGLOBAL PMTS INC
$2.8M
BAC 7.25 PERP LBK OF AMERICA CORP
$2.7M
SDYSPDR SER TR
$2.7M
CHTRCHARTER COMMUNICATIONS INC N
$2.7M
MLB1MERCADOLIBRE INC
$2.7M
T7DTRANSDIGM GROUP INC
$2.7M
TBFPROSHARES TR
$2.7M
AXPAMERICAN EXPRESS CO
$2.6M
IBMINTERNATIONAL BUSINESS MACHS
$2.6M
MRNAMODERNA INC
$2.6M
GGGGRACO INC
$2.6M
AZOAUTOZONE INC
$2.6M
DFUSDIMENSIONAL ETF TRUST
$2.6M
NVDANVIDIA CORPORATION
$2.4M
CVSCVS HEALTH CORP
$2.3M
BEPCBROOKFIELD RENEWABLE CORP
$2.3M
RSGREPUBLIC SVCS INC
$2.3M
SHOPSHOPIFY INC
$2.3M
STTSTATE STR CORP
$2.3M
FCXFREEPORT-MCMORAN INC
$2.2M
CBRLCRACKER BARREL OLD CTRY STOR
$2.2M
SITESITEONE LANDSCAPE SUPPLY INC
$2.2M
ORCLORACLE CORP
$2.2M
RPVINVESCO EXCHANGE TRADED FD T
$2.1M
LOWLOWES COS INC
$2.1M
RTXRAYTHEON TECHNOLOGIES CORP
$2.1M
MDLZMONDELEZ INTL INC
$2.1M
NSCNORFOLK SOUTHN CORP
$2.0M
CMCSACOMCAST CORP NEW
$2.0M
WFC 7.5 PERP LWELLS FARGO CO NEW
$1.9M
FLRNSPDR SER TR
$1.9M
CP.TOCANADIAN PAC RY LTD
$1.9M
PFFISHARES TR
$1.9M
ABCBAMERIS BANCORP
$1.9M
EMNEASTMAN CHEM CO
$1.9M
SUBISHARES TR
$1.9M
TAT&T INC
$1.9M
ALGTALLEGIANT TRAVEL CO
$1.8M
XLFSELECT SECTOR SPDR TR
$1.8M
PRFINVESCO EXCHANGE TRADED FD T
$1.8M
IEXIDEX CORP
$1.8M
DFASDIMENSIONAL ETF TRUST
$1.7M
CLCOLGATE PALMOLIVE CO
$1.7M
WBAWALGREENS BOOTS ALLIANCE INC
$1.7M
ALCALCON AG
$1.7M
YUSDALLEGHANY CORP MD
$1.6M
PG4PRINCIPAL FINANCIAL GROUP IN
$1.6M
BMYBRISTOL-MYERS SQUIBB CO
$1.6M
XLUSELECT SECTOR SPDR TR
$1.6M
ITWILLINOIS TOOL WKS INC
$1.6M
LADLITHIA MTRS INC
$1.6M
MTDMETTLER TOLEDO INTERNATIONAL
$1.5M
DFATDIMENSIONAL ETF TRUST
$1.5M
DISCAUSDDISCOVERY INC
$1.5M
ABGAMERISOURCEBERGEN CORP
$1.5M
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