MONTAG A & ASSOCIATES INC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$1.8B

Holdings

905

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (905 positions)

StockValue
SFBSSERVISFIRST BANCSHARES INC
$402K
PPLPEMBINA PIPELINE CORP
$398K
CXTCRANE NXT CO
$397K
IWOISHARES TR
$392K
AG8AGILENT TECHNOLOGIES INC
$390K
VYMVANGUARD WHITEHALL FDS
$386K
VICIVICI PPTYS INC
$385K
IBBISHARES TR
$383K
DDOMINION ENERGY INC
$378K
IBPINSTALLED BLDG PRODS INC
$366K
VXUSVANGUARD STAR FDS
$365K
XHBSPDR SER TR
$363K
ELVELEVANCE HEALTH INC
$361K
DFSEURDISCOVER FINL SVCS
$358K
SMCIUSDSUPER MICRO COMPUTER INC
$354K
GSYINVESCO ACTIVELY MANAGED ETF
$348K
CPCANADIAN PACIFIC KANSAS CITY
$345K
CLXCLOROX CO DEL
$339K
CMCSACOMCAST CORP NEW
$339K
FNFFIDELITY NATIONAL FINANCIAL
$332K
XLCSELECT SECTOR SPDR TR
$329K
REGREGENCY CTRS CORP
$322K
PSXPHILLIPS 66
$321K
WBAWALGREENS BOOTS ALLIANCE INC
$318K
QUALISHARES TR
$311K
YUMCYUM CHINA HLDGS INC
$310K
OREALTY INCOME CORP
$308K
ADSKAUTODESK INC
$303K
LWLAMB WESTON HLDGS INC
$303K
XELXCEL ENERGY INC
$301K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$301K
EPPISHARES INC
$300K
HHHHOWARD HUGHES HOLDINGS INC
$299K
KTBKONTOOR BRANDS INC
$292K
BXBLACKSTONE INC
$290K
ECLECOLAB INC
$289K
MSCIMSCI INC
$288K
EBAEBAY INC.
$284K
QLYSQUALYS INC
$284K
GLWCORNING INC
$284K
GISGENERAL MLS INC
$283K
CMGCHIPOTLE MEXICAN GRILL INC
$279K
IPGINTERPUBLIC GROUP COS INC
$277K
RIVNRIVIAN AUTOMOTIVE INC
$276K
HSYHERSHEY CO
$275K
XLYSELECT SECTOR SPDR TR
$272K
STESTERIS PLC
$264K
AQLTISHARES TR
$263K
UBERUBER TECHNOLOGIES INC
$259K
AGGISHARES TR
$258K
SCHXSCHWAB STRATEGIC TR
$255K
XBISPDR SER TR
$254K
SHVISHARES TR
$249K
MCIBARINGS CORPORATE INVS
$249K
RWLINVESCO EXCH TRADED FD TR II
$245K
HVTHAVERTY FURNITURE COS INC
$241K
SYU1SYNOVUS FINL CORP
$237K
DRIDARDEN RESTAURANTS INC
$236K
EHCENCOMPASS HEALTH CORP
$234K
KKRKKR & CO INC
$232K
AYIACUITY BRANDS INC
$226K
CITHE CIGNA GROUP
$225K
VPUVANGUARD WORLD FDS
$224K
ALLEALLEGION PLC
$221K
HEIHEICO CORP NEW
$221K
NBNNORTHEAST BK LEWISTON ME
$221K
RHIROBERT HALF INC.
$220K
EDCONSOLIDATED EDISON INC
$219K
MPVBARINGS PARTN INVS
$218K
GILDGILEAD SCIENCES INC
$214K
GWWGRAINGER W W INC
$212K
INDAISHARES TR
$211K
ACWXISHARES TR
$210K
EOGEOG RES INC
$209K
IRINGERSOLL RAND INC
$204K
SRESEMPRA
$203K
IJKISHARES TR
$201K
FEFIRSTENERGY CORP
$199K
AWCAMERICAN WTR WKS CO INC NEW
$198K
OKEONEOK INC NEW
$198K
ENBENBRIDGE INC
$193K
KRKROGER CO
$191K
ESGRENSTAR GROUP LIMITED
$191K
DALDELTA AIR LINES INC DEL
$190K
ANETEURARISTA NETWORKS INC
$186K
VRSNVERISIGN INC
$185K
TXRHTEXAS ROADHOUSE INC
$183K
EZMWISDOMTREE TR
$182K
ONCBEIGENE LTD
$180K
VMBSVANGUARD SCOTTSDALE FDS
$177K
IWPISHARES TR
$175K
KLACKLA CORP
$174K
IYKISHARES TR
$173K
SCCOSOUTHERN COPPER CORP
$172K
BSCRINVESCO EXCH TRD SLF IDX FD
$170K
IYEISHARES TR
$169K
VGKVANGUARD INTL EQUITY INDEX F
$168K
ELLAUDER ESTEE COS INC
$168K
SCHMSCHWAB STRATEGIC TR
$167K
NOWSERVICENOW INC
$166K
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