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
PPLPPL CORP
$162K
IBTGISHARES TR
$162K
TORTOISE PWR & ENERGY INFRAS
$159K
VRTXVERTEX PHARMACEUTICALS INC
$157K
NNNNNN REIT INC
$156K
MCHPMICROCHIP TECHNOLOGY INC.
$153K
HSICHENRY SCHEIN INC
$151K
CHKPCHECK POINT SOFTWARE TECH LT
$151K
COLMCOLUMBIA SPORTSWEAR CO
$147K
FTNTFORTINET INC
$147K
EPDENTERPRISE PRODS PARTNERS L
$146K
IEMGISHARES INC
$146K
OXYOCCIDENTAL PETE CORP
$145K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$145K
VGITVANGUARD SCOTTSDALE FDS
$144K
MRNAMODERNA INC
$142K
BATRAATLANTA BRAVES HLDGS INC
$141K
IYMISHARES TR
$138K
ESEVERSOURCE ENERGY
$136K
VVVANGUARD INDEX FDS
$134K
PYPLPAYPAL HLDGS INC
$134K
ULUNILEVER PLC
$134K
DGXQUEST DIAGNOSTICS INC
$131K
EGPEASTGROUP PPTYS INC
$128K
IEIISHARES TR
$125K
TDOCTELADOC HEALTH INC
$124K
RBLXROBLOX CORP
$123K
SMGSCOTTS MIRACLE-GRO CO
$121K
ATRAPTARGROUP INC
$120K
CNXCCONCENTRIX CORP
$120K
NETCLOUDFLARE INC
$118K
FDXFEDEX CORP
$115K
SPSCSPS COMM INC
$115K
ETENERGY TRANSFER L P
$115K
BPBP PLC
$114K
GEHCGE HEALTHCARE TECHNOLOGIES I
$114K
IYTISHARES TR
$114K
WMWASTE MGMT INC DEL
$114K
PEGPUBLIC SVC ENTERPRISE GRP IN
$113K
LNGCHENIERE ENERGY INC
$112K
XNIEXVIRTUS EQUITY & CONV INCM FD
$111K
GSKGSK PLC
$109K
SUSUNCOR ENERGY INC NEW
$109K
VOTVANGUARD INDEX FDS
$109K
ZMZOOM VIDEO COMMUNICATIONS IN
$108K
NLYANNALY CAPITAL MANAGEMENT IN
$105K
RPGINVESCO EXCHANGE TRADED FD T
$105K
CRWDCROWDSTRIKE HLDGS INC
$104K
TSNTYSON FOODS INC
$103K
LUVSOUTHWEST AIRLS CO
$103K
SPGSIMON PPTY GROUP INC NEW
$100K
ALVAUTOLIV INC
$100K
RIGTRANSOCEAN LTD
$99K
PRUPRUDENTIAL FINL INC
$99K
ONON SEMICONDUCTOR CORP
$97K
NGGNATIONAL GRID PLC
$95K
IGMISHARES TR
$95K
CMECME GROUP INC
$93K
ALSNALLISON TRANSMISSION HLDGS I
$92K
SCMSTELLUS CAP INVT CORP
$92K
CWCURTISS WRIGHT CORP
$90K
SNOWSNOWFLAKE INC
$87K
VRSKVERISK ANALYTICS INC
$86K
VNTVONTIER CORPORATION
$86K
ZSZSCALER INC
$85K
ETVEATON VANCE TAX-MANAGED BUY-
$85K
PFFAETFIS SER TR I
$84K
PSAPUBLIC STORAGE
$84K
8CWCROWN CASTLE INC
$84K
FASTFASTENAL CO
$83K
7HPHP INC
$83K
AMLPALPS ETF TR
$83K
WMBWILLIAMS COS INC
$80K
ETRENTERGY CORP NEW
$80K
IEVISHARES TR
$79K
BBYBEST BUY INC
$79K
CBANCOLONY BANKCORP INC
$79K
IWCISHARES TR
$78K
CCOCAMECO CORP
$78K
PGRPROGRESSIVE CORP
$77K
SAPSAP SE
$77K
DC4DEXCOM INC
$76K
VSSVANGUARD INTL EQUITY INDEX F
$76K
APHAMPHENOL CORP NEW
$75K
ACMAECOM
$75K
EQREQUITY RESIDENTIAL
$75K
APOAPOLLO GLOBAL MGMT INC
$75K
LENLENNAR CORP
$74K
VKTXVIKING THERAPEUTICS INC
$74K
MDC1USDM D C HLDGS INC
$73K
TWOTWO HBRS INVT CORP
$73K
AMJEURJPMORGAN CHASE & CO
$73K
CLVTCLARIVATE PLC
$72K
AOAISHARES TR
$72K
MTNVAIL RESORTS INC
$71K
ALSALLSTATE CORP
$71K
A4SAMERIPRISE FINL INC
$71K
BROBROWN & BROWN INC
$70K
SCHBSCHWAB STRATEGIC TR
$69K
BWABORGWARNER INC
$68K
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