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
ARKKARK ETF TR
$36K
CHTRCHARTER COMMUNICATIONS INC N
$35K
GGNGAMCO GLOBAL GOLD NAT RES &
$35K
ROSTROSS STORES INC
$35K
RRYDER SYS INC
$35K
BKRBAKER HUGHES COMPANY
$34K
SAVACASSAVA SCIENCES INC
$34K
MLIMUELLER INDS INC
$34K
LEVILEVI STRAUSS & CO NEW
$33K
NEMNEWMONT CORP
$33K
DDOGDATADOG INC
$33K
QQQMINVESCO EXCH TRADED FD TR II
$33K
INODINNODATA INC
$33K
OPTUALTICE USA INC
$33K
IHIISHARES TR
$32K
HPEHEWLETT PACKARD ENTERPRISE C
$32K
MDBMONGODB INC
$32K
SPSMSPDR SER TR
$32K
EWXSPDR INDEX SHS FDS
$32K
KDKYNDRYL HLDGS INC
$31K
FLG 6 11/01/51NEW YORK CMNTY CAP TR V
$31K
HLNHALEON PLC
$31K
VFHVANGUARD WORLD FDS
$31K
TAPMOLSON COORS BEVERAGE CO
$31K
CHRWC H ROBINSON WORLDWIDE INC
$30K
LQDISHARES TR
$30K
GBDCGOLUB CAP BDC INC
$30K
ARCCARES CAPITAL CORP
$30K
VTIPVANGUARD MALVERN FDS
$30K
ABNBAIRBNB INC
$30K
TLTISHARES TR
$30K
QSRRESTAURANT BRANDS INTL INC
$30K
IGSBISHARES TR
$29K
BGCBGC GROUP INC
$29K
DKNGDRAFTKINGS INC NEW
$29K
TSCOTRACTOR SUPPLY CO
$29K
WTMWHITE MTNS INS GROUP LTD
$29K
CUZCOUSINS PPTYS INC
$28K
DLSWISDOMTREE TR
$28K
AMXAMERICA MOVIL SAB DE CV
$28K
HALOHALOZYME THERAPEUTICS INC
$28K
XYZBLOCK INC
$27K
PXDEURPIONEER NAT RES CO
$27K
WRKUSDWESTROCK CO
$27K
DOWDOW INC
$26K
VNOVORNADO RLTY TR
$26K
SHCRUSDSHARECARE INC
$26K
CAVACAVA GROUP INC
$26K
BABAALIBABA GROUP HLDG LTD
$26K
PSCFINVESCO EXCH TRADED FD TR II
$25K
KHCKRAFT HEINZ CO
$25K
FRTFEDERAL RLTY INVT TR NEW
$25K
TTENTOTALENERGIES SE
$25K
BEBLOOM ENERGY CORP
$24K
SRPTSAREPTA THERAPEUTICS INC
$24K
CWENCLEARWAY ENERGY INC
$23K
BAXBAXTER INTL INC
$23K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$23K
RSPNINVESCO EXCHANGE TRADED FD T
$23K
LITGLOBAL X FDS
$23K
ADBEADOBE INC
$22K
FWONALIBERTY MEDIA CORP DEL
$22K
WPPWPP PLC NEW
$22K
TTDTHE TRADE DESK INC
$22K
MUBISHARES TR
$21K
UALUNITED AIRLS HLDGS INC
$21K
VVVVALVOLINE INC
$21K
CLFCLEVELAND-CLIFFS INC NEW
$20K
WMSADVANCED DRAIN SYS INC DEL
$20K
COINCOINBASE GLOBAL INC
$20K
CAGCONAGRA BRANDS INC
$20K
BLWBLACKROCK LTD DURATION INCOM
$20K
AMCRAMCOR PLC
$20K
ZBHZIMMER BIOMET HOLDINGS INC
$20K
CXHMFS INVT GRADE MUN TR
$19K
WTRGESSENTIAL UTILS INC
$19K
WTSWATTS WATER TECHNOLOGIES INC
$19K
WABWABTEC
$19K
SNYSANOFI
$19K
PCTYPAYLOCITY HLDG CORP
$18K
EWDISHARES INC
$18K
TROWPRICE T ROWE GROUP INC
$18K
TAKTAKEDA PHARMACEUTICAL CO LTD
$18K
HTDCORCEPT THERAPEUTICS INC
$18K
MDXGMIMEDX GROUP INC
$18K
OGNORGANON & CO
$18K
CFCF INDS HLDGS INC
$17K
ARKQARK ETF TR
$17K
ASHASHLAND INC
$17K
MHKMOHAWK INDS INC
$17K
TRVCCITIGROUP INC
$17K
WCNWASTE CONNECTIONS INC
$16K
BILLBILL HOLDINGS INC
$16K
AESAES CORP
$16K
DELLDELL TECHNOLOGIES INC
$16K
KARSKRANESHARES TR
$16K
LLYELI LILLY & CO
$16K
MBCMASTERBRAND INC
$16K
DBXDROPBOX INC
$16K
DEMWISDOMTREE TR
$15K
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