MONTAG A & ASSOCIATES INC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$2.2B

Holdings

949

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (949 positions)

StockValue
IVVISHARES TR
$175.4M
SPYSPDR S&P 500 ETF TR
$122.5M
AAPLAPPLE INC
$81.8M
MSFTMICROSOFT CORP
$67.0M
GOOGALPHABET INC
$64.8M
MDYSPDR S&P MIDCAP 400 ETF TR
$62.6M
AMZNAMAZON COM INC
$44.3M
IWBISHARES TR
$40.1M
NVDANVIDIA CORPORATION
$34.5M
LLYELI LILLY & CO
$30.3M
RSPINVESCO EXCHANGE TRADED FD T
$28.5M
VGITVANGUARD SCOTTSDALE FDS
$27.8M
GOOGLALPHABET INC
$27.4M
KOCOCA COLA CO
$26.1M
WMTWALMART INC
$26.0M
IWFISHARES TR
$25.9M
JPMJPMORGAN CHASE & CO.
$25.6M
VIGVANGUARD SPECIALIZED FUNDS
$25.3M
AVGOBROADCOM INC
$24.5M
VVISA INC
$23.8M
VBVANGUARD INDEX FDS
$22.4M
HDHOME DEPOT INC
$22.2M
VOOVANGUARD INDEX FDS
$21.5M
GSGOLDMAN SACHS GROUP INC
$20.9M
IJHISHARES TR
$20.8M
VOVANGUARD INDEX FDS
$20.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$18.3M
JNJJOHNSON & JOHNSON
$18.2M
VGSHVANGUARD SCOTTSDALE FDS
$18.2M
ABBVABBVIE INC
$17.1M
XLKSELECT SECTOR SPDR TR
$16.6M
URIUNITED RENTALS INC
$16.4M
IWDISHARES TR
$16.2M
MRKMERCK & CO INC
$15.0M
SHYISHARES TR
$14.9M
JPSTJ P MORGAN EXCHANGE TRADED F
$14.0M
MARMARRIOTT INTL INC NEW
$13.7M
PHPARKER-HANNIFIN CORP
$12.9M
PEPPEPSICO INC
$12.8M
SYKSTRYKER CORPORATION
$12.6M
ABTABBOTT LABS
$12.5M
TJXTJX COS INC NEW
$12.5M
COSTCOSTCO WHSL CORP NEW
$12.4M
VCSHVANGUARD SCOTTSDALE FDS
$12.2M
MAMASTERCARD INCORPORATED
$11.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.5M
ADBEADOBE INC
$11.4M
DWDMORGAN STANLEY
$11.0M
AMATAPPLIED MATLS INC
$11.0M
MINTPIMCO ETF TR
$10.8M
EFXEQUIFAX INC
$10.8M
ADIANALOG DEVICES INC
$10.7M
AMEAMETEK INC
$10.5M
INTUINTUIT
$10.3M
CBRECBRE GROUP INC
$10.0M
XOMEXXON MOBIL CORP
$9.8M
CSCOCISCO SYS INC
$9.3M
CATCATERPILLAR INC
$8.9M
ISRGINTUITIVE SURGICAL INC
$8.9M
CPRTCOPART INC
$8.8M
PGPROCTER AND GAMBLE CO
$8.8M
BRK-BBERKSHIRE HATHAWAY INC DEL
$8.3M
ICEINTERCONTINENTAL EXCHANGE IN
$7.9M
BACBANK AMERICA CORP
$7.8M
BABOEING CO
$7.7M
MCDMCDONALDS CORP
$7.2M
GQ9SPDR GOLD TR
$7.0M
XBISPDR SERIES TRUST
$6.8M
GPCGENUINE PARTS CO
$6.7M
AXPAMERICAN EXPRESS CO
$6.7M
MKLMARKEL GROUP INC
$6.6M
CVXCHEVRON CORP NEW
$6.5M
NDAQNASDAQ INC
$6.0M
DONSPDR DOW JONES INDL AVERAGE
$6.0M
VUGVANGUARD INDEX FDS
$5.9M
DHRDANAHER CORPORATION
$5.9M
MGCVANGUARD WORLD FD
$5.8M
NEENEXTERA ENERGY INC
$5.7M
VMCVULCAN MATLS CO
$5.4M
APHAMPHENOL CORP NEW
$5.4M
WRBBERKLEY W R CORP
$5.4M
AMDADVANCED MICRO DEVICES INC
$5.3M
NDQINVESCO QQQ TR
$5.3M
TMOTHERMO FISHER SCIENTIFIC INC
$5.2M
IWMISHARES TR
$5.2M
IJRISHARES TR
$5.2M
4DHDANA INC
$5.1M
UBERUBER TECHNOLOGIES INC
$5.1M
ULTAULTA BEAUTY INC
$5.1M
RIORIO TINTO PLC
$5.1M
LRCXLAM RESEARCH CORP
$5.0M
SPHQINVESCO EXCHANGE TRADED FD T
$5.0M
ORCLORACLE CORP
$5.0M
BCCCGLOBAL X FDS
$5.0M
METAMETA PLATFORMS INC
$4.9M
IBMINTERNATIONAL BUSINESS MACHS
$4.9M
MUMICRON TECHNOLOGY INC
$4.9M
CASYCASEYS GEN STORES INC
$4.8M
PHMPULTE GROUP INC
$4.7M
MRVLMARVELL TECHNOLOGY INC
$4.5M
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