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
KMBKIMBERLY-CLARK CORP
$489K
AIVLWISDOMTREE TR
$486K
SLBSLB LIMITED
$484K
SLRCSLR INVESTMENT CORP
$474K
AWMSKYWORKS SOLUTIONS INC
$472K
VLTOVERALTO CORP
$469K
MRSHMARSH & MCLENNAN COS INC
$459K
MOALTRIA GROUP INC
$454K
PAYXPAYCHEX INC
$451K
GSLCGOLDMAN SACHS ETF TR
$442K
TELTE CONNECTIVITY PLC
$441K
EMNEASTMAN CHEM CO
$441K
JMSTJ P MORGAN EXCHANGE TRADED F
$440K
IBBISHARES TR
$440K
PPLPEMBINA PIPELINE CORP
$440K
WMBWILLIAMS COS INC
$433K
OTISOTIS WORLDWIDE CORP
$432K
SFBSSERVISFIRST BANCSHARES INC
$430K
BKBANK NEW YORK MELLON CORP
$404K
SUXTD SYNNEX CORPORATION
$403K
AQLTISHARES TR
$398K
AYIACUITY INC
$397K
GEGE AEROSPACE
$397K
PLTRPALANTIR TECHNOLOGIES INC
$394K
GILDGILEAD SCIENCES INC
$389K
IBPINSTALLED BLDG PRODS INC
$389K
SYU1SYNOVUS FINL CORP
$388K
CSXCSX CORP
$381K
CHRWC H ROBINSON WORLDWIDE INC
$372K
VCRBVANGUARD MALVERN FDS
$367K
AGGISHARES TR
$367K
DYHTARGET CORP
$366K
DFAEDIMENSIONAL ETF TRUST
$366K
DDOMINION ENERGY INC
$365K
SCHXSCHWAB STRATEGIC TR
$365K
VRTXVERTEX PHARMACEUTICALS INC
$361K
FNFFIDELITY NATIONAL FINANCIAL
$354K
MNSTMONSTER BEVERAGE CORP NEW
$352K
EPPISHARES INC
$348K
PSXPHILLIPS 66
$347K
ECLECOLAB INC
$344K
CHDCHURCH & DWIGHT CO INC
$337K
GTLSCHART INDS INC
$332K
IVZINVESCO EXCHANGE TRADED FD T
$330K
EMXCISHARES INC
$329K
NUENUCOR CORP
$329K
CXTCRANE NXT CO
$329K
CEGCONSTELLATION ENERGY CORP
$326K
CMCSACOMCAST CORP NEW
$326K
MAAMID-AMER APT CMNTYS INC
$324K
VTVANGUARD INTL EQUITY INDEX F
$319K
IEIISHARES TR
$319K
ENBENBRIDGE INC
$311K
VPUVANGUARD WORLD FD
$305K
XELXCEL ENERGY INC
$305K
IOOISHARES TR
$304K
STESTERIS PLC
$304K
WDAYWORKDAY INC
$303K
SCCOSOUTHERN COPPER CORP
$303K
PFFISHARES TR
$300K
QUALISHARES TR
$299K
VRTVERTIV HOLDINGS CO
$291K
KMXCARMAX INC
$290K
EHCENCOMPASS HEALTH CORP
$289K
AQLTISHARES TR
$285K
GEVGE VERNOVA INC
$282K
CRWDCROWDSTRIKE HLDGS INC
$282K
HHHHOWARD HUGHES HOLDINGS INC
$279K
KTBKONTOOR BRANDS INC
$279K
STZCONSTELLATION BRANDS INC
$277K
BNBROOKFIELD CORP
$269K
CPCANADIAN PACIFIC KANSAS CITY
$268K
KRKROGER CO
$268K
BTCGRAYSCALE BITCOIN MINI TR ET
$259K
COPCONOCOPHILLIPS
$258K
MUBISHARES TR
$257K
BSCUINVESCO EXCH TRD SLF IDX FD
$256K
AVLCAMERICAN CENTY ETF TR
$256K
IRMIRON MTN INC DEL
$253K
KLACKLA CORP
$253K
HEIHEICO CORP NEW
$250K
TXRHTEXAS ROADHOUSE INC
$250K
GWWWW GRAINGER INC
$247K
VEUVANGUARD INTL EQUITY INDEX F
$245K
SDVYFIRST TR EXCHANGE-TRADED FD
$236K
AKAMAKAMAI TECHNOLOGIES INC
$235K
IYEISHARES TR
$234K
HSYHERSHEY CO
$232K
MUSAMURPHY USA INC
$232K
RIVNRIVIAN AUTOMOTIVE INC
$231K
QXOQXO INC
$231K
IHIISHARES TR
$228K
ONCBEONE MEDICINES LTD
$227K
SPTMSPDR SERIES TRUST
$226K
A4SAMERIPRISE FINL INC
$226K
QQQINEOS ETF TRUST
$226K
WMWASTE MGMT INC DEL
$221K
TDYTELEDYNE TECHNOLOGIES INC
$221K
EDCONSOLIDATED EDISON INC
$220K
VRSNVERISIGN INC
$218K
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