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Portfolio (Quarterly) Guide ↗

MONTAG A & ASSOCIATES INC

· CIK 0000829407
13F Portfolio $2.4B AUM 956 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 99 New 194 Added 305 Reduced 93 Exited
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 DD DUPONT DE NEMOURS INC Basic Materials 371 $15K 0.00% SOLD
42 STOK STOKE THERAPEUTICS INC Healthcare 440 $14K 0.00% SOLD
43 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 1,143 $14K 0.00% SOLD
44 FDLO FIDELITY COVINGTON TRUST 200 $13K 0.00% SOLD
45 WIP SPDR SERIES TRUST 326 $13K 0.00% SOLD
46 FG F&G ANNUITIES & LIFE INC Financial Services 414 $13K 0.00% SOLD
47 IT GARTNER INC Technology 50 $13K 0.00% SOLD
48 AUR AURORA INNOVATION INC Technology 3,245 $12K 0.00% SOLD
49 BSY BENTLEY SYS INC Technology 300 $11K 0.00% SOLD
50 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 100 $9K SOLD
51 FVRR FIVERR INTL LTD Communication Services 429 $8K SOLD
52 EWJ ISHARES INC 102 $8K SOLD
53 EFAV ISHARES TR 91 $8K SOLD
54 MBB ISHARES TR 79 $8K SOLD
55 STWD STARWOOD PPTY TR INC Real Estate 400 $7K SOLD
56 TDW TIDEWATER INC NEW Energy 130 $7K SOLD
57 EEMV ISHARES INC 102 $7K SOLD
58 XLB SELECT SECTOR SPDR TR 128 $6K SOLD
59 SLXN SILEXION THERAPEUTICS CORP Healthcare 3,000 $6K SOLD
60 E ENI S P A Energy 144 $5K SOLD
Page 3 of 5  ·  93 positions
Sector Allocation
Technology 25.6%
Financial Services 24.9%
Industrials 10.6%
Healthcare 10.0%
Consumer Cyclical 9.8%
Communication Services 7.1%
Consumer Defensive 6.6%
Energy 1.8%
Basic Materials 1.5%
Utilities 1.4%