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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 18 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KMX CARMAX INC Consumer Cyclical 7,526.0 $398K 0.02% $52.89 +15.5%
342 PAYX PAYCHEX INC Industrials 4,025.0 $396K 0.02% $98.33 +25.5%
343 TEL TE CONNECTIVITY PLC Technology 1,942.0 $392K 0.02% $201.61 -0.1%
344 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,030.0 $390K 0.02% $96.88 +0.8%
345 BSCT INVESCO EXCH TRD SLF IDX FD 20,833.0 $387K 0.02% -18K -46.5% $18.57 -0.0%
346 IRM IRON MTN INC DEL Real Estate 3,019.0 $384K 0.02% $127.04 -3.2%
347 SLRC SLR INVESTMENT CORP Financial Services 30,713.0 $380K 0.02% $12.37 +2.0%
348 EEM ISHARES TR 5,422.0 $371K 0.02% +3K +105.0% $68.41 -2.9%
349 EPP ISHARES INC 6,900.0 $367K 0.02% $53.26 +7.7%
350 AGG ISHARES TR 3,679.0 $364K 0.01% $98.98 -1.5%
351 CXT CRANE NXT CO Industrials 6,999.0 $358K 0.01% $51.16 -3.6%
352 GRPM INVESCO EXCHANGE TRADED FD T 2,750.0 $358K 0.01% $130.17 +10.2%
353 PINNACLE FINL PARTNERS INC 3,536.0 $357K 0.01% NEW $100.88
354 QUAL ISHARES TR 1,586.0 $348K 0.01% +79.0 +5.2% $219.40 +1.6%
355 KTB KONTOOR BRANDS INC Consumer Cyclical 4,152.0 $346K 0.01% -419.0 -9.2% $83.34 -6.4%
356 INSTALLED BLDG PRODS INC 1,500.0 $345K 0.01% $229.84
357 BX BLACKSTONE INC Financial Services 2,921.0 $344K 0.01% -3K -50.0% $117.66 +21.0%
358 OTIS OTIS WORLDWIDE CORP Industrials 4,749.0 $340K 0.01% -205.0 -4.1% $71.61 -0.0%
359 XEL XCEL ENERGY INC Utilities 4,099.0 $332K 0.01% $80.89 -2.2%
360 VEU VANGUARD INTL EQUITY INDEX F 3,950.0 $331K 0.01% +610.0 +18.3% $83.75 +1.4%
Page 18 of 48  ·  956 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%