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MONTAG A & ASSOCIATES INC

· CIK 0000829407
13F Portfolio $2.2B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1120 New
Page 2 of 56  ·  1,120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGIT VANGUARD SCOTTSDALE FDS 364,188.0 $21.9M 1.01% NEW $60.03 -2.3%
22 VOO VANGUARD INDEX FDS 34,861.0 $21.4M 0.98% NEW $614.11 +10.6%
23 VO VANGUARD INDEX FDS 70,435.0 $20.8M 0.95% NEW $294.77 -74.0%
24 GS GOLDMAN SACHS GROUP INC Financial Services 25,042.0 $19.9M 0.92% NEW $796.35 +21.7%
25 IJH ISHARES TR 275,590.0 $18.0M 0.83% NEW $65.26 +10.7%
26 ABBV ABBVIE INC Healthcare 75,973.0 $17.6M 0.81% NEW $231.54 -9.1%
27 URI UNITED RENTALS INC Industrials 18,376.0 $17.5M 0.81% NEW $954.66 +1.9%
28 FISV FISERV INC Technology 135,598.0 $17.5M 0.80% NEW $128.93 -58.5%
29 XLK SELECT SECTOR SPDR TR 61,110.0 $17.2M 0.79% NEW $281.86 -37.4%
30 LLY ELI LILLY & CO Healthcare 22,303.0 $17.0M 0.78% NEW $763.01 +31.9%
31 IWD ISHARES TR 79,802.0 $16.2M 0.75% NEW $203.59 +14.0%
32 VGSH VANGUARD SCOTTSDALE FDS 270,854.0 $15.9M 0.73% NEW $58.85 -1.1%
33 JNJ JOHNSON & JOHNSON Healthcare 84,820.0 $15.7M 0.72% NEW $185.42 +24.5%
34 J P MORGAN EXCHANGE TRADED F 305,722.0 $15.5M 0.71% NEW $50.73
35 MINT PIMCO ETF TR 148,816.0 $15.0M 0.69% NEW $100.69 -0.1%
36 ABT ABBOTT LABS Healthcare 108,428.0 $14.5M 0.67% NEW $133.94 -36.9%
37 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 51,238.0 $14.4M 0.66% NEW $280.08 +49.1%
38 SHY ISHARES TR 169,579.0 $14.1M 0.65% NEW $82.96 -1.1%
39 INTU INTUIT Technology 19,867.0 $13.6M 0.62% NEW $682.91 -44.6%
40 SYK STRYKER CORPORATION Healthcare 36,204.0 $13.4M 0.62% NEW $370.50 -17.5%
Page 2 of 56  ·  1,120 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
Financial Services 25.6%
Technology 25.3%
Consumer Cyclical 10.9%
Industrials 10.7%
Healthcare 8.7%
Communication Services 6.7%
Consumer Defensive 6.3%
Energy 1.8%
Utilities 1.4%
Basic Materials 1.3%