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Portfolio (Quarterly) Guide ↗

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 23 of 56  ·  1,120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ATLANTA BRAVES HLDGS INC 3,510.0 $146K 0.01% NEW $41.59
442 QLYS QUALYS INC Technology 1,086.0 $144K 0.01% NEW $132.33 -25.2%
443 BTCI NEOS ETF TRUST 2,407.0 $143K 0.01% NEW $59.41 -39.3%
444 SPTM SPDR SERIES TRUST 1,756.0 $142K 0.01% NEW $80.65 +10.3%
445 TPZ TORTOISE CAPITAL SERIES TRUS 6,622.0 $139K 0.01% NEW $21.01 +4.9%
446 NOW SERVICENOW INC Technology 150.0 $138K 0.01% NEW $922.83 -88.3%
447 PRU PRUDENTIAL FINL INC Financial Services 1,325.0 $137K 0.01% NEW $103.74 -1.9%
448 GTO INVESCO ACTIVELY MANAGED EXC 2,875.0 $137K 0.01% NEW $47.51 -2.7%
449 PLD PROLOGIS INC. Real Estate 1,186.0 $136K 0.01% NEW $114.52 +23.4%
450 WM WASTE MGMT INC DEL Industrials 612.0 $135K 0.01% NEW $220.83 +1.3%
451 SPG SIMON PPTY GROUP INC NEW Real Estate 720.0 $135K 0.01% NEW $187.67 +6.0%
452 VTEB VANGUARD MUN BD FDS 2,694.0 $135K 0.01% NEW $50.07 -0.7%
453 ATR APTARGROUP INC Healthcare 1,002.0 $134K 0.01% NEW $133.62 -14.5%
454 INTC INTEL CORP Technology 3,985.0 $134K 0.01% NEW $33.55 +221.0%
455 PGR PROGRESSIVE CORP Financial Services 524.0 $129K 0.01% NEW $246.73 -17.4%
456 ISHARES TR 5,638.0 $127K 0.01% NEW $22.52
457 ET ENERGY TRANSFER L P Energy 7,352.0 $126K 0.01% NEW $17.16 +17.9%
458 AMT AMERICAN TOWER CORP NEW Real Estate 650.0 $126K 0.01% NEW $193.90 -7.6%
459 C CITIGROUP INC Financial Services 1,233.0 $125K 0.01% NEW $101.50 +18.8%
460 WGO WINNEBAGO INDS INC Consumer Cyclical 3,700.0 $124K 0.01% NEW $33.44 -16.9%
Page 23 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%