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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 24 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FIDELITY COVINGTON TRUST 1,925.0 $149K 0.01% -7K -77.8% $77.25
462 INDA ISHARES TR 2,981.0 $147K 0.01% -930.0 -23.8% $49.39 +0.5%
463 TPZ TORTOISE CAPITAL SERIES TRUS 6,622.0 $145K 0.01% $21.87 -1.2%
464 MCI BARINGS CORPORATE INVS Financial Services 8,217.0 $144K 0.01% -1K -10.8% $17.56 +4.7%
465 ALL ALLSTATE CORP Financial Services 600.0 $143K 0.01% +4.0 +0.7% $239.12 +7.2%
466 MPV BARINGS PARTN INVS Financial Services 8,500.0 $143K 0.01% -1K -10.5% $16.84 -1.5%
467 PRU PRUDENTIAL FINL INC Financial Services 1,325.0 $143K 0.01% $107.93 +13.2%
468 EGP EASTGROUP PPTYS INC Real Estate 690.0 $141K 0.01% $204.08 -1.3%
469 VGT VANGUARD WORLD FD 1,176.0 $141K 0.01% +977.0 +490.9% $119.52 -1.4%
470 UNILEVER PLC 2,310.0 $139K 0.01% $60.12
471 ROST ROSS STORES INC Consumer Cyclical 649.0 $138K 0.01% +450.0 +226.1% $212.85 +11.3%
472 KKR KKR & CO INC Financial Services 1,500.0 $138K 0.01% $91.78 +19.3%
473 IJK ISHARES TR 1,168.0 $137K 0.01% $117.50 -2.1%
474 FORTINET INC 876.0 $135K 0.01% $153.62
475 XLP SELECT SECTOR SPDR TR 1,603.0 $133K 0.01% -6K -79.7% $83.07 +3.2%
476 LNG CHENIERE ENERGY INC Energy 557.0 $133K 0.01% $239.01 +17.5%
477 RPG INVESCO EXCHANGE TRADED FD T 2,057.0 $131K 0.01% $63.85 -9.2%
478 XLC SELECT SECTOR SPDR TR 1,221.0 $131K 0.01% -5K -80.2% $107.13 +3.9%
479 VGLT VANGUARD SCOTTSDALE FDS 2,350.0 $130K 0.01% NEW $55.18 -4.3%
480 VTEB VANGUARD MUN BD FDS 2,555.0 $129K 0.01% $50.58 -2.1%
Page 24 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%