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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 25 of 56  ·  1,120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 APOS APOLLO GLOBAL MGMT INC Financial Services 800.0 $107K 0.01% NEW $133.27 -80.6%
482 GSK GSK PLC Healthcare 2,445.0 $107K 0.01% NEW $43.59 +15.3%
483 ACM AECOM Industrials 800.0 $104K 0.01% NEW $130.47 -45.4%
484 NGG NATIONAL GRID PLC Utilities 1,392.0 $101K 0.01% NEW $72.67 +15.4%
485 CBAN COLONY BANKCORP INC Financial Services 5,937.0 $101K 0.01% NEW $17.01 +13.9%
486 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,346.0 $101K 0.01% NEW $42.92 +6.0%
487 RALLIANT CORP 2,282.0 $100K 0.01% NEW $43.73
488 SCHB SCHWAB STRATEGIC TR 3,858.0 $99K 0.01% NEW $25.71 +9.7%
489 CAH CARDINAL HEALTH INC Healthcare 630.0 $99K 0.01% NEW $156.96 +27.7%
490 ESLT ELBIT SYS LTD Industrials 193.0 $98K 0.01% NEW $509.80 +49.2%
491 EATON VANCE TAX-MANAGED BUY- 6,900.0 $98K 0.01% NEW $14.25
492 IEV ISHARES TR 1,500.0 $98K 0.01% NEW $65.48 +8.6%
493 RPG INVESCO EXCHANGE TRADED FD T 2,057.0 $98K 0.01% NEW $47.72 +16.5%
494 FSLR FIRST SOLAR INC Energy 440.0 $97K 0.00% NEW $220.53 +5.9%
495 XLRE SELECT SECTOR SPDR TR 2,297.0 $97K 0.00% NEW $42.13 +4.3%
496 FTSL FIRST TR EXCHANGE-TRADED FD 2,071.0 $95K 0.00% NEW $45.84 -1.7%
497 NET CLOUDFLARE INC Technology 442.0 $95K 0.00% NEW $214.59 -6.0%
498 IOT SAMSARA INC Technology 2,476.0 $92K 0.00% NEW $37.25 -17.8%
499 AEP AMERICAN ELEC PWR CO INC Utilities 815.0 $92K 0.00% NEW $112.50 +14.6%
500 AOA ISHARES TR 1,036.0 $91K 0.00% NEW $88.14 +8.0%
Page 25 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%