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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 25 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RSPT INVESCO EXCHANGE TRADED FD T 1,999.0 $129K 0.01% NEW $64.50 -1.0%
482 PWR QUANTA SVCS INC Industrials 179.0 $129K 0.01% -2.0 -1.1% $719.82 -10.2%
483 ISHARES TR 5,638.0 $126K 0.01% $22.37
484 NGG NATIONAL GRID PLC Utilities 1,515.0 $126K 0.01% +42.0 +2.9% $82.87 -3.4%
485 ATR APTARGROUP INC Healthcare 981.0 $123K 0.01% $125.26 +7.1%
486 XTN SPDR SERIES TRUST 1,062.0 $123K 0.01% +1K +10000.0% $115.64 -6.6%
487 CBAN COLONY BANKCORP INC Financial Services 5,937.0 $119K 0.01% $20.09 +6.8%
488 KGS KODIAK GAS SVCS INC Energy 1,568.0 $118K 0.01% NEW $75.13 -20.8%
489 GSK GSK PLC Healthcare 2,222.0 $118K 0.01% -112.0 -4.8% $52.89 -0.9%
490 SOLV SOLVENTUM CORP Healthcare 1,499.0 $116K 0.01% $77.15 +15.5%
491 BHP BHP BILLITON LIMITED Basic Materials 1,387.0 $116K 0.01% $83.31 +16.3%
492 BSX BOSTON SCIENTIFIC CORP Healthcare 2,680.0 $114K 0.01% -14K -84.4% $42.68 +18.2%
493 PICK ISHARES INC 1,944.0 $113K 0.01% NEW $58.15 +12.7%
494 IYC ISHARES TR 1,096.0 $111K 0.01% $101.10 +1.5%
495 IEV ISHARES TR 1,500.0 $109K 0.01% $72.85 +4.2%
496 IYT ISHARES TR 1,244.0 $108K 0.01% $86.75 +0.1%
497 BINC BLACKROCK ETF TRUST II 2,061.0 $108K 0.01% $52.33 -0.7%
498 FITB FIFTH THIRD BANCORP Financial Services 1,850.0 $105K 0.00% $56.77 -3.6%
499 IHI ISHARES TR 2,120.0 $105K 0.00% -2K -42.4% $49.41 +13.5%
500 TWLO TWILIO INC Communication Services 507.0 $105K 0.00% $206.50 +6.6%
Page 25 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 26.8%
Financial Services 26.0%
Industrials 11.1%
Healthcare 10.4%
Consumer Cyclical 10.3%
Consumer Defensive 6.9%
Communication Services 2.8%
Energy 1.9%
Basic Materials 1.6%
Utilities 1.4%