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Portfolio (Quarterly) Guide ↗

MONTAG A & ASSOCIATES INC

· CIK 0000829407
13F Portfolio $2.2B AUM 950 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 71 New 218 Added 359 Reduced 241 Exited
Page 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQT EQT CORP Energy 3,334.0 $179K 0.01% +400.0 +13.6% $53.60 +5.5%
142 AEP AMERICAN ELEC PWR CO INC Utilities 1,519.0 $175K 0.01% +704.0 +86.4% $115.31 +8.5%
143 BSCW INVESCO EXCH TRD SLF IDX FD 8,053.0 $168K 0.01% +6K +215.4% $20.88 -1.9%
144 IJS ISHARES TR 1,417.0 $161K 0.01% +850.0 +149.9% $113.72 +10.5%
145 BSCV INVESCO EXCH TRD SLF IDX FD 9,254.0 $154K 0.01% +6K +184.4% $16.70 -2.0%
146 AMT AMERICAN TOWER CORP NEW Real Estate 873.0 $154K 0.01% +223.0 +34.3% $176.04 -3.1%
147 EXC EXELON CORP Utilities 3,424.0 $149K 0.01% +3K +340.7% $43.59 +1.9%
148 DAL DELTA AIR LINES INC DEL Industrials 2,150.0 $149K 0.01% +185.0 +9.4% $69.40 +3.1%
149 IEMG ISHARES INC 2,209.0 $148K 0.01% +2K +752.9% $67.22 +18.3%
150 FDX FEDEX CORP Industrials 504.0 $146K 0.01% +50.0 +11.0% $290.25 +30.9%
151 VLO VALERO ENERGY CORP Energy 876.0 $143K 0.01% +233.0 +36.2% $162.79 +50.4%
152 NOW SERVICENOW INC Technology 840.0 $129K 0.01% +690.0 +460.0% $153.21 -40.9%
153 ALL ALLSTATE CORP Financial Services 596.0 $125K 0.01% +55.0 +10.2% $209.04 +4.0%
154 VHT VANGUARD WORLD FD 420.0 $121K 0.01% +93.0 +28.4% $287.85 -6.0%
155 NGG NATIONAL GRID PLC Utilities 1,473.0 $114K 0.01% +81.0 +5.8% $77.33 +13.1%
156 IYC ISHARES TR 1,096.0 $113K 0.01% +400.0 +57.5% $103.13 -2.8%
157 BINC BLACKROCK ETF TRUST II 2,061.0 $109K 0.01% +1K +94.2% $52.76 -1.3%
158 PPL PPL CORP Utilities 2,930.0 $103K 0.01% +21.0 +0.7% $35.29 +1.4%
159 DAR DARLING INGREDIENTS INC Consumer Defensive 2,835.0 $102K 0.01% +1K +111.6% $36.00 +74.4%
160 CRH PLC 793.0 $99K 0.01% +145.0 +22.4% $124.80
Page 8 of 11  ·  218 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 25.8%
Technology 23.7%
Consumer Cyclical 11.0%
Healthcare 10.2%
Industrials 10.1%
Communication Services 7.1%
Consumer Defensive 6.5%
Energy 1.7%
Utilities 1.4%
Real Estate 1.2%