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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 37 of 56  ·  1,120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MDXG MIMEDX GROUP INC Healthcare 2,000.0 $14K 0.00% NEW $6.98 -49.0%
722 PHG KONINKLIJKE PHILIPS N V Healthcare 511.0 $14K 0.00% NEW $27.26 -4.4%
723 AEGON LTD 1,739.0 $14K 0.00% NEW $7.99
724 IZRL ARK ETF TR 476.0 $14K 0.00% NEW $29.12 +4.0%
725 SCHZ SCHWAB STRATEGIC TR 576.0 $14K 0.00% NEW $23.47 -2.7%
726 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 1,143.0 $13K 0.00% NEW $11.76 -2.1%
727 SCHR SCHWAB STRATEGIC TR 532.0 $13K 0.00% NEW $25.11 -2.6%
728 FIS FIDELITY NATL INFORMATION SV Technology 200.0 $13K 0.00% NEW $65.94 -34.2%
729 S SENTINELONE INC Technology 748.0 $13K 0.00% NEW $17.61 -0.4%
730 IT GARTNER INC Technology 50.0 $13K 0.00% NEW $262.88 -40.9%
731 ATO ATMOS ENERGY CORP Utilities 77.0 $13K 0.00% NEW $169.91 +4.6%
732 PSCF INVESCO EXCH TRADED FD TR II 227.0 $13K 0.00% NEW $57.33 +5.4%
733 WIP SPDR SERIES TRUST 326.0 $13K 0.00% NEW $39.21 +1.2%
734 GRFS GRIFOLS S A Healthcare 1,261.0 $13K 0.00% NEW $9.96 -21.0%
735 UXRP PROSHARES TR 436.0 $13K 0.00% NEW $28.68 -87.6%
736 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 125.0 $12K 0.00% NEW $99.95 -23.0%
737 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 166.0 $12K 0.00% NEW $75.10 -18.1%
738 LPLA LPL FINL HLDGS INC Financial Services 37.0 $12K 0.00% NEW $332.70 -11.1%
739 SBLK STAR BULK CARRIERS CORP. Industrials 655.0 $12K 0.00% NEW $18.59 +41.8%
740 FIW FIRST TR EXCHANGE-TRADED FD 108.0 $12K 0.00% NEW $112.18 -11.2%
Page 37 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%