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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 28 of 48  ·  956 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VFC V F CORP Consumer Cyclical 4,635.0 $77K 0.00% -1K -19.9% $16.68 -13.8%
542 EMBJ EMBRAER S.A. Industrials 1,210.0 $77K 0.00% +36.0 +3.1% $63.80 +19.0%
543 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 1,478.0 $77K 0.00% $52.17 +3.9%
544 KNG FIRST TR EXCHANGE-TRADED FD 1,500.0 $76K 0.00% $50.50 +2.7%
545 GSSC GOLDMAN SACHS ETF TR 830.0 $76K 0.00% $91.26 +0.1%
546 AVAV AEROVIRONMENT INC Industrials 458.0 $76K 0.00% -30.0 -6.2% $165.07 -2.9%
547 ANNALY CAPITAL MANAGEMENT IN 3,268.0 $76K 0.00% -812.0 -19.9% $23.11
548 IAU ISHARES GOLD TR Financial Services 1,000.0 $76K 0.00% $75.51 +14.9%
549 BANC BANC OF CALIFORNIA INC Financial Services 3,570.0 $73K 0.00% $20.55 -9.3%
550 IJT ISHARES TR 400.0 $71K 0.00% $178.60 -2.6%
551 SPYI NEOS ETF TRUST 1,307.0 $69K 0.00% -2K -55.9% $53.09 +0.7%
552 QQQI NEOS ETF TRUST 1,218.0 $69K 0.00% -3K -71.1% $56.79 -4.5%
553 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 2,000.0 $69K 0.00% $34.49 +8.1%
554 HDV ISHARES TR 2,506.0 $69K 0.00% +2K +400.2% $27.41 +8.7%
555 RBLX ROBLOX CORP Technology 1,253.0 $68K 0.00% -10.0 -0.8% $54.38 -29.4%
556 DKS DICKS SPORTING GOODS INC Consumer Cyclical 300.0 $68K 0.00% $226.81 -19.2%
557 ENTG ENTEGRIS INC Technology 367.0 $66K 0.00% +17.0 +4.9% $179.69 -20.0%
558 MLPA GLOBAL X FDS 1,236.0 $66K 0.00% $53.08 +6.2%
559 ACWX ISHARES TR 859.0 $65K 0.00% $76.11 +2.4%
560 VXUS VANGUARD STAR FDS 763.0 $65K 0.00% +180.0 +30.9% $85.49 +2.6%
Page 28 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%