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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 30 of 48  ·  950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ACWX ISHARES TR 859.0 $58K 0.00% $67.13 +9.5%
582 R RYDER SYS INC Industrials 300.0 $57K 0.00% $191.39 +21.0%
583 BIV VANGUARD BD INDEX FDS 729.0 $57K 0.00% +350.0 +92.3% $77.88 -2.8%
584 IJT ISHARES TR 400.0 $56K 0.00% NEW $141.16 +11.5%
585 ARKQ ARK ETF TR 487.0 $56K 0.00% +189.0 +63.4% $114.66 +13.0%
586 VNQI VANGUARD INTL EQUITY INDEX F 1,200.0 $55K 0.00% NEW $45.84 -0.5%
587 EFR EATON VANCE SR FLTNG RTE TR Financial Services 4,929.0 $55K 0.00% $11.14 -6.6%
588 CTRA COTERRA ENERGY INC Energy 2,074.0 $55K 0.00% $26.32 +23.7%
589 BSCY INVESCO EXCH TRD SLF IDX FD 2,588.0 $54K 0.00% $21.02 -3.0%
590 COWZ PACER FDS TR 890.0 $54K 0.00% NEW $60.79 +4.1%
591 TYG TORTOISE ENERGY INFRA CORP Financial Services 1,304.0 $53K 0.00% -35.0 -2.6% $40.90 +14.9%
592 IQDF FLEXSHARES TR 1,750.0 $53K 0.00% NEW $30.40 +11.2%
593 HSIC HENRY SCHEIN INC Healthcare 700.0 $53K 0.00% $75.58 -3.8%
594 FNV FRANCO NEV CORP Basic Materials 250.0 $52K 0.00% $207.28 +8.7%
595 LEN LENNAR CORP Consumer Cyclical 503.0 $52K 0.00% -10K -95.0% $102.77 -18.4%
596 SPDR SERIES TRUST 1,608.0 $52K 0.00% $32.11
597 VAW VANGUARD WORLD FD 245.0 $51K 0.00% $207.55 +6.7%
598 XLY SELECT SECTOR SPDR TR 422.0 $50K 0.00% +211.0 +100.0% $119.41 -3.7%
599 WBD WARNER BROS DISCOVERY INC Communication Services 1,741.0 $50K 0.00% +77.0 +4.6% $28.82 -6.4%
600 IETC ISHARES U S ETF TR 491.0 $50K 0.00% -50.0 -9.2% $101.59 +3.8%
Page 30 of 48  ·  950 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%