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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 33 of 48  ·  950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SOLZ VOLATILITY SHS TR 2,751.0 $35K 0.00% $12.74 -33.4%
642 LIBERTY MEDIA CORP DEL 378.0 $34K 0.00% $89.38
643 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,512.0 $33K 0.00% $13.28 -23.6%
644 TIPX SPDR SERIES TRUST 1,748.0 $33K 0.00% $19.08 +0.1%
645 SNA SNAP ON INC Industrials 95.0 $33K 0.00% +73.0 +331.8% $344.60 +5.5%
646 IGV ISHARES TR 300.0 $32K 0.00% -380.0 -55.9% $105.69 -13.0%
647 PAAS PAN AMERN SILVER CORP Basic Materials 600.0 $31K 0.00% $51.81 +6.5%
648 PLPC PREFORMED LINE PRODS CO Industrials 150.0 $31K 0.00% $206.71 +62.3%
649 VNO VORNADO RLTY TR Real Estate 916.0 $30K 0.00% -92.0 -9.1% $33.28 -4.9%
650 AGX ARGAN INC Industrials 97.0 $30K 0.00% NEW $313.33 +104.1%
651 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 125.0 $30K 0.00% $242.82 +7.1%
652 RSPN INVESCO EXCHANGE TRADED FD T 535.0 $30K 0.00% $56.63 +3.8%
653 CUZ COUSINS PPTYS INC Real Estate 1,167.0 $30K 0.00% $25.78 +2.1%
654 ENTG ENTEGRIS INC Technology 350.0 $29K 0.00% -90.0 -20.4% $84.25 +51.0%
655 OKE ONEOK INC NEW Energy 400.0 $29K 0.00% -2K -82.8% $73.50 +27.6%
656 FIG FIGMA INC Technology 780.0 $29K 0.00% +140.0 +21.9% $37.37 -34.8%
657 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 198.0 $29K 0.00% -14.0 -6.6% $146.45 -7.4%
658 IEF ISHARES TR 301.0 $29K 0.00% $96.16 -3.2%
659 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 1,185.0 $29K 0.00% +300.0 +33.9% $24.37 -29.8%
660 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1,940.0 $29K 0.00% -79K -97.6% $14.82 -3.9%
Page 33 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%