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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 39 of 48  ·  950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EIX EDISON INTL Utilities 190.0 $11K 0.00% $60.02 +16.7%
762 AGI ALAMOS GOLD INC NEW Basic Materials 295.0 $11K 0.00% $38.58 +0.8%
763 PHIN PHINIA INC Consumer Cyclical 180.0 $11K 0.00% $62.69 +15.6%
764 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 873.0 $11K 0.00% $12.58 -3.8%
765 FCPT FOUR CORNERS PPTY TR INC Real Estate 467.0 $11K $23.43 +6.6%
766 VOD VODAFONE GROUP PLC NEW Communication Services 793.0 $11K -94.0 -10.6% $13.47 +12.6%
767 NAT NORDIC AMERICAN TANKERS LIMI Industrials 3,000.0 $10K $3.44 +61.9%
768 HOOD ROBINHOOD MKTS INC Financial Services 91.0 $10K -87.0 -48.9% $113.20 -33.8%
769 HQH ABRDN HEALTHCARE INVESTORS Financial Services 540.0 $10K $18.94 +3.7%
770 TMUS T-MOBILE US INC Communication Services 50.0 $10K +32.0 +177.8% $203.04 -4.8%
771 SYF SYNCHRONY FINANCIAL Financial Services 120.0 $10K NEW $83.43 -16.4%
772 HMC HONDA MOTOR LTD Consumer Cyclical 335.0 $10K -30.0 -8.2% $29.48 -13.9%
773 CX CEMEX SAB DE CV Basic Materials 817.0 $9K -483.0 -37.1% $11.49 +7.3%
774 EEFT EURONET WORLDWIDE INC Technology 120.0 $9K $76.12 -11.2%
775 OTEX OPEN TEXT CORP Technology 279.0 $9K $32.58 -29.1%
776 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 100.0 $9K NEW $90.16 -4.6%
777 TSCO TRACTOR SUPPLY CO Consumer Cyclical 175.0 $9K $50.01 -36.8%
778 IXJ ISHARES TR 89.0 $9K $97.08 -3.9%
779 FVRR FIVERR INTL LTD Communication Services 429.0 $8K $19.76 -45.9%
780 SNN SMITH & NEPHEW PLC Healthcare 255.0 $8K -35.0 -12.1% $32.81 -5.8%
Page 39 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%