BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

MONTAG A & ASSOCIATES INC

· CIK 0000829407
13F Portfolio $2.2B AUM 950 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 71 New 218 Added 359 Reduced
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 +19.3%
762 AGI ALAMOS GOLD INC NEW Basic Materials 295.0 $11K 0.00% $38.58 -1.9%
763 PHIN PHINIA INC Consumer Cyclical 180.0 $11K 0.00% $62.69 +16.0%
764 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 873.0 $11K 0.00% $12.58 -2.8%
765 FCPT FOUR CORNERS PPTY TR INC Real Estate 467.0 $11K $23.43 +7.7%
766 VOD VODAFONE GROUP PLC NEW Communication Services 793.0 $11K -94.0 -10.6% $13.47 +18.4%
767 NAT NORDIC AMERICAN TANKERS LIMI Industrials 3,000.0 $10K $3.44 +102.6%
768 HOOD ROBINHOOD MKTS INC Financial Services 91.0 $10K -87.0 -48.9% $113.20 -4.5%
769 HQH ABRDN HEALTHCARE INVESTORS Financial Services 540.0 $10K $18.94 +28.8%
770 TMUS T-MOBILE US INC Communication Services 50.0 $10K +32.0 +177.8% $203.04 -9.9%
771 SYF SYNCHRONY FINANCIAL Financial Services 120.0 $10K NEW $83.43 -4.8%
772 HMC HONDA MOTOR LTD Consumer Cyclical 335.0 $10K -30.0 -8.2% $29.48 +13.2%
773 CX CEMEX SAB DE CV Basic Materials 817.0 $9K -483.0 -37.1% $11.49 -3.3%
774 EEFT EURONET WORLDWIDE INC Technology 120.0 $9K $76.12 -7.9%
775 OTEX OPEN TEXT CORP Technology 279.0 $9K $32.58 -24.3%
776 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 100.0 $9K NEW $90.16 +12.0%
777 TSCO TRACTOR SUPPLY CO Consumer Cyclical 175.0 $9K $50.01 -30.1%
778 IXJ ISHARES TR 89.0 $9K $97.08 +10.1%
779 FVRR FIVERR INTL LTD Communication Services 429.0 $8K $19.76 -53.4%
780 SNN SMITH & NEPHEW PLC Healthcare 255.0 $8K -35.0 -12.1% $32.81 -10.8%
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 26.9%
Technology 24.8%
Consumer Cyclical 11.5%
Healthcare 10.7%
Industrials 10.6%
Consumer Defensive 6.8%
Communication Services 2.9%
Energy 1.8%
Utilities 1.5%
Basic Materials 1.3%