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MONTAG A & ASSOCIATES INC

Q2 2026 13F filing

Updated 37 days ago

956 disclosed positions worth $2.4B

Portfolio value
$2.4B
Total holdings
956
New positions
65
Closed positions
49
Increased
168
Decreased
283
Turnover
11.9%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+1.6%
Value
$184.6M
Shares
246.5K
% Port
7.79%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

-2.9%
Value
$129.8M
Shares
173.4K
% Port
5.48%
A

APPLE INC

-1.5%
Value
$84.1M
Shares
290.6K
% Port
3.55%
M
4.MDY

STATE STR SPDR S&P MIDCAP 40

-2.4%
Value
$71.7M
Shares
101.7K
% Port
3.03%
G

ALPHABET INC

-2.8%
Value
$68.7M
Shares
194.4K
% Port
2.90%
M

MICROSOFT CORP

-4.3%
Value
$49.4M
Shares
132.4K
% Port
2.09%
E

ISHARES TR

-3.9%
Value
$42.3M
Shares
103.2K
% Port
1.78%
A

AMAZON COM INC

-5.9%
Value
$42.1M
Shares
176.7K
% Port
1.78%
I
9.IVZ

INVESCO EXCHANGE TRADED FD T

+13.7%
Value
$40.9M
Shares
192.2K
% Port
1.73%
L
10.LLY

ELI LILLY & CO

+2.4%
Value
$35.3M
Shares
29.4K
% Port
1.49%
N
11.NVDA

NVIDIA CORPORATION

-2.1%
Value
$34.3M
Shares
171.2K
% Port
1.45%
A
12.AMAT

APPLIED MATLS INC

-6.6%
Value
$32.2M
Shares
44.5K
% Port
1.36%
J

J P MORGAN EXCHANGE TRADED F

+159.4%
Value
$30.8M
Shares
610.0K
% Port
1.30%
E
14.ETHA

ISHARES TR

+1.0%
Value
$30.1M
Shares
389.9K
% Port
1.27%
G

ALPHABET INC

-2.9%
Value
$29.6M
Shares
82.7K
% Port
1.25%
V
16.VGES

VANGUARD INDEX FDS

+8.8%
Value
$27.6M
Shares
40.2K
% Port
1.17%
B
17.BX

VANGUARD SPECIALIZED FUNDS

-0.9%
Value
$26.9M
Shares
113.6K
% Port
1.14%
T

TAIWAN SEMICONDUCTOR MANUFAC

+1.0%
Value
$26.7M
Shares
55.9K
% Port
1.13%
K
19.KO

COCA COLA CO

-14.2%
Value
$26.3M
Shares
321.8K
% Port
1.11%
W
20.WMT

WALMART INC

-1.2%
Value
$26.1M
Shares
230.8K
% Port
1.10%
V
21.VGES

VANGUARD INDEX FDS

-3.0%
Value
$26M
Shares
85.7K
% Port
1.10%
J

JPMORGAN CHASE & CO

-3.9%
Value
$25.9M
Shares
79.1K
% Port
1.09%
A
23.AVGO

BROADCOM INC

-0.6%
Value
$25.3M
Shares
66.9K
% Port
1.07%
G

GOLDMAN SACHS GROUP INC

-3.1%
Value
$24.1M
Shares
23.8K
% Port
1.02%
V
25.V

VISA INC

+1.7%
Value
$24M
Shares
69.9K
% Port
1.01%
V
26.VGES

VANGUARD SCOTTSDALE FDS

-0.5%
Value
$23.7M
Shares
406.7K
% Port
1.00%
H
27.HD

HOME DEPOT INC

+0.5%
Value
$23.6M
Shares
66.8K
% Port
1.00%
E
28.ETHA

ISHARES TR

+262.4%
Value
$23.5M
Shares
188.9K
% Port
0.99%
V
29.VGES

VANGUARD INDEX FDS

+291.3%
Value
$23.2M
Shares
288.5K
% Port
0.98%
J
30.JNJ

JOHNSON & JOHNSON

-0.6%
Value
$22.8M
Shares
89.6K
% Port
0.96%
S

SELECT SECTOR SPDR TR

-8.3%
Value
$18.8M
Shares
98.6K
% Port
0.79%
A
32.ABBV

ABBVIE INC

+0.1%
Value
$18.2M
Shares
72.3K
% Port
0.77%
M
33.MRK

MERCK & CO INC

-1.0%
Value
$17.6M
Shares
136.4K
% Port
0.74%
A
34.ADI

ANALOG DEVICES INC

-4.6%
Value
$17.6M
Shares
44.2K
% Port
0.74%
E
35.ETHA

ISHARES TR

-7.5%
Value
$17.3M
Shares
71.5K
% Port
0.73%
B
36.BLK

ISHARES TR

+5.1%
Value
$17.2M
Shares
210.0K
% Port
0.73%
V
37.VGES

VANGUARD SCOTTSDALE FDS

-47.1%
Value
$17M
Shares
287.9K
% Port
0.72%
M
38.MAR

MARRIOTT INTL INC NEW

-1.2%
Value
$16M
Shares
43.2K
% Port
0.68%
U
39.URI

UNITED RENTALS INC

+2.7%
Value
$15.8M
Shares
14.0K
% Port
0.67%
C
40.CSCO

CISCO SYS INC

+11.7%
Value
$15.6M
Shares
133.2K
% Port
0.66%
C
41.COST

COSTCO WHOLESALE CORPORATION

+1.5%
Value
$14.3M
Shares
15.3K
% Port
0.60%
P
42.PH

PARKER-HANNIFIN CORP

-2.9%
Value
$13.6M
Shares
13.9K
% Port
0.58%
C
43.CAT

CATERPILLAR INC

-0.9%
Value
$13.1M
Shares
12.3K
% Port
0.55%
B

BERKSHIRE HATHAWAY INC DEL

-0.1%
Value
$12.9M
Shares
25.9K
% Port
0.55%
M
45.MRVL

MARVELL TECHNOLOGY INC

-18.4%
Value
$12.9M
Shares
43.1K
% Port
0.54%
M
46.MU

MICRON TECHNOLOGY INC

-23.7%
Value
$12.5M
Shares
10.8K
% Port
0.53%
A
47.AME

AMETEK INC

-0.9%
Value
$12.3M
Shares
50.9K
% Port
0.52%
T
48.TJX

TJX COS INC NEW

-0.3%
Value
$12.2M
Shares
80.8K
% Port
0.52%
M

MORGAN STANLEY

-2.1%
Value
$12.2M
Shares
58.3K
% Port
0.51%
L
50.LRCX

LAM RESEARCH CORP

-7.5%
Value
$12.2M
Shares
28.1K
% Port
0.51%