MONTAG A & ASSOCIATES INC - Portfolio Stock Holdings
MONTAG A & ASSOCIATES INC disclosed 1099 stock positions in a recent SEC 13F filing. $2,321,542,017 of stock holdings were filed, with the largest holdings including IVV, SPY, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,973,107,685 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1099Est. Stock Holding Value:
$2,321,542,017Top Stock Holdings By Sector
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Portfolio Stock Holdings - MONTAG A & ASSOCIATES INC
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