MONTAG & CALDWELL, LLC - Portfolio overview

MONTAG & CALDWELL, LLC has 113 reported holdings in this dataset, with the latest filing dated 2025-08-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. V - VISA INC, 4.30%
2. MSFT - MICROSOFT CORP, 4.29%
3. INTU - INTUIT, 4.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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