MONTAG A & ASSOCIATES INC - Portfolio overview

MONTAG A & ASSOCIATES INC has 1208 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 7.26%
2. SPY - STATE STR SPDR S&P 500 ETF T, 5.34%
3. AAPL - APPLE INC, 3.43%

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

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