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Home > Institutional Investor > Montag A & Associates Inc > Profile

Instuitional Investor - Montag A & Associates Inc

Fund Profile
Filing Period:
Fund Name: Montag A & Associates Inc
Portfolio Value $1,999,232,674
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 227,933 $128,075,360 6.41%
2.
Spdr S & P 500 Etf Trust
 SPY 180,278 $101,154,504 5.06%
3.
Apple Inc.
 AAPL 310,595 $68,992,373 3.45%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 107,443 $57,459,315 2.87%
5.
Microsoft Corp
 MSFT 144,017 $54,062,633 2.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)