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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 $2,368,711,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 246,507 $184,606,329 7.79%
2.
Spdr S & P 500 Etf Trust
 SPY 173,415 $129,828,435 5.48%
3.
Apple Inc.
 AAPL 290,641 $84,099,865 3.55%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 101,656 $71,671,652 3.03%
5.
Alphabet Inc.
 GOOGL 194,446 $68,703,644 2.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.