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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 $1,793,230,010
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 178,663 $85,259,041 4.75%
2.
Ishares Trust
 IEF 173,824 $83,023,792 4.62%
3.
Apple Inc.
 AAPL 312,548 $60,174,926 3.35%
4.
Microsoft Corp
 MSFT 149,409 $56,183,894 3.13%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 110,108 $56,074,938 3.12%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)