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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 $2,327,798,007
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 243,858 $186,758,345 8.02%
2.
Spdr S & P 500 Etf Trust
 SPY 149,462 $114,266,270 4.91%
3.
Apple Inc.
 AAPL 280,775 $93,503,694 4.02%
4.
Microsoft Corp
 MSFT 131,420 $67,405,122 2.9%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 99,916 $65,775,926 2.83%
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.