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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 $2,107,015,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 216,979 $127,731,336 6.06%
2.
Spdr S & P 500 Etf Trust
 SPY 183,652 $107,995,932 5.12%
3.
Apple Inc.
 AAPL 312,984 $78,377,516 3.71%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 108,391 $61,962,571 2.94%
5.
Microsoft Corp
 MSFT 144,747 $61,010,919 2.89%
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)