Long-term investor
Montag A & Associates Inc. @montagaassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000829407).
Record
- Tracked since 2025-06-30 (448 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 7.8% · long · since 2025-06-30
- 78462F103 · 5.5% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 78467Y107 · 3.0% · long · since 2025-06-30
- 02079K107 · 2.9% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 464287622 · 1.8% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- 46137V357 · 1.7% · long · since 2025-06-30
- LLY · 1.5% · long · since 2025-06-30
- NVDA · 1.4% · long · since 2025-06-30
- AMAT · 1.4% · long · since 2025-06-30