Montag A & Associates Inc Purchases in Q3 2025

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
12
+ 1.67%
$67.08 - $77.12 $805 - $925
730 $49K
TTD
Trade Desk, Inc.

Technology
45
+ 14.52%
$43.93 - $89.76 $1.98K - $4.04K
355 $17K
AI
C3.Ai, Inc.

Technology
30
+ 3.58%
$15.46 - $29.16 $464 - $875
869 $15K
CMCSA
Comcast Corp

Communication Services
308
+ 8.83%
$31.41 - $36.33 $9.67K - $11.2K
3.8K $119K
IOT
Samsara Inc.

Technology
9
+ 0.36%
$32.22 - $42.09 $290 - $379
2.48K $92K
ALC
Alcon Inc

Healthcare
6
+ 1.14%
$73.24 - $92.22 $439 - $553
531 $39K
PGR
Progressive Corp

Financial Services
9
+ 1.75%
$238.61 - $264.3 $2.15K - $2.38K
524 $129K
KD
Kyndryl Holdings, Inc.

Technology
265
+ 20.11%
$28.94 - $43.41 $7.67K - $11.5K
1.58K $47K
EOG
Eog Resources Inc

Energy
13
+ 0.91%
$112.12 - $126.1 $1.46K - $1.64K
1.45K $162K
KR
Kroger CO

Consumer Defensive
65
+ 1.53%
$64.52 - $74.35 $4.19K - $4.83K
4.31K $290K
BRO
Brown & Brown, Inc.

Financial Services
29
+ 2.46%
$90.88 - $108.93 $2.64K - $3.16K
1.21K $113K
OKE
Oneok Inc

Energy
27
+ 1.18%
$71.36 - $83.47 $1.93K - $2.25K
2.32K $169K
CI
Cigna Corp

Healthcare
28
+ 4.45%
$262.23 - $334.39 $7.34K - $9.36K
657 $189K
ATR
Aptargroup, Inc.

Healthcare
16
+ 1.62%
$130.82 - $161.82 $2.09K - $2.59K
1K $133K
DRI
Darden Restaurants Inc

Consumer Cyclical
22
+ 2.27%
$184.73 - $220.27 $4.06K - $4.85K
990 $188K
WY
Weyerhaeuser CO

Real Estate
1.22K
+ 1.94%
$24.1 - $26.83 $29.4K - $32.7K
64K $1.59M
FCX
Freeport Mcmoran Inc

Basic Materials
204
+ 2.49%
$35.34 - $47.21 $7.21K - $9.63K
8.41K $329K
SNPS
Synopsys Inc

Technology
68
+ 2.23%
$387.78 - $645.35 $26.4K - $43.9K
3.12K $1.54M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
9
+ 0.21%
$259.44 - $278.65 $2.33K - $2.51K
4.27K $1.11M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
14
+ 0.93%
$158.24 - $191.13 $2.22K - $2.68K
1.53K $253K
NKE
Nike, Inc.

Consumer Cyclical
17
+ 0.07%
$69.24 - $79.24 $1.18K - $1.35K
24.1K $1.68M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
35
+ 5.49%
$159.87 - $247.68 $5.6K - $8.67K
673 $119K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
4.61K
+ 6.03%
$16.03 - $19.21 $73.9K - $88.6K
81.1K $1.31M
ZTS
Zoetis Inc.

Healthcare
15
+ 0.34%
$141.13 - $159.19 $2.12K - $2.39K
4.37K $638K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.02K
+ 19.26%
$38.58 - $58.24 $39.3K - $59.3K
6.3K $247K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.46%
$288.69 - $310.94 $6.64K - $7.15K
4.98K $1.46M
SBUX
Starbucks Corp

Consumer Cyclical
24
+ 0.23%
$81.9 - $96.86 $1.97K - $2.32K
10.3K $870K
EFX
Equifax Inc

Industrials
269
+ 0.54%
$234.03 - $265.73 $63K - $71.5K
50.4K $12.9M
CSCO
Cisco Systems, Inc.

Technology
594
+ 0.46%
$66.2 - $71.79 $39.3K - $42.6K
129K $8.83M
OLED
Universal Display Corp Pa

Technology
2
+ 0.02%
$134.16 - $161.44 $268 - $323
11K $1.59M
AIG
American International Group, Inc.

Financial Services
11
+ 0.06%
$76.34 - $85.87 $840 - $945
17.2K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
100
+ 0.35%
$65.64 - $78.22 $6.56K - $7.82K
28.9K $1.94M
HON
Honeywell International Inc

Industrials
242
+ 1.53%
$207.7 - $240.4 $50.3K - $58.2K
16.1K $3.38M
MAR
Marriott International Inc

Consumer Cyclical
945
+ 2.17%
$255.35 - $282.87 $241K - $267K
44.5K $11.6M
CDW
Cdw Corp

Technology
15
+ 0.09%
$156.97 - $182.84 $2.35K - $2.74K
16.8K $2.67M
ROP
Roper Technologies Inc

Industrials
67
+ 1.28%
$495.03 - $573.0 $33.2K - $38.4K
5.29K $2.64M
ACN
Accenture PLC

Technology
360
+ 3.41%
$232.56 - $304.78 $83.7K - $110K
10.9K $2.7M
INTU
Intuit Inc

Technology
1.58K
+ 8.65%
$646.03 - $807.39 $1.02M - $1.28M
19.9K $13.6M
KO
Coca Cola CO

Consumer Defensive
5.82K
+ 1.64%
$65.67 - $71.67 $382K - $417K
362K $24M
Activity Summary
Buys All Purchases 490 New Holdings 217 Increased Positions 273 Sells All Sells 240 Reductions 239 Sold out 1 Options Calls 1 Puts 0
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