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
RACE
Ferrari N.V.

Consumer Cyclical
4
New
$436.24 - $517.65 $1.74K - $2.07K
4 $1K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15
New
$71.86 - $87.45 $1.08K - $1.31K
15 $1K
CRL
Charles River Laboratories International, Inc.

Healthcare
12
New
$145.57 - $178.99 $1.75K - $2.15K
12 $1K
SQ
Block, Inc.

Technology
16
+ 7.73%
N/A
223 $12K
LYG
Lloyds Banking Group PLC

Financial Services
394
New
$4.03 - $4.63 $1.59K - $1.82K
394 $1K
ACIW
Aci Worldwide, Inc.

Technology
33
New
$40.74 - $52.9 $1.34K - $1.75K
33 $1K
FTDR
Frontdoor, Inc.

Consumer Cyclical
16
New
$54.88 - $68.04 $878 - $1.09K
16 $1K
BK
Bank Of New York Mellon Corp

Financial Services
17
New
$90.65 - $109.75 $1.54K - $1.87K
17 $1K
LSCC
Lattice Semiconductor Corp

Technology
22
New
$48.73 - $74.71 $1.07K - $1.64K
22 $1K
LFUS
Littelfuse Inc

Technology
3
+ 50.0%
$228.23 - $271.17 $685 - $814
9 $2K
CVNA
Carvana Co.

Consumer Cyclical
4
New
$326.09 - $392.66 $1.3K - $1.57K
4 $1K
CNC
Centene Corp

Healthcare
36
New
$25.21 - $56.65 $908 - $2.04K
36 $1K
CADE
Cadence Bank

Financial Services
53
New
$33.44 - $38.12 $1.77K - $2.02K
53 $1K
CARG
Car Gurus, Inc.

Communication Services
32
New
$29.11 - $37.85 $932 - $1.21K
32 $1K
Silexion Therapeutics Corp
3K
New
N/A
3K $0
CUK
Carnival PLC

Consumer Cyclical
17
New
$26.04 - $29.57 $443 - $503
17 $0
SMPL
Simply Good Foods CO

Consumer Defensive
19
New
$24.59 - $34.05 $467 - $647
19 $0
Soleno Therapeutics Inc
9
New
N/A
9 $0
SLG
Sl Green Realty Corp

Real Estate
16
New
$52.04 - $65.67 $833 - $1.05K
16 $0
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
12
New
N/A
12 $0
Crane Company
1.19K
+ 20.53%
N/A
7.01K $0
SM
Sm Energy CO

Energy
26
New
$24.97 - $28.98 $649 - $753
26 $0
CRH.L
Crh PLC

Basic Materials
48
+ 8.0%
N/A
648 $0
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
21
New
$26.85 - $45.91 $564 - $964
21 $0
Viking Holdings LTD
56
New
N/A
56 $0
EWTX
Edgewise Therapeutics, Inc.

Healthcare
16
New
$12.61 - $16.59 $202 - $265
16 $0
ARCB
Arcbest Corp

Industrials
6
New
$68.46 - $86.21 $411 - $517
6 $0
Dianthus Therapeutics Inc
9
New
N/A
9 $0
SRRK
Scholar Rock Holding Corp

Healthcare
10
New
$30.12 - $42.86 $301 - $429
10 $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
6
+ 1.14%
$24.69 - $25.26 $148 - $152
532 $13K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
13
New
$42.78 - $54.29 $556 - $706
13 $0
UL
Unilever PLC

Consumer Defensive
83
+ 3.19%
$58.43 - $65.01 $4.85K - $5.4K
2.68K $159K
MT
Arcelor Mittal

Basic Materials
17
New
$30.39 - $36.94 $517 - $628
17 $0
CYTK
Cytokinetics Inc

Healthcare
6
New
$33.23 - $54.96 $199 - $330
6 $0
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
5
New
$156.24 - $190.88 $781 - $954
5 $0
CRTO
Criteo S.A.

Communication Services
12
New
$21.86 - $24.92 $262 - $299
12 $0
Arista Networks Inc
1.24K
+ 6.43%
N/A
20.6K $0
TRU
Trans Union

Industrials
1
+ 4.35%
$83.78 - $99.22 $83.8 - $99.2
24 $2K
Arrivent Biopharma Inc
11
New
N/A
11 $0
Blackrock Inc
175
+ 23.27%
N/A
927 $0
Atmus Filtration Technologie
18
New
N/A
18 $0
AVA
Avista Corp

Utilities
22
New
$35.55 - $38.37 $782 - $844
22 $0
Circle Internet Group Inc
250
New
N/A
250 $0
UAL
United Airlines Holdings, Inc.

Industrials
9
New
$80.05 - $109.36 $720 - $984
9 $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
23
New
$15.38 - $20.2 $354 - $465
23 $0
AXSM
Axsome Therapeutics, Inc.

Healthcare
8
New
$100.39 - $129.29 $803 - $1.03K
8 $0
CPK
Chesapeake Utilities Corp

Utilities
7
New
$119.5 - $135.26 $837 - $947
7 $0
TRNO
Terreno Realty Corp

Real Estate
11
New
$53.01 - $59.08 $583 - $650
11 $0
LEU
Centrus Energy Corp

Energy
2
New
$166.58 - $315.62 $333 - $631
2 $0
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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