Montag & Caldwell, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $425 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $22.1M, Apple Inc. with a value of $21.6M, Visa Inc. with a value of $19.9M, Take Two Interactive Software Inc with a value of $17.8M, and Alphabet Inc. with a value of $16.6M.
Examining the 13F form we can see an decrease of $39.7M in the current position value, from $465M to 425M.
Montag & Caldwell, LLC is based out at Atlanta, GA
Below you can find more details about Montag & Caldwell, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$425 Million
Technology: $136 Million
Healthcare: $76 Million
Financial Services: $61.4 Million
Consumer Cyclical: $51.9 Million
Communication Services: $48.9 Million
Consumer Defensive: $28.3 Million
ETFs: $12.5 Million
Industrials: $9.08 Million
Other: $1.22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
