Montag & Caldwell, LLC Portfolio Holdings
Montag & Caldwell, LLC
- $465 Million
- Q4 2024
Montag & Caldwell, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $29M, Amazon Com Inc with a value of $26.6M, Apple Inc. with a value of $25.5M, Microsoft Corp with a value of $23.4M, and Nvidia Corp with a value of $21.4M.
Examining the 13F form we can see an decrease of $25.3M in the current position value, from $490M to 465M.
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
$465 Million
Technology: $164 Million
Healthcare: $76 Million
Communication Services: $62.6 Million
Financial Services: $59.3 Million
Consumer Cyclical: $57.8 Million
Consumer Defensive: $21.7 Million
ETFs: $12.6 Million
Industrials: $9.55 Million
Other: $1.57 Million