Fund HoldingsMONTAG & CALDWELL, LLC

Total Portfolio Value
$468.70M
Total Bought
$468.70M
Total Sold
$492.35M
Net Transaction
-$23.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)0153,387+153,387029,0366.20%+29,036
AMAZON COM INC(AMZN)0121,420+121,420026,6385.68%+26,638
APPLE INC(AAPL)0101,639+101,639025,4525.43%+25,452
MICROSOFT CORP(MSFT)055,479+55,479023,3844.99%+23,384
NVIDIA CORPORATION(NVDA)0159,575+159,575021,4294.57%+21,429
VISA INC(V)058,997+58,997018,6453.98%+18,645
ZOETIS INC(ZTS)0108,823+108,823017,7313.78%+17,731
INTUIT(INTU)026,513+26,513016,6633.56%+16,663
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)089,737+89,737016,5193.52%+16,519
SERVICENOW INC(NOW)013,717+13,717014,5423.10%+14,542
STRYKER CORPORATION(SYK)039,100+39,100014,0783.00%+14,078
LOWES COS INC(LOW)055,861+55,861013,7862.94%+13,786
CHIPOTLE MEXICAN GRILL INC(CMG)0222,771+222,771013,4332.87%+13,433
S&P GLOBAL INC(SPGI)026,688+26,688013,2912.84%+13,291
NETFLIX INC(NFLX)014,883+14,883013,2662.83%+13,266
ABBOTT LABS0115,469+115,469013,0612.79%+13,061
INTERCONTINENTAL EXCHANGE IN(ICE)085,837+85,837012,7912.73%+12,791
SCHWAB CHARLES CORP(SCHW)0161,743+161,743011,9712.55%+11,971
UBER TECHNOLOGIES INC(UBER)0196,403+196,403011,8472.53%+11,847
ADOBE INC(ADBE)025,986+25,986011,5552.47%+11,555
ACCENTURE PLC IRELAND
SHS CLASS A
029,614+29,614010,4182.22%+10,418
MONSTER BEVERAGE CORP NEW(MNST)0186,306+186,30609,7922.09%+9,792
WORKDAY INC(WDAY)031,306+31,30608,0781.72%+8,078
THERMO FISHER SCIENTIFIC INC(TMO)014,787+14,78707,6931.64%+7,693
COCA COLA CO(KO)0123,503+123,50307,6891.64%+7,689
UNITEDHEALTH GROUP INC(UNH)015,130+15,13007,6541.63%+7,654
ASML HOLDING N V
N Y REGISTRY SHS
09,992+9,99206,9251.48%+6,925
EDWARDS LIFESCIENCES CORP091,859+91,85906,8001.45%+6,800
HUNT J B TRANS SVCS INC(JBHT)036,010+36,01006,1451.31%+6,145
PALO ALTO NETWORKS INC(PANW)027,894+27,89405,0761.08%+5,076
ISHARES TR029,740+29,74003,1000.66%+3,100
IQVIA HLDGS INC(IQV)013,090+13,09002,5720.55%+2,572
SCHWAB STRATEGIC TR080,781+80,78102,2510.48%+2,251
MARVELL TECHNOLOGY INC(MRVL)016,532+16,53201,8260.39%+1,826
RAYMOND JAMES FINL INC(RJF)010,246+10,24601,5920.34%+1,592
COSTCO WHSL CORP NEW(COST)01,443+1,44301,3220.28%+1,322
CORNING INC(GLW)027,808+27,80801,3210.28%+1,321
CORPAY INC(CPAY)03,838+3,83801,2990.28%+1,299
TRANSUNION(TRU)014,008+14,00801,2990.28%+1,299
ELI LILLY & CO(LLY)01,680+1,68001,2970.28%+1,297
HOME DEPOT INC(HD)03,250+3,25001,2640.27%+1,264
ALCON AG(ALC)014,611+14,61101,2400.26%+1,240
VEEVA SYS INC(VEEV)05,555+5,55501,1680.25%+1,168
SCHWAB STRATEGIC TR042,163+42,16301,1520.25%+1,152
PINTEREST INC(PINS)039,614+39,61401,1490.25%+1,149
CHURCH & DWIGHT CO INC(CHD)010,406+10,40601,0900.23%+1,090
AMETEK INC06,037+6,03701,0880.23%+1,088
BROADRIDGE FINL SOLUTIONS IN(BR)04,730+4,73001,0690.23%+1,069
TE CONNECTIVITY PLC(TEL)07,382+7,38201,0550.23%+1,055
META PLATFORMS INC(META)01,676+1,67609810.21%+981
LABCORP HOLDINGS INC(LH)04,179+4,17909580.20%+958
ALPHABET INC(GOOG)05,015+5,01509550.20%+955
COPART INC(CPRT)016,466+16,46609450.20%+945
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
05,388+5,38809440.20%+944
GLOBAL PMTS INC(GPN)08,051+8,05109020.19%+902
VANGUARD INDEX FDS03,598+3,59808650.18%+865
WEX INC(WEX)04,868+4,86808530.18%+853
SCHWAB STRATEGIC TR032,597+32,59708500.18%+850
TJX COS INC NEW(TJX)06,274+6,27407580.16%+758
GLOBUS MED INC(GMED)09,101+9,10107530.16%+753
SHERWIN WILLIAMS CO(SHW)02,128+2,12807230.15%+723
EURONET WORLDWIDE INC(EEFT)06,994+6,99407190.15%+719
TRUIST FINL CORP(TFC)014,562+14,56206320.13%+632
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,650+4,65006130.13%+613
ABBVIE INC(ABBV)03,221+3,22105720.12%+572
PROCTER AND GAMBLE CO(PG)03,363+3,36305640.12%+564
ICON PLC(ICLR)02,670+2,67005600.12%+560
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,002+4,00205510.12%+551
ISHARES TR05,285+5,28505400.12%+540
ORACLE CORP(ORCL)03,239+3,23905400.12%+540
APTIV PLC(APTV)08,754+8,75405290.11%+529
EXXON MOBIL CORP04,493+4,49304830.10%+483
PEPSICO INC(PEP)03,008+3,00804570.10%+457
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
011,581+11,58104390.09%+439
TERADYNE INC(TER)03,328+3,32804190.09%+419
DOORDASH INC(DASH)02,340+2,34003930.08%+393
QUALCOMM INC(QCOM)02,542+2,54203910.08%+391
SKECHERS U S A INC05,683+5,68303820.08%+382
MCDONALDS CORP(MCD)01,315+1,31503810.08%+381
CISCO SYS INC(CSCO)06,321+6,32103740.08%+374
CENCORA INC01,589+1,58903570.08%+357
JOHNSON & JOHNSON(JNJ)02,419+2,41903500.07%+350
BROADCOM INC(AVGO)01,490+1,49003450.07%+345
ISHARES TR0803+80303220.07%+322
MONDELEZ INTL INC(MDLZ)04,963+4,96302960.06%+296
ELECTRONIC ARTS INC(EA)01,899+1,89902780.06%+278
WALMART INC(WMT)03,000+3,00002710.06%+271
ISHARES TR03,298+3,29802490.05%+249
COLGATE PALMOLIVE CO(CL)02,548+2,54802320.05%+232
ISHARES TR02,331+2,33102260.05%+226
ISHARES TR0666+66602230.05%+223
AMPHENOL CORP NEW02,852+2,85201980.04%+198
NIKE INC(NKE)02,178+2,17801650.04%+165
ISHARES TR
CORE MSCI EAFE
02,095+2,09501470.03%+147
CHEVRON CORP NEW(CVX)01,000+1,00001450.03%+145
MASTERCARD INCORPORATED(MA)0270+27001420.03%+142
UMH PPTYS INC(UMH)06,900+6,90001300.03%+130
MERCK & CO INC(MRK)01,052+1,05201050.02%+105
ADVANCED MICRO DEVICES INC(AMD)0750+7500910.02%+91
ISHARES TR0675+6750860.02%+86
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