MONTAG A & ASSOCIATES INC

Position in ANDE — Andersons, Inc.

CIK 829407 ATLANTA, GA

Position in ANDE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$17,100

New position

Shares Held

250

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#243

of 299 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $822,983 across 4 Food Distribution names. ANDE ranks #2 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	9,605	$802,785
2	ANDE	Andersons, Inc. This page	250	$17,100
3	PFGC	Performance Food Group Co	14	$1,565
4	USFD	US Foods Holding Corp.	15	$1,533

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,100	250	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.