MONTAG A & ASSOCIATES INC

Position in HD — Home Depot, Inc.

CIK 829407 ATLANTA, GA

Position in HD

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$21,879,407

-$343,603 QoQ

Shares Held

66,525

+3.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

MONTAG A & ASSOCIATES INC holds $26,214,784 across 3 Home Improvement Retail names. HD ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	66,525	$21,879,407
2	LOW	Lowes Companies Inc	18,074	$4,270,524
3	HVT	Haverty Furniture Companies Inc	3,062	$64,853

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,879,407	66,525	+3.0%	Shares	Sole	2026-04-29
2025-12-31	$22,223,010	64,583	-1.5%	Shares	Sole	2026-02-02
2025-09-30	$26,569,929	65,574	-2.9%	Shares	Sole	2025-11-12
2025-06-30	$24,768,365	67,555	-12.3%	Shares	Sole	2025-08-07
2025-03-31	$28,227,426	77,021	+1.4%	Shares	Sole	2025-05-05
2024-12-31	$29,558,961	75,989	-1.5%	Shares	Sole	2025-01-30
2024-09-30	$31,262,800	77,154	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$26,243,136	76,235	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$29,621,975	77,221	-0.0%	Shares	Sole	2024-05-07
2023-12-31	$26,761,284	77,222	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$23,354,550	77,292	-1.5%	Shares	Sole	2023-11-09
2023-06-30	$24,370,639	78,453	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$23,119,110	78,338	-1.2%	Shares	Sole	2023-05-11
2022-12-31	$25,036,011	79,263	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$21,926,744	79,462	+1.3%	Shares	Sole	2022-11-09
2022-06-30	$21,509,076	78,423	-2.0%	Shares	Sole	2022-08-10
2022-03-31	$23,958,373	80,040	-0.7%	Shares	Sole	2022-05-02
2021-12-31	$33,449,390	80,599	-1.9%	Shares	Sole	2022-02-09
2021-09-30	$26,956,711	82,120	-9.8%	Shares	Sole	2021-11-08
2021-06-30	$29,033,977	91,047	-1.6%	Shares	Sole	2021-08-03
2021-03-31	$28,248,445	92,542	-7.5%	Shares	Sole	2021-05-14
2020-12-31	$26,562,531	100,002	+4.2%	Shares	Sole	2021-02-12
2020-09-30	$26,650,162	95,964	-2.2%	Shares	Sole	2020-11-12
2020-06-30	$24,590,562	98,162	-1.9%	Shares	Sole	2020-08-04
2020-03-31	$18,678,468	100,040	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.