Position in HPE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$85,032
+$40,151 QoQ
Shares Held
1,885
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,182
of 1,428 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $15,792,511 across 7 Communication Equipment names. HPE ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
133,218 | $15,647,786 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
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|
1,885 | $85,032 | |
| 3 | ZBRA |
Zebra Technologies Corp
|
125 | $32,907 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
51 | $21,179 | |
| 5 | ERIC |
Ericsson Lm Telephone Co
|
250 | $2,787 | |
| 6 | CIEN |
Ciena Corp
|
4 | $1,962 | |
| 7 | LITE |
Lumentum Holdings Inc.
|
1 | $858 |
All Filings in HPE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,032 | 1,885 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $44,881 | 1,885 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $45,277 | 1,885 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $46,295 | 1,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,548 | 1,885 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $29,085 | 1,885 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $40,244 | 1,885 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,567 | 1,885 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $39,905 | 1,885 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $33,421 | 1,885 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $32,007 | 1,885 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,742 | 1,885 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $31,668 | 1,885 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $30,028 | 1,885 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,084 | 1,885 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $22,582 | 1,885 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $24,995 | 1,885 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $31,498 | 1,885 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $29,726 | 1,885 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $26,861 | 1,885 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $27,483 | 1,885 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $29,669 | 1,885 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,337 | 1,885 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||