MONTAG A & ASSOCIATES INC

Position in NUE — Nucor Corp

CIK 829407 ATLANTA, GA

Position in NUE

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

Position Value

$448,841

+$108,105 QoQ

Shares Held

2,015

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#927

of 1,535 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $472,428 across 2 Steel names. NUE ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NUE	Nucor Corp This page	2,015	$448,841
2	CLF	Cleveland-Cliffs Inc.	2,512	$23,587

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,841	2,015	0.0%	Shares	Sole	2026-08-05
2026-03-31	$340,736	2,015	0.0%	Shares	Sole	2026-04-29
2025-12-31	$328,666	2,015	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$273,974	2,023	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$261,023	2,015	0.0%	Shares	Sole	2025-08-07
2025-03-31	$242,485	2,015	-0.6%	Shares	Sole	2025-05-05
2024-12-31	$236,687	2,028	0.0%	Shares	Sole	2025-01-30
2024-09-30	$304,889	2,028	+3.8%	Shares	Sole	2024-11-05
2024-06-30	$308,730	1,953	-15.2%	Shares	Sole	2024-07-31
2024-03-31	$455,763	2,303	0.0%	Shares	Sole	2024-05-07
2023-12-31	$400,814	2,303	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$358,041	2,290	0.0%	Shares	Sole	2023-11-09
2023-06-30	$375,514	2,290	0.0%	Shares	Sole	2023-08-09
2023-03-31	$353,736	2,290	+18.0%	Shares	Sole	2023-05-11
2022-12-31	$255,711	1,940	-16.2%	Shares	Sole	2023-02-02
2022-09-30	$247,681	2,315	+426.1%	Shares	Sole	2022-11-09
2022-06-30	$45,940	440	-8.7%	Shares	Sole	2022-08-10
2022-03-31	$71,649	482	0.0%	Shares	Sole	2022-05-02
2021-12-31	$55,020	482	0.0%	Shares	Sole	2022-02-09
2021-09-30	$47,472	482	0.0%	Shares	Sole	2021-11-08
2021-06-30	$46,238	482	+9.5%	Shares	Sole	2021-08-03
2021-03-31	$35,318	440	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.