Position in QXO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$207,360
-$25,680 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#490
of 638 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $1,509,717 across 5 Industrial Distribution names. QXO ranks #3 (13.7% of the industry book) .
All Filings in QXO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,360 | 12,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $233,040 | 12,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $231,480 | 12,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $267,507 | 14,035 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||