MONTAG A & ASSOCIATES INC

Position in TOL — Toll Brothers, Inc.

CIK 829407 ATLANTA, GA

Position in TOL

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

Position Value

$36,080

-$3,752,054 QoQ

Shares Held

219

-99.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#670

of 799 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $9,136,380 across 6 Residential Construction names. TOL ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	42,265	$5,799,180
2	NVR	Nvr Inc	419	$2,854,814
3	IBP	Installed Building Products, Inc.	1,500	$344,760
4	DHI	Horton D R Inc /De/	344	$56,030
5	LEN	Lennar Corp /New/	503	$45,516
6	TOL	Toll Brothers, Inc. This page	219	$36,080

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,080	219	-99.2%	Shares	Sole	2026-08-05
2026-03-31	$3,788,134	27,758	+63.2%	Shares	Sole	2026-04-29
2025-12-31	$2,300,362	17,012	+94.3%	Shares	Sole	2026-02-02
2025-09-30	$1,209,277	8,754	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.