13F Insight
DOSSIER · 13F-HR · Q2 2025

MONTAG & CALDWELL, LLC

$457M in tracked AUM across 114 positions as of Q2 2025.

M&
CIK 0000067698 · last filed Jun 30, 2025
Total AUM
$457M
as of Q2 2025
Holdings
114
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

MONTAG & CALDWELL, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$457M▲ 6.0%
114 positionsLocked2025Q1Mar 31
$431M▼ 8.0%
131 positionsLocked2024Q4Dec 31
$469M▼ 4.8%
137 positionsLocked2024Q3Sep 30
$492M▼ 0.6%
85 positionsLocked2024Q2Jun 30
$495M▼ 14.7%
85 positionsLocked2024Q1Mar 31
$580M▲ 1.2%
83 positionsLocked2023Q4Dec 31
$573M▼ 26.4%
81 positionsLocked2023Q3Sep 30
$779M▼ 5.0%
87 positionsLocked2023Q2Jun 30
$820M▲ 10.1%
86 positionsLocked2023Q1Mar 31
$744M▲ 8.0%
82 positionsLocked2022Q4Dec 31
$689M▲ 2.4%
85 positionsLocked2022Q3Sep 30
$673M▼ 2.3%
86 positionsLocked
Showing 12 of 100