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Slide Ins Hldgs shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Slide Ins Hldgs (SLDE) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Slide Ins Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Slide Ins Hldgs held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Slide Ins Hldgs by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 98 15.79
2025-06-30 $2.1k 98 21.66

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Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Slide Ins Hldgs

Capital World Investors
BlackRock
GQG Partners
Vanguard Group
American Century Companies
Philadelphia Financial Management of San Francisco
Raymond James Financial
Balyasny Asset Management
Hood River Capital Management
FMR
Goldman Sachs Group
Citadel Advisors
Millennium Management
Geode Capital Management
Freestone Grove Partners

View all funds holding Slide Ins Hldgs