MONTAG & CALDWELL, LLC — 13F holdings

MONTAG & CALDWELL, LLC reported 114 holdings worth $457M in its 13F filing for Q2 2025, filed August 15, 2025.

Largest positions

1. V Visa Inc — $19.6M (4.3%)
2. MSFT MICROSOFT CORP — $19.6M (4.3%)
3. INTU INTUIT — $19.3M (4.2%)
4. GOOGL ALPHABET INC — $18.4M (4.0%)
5. AMZN AMAZON COM INC — $17.4M (3.8%)
6. NVDA NVIDIA CORPORATION — $16.6M (3.6%)
7. PANW PALO ALTO NETWORKS INC — $16.3M (3.6%)
8. MNST MONSTER BEVERAGE CORP NEW — $15.9M (3.5%)
9. SYK STRYKER CORPORATION — $15.8M (3.4%)
10. ASML ASML HOLDING N V — $15.2M (3.3%)