# EDGAR Filing Document

**Accession Number:** 0000067698
**File Stem:** 0001062993-25-014469
**Filing Date:** 2025-8
**Character Count:** 14891
**Document Hash:** be1b683b54bc82325597d1c5a564ed09
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-25-014469.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001062993-25-014469

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MONTAG & CALDWELL, LLC
- **CENTRAL INDEX KEY:** 0000067698

**ORGANIZATION NAME:**
- **EIN:** 263165863
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-00288
- **FILM NUMBER:** 251221921

**BUSINESS ADDRESS:**
- **STREET 1:** 3455 PEACHTREE ROAD NE
- **STREET 2:** STE 1500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326
- **BUSINESS PHONE:** 4048367129

**MAIL ADDRESS:**
- **STREET 1:** 3455 PEACHTREE ROAD NE
- **STREET 2:** STE 1500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG & CALDWELL INC
- **DATE OF NAME CHANGE:** 19920929

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG & CALDWELL
- **DATE OF NAME CHANGE:** 19600201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MONTAG LOUIS
- **DATE OF NAME CHANGE:** 19600201

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MONTAG  CALDWELL LLC<br>**Address:** 3455 PEACHTREE ROAD NE<br>STE 1500<br>ATLANTA, GA 30326

**Form 13F File Number:** 028-00288

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rebecca M. Keister<br>**Title:** Chief Compliance Officer<br>**Phone:** 404-836-7141

**Signature, Place, and Date of Signing:**

Rebecca M. Keister  Atlanta, GA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $456783276

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 14429709 | 106093 | SH |  | SOLE |  | 104734 | 0 | 1359 |
| ABBVIE INC | COM | 00287Y109 |  | 597882 | 3221 | SH |  | SOLE |  | 3221 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 8231729 | 27888 | SH |  | SOLE |  | 27541 | 0 | 347 |
| ADOBE INC | COM | 00724F101 |  | 9540074 | 24659 | SH |  | SOLE |  | 24355 | 0 | 304 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 106425 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 29239 | 117 | SH |  | SOLE |  | 117 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 1289859 | 14611 | SH |  | SOLE |  | 14611 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 786547 | 4434 | SH |  | SOLE |  | 4410 | 0 | 24 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 18374268 | 104263 | SH |  | SOLE |  | 103008 | 0 | 1255 |
| AMAZON COM INC | COM | 023135106 |  | 17388851 | 79260 | SH |  | SOLE |  | 78332 | 0 | 928 |
| AMETEK INC | COM | 031100100 |  | 1092456 | 6037 | SH |  | SOLE |  | 6037 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 302884 | 3134 | SH |  | SOLE |  | 3134 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 11765679 | 57346 | SH |  | SOLE |  | 56784 | 0 | 562 |
| APTIV PLC | COM SHS | G3265R107 |  | 954125 | 13986 | SH |  | SOLE |  | 13986 | 0 | 0 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 32940 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 8184288 | 79995 | SH |  | SOLE |  | 78981 | 0 | 1014 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 15167107 | 18926 | SH |  | SOLE |  | 18689 | 0 | 237 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 132212 | 651 | SH |  | SOLE |  | 651 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 642577 | 3164 | SH |  | SOLE |  | 3164 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 70980 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| BANK MONTREAL QUE | COM | 063671101 |  | 68259 | 617 | SH |  | SOLE |  | 617 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 31666 | 1058 | SH |  | SOLE |  | 1058 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 13887 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 410719 | 1490 | SH |  | SOLE |  | 1490 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 1149532 | 4730 | SH |  | SOLE |  | 4730 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 476462 | 1589 | SH |  | SOLE |  | 1589 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 143190 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 14466261 | 257636 | SH |  | SOLE |  | 254696 | 0 | 2940 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 848459 | 8828 | SH |  | SOLE |  | 8828 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 438551 | 6321 | SH |  | SOLE |  | 6321 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 8737837 | 123503 | SH |  | SOLE |  | 123503 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 231613 | 2548 | SH |  | SOLE |  | 2548 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 1037929 | 21152 | SH |  | SOLE |  | 21152 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 1462423 | 27808 | SH |  | SOLE |  | 27808 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 1273525 | 3838 | SH |  | SOLE |  | 3838 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1428483 | 1443 | SH |  | SOLE |  | 1443 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 1407819 | 5711 | SH |  | SOLE |  | 5711 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 38940 | 330 | SH |  | SOLE |  | 330 | 0 | 0 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 |  | 481 | 55 | SH |  | SOLE |  | 55 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 7066508 | 90353 | SH |  | SOLE |  | 89316 | 0 | 1037 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 303270 | 1899 | SH |  | SOLE |  | 1899 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 13677633 | 17546 | SH |  | SOLE |  | 17343 | 0 | 203 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 9285 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| EURONET WORLDWIDE INC | COM | 298736109 |  | 1014307 | 10005 | SH |  | SOLE |  | 10005 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 484345 | 4493 | SH |  | SOLE |  | 4493 | 0 | 0 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 316092527 |  | 697484 | 16819 | SH |  | SOLE |  | 16819 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | 35473P769 |  | 422556 | 10609 | SH |  | SOLE |  | 10609 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 644402 | 8051 | SH |  | SOLE |  | 8051 | 0 | 0 |
| GLOBUS MED INC | CL A | 379577208 |  | 913630 | 15480 | SH |  | SOLE |  | 15480 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 24892 | 150 | SH |  | SOLE |  | 150 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1191580 | 3250 | SH |  | SOLE |  | 3250 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 41453 | 178 | SH |  | SOLE |  | 178 | 0 | 0 |
| HUNT J B TRANS SVCS INC | COM | 445658107 |  | 8100045 | 56407 | SH |  | SOLE |  | 55688 | 0 | 719 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 14244794 | 77641 | SH |  | SOLE |  | 76665 | 0 | 976 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 79591 | 270 | SH |  | SOLE |  | 270 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 19333166 | 24546 | SH |  | SOLE |  | 24244 | 0 | 302 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 42458 | 3256 | SH |  | SOLE |  | 3256 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1329428 | 7315 | SH |  | SOLE |  | 7315 | 0 | 0 |
| ISHARES TR | GOV/CRED BD ETF | 464288596 |  | 546984 | 5237 | SH |  | SOLE |  | 5237 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 688698 | 10771 | SH |  | SOLE |  | 10771 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 866096 | 7733 | SH |  | SOLE |  | 7733 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1421664 | 17030 | SH |  | SOLE |  | 17030 | 0 | 0 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 |  | 3131617 | 29325 | SH |  | SOLE |  | 29325 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 369502 | 2419 | SH |  | SOLE |  | 2419 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 86973 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 1097029 | 4179 | SH |  | SOLE |  | 4179 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 10942628 | 49320 | SH |  | SOLE |  | 48597 | 0 | 723 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 1180505 | 15252 | SH |  | SOLE |  | 15252 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 151724 | 270 | SH |  | SOLE |  | 270 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 384204 | 1315 | SH |  | SOLE |  | 1315 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 83276 | 1052 | SH |  | SOLE |  | 1052 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1356609 | 1838 | SH |  | SOLE |  | 1838 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 19585021 | 39374 | SH |  | SOLE |  | 38944 | 0 | 430 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 314810 | 4668 | SH |  | SOLE |  | 4668 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 15904922 | 253910 | SH |  | SOLE |  | 250994 | 0 | 2916 |
| NETFLIX INC | COM | 64110L106 |  | 13740813 | 10261 | SH |  | SOLE |  | 10160 | 0 | 101 |
| NIKE INC | CL B | 654106103 |  | 174775 | 2327 | SH |  | SOLE |  | 2327 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 16576468 | 104921 | SH |  | SOLE |  | 103673 | 0 | 1248 |
| ORACLE CORP | COM | 68389X105 |  | 708143 | 3239 | SH |  | SOLE |  | 3239 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 16301417 | 79659 | SH |  | SOLE |  | 78678 | 0 | 981 |
| PEPSICO INC | COM | 713448108 |  | 397176 | 3008 | SH |  | SOLE |  | 3008 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 3636 | 150 | SH |  | SOLE |  | 150 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 1608536 | 44856 | SH |  | SOLE |  | 44856 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 1275911 | 43076 | SH |  | SOLE |  | 43076 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 535793 | 3363 | SH |  | SOLE |  | 3363 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 391461 | 2458 | SH |  | SOLE |  | 2458 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 1599036 | 10426 | SH |  | SOLE |  | 10426 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 12563211 | 23826 | SH |  | SOLE |  | 23497 | 0 | 329 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 13652697 | 149635 | SH |  | SOLE |  | 147491 | 0 | 2144 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1029352 | 37201 | SH |  | SOLE |  | 37201 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1870141 | 64024 | SH |  | SOLE |  | 64024 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 535521 | 3973 | SH |  | SOLE |  | 3973 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 679477 | 4606 | SH |  | SOLE |  | 4606 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 13160452 | 12801 | SH |  | SOLE |  | 12639 | 0 | 162 |
| SHAKE SHACK INC | CL A | 819047101 |  | 73815 | 525 | SH |  | SOLE |  | 525 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 124983 | 364 | SH |  | SOLE |  | 364 | 0 | 0 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 |  | 381235 | 7611 | SH |  | SOLE |  | 7611 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 13015 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 15750091 | 39887 | SH |  | SOLE |  | 39413 | 0 | 474 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 14788350 | 60895 | SH |  | SOLE |  | 60225 | 0 | 670 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 1245122 | 7382 | SH |  | SOLE |  | 7382 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 574679 | 6391 | SH |  | SOLE |  | 6391 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 58474 | 99 | SH |  | SOLE |  | 99 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 774776 | 6274 | SH |  | SOLE |  | 6274 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 1232704 | 14008 | SH |  | SOLE |  | 14008 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 626020 | 14562 | SH |  | SOLE |  | 14562 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 13773412 | 147625 | SH |  | SOLE |  | 145832 | 0 | 1793 |
| UMH PPTYS INC | COM | 903002103 |  | 115851 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 113557 | 364 | SH |  | SOLE |  | 364 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 1599729 | 5555 | SH |  | SOLE |  | 5555 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 19626454 | 55278 | SH |  | SOLE |  | 54653 | 0 | 625 |
| WALMART INC | COM | 931142103 |  | 293340 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 6732720 | 28053 | SH |  | SOLE |  | 27708 | 0 | 345 |
| ZOETIS INC | CL A | 98978V103 |  | 11561977 | 74139 | SH |  | SOLE |  | 73209 | 0 | 930 |

---