Monte Financial Group, LLC Incresed Positions in Q2 2025

Monte Financial Group, LLC

  • $255 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
50.7K
+ 75.73%
$35.0 - $44.92 $1.77M - $2.28M
118K $4.51M
MSFT
Microsoft Corp

Technology
514
+ 6.09%
$354.56 - $497.45 $182K - $256K
8.96K $4.46M
AVY
Avery Dennison Corp

Industrials
5.06K
+ 22.73%
$159.58 - $183.97 $807K - $930K
27.3K $4.79M
AMZN
Amazon Com Inc

Consumer Cyclical
2.71K
+ 57.9%
$167.32 - $223.3 $454K - $605K
7.39K $1.62M
NVDA
Nvidia Corp

Technology
244
+ 1.82%
$94.31 - $157.99 $23K - $38.5K
13.7K $2.16M
RTX
Raytheon Technologies Corp

Industrials
291
+ 0.61%
$113.75 - $148.48 $33.1K - $43.2K
47.7K $6.97M
RF
Regions Financial Corp

Financial Services
324
+ 0.14%
$18.34 - $23.52 $5.94K - $7.62K
240K $5.64M
KLAC
Kla Corp

Technology
2
+ 0.1%
$576.53 - $902.94 $1.15K - $1.81K
1.95K $1.75M
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 0.9%
$210.28 - $289.91 $16.2K - $22.3K
8.63K $2.5M
TT
Trane Technologies PLC

Industrials
59
+ 1.81%
$315.21 - $437.41 $18.6K - $25.8K
3.32K $1.45M
CDNS
Cadence Design Systems Inc

Technology
28
+ 0.62%
$231.64 - $323.08 $6.49K - $9.05K
4.55K $1.4M
GE
General Electric CO

Industrials
65
+ 1.74%
$166.81 - $257.39 $10.8K - $16.7K
3.79K $976K
GOOGL
Alphabet Inc.

Communication Services
437
+ 6.55%
$144.7 - $178.6 $63.2K - $78K
7.11K $1.25M
AAPL
Apple Inc.

Technology
1.84K
+ 17.41%
$172.42 - $223.89 $316K - $411K
12.4K $2.54M
PPG
Ppg Industries Inc

Basic Materials
159
+ 0.4%
$91.66 - $115.04 $14.6K - $18.3K
40.4K $4.59M
MCO
Moodys Corp

Financial Services
24
+ 0.73%
$396.7 - $501.59 $9.52K - $12K
3.3K $1.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
630
+ 10.19%
$72.96 - $90.39 $46K - $56.9K
6.82K $609K
SYK
Stryker Corp

Healthcare
43
+ 1.23%
$337.37 - $395.63 $14.5K - $17K
3.54K $1.4M
AME
Ametek Inc

Industrials
161
+ 2.65%
$151.41 - $182.75 $24.4K - $29.4K
6.24K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 5.88%
$498.8 - $620.9 $25.4K - $31.7K
918 $569K
UBER
Uber Technologies, Inc

Technology
10
+ 0.3%
$64.62 - $93.3 $646 - $933
3.29K $306K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
32
+ 2.31%
$139.8 - $197.22 $4.47K - $6.31K
1.42K $279K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
246
+ 6.16%
$61.08 - $74.04 $15K - $18.2K
4.24K $314K
TJX
Tjx Companies Inc

Consumer Cyclical
135
+ 1.53%
$119.13 - $135.03 $16.1K - $18.2K
8.96K $1.11M
TXN
Texas Instruments Inc

Technology
159
+ 0.77%
N/A
20.7K $4.04M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 0.41%
$335.24 - $380.78 $25.8K - $29.3K
19K $6.95M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
546
+ 13.77%
$61.03 - $67.59 $33.3K - $36.9K
4.51K $288K
Linde PLC
300
+ 12.05%
N/A
2.79K $0
Ge Vernova Inc
9
+ 0.97%
N/A
938 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.06K
+ 8.15%
$100.44 - $129.37 $106K - $137K
14K $1.44M
CB
Chubb LTD

Financial Services
178
+ 3.42%
$274.32 - $302.46 $48.8K - $53.8K
5.38K $1.56M
TREX
Trex CO Inc

Industrials
1.33K
+ 5.67%
$50.52 - $61.77 $67.1K - $82.1K
24.8K $1.35M
IT
Gartner Inc

Technology
37
+ 1.91%
$377.5 - $449.52 $14K - $16.6K
1.97K $797K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12K
+ 1425.39%
$87.84 - $1441.89 $1.06M - $17.3M
12.9K $1.16M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
715
+ 13.74%
$225.56 - $335.19 $161K - $240K
5.92K $1.41M
BRO
Brown & Brown, Inc.

Financial Services
140
+ 1.34%
$104.48 - $124.43 $14.6K - $17.4K
10.6K $1.17M
HSY
Hershey CO

Consumer Defensive
251
+ 0.61%
$151.29 - $173.13 $38K - $43.5K
41.4K $6.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
127
+ 4.63%
$390.26 - $489.06 $49.6K - $62.1K
2.87K $1.16M
SBUX
Starbucks Corp

Consumer Cyclical
1.22K
+ 2.44%
$79.69 - $99.41 $97.5K - $122K
51.4K $4.71M
APD
Air Products & Chemicals, Inc.

Basic Materials
24
+ 0.13%
$248.61 - $294.96 $5.97K - $7.08K
18.4K $5.19M
GRMN
Garmin LTD

Technology
1
+ 0.0%
$173.63 - $218.07 $174 - $218
28.8K $6M
TGT
Target Corp

Consumer Defensive
1.3K
+ 1.82%
$88.76 - $105.77 $115K - $137K
72.6K $7.16M
EOG
Eog Resources Inc

Energy
777
+ 1.52%
$104.61 - $129.97 $81.3K - $101K
52K $6.22M
UPS
United Parcel Service Inc

Industrials
1.23K
+ 2.34%
$91.92 - $110.2 $113K - $136K
53.8K $5.43M
JNJ
Johnson & Johnson

Healthcare
56
+ 0.15%
$146.36 - $159.82 $8.2K - $8.95K
36.7K $5.6M
OMC
Omnicom Group Inc.

Communication Services
1.15K
+ 1.76%
$69.22 - $79.77 $79.7K - $91.8K
66.6K $4.79M
WSO
Watsco Inc

Industrials
44
+ 0.44%
$421.84 - $520.66 $18.6K - $22.9K
10.1K $4.45M
UNH
Unitedhealth Group Inc

Healthcare
161
+ 3.65%
$274.35 - $599.47 $44.2K - $96.5K
4.57K $1.43M
CVX
Chevron Corp

Energy
83
+ 0.21%
$133.73 - $168.51 $11.1K - $14K
39.8K $5.7M
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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