Monte Financial Group, LLC Portfolio Holdings
Monte Financial Group, LLC
- $255 Million
- Q2 2025
Monte Financial Group, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $255 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $8.66M, Target Corp with a value of $7.16M, Abbott Laboratories with a value of $7.05M, Home Depot, Inc. with a value of $6.95M, and Raytheon Technologies Corp with a value of $6.97M.
Examining the 13F form we can see an increase of $7.38M in the current position value, from $248M to 255M.
Below you can find more details about Monte Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$255 Million
Technology: $46.9 Million
Financial Services: $42.3 Million
Industrials: $41.6 Million
Healthcare: $36.8 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $18.7 Million
Energy: $17 Million
Communication Services: $14.5 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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