Monte Financial Group, LLC Portfolio Holdings
Monte Financial Group, LLC
- $270 Million
- Q3 2025
Monte Financial Group, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $270 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $9.07M, Raytheon Technologies Corp with a value of $7.85M, Hershey CO with a value of $7.77M, Home Depot, Inc. with a value of $7.77M, and Abbott Laboratories with a value of $7.08M.
Examining the 13F form we can see an increase of $14.9M in the current position value, from $255M to 270M.
Below you can find more details about Monte Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$270 Million
Technology: $49.1 Million
Industrials: $43.5 Million
Financial Services: $42.3 Million
Healthcare: $40.3 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $19.9 Million
Energy: $19.6 Million
Communication Services: $16.5 Million
Other: $15 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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