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Monte Financial Group, LLC

Q3 2023 · 13F-HR

Monte Financial Group, LLCholdings as filed

Filed 2023-10-24 · accession 0000950123-23-008990

$197.6M
Reported value
83
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
20030N101CMCSACOMCAST CORP NEW CL A$8.4M4.24%188,983CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.5M3.30%38,645CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$6.1M3.08%88,398CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$6.0M3.05%147,655CommonSOLE
437076102HDHOME DEPOT INC COM$5.9M3.01%19,675CommonSOLE
942622200WSOWATSCO INC COM$5.8M2.94%15,389CommonSOLE
17275R102CSCOCISCO SYS INC COM$5.4M2.75%101,136CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM$5.2M2.65%147,871CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$5.2M2.61%33,141CommonSOLE
693506107PPGPPG INDS INC COM$5.1M2.60%39,562CommonSOLE
H2906T109GRMNGARMIN LTD SHS$5.1M2.57%48,202CommonSOLE
002824100ABTABBOTT LABS COM$5.0M2.53%51,633CommonSOLE
149123101CATCATERPILLAR INC COM$4.9M2.49%18,030CommonSOLE
882508104TXNTEXAS INSTRS INC COM$4.9M2.47%30,756CommonSOLE
75513E101RTXRTX CORPORATION COM$4.9M2.47%67,741CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC COM$4.8M2.40%56,848CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC COM$4.7M2.39%44,970CommonSOLE
G29183103ETNEATON CORP PLC SHS$4.7M2.38%22,073CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$4.7M2.37%65,929CommonSOLE
717081103PFEPFIZER INC COM$4.6M2.35%139,735CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$4.6M2.32%141,446CommonSOLE
458140100INTCINTEL CORP COM$4.5M2.30%127,695CommonSOLE
87612E106TGTTARGET CORP COM$4.5M2.27%40,544CommonSOLE
58933Y105MRKMERCK & CO INC COM$4.4M2.24%43,028CommonSOLE
12572Q105CMECME GROUP INC COM$4.4M2.22%21,931CommonSOLE
219350105GLWCORNING INC COM$4.4M2.21%143,642CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$4.3M2.17%15,118CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$4.0M2.00%24,251CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$3.8M1.91%15,707CommonSOLE
55261F104MTBM & T BK CORP COM$3.3M1.66%25,989CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW COM$2.9M1.46%168,229CommonSOLE
594918104MSFTMICROSOFT CORP COM$2.9M1.45%9,105CommonSOLE
134429109CPBCAMPBELL SOUP CO COM$2.7M1.37%65,882CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$2.4M1.21%4,758CommonSOLE
037833100AAPLAPPLE INC COM$2.1M1.04%11,982CommonSOLE
92826C839VVISA INC COM CL A$1.3M0.65%5,562CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$1.2M0.62%3,139CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$1.2M0.60%8,198CommonSOLE
842587107SOSOUTHERN CO COM$1.2M0.59%18,124CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.1M0.57%13,456CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1.1M0.55%7,226CommonSOLE
26875P101EOGEOG RES INC COM$1.0M0.53%8,214CommonSOLE
H1467J104CBCHUBB LIMITED COM$1.0M0.52%4,973CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$1.0M0.52%2,005CommonSOLE
031100100AMEAMETEK INC COM$1.0M0.52%6,908CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD SHS$1.0M0.51%8,159CommonSOLE
053611109AVYAVERY DENNISON CORP COM$1.0M0.51%5,510CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$1.0M0.51%9,235CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$977,9850.49%1,932CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$966,9870.49%3,383CommonSOLE
615369105MCOMOODYS CORP COM$930,5410.47%2,943CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$927,6140.47%4,572CommonSOLE
872540109TJXTJX COS INC NEW COM$919,3260.47%10,343CommonSOLE
G54950103LINLINDE PLC SHS$873,7570.44%2,347CommonSOLE
482480100KLACKLA CORP COM NEW$865,6510.44%1,887CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$853,8400.43%6,086CommonSOLE
89531P105TREXTREX CO INC COM$796,1360.40%12,918CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$782,1230.40%1,958CommonSOLE
863667101SYKSTRYKER CORPORATION COM$762,1930.39%2,789CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$753,0360.38%1,731CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$752,1830.38%5,748CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$727,5760.37%13,253CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC COM$711,4470.36%1,896CommonSOLE
209115104EDCONSOLIDATED EDISON INC COM$707,2480.36%8,269CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$665,9760.34%11,392CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$665,2860.34%732CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$647,1600.33%5,504CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$613,5180.31%4,330CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$505,2530.26%7,331CommonSOLE
369604301GEGENERAL ELECTRIC CO COM NEW$420,2010.21%3,801CommonSOLE
88160R101TSLATESLA INC COM$369,3250.19%1,476CommonSOLE
291011104EMREMERSON ELEC CO COM$326,2280.17%3,378CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$310,9070.16%724CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$296,0030.15%2,245CommonSOLE
097023105BABOEING CO COM$294,0370.15%1,534CommonSOLE
20825C104COPCONOCOPHILLIPS COM$285,6030.14%2,384CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$276,3080.14%3,990CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$256,6680.13%530CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$255,7790.13%852CommonSOLE
260003108DOVDOVER CORP COM$232,2840.12%1,665CommonSOLE
023135106AMZNAMAZON COM INC COM$222,2060.11%1,748CommonSOLE
244199105DEDEERE & CO COM$218,1260.11%578CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$204,6650.10%1,158CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.