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Monte Financial Group, LLC

Q1 2024 · 13F-HR

Monte Financial Group, LLCholdings as filed

Filed 2024-04-29 · accession 0000950123-24-003645

$228.3M
Reported value
84
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
87612E106TGTTARGET CORP COM$8.4M3.67%47,257CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$8.2M3.60%189,790CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$8.1M3.57%140,602CommonSOLE
437076102HDHOME DEPOT INC COM$7.1M3.10%18,420CommonSOLE
75513E101RTXRTX CORPORATION COM$6.8M2.98%69,851CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$6.6M2.88%57,617CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.3M2.75%39,829CommonSOLE
58933Y105MRKMERCK & CO INC COM$6.2M2.74%47,353CommonSOLE
002824100ABTABBOTT LABS COM$6.1M2.68%53,726CommonSOLE
427866108HSYHERSHEY CO COM$6.1M2.65%31,152CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$6.0M2.62%58,141CommonSOLE
H2906T109GRMNGARMIN LTD SHS$5.9M2.58%39,519CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM$5.8M2.56%149,576CommonSOLE
882508104TXNTEXAS INSTRS INC COM$5.8M2.55%33,401CommonSOLE
681919106OMCOMNICOM GROUP INC COM$5.7M2.48%58,608CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC COM$5.6M2.46%57,423CommonSOLE
26875P101EOGEOG RES INC COM$5.6M2.43%43,467CommonSOLE
219350105GLWCORNING INC COM$5.4M2.35%162,831CommonSOLE
717081103PFEPFIZER INC COM$5.2M2.29%188,717CommonSOLE
134429109CPBCAMPBELL SOUP CO COM$5.2M2.29%117,705CommonSOLE
17275R102CSCOCISCO SYS INC COM$5.0M2.21%101,016CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW COM$5.0M2.20%238,789CommonSOLE
942622200WSOWATSCO INC COM$4.9M2.15%11,374CommonSOLE
G29183103ETNEATON CORP PLC SHS$4.9M2.15%15,666CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC COM$4.9M2.14%40,149CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$4.8M2.09%30,226CommonSOLE
55261F104MTBM & T BK CORP COM$4.6M2.01%31,492CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$4.3M1.89%17,826CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$4.1M1.77%16,219CommonSOLE
693506107PPGPPG INDS INC COM$4.0M1.73%27,263CommonSOLE
12572Q105CMECME GROUP INC COM$3.8M1.66%17,607CommonSOLE
594918104MSFTMICROSOFT CORP COM$3.7M1.63%8,837CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$2.4M1.04%4,789CommonSOLE
037833100AAPLAPPLE INC COM$2.0M0.86%11,483CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$1.6M0.72%8,198CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1.6M0.70%7,050CommonSOLE
92826C839VVISA INC COM CL A$1.5M0.66%5,434CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$1.4M0.62%2,527CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.3M0.58%11,564CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$1.3M0.58%19,555CommonSOLE
H1467J104CBCHUBB LIMITED COM$1.3M0.58%5,081CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$1.3M0.57%4,464CommonSOLE
842587107SOSOUTHERN CO COM$1.3M0.57%18,065CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$1.3M0.57%1,375CommonSOLE
89531P105TREXTREX CO INC COM$1.3M0.56%12,794CommonSOLE
031100100AMEAMETEK INC COM$1.2M0.54%6,793CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.2M0.54%1,371CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD SHS$1.2M0.54%8,521CommonSOLE
053611109AVYAVERY DENNISON CORP COM$1.2M0.53%5,459CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$1.2M0.53%2,094CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$1.2M0.52%9,472CommonSOLE
482480100KLACKLA CORP COM NEW$1.2M0.52%1,690CommonSOLE
615369105MCOMOODYS CORP COM$1.2M0.50%2,929CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$1.1M0.50%7,569CommonSOLE
G54950103LINLINDE PLC SHS$1.1M0.48%2,347CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$1.1M0.48%3,614CommonSOLE
872540109TJXTJX COS INC NEW COM$1.1M0.46%10,418CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$1.0M0.46%2,002CommonSOLE
863667101SYKSTRYKER CORPORATION COM$1.0M0.46%2,915CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$1.0M0.45%5,374CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$970,4900.43%5,730CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$833,1130.36%738CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC COM$772,1140.34%1,951CommonSOLE
209115104EDCONSOLIDATED EDISON INC COM$750,9080.33%8,269CommonSOLE
458140100INTCINTEL CORP COM$750,5810.33%16,993CommonSOLE
369604301GEGE AEROSPACE COM NEW$663,8540.29%3,782CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$638,6230.28%5,494CommonSOLE
149123101CATCATERPILLAR INC COM$573,0970.25%1,564CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$549,5170.24%6,881CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$548,8620.24%1,044CommonSOLE
115236101BROBROWN & BROWN INC COM$506,5940.22%5,787CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$426,5900.19%1,092CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$413,7140.18%852CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$369,3890.16%8,803CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$317,4620.14%2,085CommonSOLE
023135106AMZNAMAZON COM INC COM$310,0730.14%1,719CommonSOLE
88160R101TSLATESLA INC COM$277,0450.12%1,576CommonSOLE
254687106DISDISNEY WALT CO COM$269,9260.12%2,206CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$266,3990.12%475CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$252,5700.11%1,201CommonSOLE
097023105BABOEING CO COM$247,7990.11%1,284CommonSOLE
244199105DEDEERE & CO COM$236,1760.10%575CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$210,2250.09%2,500CommonSOLE
260003108DOVDOVER CORP COM$201,1110.09%1,135CommonSOLE

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.