MondegarAI
Monte Financial Group, LLC

Q4 2024 · 13F-HR

Monte Financial Group, LLCholdings as filed

Filed 2025-01-21 · accession 0000950123-25-000412

$233.6M
Reported value
84
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
949746101WMT2WELLS FARGO CO NEW COM$8.7M3.71%123,414CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$7.8M3.34%208,183CommonSOLE
87612E106TGTTARGET CORP COM$7.4M3.15%54,411CommonSOLE
437076102HDHOME DEPOT INC COM$7.1M3.05%18,318CommonSOLE
17275R102CSCOCISCO SYS INC COM$6.8M2.89%114,109CommonSOLE
002824100ABTABBOTT LABS COM$6.8M2.89%59,681CommonSOLE
219350105GLWCORNING INC COM$6.6M2.84%139,435CommonSOLE
427866108HSYHERSHEY CO COM$6.4M2.75%37,963CommonSOLE
882508104TXNTEXAS INSTRS INC COM$6.2M2.66%33,167CommonSOLE
H2906T109GRMNGARMIN LTD SHS$5.8M2.49%28,193CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5.8M2.49%40,086CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$5.7M2.46%49,851CommonSOLE
55261F104MTBM & T BK CORP COM$5.7M2.43%30,153CommonSOLE
26875P101EOGEOG RES INC COM$5.6M2.39%45,630CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW COM$5.6M2.38%236,523CommonSOLE
717081103PFEPFIZER INC COM$5.5M2.37%208,327CommonSOLE
58933Y105MRKMERCK & CO INC COM$5.4M2.33%54,618CommonSOLE
75513E101RTXRTX CORPORATION COM$5.4M2.32%46,832CommonSOLE
009158106APDAIR PRODS & CHEMS INC COM$5.3M2.29%18,433CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$5.2M2.24%36,172CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$5.2M2.24%53,723CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY COM$5.2M2.23%124,507CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$5.1M2.20%46,922CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC COM$5.0M2.16%62,706CommonSOLE
681919106OMCOMNICOM GROUP INC COM$5.0M2.15%58,327CommonSOLE
12572Q105CMECME GROUP INC COM$5.0M2.15%21,597CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$4.9M2.12%37,749CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$4.9M2.12%16,877CommonSOLE
942622200WSOWATSCO INC COM$4.7M2.02%9,962CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$3.6M1.55%28,802CommonSOLE
594918104MSFTMICROSOFT CORP COM$3.5M1.49%8,234CommonSOLE
693506107PPGPPG INDS INC COM$3.3M1.42%27,688CommonSOLE
037833100AAPLAPPLE INC COM$2.7M1.16%10,847CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$2.2M0.95%4,370CommonSOLE
G29183103ETNEATON CORP PLC SHS$2.2M0.93%6,559CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.0M0.84%8,198CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$1.8M0.78%4,794CommonSOLE
92826C839VVISA INC COM CL A$1.7M0.74%5,475CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1.7M0.72%5,684CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$1.5M0.64%22,724CommonSOLE
842587107SOSOUTHERN CO COM$1.5M0.64%18,065CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.5M0.62%10,838CommonSOLE
H1467J104CBCHUBB LIMITED COM$1.4M0.61%5,121CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$1.4M0.60%8,989CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$1.4M0.59%2,163CommonSOLE
615369105MCOMOODYS CORP COM$1.4M0.59%2,895CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$1.3M0.57%3,067CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC COM$1.3M0.56%4,025CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$1.3M0.56%6,415CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.3M0.55%18,559CommonSOLE
031100100AMEAMETEK INC COM$1.3M0.54%6,966CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$1.2M0.52%6,421CommonSOLE
482480100KLACKLA CORP COM NEW$1.2M0.51%1,897CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$1.2M0.51%2,270CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$1.1M0.47%2,985CommonSOLE
863667101SYKSTRYKER CORPORATION COM$1.1M0.47%3,041CommonSOLE
89531P105TREXTREX CO INC COM$1.1M0.46%15,399CommonSOLE
053611109AVYAVERY DENNISON CORP COM$1.1M0.46%5,680CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$1.0M0.45%4,771CommonSOLE
115236101BROBROWN & BROWN INC COM$1.0M0.45%10,258CommonSOLE
872540109TJXTJX COS INC NEW COM$1.0M0.44%8,538CommonSOLE
G54950103LINLINDE PLC SHS$1.0M0.44%2,447CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$959,3120.41%809CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$950,6230.41%5,425CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$738,9140.32%1,262CommonSOLE
209115104EDCONSOLIDATED EDISON INC COM$737,8430.32%8,269CommonSOLE
88160R101TSLATESLA INC COM$653,8170.28%1,619CommonSOLE
369604301GEGE AEROSPACE COM NEW$619,4580.27%3,714CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$590,9900.25%5,494CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$576,9060.25%980CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$530,6120.23%1,766CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$471,5800.20%6,237CommonSOLE
149123101CATCATERPILLAR INC COM$459,0730.20%1,266CommonSOLE
023135106AMZNAMAZON COM INC COM$407,6270.17%1,858CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$397,0670.17%2,085CommonSOLE
36828A101GEVGE VERNOVA INC COM$304,5890.13%926CommonSOLE
244199105DEDEERE & CO COM$243,6280.10%575CommonSOLE
254687106DISDISNEY WALT CO COM$239,8480.10%2,154CommonSOLE
097023105BABOEING CO COM$227,2680.10%1,284CommonSOLE
316092501FNCLFIDELITY MSCI FINANCIALS INDEX ETF$223,5530.10%3,255CommonSOLE
776696106ROPROPER TECHNOLOGIES INC COM$213,1390.09%410CommonSOLE
316092808FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$210,7630.09%1,140CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM$203,0010.09%3,772CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$198,2230.08%2,765CommonSOLE

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.