MondegarAI
Monte Financial Group, LLC

Q1 2025 · 13F-HR

Monte Financial Group, LLCholdings as filed

Filed 2025-04-22 · accession 0001951757-25-000401

$228.5M
Reported value
82
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
002824100ABTABBOTT LABS$7.7M3.36%58,646CommonNONE
20030N101CMCSACOMCAST CORP NEW$7.5M3.30%221,745CommonNONE
949746101WMT2WELLS FARGO CO NEW$7.0M3.08%108,785CommonNONE
427866108HSYHERSHEY CO$6.8M3.00%41,114CommonNONE
437076102HDHOME DEPOT INC$6.7M2.93%18,885CommonNONE
87612E106TGTTARGET CORP$6.6M2.90%71,276CommonNONE
75513E101RTXRTX CORPORATION$6.1M2.68%47,442CommonNONE
17275R102CSCOCISCO SYS INC$6.0M2.62%107,466CommonNONE
66987V109NVSNOVARTIS AG$5.9M2.57%52,954CommonNONE
478160104JNJJOHNSON & JOHNSON$5.8M2.53%36,636CommonNONE
26875P101EOGEOG RES INC$5.7M2.48%51,221CommonNONE
12572Q105CMECME GROUP INC$5.6M2.46%21,436CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$5.6M2.45%149,399CommonNONE
717081103PFEPFIZER INC$5.6M2.44%252,067CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$5.5M2.42%65,071CommonNONE
166764100CVXCHEVRON CORP NEW$5.5M2.40%39,751CommonNONE
H2906T109GRMNGARMIN LTD$5.5M2.40%28,751CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$5.4M2.37%45,957CommonNONE
219350105GLWCORNING INC$5.2M2.28%125,620CommonNONE
942622200WSOWATSCO INC$5.1M2.23%10,039CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5.1M2.22%52,564CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.0M2.20%17,112CommonNONE
58933Y105MRKMERCK & CO INC$4.9M2.16%63,123CommonNONE
009158106APDAIR PRODS & CHEMS INC$4.8M2.11%18,373CommonNONE
681919106OMCOMNICOM GROUP INC$4.8M2.10%65,463CommonNONE
55261F104MTBM & T BK CORP$4.8M2.09%29,849CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.6M2.02%239,514CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$4.5M1.99%79,379CommonNONE
855244109SBUXSTARBUCKS CORP$4.1M1.79%50,136CommonNONE
693506107PPGPPG INDS INC$4.0M1.76%40,204CommonNONE
053611109AVYAVERY DENNISON CORP$3.8M1.66%22,240CommonNONE
594918104MSFTMICROSOFT CORP$3.1M1.36%8,443CommonNONE
882508104TXNTEXAS INSTRS INC$3.1M1.34%20,590CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2.6M1.14%66,968CommonNONE
037833100AAPLAPPLE INC$2.1M0.91%10,538CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.88%4,409CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.87%8,555CommonNONE
92826C839VVISA INC$1.8M0.79%5,456CommonNONE
842587107SOSOUTHERN CO$1.7M0.73%18,065CommonNONE
046353108AZNNASTRAZENECA PLC$1.5M0.67%22,724CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.5M0.66%2,687CommonNONE
H1467J104CBCHUBB LIMITED$1.5M0.65%5,204CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.62%5,669CommonNONE
615369105MCOMOODYS CORP$1.4M0.61%3,279CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.4M0.60%12,951CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.60%13,426CommonNONE
368736104GNRCGENERAC HLDGS INC$1.3M0.59%12,035CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.3M0.57%5,203CommonNONE
89531P105TREXTREX CO INC$1.3M0.57%23,427CommonNONE
032095101APHAMPHENOL CORP NEW$1.3M0.55%19,400CommonNONE
482480100KLACKLA CORP$1.2M0.54%1,950CommonNONE
115236101BROBROWN & BROWN INC$1.2M0.54%10,428CommonNONE
863667101SYKSTRYKER CORPORATION$1.2M0.53%3,492CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.51%4,517CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.51%2,745CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.2M0.51%843CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.49%4,717CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.49%8,825CommonNONE
G54950103LINLINDE PLC$1.1M0.49%2,490CommonNONE
90384S303ULTAULTA BEAUTY INC$1.1M0.48%3,041CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.1M0.48%3,258CommonNONE
02079K305GOOGLALPHABET INC$1.0M0.44%6,672CommonNONE
031100100AMEAMETEK INC$958,5570.42%6,074CommonNONE
209115104EDCONSOLIDATED EDISON INC$926,9550.41%8,269CommonNONE
023135106AMZNAMAZON COM INC$808,1600.35%4,682CommonNONE
366651107ITGARTNER INC$777,9960.34%1,937CommonNONE
369604301GEGE AEROSPACE$677,8950.30%3,729CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$671,2980.29%4,127CommonNONE
30303M102METAMETA PLATFORMS INC$632,8680.28%1,262CommonNONE
30231G102XOMEXXON MOBIL CORP$533,9580.23%4,994CommonNONE
464287465EFAISHARES TR$501,6040.22%6,185CommonNONE
464287200IVVISHARES TR$458,3570.20%867CommonNONE
88160R101TSLATESLA INC$393,1920.17%1,629CommonNONE
149123101CATCATERPILLAR INC$355,6010.16%1,208CommonNONE
02079K107GOOGALPHABET INC$319,7560.14%2,085CommonNONE
36828A101GEVGE VERNOVA INC$300,5780.13%929CommonNONE
244199105DEDEERE & CO$259,9400.11%575CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$259,3150.11%3,995CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$251,5790.11%3,965CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$246,7870.11%3,280CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$230,0810.10%3,502CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$208,3970.09%1,387CommonNONE

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.