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Home > Institutional Investor > Monte Financial Group, Llc > Profile

Instuitional Investor - Monte Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Monte Financial Group, Llc
Portfolio Value $233,582,612
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 123,414 $8,668,597 3.71%
2.
Comcast Corp
 CMCSA 208,183 $7,813,117 3.34%
3.
Target Corp
 TGT 54,411 $7,355,338 3.14%
4.
Home Depot Inc.
 HD 18,318 $7,125,537 3.05%
5.
Cisco Systems Inc.
 CSCO 114,109 $6,755,277 2.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)