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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 $228,467,996
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbott Laboratories
 ABT 58,646 $7,681,401 3.36%
2.
Comcast Corp
 CMCSA 221,745 $7,541,549 3.3%
3.
Wells Fargo & Company
 WFC 108,785 $7,039,479 3.08%
4.
Hershey Co
 HSY 41,114 $6,849,224 3%
5.
Home Depot Inc.
 HD 18,885 $6,705,365 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)