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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 $214,273,489
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Comcast Corp
 CMCSA 189,759 $8,320,930 3.88%
2.
Wells Fargo & Company
 WFC 148,063 $7,287,678 3.4%
3.
Home Depot Inc.
 HD 19,816 $6,867,180 3.2%
4.
Target Corp
 TGT 47,673 $6,789,528 3.16%
5.
Dell Technologies Inc.
 DELL 85,648 $6,552,072 3.05%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)