Monte Financial Group, LLC
Monte Financial Group, LLC reported 102 positions worth $312.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: ADP (2.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ADP | SH | $9.1M | 2.92% | 34,271 | — | — | |
| ▸ 2 | JNJ | SH | $8.7M | 2.79% | 33,979 | — | — | |
| ▸ 3 | RTX | SH | $8.6M | 2.77% | 40,180 | — | — | |
| ▸ 4 | HD | SH | $8.4M | 2.70% | 25,399 | — | — | |
| ▸ 5 | ABT | SH | $8.2M | 2.64% | 77,837 | — | — | |
| ▸ 6 | MDT | SH | $8.1M | 2.60% | 94,960 | — | — | |
| ▸ 7 | PKG | SH | $8.0M | 2.58% | 32,743 | — | — | |
| ▸ 8 | CDW | SH | $7.8M | 2.49% | 52,501 | — | — | |
| ▸ 9 | AVY | SH | $7.7M | 2.47% | 45,436 | — | — | |
| ▸ 10 | WFC | SH | $7.7M | 2.46% | 88,896 | — | — |
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Frequently Asked Questions
What stocks does Monte Financial Group, LLC hold as of Q2 2026?
Monte Financial Group, LLC reported 102 positions worth $312.2M in its Q2 2026 13F filing. Largest positions: ADP (2.9%), JNJ (2.8%), RTX (2.8%), HD (2.7%) and ABT (2.6%).
What did Monte Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Monte Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.