Long-term investor
Monte Financial Group, LLC @montefinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001755651).
Record
- Tracked since 2025-06-30 (478 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +12.8% · 1 year +23.2% · all +23.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ADP · 2.9% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- RTX · 2.8% · long · since 2025-06-30
- HD · 2.7% · long · since 2025-06-30
- ABT · 2.6% · long · since 2025-06-30
- G5960L103 · 2.6% · long · since 2025-06-30
- 695156109 · 2.6% · long · since 2025-12-31
- CDW · 2.5% · long · since 2025-12-31
- AVY · 2.5% · long · since 2025-06-30
- WFC · 2.5% · long · since 2025-06-30
- CVX · 2.5% · long · since 2025-06-30
- EOG · 2.3% · long · since 2025-06-30