MONTE FINANCIAL GROUP, LLC

PrivateCIK: 1755651
Location

GUILFORD, CT

100
Positions
$281.60M
Total AUM (reported)
2.71M
Total Shares

Allocation by class

TOTAL AUM$281.60M100 positions
COM$220.48M78.3%
SHS$13.61M4.8%
CL A$10.27M3.6%
SPONSORED ADR$6.63M2.4%
CL C$6.36M2.3%
CL B$6.23M2.2%
SHS CLASS A$2.84M1.0%

Portfolio Concentration

Top 38.5%4–1016.8%11–2532.0%Rest42.8%TOP 1025.2%0%100%
Top 3$23.82M8.5%
4–10$47.28M16.8%
11–25$89.99M32.0%
Rest$120.52M42.8%

Top 3 weight

8.5%

Top 10 weight

25.2%

Voting Authority Distribution

Total shares with voting rights: 2.71M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.71M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:

JOHNSON & JOHNSON

SOLE
COM
Shares33.84K
TypeSH
Market value$8.27M
2.94%
Sole
0.00
Shared
0.00
None
33.84K

CHEVRON CORPORATION

SOLE
COM
Shares38.80K
TypeSH
Market value$8.03M
2.85%
Sole
0.00
Shared
0.00
None
38.80K

RTX CORPORATION

SOLE
COM
Shares38.98K
TypeSH
Market value$7.52M
2.67%
Sole
0.00
Shared
0.00
None
38.98K

WELLS FARGO & CO

SOLE
COM
Shares86.73K
TypeSH
Market value$6.90M
2.45%
Sole
0.00
Shared
0.00
None
86.73K

BAKER HUGHES COMPANY

SOLE
CL A
Shares113.06K
TypeSH
Market value$6.90M
2.45%
Sole
0.00
Shared
0.00
None
113.06K

EOG RES INC

SOLE
COM
Shares47.01K
TypeSH
Market value$6.80M
2.41%
Sole
0.00
Shared
0.00
None
47.01K

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares33.24K
TypeSH
Market value$6.75M
2.40%
Sole
0.00
Shared
0.00
None
33.24K

PFIZER INC

SOLE
COM
Shares237.23K
TypeSH
Market value$6.66M
2.37%
Sole
0.00
Shared
0.00
None
237.23K

AVERY DENNISON CORP

SOLE
COM
Shares38.40K
TypeSH
Market value$6.63M
2.35%
Sole
0.00
Shared
0.00
None
38.40K

NOVARTIS AG

SOLE
SPONSORED ADR
Shares43.40K
TypeSH
Market value$6.63M
2.35%
Sole
0.00
Shared
0.00
None
43.40K

PACKAGING CORP AMER

SOLE
COM
Shares31.17K
TypeSH
Market value$6.61M
2.35%
Sole
0.00
Shared
0.00
None
31.17K

HERSHEY CO

SOLE
COM
Shares31.09K
TypeSH
Market value$6.46M
2.30%
Sole
0.00
Shared
0.00
None
31.09K

HOME DEPOT INC

SOLE
COM
Shares19.39K
TypeSH
Market value$6.38M
2.26%
Sole
0.00
Shared
0.00
None
19.39K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares38.72K
TypeSH
Market value$6.36M
2.26%
Sole
0.00
Shared
0.00
None
38.72K

UNITED PARCEL SVCS INC

SOLE
CL B
Shares63.33K
TypeSH
Market value$6.23M
2.21%
Sole
0.00
Shared
0.00
None
63.33K

MERCK & CO INC

SOLE
COM
Shares50.75K
TypeSH
Market value$6.11M
2.17%
Sole
0.00
Shared
0.00
None
50.75K

CISCO SYS INC

SOLE
COM
Shares78.64K
TypeSH
Market value$6.10M
2.17%
Sole
0.00
Shared
0.00
None
78.64K

HARTFORD INSURANCE GROUP INC

SOLE
COM
Shares44.90K
TypeSH
Market value$6.07M
2.16%
Sole
0.00
Shared
0.00
None
44.90K

CME GROUP INC

SOLE
COM
Shares20.43K
TypeSH
Market value$6.04M
2.14%
Sole
0.00
Shared
0.00
None
20.43K

GAP INC

SOLE
COM
Shares244.77K
TypeSH
Market value$5.92M
2.10%
Sole
0.00
Shared
0.00
None
244.77K

ABBOTT LABORATORIES

SOLE
COM
Shares56.60K
TypeSH
Market value$5.81M
2.06%
Sole
0.00
Shared
0.00
None
56.60K

OMNICOM GROUP INC

SOLE
COM
Shares75.38K
TypeSH
Market value$5.68M
2.02%
Sole
0.00
Shared
0.00
None
75.38K

PPG INDS INC

SOLE
COM
Shares52.22K
TypeSH
Market value$5.58M
1.98%
Sole
0.00
Shared
0.00
None
52.22K

REGIONS FINANCIAL CORP NEW

SOLE
COM
Shares208.86K
TypeSH
Market value$5.46M
1.94%
Sole
0.00
Shared
0.00
None
208.86K

CDW CORP

SOLE
COM
Shares42.84K
TypeSH
Market value$5.18M
1.84%
Sole
0.00
Shared
0.00
None
42.84K
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