Monte Financial Group, LLC - Portfolio overview

Monte Financial Group, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. JNJ - JOHNSON & JOHNSON, 2.92%
2. CVX - CHEVRON CORPORATION, 2.84%
3. RTX - RTX CORPORATION, 2.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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