Fund Holdings — Monte Financial Group, LLC

Total Portfolio Value
$271.92M
Total Bought
$22.60M
Total Sold
$8.58M
Net Transaction
+$14.02M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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GAP INC(GAP)118,894238,643+119,7492,5935,1051.88%+2,512
BAKER HUGHES COMPANY(BKR)117,681135,095+17,4144,5126,5822.42%+2,070
OMNICOM GROUP INC(OMC)66,61477,868+11,2544,7926,3492.33%+1,556
MEDTRONIC PLC(MDT)32,12242,668+10,5462,8004,0641.49%+1,264
JOHNSON & JOHNSON(JNJ)36,69236,885+1935,6056,8392.52%+1,235
PFIZER INC(PFE)230,500258,633+28,1335,5876,5902.42%+1,003
THE CAMPBELLS COMPANY(CPB)151,526178,676+27,1504,6445,6432.08%+998
HERSHEY CO(HSY)41,36541,543+1786,8657,7712.86%+906
RTX CORPORATION(RTX)47,73346,906-8276,9707,8492.89%+879
HOME DEPOT INC(HD)18,96219,171+2096,9527,7682.86%+815
CHEVRON CORP NEW(CVX)39,83441,817+1,9835,7046,4942.39%+790
AVERY DENNISON CORP27,29533,720+6,4254,7895,4682.01%+679
ALPHABET INC(GOOG)7,1097,692+5831,2531,8700.69%+617
GARTNER INC(IT)1,9745,321+3,3477981,3990.51%+601
STANLEY BLACK & DECKER INC(SWK)72,33572,904+5694,9015,4191.99%+518
APPLE INC(AAPL)12,37311,978-3952,5393,0501.12%+511
MERCK & CO INC(MRK)49,09051,379+2,2893,8864,3121.59%+426
WELLS FARGO CO NEW(WFC)108,100108,184+848,6619,0683.33%+407
AT&T INC(T)014,350+14,35004050.15%+405
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,2224,702+4809561,3130.48%+357
KLA CORP(KLAC)1,9521,949-31,7492,1030.77%+354
NVIDIA CORPORATION(NVDA)13,67013,334-3362,1602,4880.91%+328
TJX COS INC NEW(TJX)8,9609,901+9411,1061,4310.53%+325
HARTFORD INSURANCE GROUP INC(HIG)45,44245,501+595,7656,0692.23%+304
ADVANCED MICRO DEVICES INC(AMD)01,818+1,81802940.11%+294
ISHARES TR01,199+1,19902900.11%+290
THERMO FISHER SCIENTIFIC INC(TMO)2,8722,939+671,1651,4250.52%+261
TESLA INC(TSLA)1,6191,644+255147310.27%+217
NEXTERA ENERGY INC(NEE)02,765+2,76502090.08%+209
JPMORGAN CHASE & CO.(JPM)8,6328,555-772,5032,6990.99%+196
CADENCE DESIGN SYSTEM INC(CDNS)4,5454,520-251,4011,5880.58%+187
AMERICAN EXPRESS CO(AXP)5,7296,034+3051,8272,0040.74%+177
UNITED PARCEL SERVICE INC(UPS)53,79567,098+13,3035,4305,6052.06%+175
GE AEROSPACE(GE)3,7943,726-689771,1210.41%+144
ALPHABET INC(GOOG)2,0852,08503705080.19%+138
LINDE PLC(LIN)2,7903,037+2471,3091,4420.53%+133
AMETEK INC6,2356,578+3431,1281,2370.45%+108
CATERPILLAR INC(CAT)1,2081,20804695770.21%+107
AMAZON COM INC(AMZN)7,3937,732+3391,6221,6980.62%+76
GE VERNOVA INC(GEV)938929-94965710.21%+75
SOUTHERN CO(SO)18,06518,06501,6591,7120.63%+53
STRYKER CORPORATION(SYK)3,5353,918+3831,3991,4480.53%+50
VISA INC(V)5,4465,792+3461,9341,9770.73%+44
DELL TECHNOLOGIES INC(DELL)56,10248,813-7,2896,8786,9202.54%+42
MICROSOFT CORP(MSFT)8,9578,667-2904,4554,4891.65%+34
ISHARES TR918901-175706030.22%+33
ABBOTT LABS51,82752,841+1,0147,0497,0782.60%+28
DECKERS OUTDOOR CORP(DECK)14,00714,511+5041,4441,4710.54%+27
PARKER-HANNIFIN CORP(PH)2,6872,512-1751,8771,9040.70%+27
EXXON MOBIL CORP4,9944,99405385630.21%+25
FIDELITY COVINGTON TRUST1,4191,368-512803040.11%+24
AMPHENOL CORP NEW19,13815,460-3,6781,8901,9130.70%+23
FIDELITY COVINGTON TRUST2,5182,503-152372570.09%+21
UBER TECHNOLOGIES INC(UBER)3,2903,29003073220.12%+15
EATON CORP PLC(ETN)75275202682810.10%+13
FIDELITY COVINGTON TRUST4,5114,481-302883000.11%+11
FIDELITY COVINGTON TRUST3,4423,371-712672760.10%+9
BOEING CO(BA)1,0841,08402272340.09%+7
FIDELITY COVINGTON TRUST4,2414,160-813143180.12%+4
CONSOLIDATED EDISON INC(ED)8,2698,26908308310.31%+1
TRANE TECHNOLOGIES PLC(TT)3,3173,440+1231,4511,4520.53%+1
LULULEMON ATHLETICA INC(LULU)5,9187,882+1,9641,4061,4020.52%-4
META PLATFORMS INC(META)1,2621,26209319270.34%-5
CHUBB LIMITED
COM
5,3825,493+1111,5591,5500.57%-9
ASTRAZENECA PLC(AZN)22,69720,479-2,2181,5861,5710.58%-15
GARMIN LTD(GRMN)28,75224,306-4,4466,0015,9852.20%-16
AXON ENTERPRISE INC(AXON)308325+172552330.09%-22
REGIONS FINANCIAL CORP NEW(RF)239,838213,051-26,7875,6415,6182.07%-23
TREX CO INC(TREX)24,75625,581+8251,3461,3220.49%-24
DISNEY WALT CO(DIS)2,1832,130-532712440.09%-27
DEERE & CO(DE)57557502922630.10%-29
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,0713,685-3867406990.26%-41
INTERNATIONAL BUSINESS MACHS(IBM)4,2674,26701,2581,2040.44%-54
ISHARES TR6,8155,850-9656095460.20%-63
MOODYS CORP(MCO)3,3033,315+121,6571,5790.58%-78
CORNING INC(GLW)124,44078,626-45,8146,5446,4502.37%-95
AUTOMATIC DATA PROCESSING IN16,84817,381+5335,1965,1011.88%-95
CME GROUP INC(CME)21,12921,050-795,8245,6872.09%-136
BROWN & BROWN INC(BRO)10,56810,801+2331,1721,0130.37%-159
ISHARES TR2,4220-2,4222230—-223
PPG INDS INC(PPG)40,36341,052+6894,5914,3151.59%-276
EOG RES INC(EOG)51,99852,891+8936,2205,9302.18%-289
GENERAC HLDGS INC(GNRC)11,2277,812-3,4151,6081,3080.48%-300
WATSCO INC(WSO)10,08310,259+1764,4534,1481.53%-305
STARBUCKS CORP(SBUX)51,35951,942+5834,7064,3941.62%-312
NOVARTIS AG(NVS)52,46246,583-5,8796,3485,9742.20%-375
TEXAS INSTRS INC(TXN)20,74921,184+4354,3083,8921.43%-416
UNITEDHEALTH GROUP INC(UNH)4,5702,848-1,7221,4269830.36%-442
CISCO SYS INC(CSCO)85,95879,606-6,3525,9645,4472.00%-517
TARGET CORP(TGT)72,57272,103-4697,1596,4682.38%-692
M & T BK CORP(MTB)29,74925,664-4,0855,7715,0721.87%-699
COMCAST CORP NEW(CCZ)193,255196,204+2,9496,8976,1652.27%-733
AIR PRODS & CHEMS INC18,39715,894-2,5035,1894,3351.59%-854
OREILLY AUTOMOTIVE INC(ORLY)12,8590-12,8591,1590—-1,159
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Monte Financial Group, LLC — 13F Holdings — Q3 2025 | TickerTrail