SEC Form 13F

Monte Financial Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$312,210,084
Positions102

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AUTOMATIC DATA PROCESSING INADPCOM$9,131,92034,271
JOHNSON & JOHNSONJNJCOM$8,710,58533,979
RTX CORPORATIONRTXCOM$8,647,49540,180
HOME DEPOT INCHDCOM$8,431,44625,399
ABBOTT LABORATORIESABTCOM$8,227,40977,837
MEDTRONIC PLCMDTSHS$8,108,62894,960
PACKAGING CORP AMERPKGCOM$8,049,46632,743
CDW CORPCDWCOM$7,760,21152,501
AVERY DENNISON CORPAVYCOM$7,711,89545,436
WELLS FARGO & COWFCCOM$7,685,09088,896

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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