Monte Financial Group, Llc Portfolio Stock Holdings

Monte Financial Group, Llc disclosed 102 stock positions valued at approximately $312.2 million in its latest SEC 13F filing. The largest holdings include AUTOMATIC DATA PROCESSING IN, JOHNSON & JOHNSON, and RTX CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on August 7, 2026.

Report Period
June 30, 2026
No. of Stocks
102
Portfolio Value
$312.2M
Holdings by Sector
Monte Financial Group, Llc Portfolio Holdings in Q2 2026

101 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AUTOMATIC DATA PROCESSING INADPTechnology2.92%34,271+1,028+3.09%$9,131,920
JOHNSON & JOHNSONJNJHealthcare2.79%33,979+143+0.42%$8,710,585
RTX CORPORATIONRTXIndustrials2.77%40,180+1,202+3.08%$8,647,495
HOME DEPOT INCHDConsumer Cyclical2.70%25,399+6,013+31.02%$8,431,446
ABBOTT LABORATORIESABTHealthcare2.64%77,837+21,241+37.53%$8,227,409
MEDTRONIC PLCMDTOther2.60%94,960+36,975+63.77%$8,108,628
PACKAGING CORP AMERPKGConsumer Cyclical2.58%32,743+1,574+5.05%$8,049,466
CDW CORPCDWTechnology2.49%52,501+9,660+22.55%$7,760,211
AVERY DENNISON CORPAVYConsumer Cyclical2.47%45,436+7,041+18.34%$7,711,895
WELLS FARGO & COWFCFinancial Services2.46%88,896+2,170+2.50%$7,685,090
CHEVRON CORPORATIONCVXEnergy2.46%39,010+213+0.55%$7,678,429
EOG RES INCEOGEnergy2.27%47,766+756+1.61%$7,102,332
BAKER HUGHES COMPANYBKREnergy2.27%117,178+4,122+3.65%$7,088,068
NOVARTIS AGNVSHealthcare2.23%44,535+1,137+2.62%$6,954,124
STANLEY BLACK & DECKER INCSWKIndustrials2.22%73,163+1,860+2.61%$6,919,783
UNITED PARCEL SVCS INCUPSIndustrials2.17%65,043+1,712+2.70%$6,778,782
MERCK & CO INCMRKHealthcare2.15%51,508+754+1.49%$6,706,299
GARMIN LTDGRMNOther2.14%22,782+586+2.64%$6,692,842
REGIONS FINANCIAL CORP NEWRFFinancial Services2.13%215,362+6,505+3.11%$6,665,451
CISCO SYS INCCSCOTechnology2.13%57,439-21,197-26.96%$6,662,386
HARTFORD INSURANCE GROUP INCHIGFinancial Services2.10%46,146+1,251+2.79%$6,548,517
ACCENTURE PLC IRELANDACNTechnology2.06%38,822+24,507+171.20%$6,441,357
BECTON DICKINSON & COBDXHealthcare2.01%37,825+37,825+100.00%$6,264,593
M & T BK CORPMTBFinancial Services1.94%24,654+528+2.19%$6,072,084
TEXAS INSTRS INCTXNTechnology1.93%21,818+432+2.02%$6,016,226
PPG INDS INCPPGBasic Materials1.88%53,121+903+1.73%$5,870,922
CME GROUP INCCMEFinancial Services1.80%20,972+537+2.63%$5,616,054
STARBUCKS CORPSBUXConsumer Cyclical1.78%52,820+1,555+3.03%$5,559,348
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials1.66%17,603+546+3.20%$5,190,960
INTUITINTUTechnology1.62%15,976+13,077+451.09%$5,049,534
GAP INCGAPConsumer Cyclical1.57%243,759-1,008-0.41%$4,897,111
DELL TECHNOLOGIES INCDELLTechnology1.47%11,343-27,380-70.71%$4,598,288
MICROSOFT CORPMSFTTechnology1.46%9,805+351+3.71%$4,556,805
SMITH A O CORPAOSIndustrials1.43%74,174+14,430+24.15%$4,460,095
PFIZER INCPFEHealthcare1.39%173,412-63,815-26.90%$4,337,042
WATSCO INCWSOIndustrials1.23%12,461+749+6.40%$3,854,037
MARSH & MCLENNAN COS INCMMCFinancial Services1.06%17,501+17,501+100.00%$3,319,765
APPLE INCAAPLTechnology1.04%10,522+19+0.18%$3,250,359
JPMORGAN CHASE & COJPMFinancial Services0.94%8,321-75-0.89%$2,927,245
AMAZON COM INCAMZNConsumer Cyclical0.85%9,790+150+1.56%$2,658,849
VISA INCVFinancial Services0.74%6,340+108+1.73%$2,321,352
PARKER-HANNIFIN CORPPHIndustrials0.69%2,213-43-1.91%$2,161,009
AMERICAN EXPRESS COAXPFinancial Services0.68%6,274+98+1.59%$2,109,673
EXXON MOBIL CORPXOMEnergy0.67%13,451--$2,090,887
NVIDIA CORPORATIONNVDATechnology0.62%9,646-1,091-10.16%$1,936,473
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.60%3,257+90+2.84%$1,870,409
DEERE & CODEIndustrials0.59%3,123+351+12.66%$1,850,908
TREX INCTREXIndustrials0.59%42,168+4,377+11.58%$1,828,404
AMETEK INCAMEIndustrials0.58%7,467+200+2.75%$1,804,805
GE HEALTHCARE TECHNOLOGIES IGEHCHealthcare0.57%26,296+26,296+100.00%$1,788,654
ALPHABET INCGOOGLCommunication Services0.57%4,957-1,202-19.52%$1,765,277
TJX COS INC NEWTJXConsumer Cyclical0.56%11,104+288+2.66%$1,747,162
MOODYS CORPMCOFinancial Services0.55%3,619+72+2.03%$1,731,307
SOUTHERN COSOUtilities0.55%18,065--$1,707,865
CHUBB LIMITEDCBFinancial Services0.54%4,842+124+2.63%$1,698,066
STRYKER CORPORATIONSYKHealthcare0.54%5,185+587+12.77%$1,688,641
TRANE TECHNOLOGIES PLCTTOther0.54%3,698+74+2.04%$1,682,558
LINDE PLCLINOther0.52%3,387+45+1.35%$1,620,149
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.52%16,695+253+1.54%$1,617,412
AMPHENOL CORPAPHTechnology0.51%10,002-2,397-19.33%$1,607,388
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.47%3,598-1,150-24.22%$1,454,492
CADENCE DESIGN SYSTEM INCCDNSTechnology0.46%4,212-1,135-21.23%$1,432,164
GE AEROSPACEGEIndustrials0.44%3,827+72+1.92%$1,377,988
KLA CORPKLACTechnology0.38%6,455+5,303+460.33%$1,180,110
UNITEDHEALTH GROUP INCUNHHealthcare0.37%2,811-37-1.30%$1,164,739
INVESCO EXCHANGE TRADED FD TRSPOther0.35%5,123+301+6.24%$1,101,496
BROWN & BROWN INCBROFinancial Services0.34%15,165+4+0.03%$1,067,616
ISHARES TRIVVOther0.33%1,375+67+5.12%$1,031,690
GE VERNOVA INCGEVUtilities0.32%1,007+15+1.51%$997,222
CATERPILLAR INCCATIndustrials0.29%1,124-21-1.83%$915,846
CONSOLIDATED EDISON INCEDUtilities0.29%8,259--$898,992
INTERNATIONAL BUSINESS MACHSIBMTechnology0.28%3,966-141-3.43%$886,996
ADVANCED MICRO DEVICES INCAMDTechnology0.28%1,830+12+0.66%$871,355
COMCAST CORP NEWCMCSACommunication Services0.27%35,811-2,362-6.19%$858,023
ALPHABET INCGOOGCommunication Services0.25%2,149+43+2.04%$766,441
META PLATFORMS INCMETACommunication Services0.22%1,245+11+0.89%$693,104
ISHARES TREFAOther0.20%6,042--$637,914
FIDELITY COVINGTON TRUSTFHLCOther0.17%6,915+1,637+31.02%$544,556
TESLA INCTSLAConsumer Cyclical0.17%1,728+1+0.06%$537,771
FIDELITY COVINGTON TRUSTFTECOther0.15%1,747+350+25.05%$471,865
FIDELITY COVINGTON TRUSTFIDUOther0.14%4,630+843+22.26%$440,869
ISHARES TRIWMOther0.14%1,483+120+8.80%$431,850
CORNING INCGLWTechnology0.13%2,925-2,312-44.15%$404,381
FIDELITY COVINGTON TRUSTFNCLOther0.12%4,614-81-1.73%$374,011
AT&T INCTCommunication Services0.11%14,648+98+0.67%$340,570
BOEING COBAIndustrials0.10%1,494+400+36.56%$322,913
EATON CORP PLCETNOther0.10%723-29-3.86%$300,190
FIDELITY COVINGTON TRUSTFDISOther0.09%2,762+35+1.28%$280,398
FIDELITY COVINGTON TRUSTFMATOther0.09%4,823+602+14.26%$274,815
NETFLIX INC.NFLXCommunication Services0.08%3,701+1,046+39.40%$265,369
BANK OF AMER CORPBACFinancial Services0.08%4,064+4,064+100.00%$251,765
FIDELITY COVINGTON TRUSTFENYOther0.08%7,419+100+1.37%$245,198
PROCTER & GAMBLE COPGConsumer Defensive0.08%1,652--$238,697
NOVO-NORDISK A SNVOHealthcare0.08%4,982+4,982+100.00%$234,573
INTEL CORPINTCTechnology0.07%2,579+2,579+100.00%$232,626
UBER TECHNOLOGIES INCUBERTechnology0.07%3,290--$231,484
GOLDMAN SACHS GROUP INCGSFinancial Services0.07%216+216+100.00%$219,970
AMGEN INCAMGNHealthcare0.07%562+562+100.00%$216,460
HERSHEY COHSYConsumer Defensive0.07%1,202-29,888-96.13%$210,410
AXON ENTERPRISE INCAXONIndustrials0.07%390+390+100.00%$205,826
Monte Financial Group, Llc Portfolio Stock Holdings | InsiderSet