Institutions / Monte Financial Group, LLC / Activity
Activity — Monte Financial Group, LLC
16 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Axon Enterprise Inc Common stock | $205.8K | +390 | 390 0.07% of portfolio | low |
| Q2 2026 as of | New | Amgen Inc Common stock | $216.5K | +562 | 562 0.07% of portfolio | low |
| Q2 2026 as of | New | The Goldman Sachs Group, Inc. Common stock | $220.0K | +216 | 216 0.07% of portfolio | low |
| Q2 2026 as of | New | Intel Corp Common stock | $232.6K | +3K | 2,579 0.07% of portfolio | low |
| Q2 2026 as of | New | 670100205 Common stock | $234.6K | +5K | 4,982 0.08% of portfolio | low |
| Q2 2026 as of | New | PROCTER & GAMBLE Co Common stock | $238.7K | +2K | 1,652 0.08% of portfolio | low |
| Q2 2026 as of | New | 316092402 Common stock | $245.2K | +7K | 7,419 0.08% of portfolio | low |
| Q2 2026 as of | New | Bank of America Corp /De Common stock | $251.8K | +4K | 4,064 0.08% of portfolio | low |
| Q2 2026 as of | New | Netflix Inc Common stock | $265.4K | +4K | 3,701 0.08% of portfolio | low |
| Q2 2026 as of | New | G0593M107 Common stock | $1.57M | +9K | 9,226 0.50% of portfolio | low |
| Q2 2026 as of | New | GE HealthCare Technologies Inc. Common stock | $1.79M | +26K | 26,296 0.57% of portfolio | low |
| Q2 2026 as of | New | Marsh & McLennan Companies, Inc. Common stock | $3.32M | +18K | 17,501 1.06% of portfolio | low |
| Q2 2026 as of | New | Smith a O Corp Common stock | $4.46M | +74K | 74,174 1.43% of portfolio | low |
| Q2 2026 as of | New | Intuit Inc. Common stock | $5.05M | +16K | 15,976 1.62% of portfolio | medium |
| Q2 2026 as of | New | Becton Dickinson & Co Common stock | $6.26M | +38K | 37,825 2.01% of portfolio | medium |
| Q2 2026 as of | New | Accenture plc Common stock | $6.44M | +39K | 38,822 2.06% of portfolio | medium |