List of top 200 securities held by Monte Financial Group LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-08-07 10:12:36
Total Holdings: 102
Assets Under Management (AUM) :
$312,210,080 ($312.21M)
Reporting Manager: Robert Monte
Address:
30 LONG HILL ROAD
GUILFORD, CT 06437
Since : total money flow = , gains and losses =
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