Monte Financial Group, LLC
All 13F Filings
- Location
- Guilford, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 281,598
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 100 | 281,598 | 13F-HR | Monte Financial Group, LLC |
| Q4 2025 | 1/22/2026 | 93 | 268,333 | 13F-HR | Monte Financial Group, LLC |
| Q3 2025 | 10/31/2025 | 92 | 271,924 | 13F-HR | Monte Financial Group, LLC |
| Q2 2025 | 7/23/2025 | 90 | 257,270 | 13F-HR | Monte Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 278.9 K | 99.0% | 12.19 K | 0 | 12.19 K |
| ETFs | 2.704 K | 1.0% | 1.084 K | 0 | 1.084 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
281,598
Holdings
100
QoQ value change ($000)
13,265
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.