Monte-Financial-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
82
Total Value
228467996
Accession Number
0001951757-25-000401
Form Type
13F-HR
Manager Name
Monte-Financial-Group
Data Enrichment
95% identified
78 identified4 unidentified

Holdings

82 positions • $228.5M total value
Manager:
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Page 5 of 5
316092709
Shares:3.5K
Value:$230.1K
% of Portfolio:0.1% ($230.1K/$228.5M)
316092808
Shares:1.4K
Value:$208.4K
% of Portfolio:0.1% ($208.4K/$228.5M)