Monte Financial Group as of June 30, 2018
Portfolio Holdings for Monte Financial Group
Monte Financial Group holds 70 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Boeing Company (BA) | 4.0 | $3.9M | 12k | 335.47 | |
Target Corporation (TGT) | 3.9 | $3.8M | 50k | 76.13 | |
Microsoft Corporation (MSFT) | 3.7 | $3.6M | 37k | 98.62 | |
CVS Caremark Corporation (CVS) | 3.4 | $3.3M | 52k | 64.35 | |
Nordstrom (JWN) | 3.4 | $3.3M | 64k | 51.79 | |
Exxon Mobil Corporation (XOM) | 3.4 | $3.3M | 40k | 82.73 | |
Cisco Systems (CSCO) | 3.3 | $3.2M | 75k | 43.04 | |
International Business Machines (IBM) | 3.2 | $3.2M | 23k | 139.71 | |
Intel Corporation (INTC) | 3.1 | $3.1M | 62k | 49.70 | |
Verizon Communications (VZ) | 3.1 | $3.1M | 61k | 50.31 | |
Merck & Co (MRK) | 3.0 | $2.9M | 48k | 60.70 | |
Coca-Cola Company (KO) | 2.9 | $2.8M | 64k | 43.86 | |
Gilead Sciences (GILD) | 2.9 | $2.8M | 40k | 70.84 | |
Southern Company (SO) | 2.7 | $2.6M | 57k | 46.31 | |
Dominion Resources (D) | 2.6 | $2.6M | 38k | 68.18 | |
Amgen (AMGN) | 2.6 | $2.6M | 14k | 184.58 | |
Caterpillar (CAT) | 2.6 | $2.6M | 19k | 135.65 | |
International Paper Company (IP) | 2.6 | $2.6M | 49k | 52.08 | |
United Technologies Corporation | 2.6 | $2.5M | 20k | 125.01 | |
General Mills (GIS) | 2.5 | $2.5M | 56k | 44.26 | |
J.M. Smucker Company (SJM) | 2.5 | $2.4M | 23k | 107.48 | |
United Parcel Service (UPS) | 2.5 | $2.4M | 23k | 106.21 | |
Nucor Corporation (NUE) | 2.5 | $2.4M | 39k | 62.50 | |
Johnson & Johnson (JNJ) | 2.4 | $2.4M | 19k | 121.33 | |
Dover Corporation (DOV) | 2.3 | $2.3M | 31k | 73.20 | |
Schlumberger (SLB) | 2.2 | $2.2M | 32k | 67.02 | |
V.F. Corporation (VFC) | 2.2 | $2.1M | 26k | 81.50 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $2.1M | 20k | 104.22 | |
Valero Energy Corporation (VLO) | 1.9 | $1.8M | 17k | 110.81 | |
Texas Instruments Incorporated (TXN) | 1.4 | $1.3M | 12k | 110.29 | |
Apple (AAPL) | 1.2 | $1.2M | 6.4k | 185.08 | |
Comcast Corporation (CMCSA) | 1.2 | $1.2M | 35k | 32.81 | |
Chevron Corporation (CVX) | 0.9 | $928k | 7.3k | 126.48 | |
Pfizer (PFE) | 0.7 | $726k | 20k | 36.30 | |
American Express Company (AXP) | 0.7 | $643k | 6.6k | 97.99 | |
Walt Disney Company (DIS) | 0.6 | $623k | 5.9k | 104.88 | |
At&t (T) | 0.6 | $618k | 19k | 32.09 | |
Chubb (CB) | 0.5 | $498k | 3.9k | 127.11 | |
Blackberry (BB) | 0.5 | $485k | 50k | 9.65 | |
Baxter International (BAX) | 0.5 | $450k | 6.1k | 73.90 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $453k | 406.00 | 1115.76 | |
Vectren Corporation | 0.4 | $429k | 6.0k | 71.50 | |
ResMed (RMD) | 0.4 | $414k | 4.0k | 103.68 | |
General Electric Company | 0.4 | $410k | 30k | 13.60 | |
ConocoPhillips (COP) | 0.4 | $396k | 5.7k | 69.67 | |
Masco Corporation (MAS) | 0.4 | $384k | 10k | 37.43 | |
Discovery Communications | 0.4 | $384k | 14k | 27.53 | |
Facebook Inc cl a (META) | 0.4 | $388k | 2.0k | 194.19 | |
UnitedHealth (UNH) | 0.4 | $375k | 1.5k | 245.58 | |
PPG Industries (PPG) | 0.4 | $368k | 3.6k | 103.66 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $340k | 301.00 | 1129.57 | |
Phillips 66 (PSX) | 0.3 | $326k | 2.9k | 112.45 | |
U.S. Bancorp (USB) | 0.3 | $313k | 6.3k | 49.94 | |
Visa (V) | 0.3 | $297k | 2.2k | 132.29 | |
FedEx Corporation (FDX) | 0.3 | $281k | 1.2k | 227.16 | |
Berkshire Hathaway (BRK.A) | 0.3 | $282k | 1.00 | 282000.00 | |
Paypal Holdings (PYPL) | 0.3 | $282k | 3.4k | 83.36 | |
Abbott Laboratories (ABT) | 0.3 | $274k | 4.5k | 60.89 | |
Avery Dennison Corporation (AVY) | 0.3 | $271k | 2.7k | 102.03 | |
Oracle Corporation (ORCL) | 0.3 | $278k | 6.3k | 44.07 | |
Parker-Hannifin Corporation (PH) | 0.3 | $270k | 1.7k | 155.89 | |
Stanley Black & Decker (SWK) | 0.3 | $257k | 1.9k | 132.89 | |
Procter & Gamble Company (PG) | 0.3 | $254k | 3.3k | 78.01 | |
Pepsi (PEP) | 0.2 | $242k | 2.2k | 109.01 | |
Nike (NKE) | 0.2 | $239k | 3.0k | 79.59 | |
Roper Industries (ROP) | 0.2 | $233k | 845.00 | 275.74 | |
Stryker Corporation (SYK) | 0.2 | $230k | 1.4k | 168.50 | |
Enbridge (ENB) | 0.2 | $225k | 6.3k | 35.73 | |
Ecolab (ECL) | 0.2 | $214k | 1.5k | 140.05 | |
Lloyds TSB (LYG) | 0.0 | $43k | 13k | 3.34 |