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| Name: |
Monte Financial Group LLC |
| City: |
Guilford |
| State: |
CT |
| Zip: |
06437 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AZN |
AstraZeneca Plc (ADR) |
40 |
New |
$76.97 |
$1,325,000 |
19,555 |
0.58% |
1,325,000 |
19,555 |
0.001 |
Drug Manufacturers - ... |
|
|
BRO |
Brown & Brown Inc |
71 |
New |
$88.70 |
$507,000 |
5,787 |
0.22% |
507,000 |
5,787 |
0.002 |
Insurance Brokers |
|
|
LULU |
Lululemon Athletica Inc |
72 |
New |
$346.85 |
$427,000 |
1,092 |
0.19% |
427,000 |
1,092 |
0.001 |
Textile - Apparel Clo... |
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DIS |
Walt Disney Co |
78 |
New |
$102.77 |
$270,000 |
2,206 |
0.12% |
270,000 |
2,206 |
0 |
Entertainment - Diver... |
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