Monte Financial Group, LLC

SEC CIK: 0001755651
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CDW holding history

CDW Corp in every 13F filed by Monte Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CDW overview All 13F holders of CDW Full Q2 2026 holdings

Shares (Q2 2026): 52,501
Value: $7.76M
% of portfolio: 2.5%
Quarters held: 3; Since Q4 2025

Holdings of CDW by Monte Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,501	$7.76M	2.5%	+9,660+22.5%	Added	Holders
Q1 2026	42,841	$5.18M	1.8%	+11,448+36.5%	Added	Holders
Q4 2025	31,393	$4.28M	1.6%	+31,393	New	Holders