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Monte Investments Value And Growth

About Monte Investments Value And Growth

Stocks are selected with a thematic approach paired with a bottom-up fundamental analysis of each individual holding. We look for long-term secular growth in the market as well as operational durability and growth when assessing each company. We target a 2-5 year investment horizon for each company.

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Total Rebalances20
Last RebalanceAug 11, 2026

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Changes:SYM +1.0%CRWV +0.9%TPC +0.9%RKLB +0.9%ONDS +0.7%

$MONTEXX rebalanced winners as they near PT into other underweight assets. While still invested, pulling back exposure as further upside may be limited with the current information.

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