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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 Rebalances16
Last RebalanceJun 1, 2026

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Changes:ONDS +2.5%DELL +0.9%AVAV +0.7%RIOT +0.4%CRS +0.3%

$MONTEXX exited VVX - fundamentally run its course nearing our PT. Added ONDS for long-term growth opportunities in drone tech.

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