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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.

Asset Breakdown

META4.45%
PWR3.96%
MO3.9%

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About the Creator

Activity

Total Rebalances21
Last RebalanceOct 5, 2026

Posts by Creator

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Changes:KNF +2.5%CRWV +1.0%META +1.0%SNPS +0.7%INTC +0.6%

$MONTEXX exited ORN - replaced with KNF. takeover target and improving margins following challenged acquisition.

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