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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 Rebalances12
Last RebalanceApr 17, 2026

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Changes:RIOT +2.0%FLY +2.1%INTC +1.1%AVGO +0.4%PKE +0.3%

$MONTEXX reduced energy exposure for now - added RIOT on data center hosting strategy.

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