Monte Financial Group, LLC

Position in CDW — CDW Corp

CIK 1755651 GUILFORD, CT

Position in CDW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,383,740

+$2,199,123 QoQ

Shares Held

52,501

+22.5% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#145

of 746 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Monte Financial Group, LLC holds $13,330,027 across 3 Information Technology Services names. CDW ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDW	CDW Corp This page	52,501	$7,383,740
2	ACN	Accenture plc	38,822	$4,831,009
3	IBM	International Business Machines Corp	3,966	$1,115,278

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,383,740	52,501	+22.5%	Shares	Sole	2026-08-07
2026-03-31	$5,184,617	42,841	+36.5%	Shares	Sole	2026-05-14
2025-12-31	$4,275,726	31,393	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.