Monte Financial Group, LLC

Position in MDT — Medtronic plc

CIK 1755651 GUILFORD, CT

Position in MDT

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

Position Value

$7,428,720

+$2,404,320 QoQ

Shares Held

94,960

+63.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.53%

of 13F equity value

Holder Rank

#468

of 2,103 holders

Holding Since

Mar 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Monte Financial Group, LLC holds $17,807,300 across 4 Medical Devices names. MDT ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	94,960	$7,428,720
2	ABT	Abbott Laboratories	77,837	$7,062,929
3	GEHC	GE HealthCare Technologies Inc.	26,296	$1,683,206
4	SYK	Stryker Corp	5,185	$1,632,445

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,428,720	94,960	+63.8%	Shares	Sole	2026-08-07
2026-03-31	$5,024,400	57,985	+37.1%	Shares	Sole	2026-05-14
2025-12-31	$4,064,106	42,308	-0.8%	Shares	Sole	2026-01-22
2025-09-30	$4,063,700	42,668	+32.8%	Shares	Sole	2025-10-31
2025-06-30	$2,800,074	32,122	+17.3%	Shares	Sole	2025-07-23
2021-09-30	$3,431,330	27,374	+1.1%	Shares	Sole	2021-10-25
2021-06-30	$3,362,433	27,088	+36.1%	Shares	Sole	2021-10-25
2021-03-31	$2,351,613	19,907	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.