account_balance

Investment manager · 13F filer · SEC CIK 2008758

MontVue Capital Management, Inc.

Reported value$171Mas of Sep 30, 2026
Positions73 0 new, 5 sold out
Top 10 weight69.6%ITOT alone is 18%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 17.7% Trimmed −2%
VTI Vanguard Index FDS 12.2% Held
IXUS iShares Tr 12.2% Held
XLK Select Sector SPDR Tr 8.0% Held
VXUS Vanguard Star FDS 6.9% Held
VGT Vanguard World Fd 3.6% Held
VXF Vanguard Index FDS 3.5% Held
XLF Select Sector SPDR Tr 1.9% Held
XLV Select Sector SPDR Tr 1.8% Trimmed −4%
XLI Select Sector SPDR Tr 1.8% Held
XLY Select Sector SPDR Tr 1.7% Held
VOO Vanguard Index FDS 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 27, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed
  • META −38%
  • V −14%
  • XLE −7%
  • XLV −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast