MC

MontVue Capital Management, Inc.

13F
MontVue Capital Management, Inc.
Last update 2025-07-16 65 Stocks (8 new)
Value $140.00 Mil Turnover 3 %
Countries:
Top Holdings: ITOT(18.04%)IXUS(12.83%)VTI(11.88%)XLK(6.96%)VXUS(6.65%)
Summary Stock Picks Current Portfolio
MontVue Capital Management, In... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
187,645
25,339.7
+6.41%
18.040
+1.09%
0.040
+20.06%
+7.48%
72,197.9
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
233,066
18,018.3
+0.47%
12.830
+0.06%
0.040
+14.33%
+19.13%
46,361.4
 
VTI
Vanguard Total Stock Market ETF
54,881
16,679.8
-0.36%
11.880
-0.04%
0.000
+19.88%
+7.41%
476,877.3
 
XLK
Technology Select Sector SPDR ETF
38,628
9,781.9
-1.58%
6.960
-0.10%
0.010
+35.59%
+12.66%
82,405.1
 
VXUS
Vanguard Total International Stock
135,255
9,344.7
-0.89%
6.650
-0.06%
0.010
+13.80%
+18.77%
92,264.9
 
VXF
Vanguard Extended Market Index ETF
25,872
4,985.9
-0.89%
3.550
-0.03%
0.020
+23.05%
+5.21%
21,553.0
 
VGT
Vanguard Information Technology ETF
6,488
4,303.4
0%
3.060
0%
0.010
+35.83%
+10.57%
87,563.4
 
XLF
Financial Select Sector SPDR
66,902
3,503.6
-4.01%
2.490
-0.11%
0.010
+12.95%
+9.42%
51,197.0
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
14,260
3,099.1
-2.96%
2.210
-0.07%
0.010
+19.03%
-1.36%
22,540.2
 
XLI
Industrial Select Sector SPDR
19,837
2,926.4
-2.48%
2.080
-0.05%
0.010
+21.52%
+15.91%
22,470.3
 

MontVue Capital Management, Inc.'s Historical Top Holdings Breakdowns

MontVue Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+1.09%
●
108.12 ($124.74) 135.04
$137.43
10.17%
Add 6.41%
187,645
11,306
IXG
iShares Global Financials ETF
2025-06-30
New Buy
New Buy
+0.19%
●
90.79 ($104.78) 110.82
$111.09
6.02%
New holding
2,375
2,375
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-06-30
New Buy
New Buy
+0.17%
●
141.37 ($184.95) 228.57
$245.60
32.79%
New holding
1,055
1,055
AMZN
Amazon.com Inc
2025-06-30
New Buy
New Buy
+0.16%
●
167.32 ($197.77) 223.3
$223.88
13.20%
New holding
1,007
1,007
GE
GE Aerospace
2025-06-30
New Buy
New Buy
+0.16%
●
166.81 ($219.12) 257.39
$260.28
18.78%
New holding
867
867
GS
The Goldman Sachs Group Inc
2025-06-30
New Buy
New Buy
+0.16%
●
462.22 ($578.93) 707.75
$705.84
21.92%
New holding
323
323
TSLA
Tesla Inc
2025-06-30
Add
Add
+0.16%
●
221.86 ($300.61) 362.89
$319.41
6.25%
Add 35.66%
2,678
704
EFA
iShares MSCI EAFE ETF
2025-06-30
New Buy
New Buy
+0.15%
●
72.96 ($85.32) 90.39
$88.61
3.86%
New holding
2,364
2,364
META
Meta Platforms Inc
2025-06-30
New Buy
New Buy
+0.15%
●
484.66 ($617.26) 738.09
$701.41
13.63%
New holding
293
293
ORCL
Oracle Corp
2025-06-30
New Buy
New Buy
+0.14%
●
122.82 ($161.13) 218.63
$248.75
54.38%
New holding
918
918

MontVue Capital Management, Inc. Total Holding History ($B)

To

MontVue Capital Management, Inc.'s Asset Allocation

To

MontVue Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MontVue Capital Management, Inc.'s Hypothetical Growth since 2025-06-30

MontVue Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

MontVue Capital Management, Inc.'s Holdings Heat Map

Size field:

MontVue Capital Management, Inc.'s Holdings Bubble Chart

MontVue Capital Management, Inc. News

  • 1

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