MontVue Capital Management, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
67
Quarter
2025 Q4
Top Holding
ITOT (18.8%)
Top 10 Concentration
70.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 67
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 18.78% 18.58% #1
Prev: #1
7.5 -379 -0.2%
P
S
189,895 $28,235,534 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IXUS
ISHARES TR
ETF 12.70% 12.60% #2
Prev: #2
5.1 -1,945 -0.9%
P
S
225,548 $19,090,408 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 12.06% 11.99% #3
Prev: #3
4.8 -433 -0.8%
P
S
54,064 $18,125,897 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 6.71% 6.93% #4
Prev: #4
5.0 33,404 91.1%
P
S
70,067 $10,087,526 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 6.70% 6.62% #5
Prev: #5
2.7 -837 -0.6%
P
S
133,481 $10,069,800 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 3.47% 3.51% #6
Prev: #6
1.4 -55 -0.2%
P
S
24,939 $5,215,313 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 3.09% 3.23% #7
Prev: #7
1.3 -290 -4.5%
P
S
6,168 $4,649,316 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 2.23% 2.27% #8
Prev: #8
0.9 -1,705 -2.7%
P
S
61,096 $3,346,206 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 2.15% 2.18% #9
Prev: #9
3.2 13,554 100.0%
P
S
27,105 $3,236,594 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 2.12% 1.94% #10 1
Prev: #11
0.9 -259 -1.2%
P
S
20,564 $3,183,362 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 1.92% 1.96% #11 1
Prev: #10
0.8 -423 -2.2%
P
S
18,575 $2,881,431 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFH
VANGUARD WORLD ...
ETF 1.66% 1.64% #12
Prev: #12
0.7 no change no change
P
S
18,648 $2,489,322 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOX
VANGUARD WORLD ...
ETF 1.49% 1.46% #13
Prev: #13
0.6 no change no change
P
S
11,561 $2,238,557 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VHT
VANGUARD WORLD ...
ETF 1.39% 1.27% #14 3
Prev: #17
0.6 -50 -0.7%
P
S
7,246 $2,085,762 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.34% 1.31% #15 1
Prev: #16
0.5 no change no change
P
S
3,201 $2,007,444 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 1.30% 1.33% #16 1
Prev: #15
0.5 -113 -0.7%
P
S
16,647 $1,959,697 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.28% 1.38% #17 3
Prev: #14
0.5 -258 -8.4%
P
S
2,828 $1,928,360 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCR
VANGUARD WORLD ...
ETF 1.14% 1.16% #18 1
Prev: #19
0.5 no change no change
P
S
4,358 $1,716,704 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUSB
VANGUARD BD IND...
ETF 1.11% 1.17% #19 1
Prev: #18
0.5 -1,613 -4.6%
P
S
33,331 $1,661,207 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 0.92% 0.91% #20 1
Prev: #21
0.4 no change no change
P
S
4,407 $1,387,324 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIS
VANGUARD WORLD ...
ETF 0.91% 0.91% #21 1
Prev: #20
0.4 -7 -0.2%
P
S
4,578 $1,365,984 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 0.91% 0.89% #22 1
Prev: #23
0.4 no change no change
P
S
18,554 $1,364,835 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 0.87% 0.89% #23 1
Prev: #22
0.3 -186 -1.1%
P
S
16,749 $1,301,051 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 0.82% 0.78% #24 1
Prev: #25
2.3 307 1.6%
P
S
19,644 $1,227,161 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.79% 0.80% #25 1
Prev: #24
0.3 -29 -1.1%
P
S
2,649 $1,191,309 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.00% 0.17%
Sold All 😨
(Was: #58)
0.3 -918 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.14%
Sold All 😨
(Was: #64)
0.3 -293 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 67 holdings

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