Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MontVue Capital Management, Inc. (CIK 2008758) reported $173.8M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($30.6M, 17.60%), IXUS ($21.1M, 12.12%), VTI ($20.7M, 11.91%), XLK ($13.4M, 7.71%), VXUS ($11.9M, 6.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $30.6M | 17.60% | 186,235 | Trimmed |
| 2 | IXUS | ISHARES TR | $21.1M | 12.12% | 220,795 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $20.7M | 11.91% | 55,936 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $13.4M | 7.71% | 70,377 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $11.9M | 6.84% | 139,022 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $6.3M | 3.65% | 25,776 | Trimmed |
| 7 | VGT | VANGUARD WORLD FD | $5.9M | 3.39% | 49,280 | Added |
| 8 | XLI | SELECT SECTOR SPDR TR | $3.4M | 1.97% | 18,522 | Trimmed |
| 9 | XLF | SELECT SECTOR SPDR TR | $3.4M | 1.93% | 62,493 | Trimmed |
| 10 | XLY | SELECT SECTOR SPDR TR | $3.2M | 1.84% | 27,294 | Trimmed |
| 11 | XLV | SELECT SECTOR SPDR TR | $3.1M | 1.76% | 19,325 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $2.5M | 1.45% | 3,666 | Added |
| 13 | VFH | VANGUARD WORLD FD | $2.5M | 1.41% | 18,625 | Hold |
| 14 | VHT | VANGUARD WORLD FD | $2.2M | 1.25% | 7,246 | Hold |
| 15 | VOX | VANGUARD WORLD FD | $2.1M | 1.22% | 11,555 | Hold |
| 16 | XLC | SELECT SECTOR SPDR TR | $1.9M | 1.08% | 17,577 | Added |
| 17 | TFC | TRUIST FINL CORP | $1.9M | 1.08% | 37,553 | New |
| 18 | VCR | VANGUARD WORLD FD | $1.7M | 0.98% | 4,308 | Hold |
| 19 | VIS | VANGUARD WORLD FD | $1.6M | 0.95% | 4,576 | Hold |
| 20 | VUSB | VANGUARD BD INDEX FDS | $1.6M | 0.93% | 32,553 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.92% | 2,143 | Trimmed |
| 22 | VV | VANGUARD INDEX FDS | $1.5M | 0.87% | 4,407 | Hold |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.86% | 17,774 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.84% | 20,594 | Added |
| 25 | XLP | SELECT SECTOR SPDR TR | $1.3M | 0.77% | 16,079 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30