Mont Vue Capital Management, Inc. Portfolio Holdings

Mont Vue Capital Management, Inc.

  • $150 Billion
  • Q4 2025

Mont Vue Capital Management, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $28.2B, Ishares Tr with a value of $19.1B, Vanguard Total Stock Market Et with a value of $18.1B, Technology Sector Spdr with a value of $10.1B, and Vanguard Star Fd Vanguard Tota with a value of $10.1B.

Examining the 13F form we can see an increase of $1.18B in the current position value, from $149B to 150B.

Mont Vue Capital Management, Inc. is based out at Lynchburg, VA

Below you can find more details about Mont Vue Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $141 Billion
Financial Services: $2.18 Billion
Technology: $2 Billion
Consumer Cyclical: $1.63 Billion
Communication Services: $1.19 Billion
Industrials: $564 Million
Energy: $344 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$1.19 Billion 0.79% of portfolio
2,649
Q4 2025 Reduced 1.08%
$3.78T
$914 Million 0.61% of portfolio
1,889
Q1 2025 Reduced 15.25%
$4.3T
$769 Million 0.51% of portfolio
2,830
Q4 2025 Added 1.73%
$1.65T
$517 Million 0.34% of portfolio
1,652
Q2 2025 Reduced 1.26%
$881B
$479 Million 0.32% of portfolio
1,486
Q4 2025 Reduced 3.57%
$662B
$434 Million 0.29% of portfolio
863
Q1 2025 Reduced 4.85%
$1.74T
$410 Million 0.27% of portfolio
1,305
Q1 2025 Reduced 27.09%
$1.46T
$321 Million 0.21% of portfolio
1,055
Q2 2025 New
$258B
$297 Million 0.2% of portfolio
1,620
Q1 2025 New
$533B
$287 Million 0.19% of portfolio
817
Q2 2025 Added 8.79%
$265B
$284 Million 0.19% of portfolio
323
Q2 2025 New
$328B
$267 Million 0.18% of portfolio
867
Q2 2025 New
$2.39T
$232 Million 0.15% of portfolio
1,007
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $150 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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