Mont Vue Capital Management, Inc. Portfolio Holdings

Mont Vue Capital Management, Inc.

  • $140 Billion
  • Q2 2025

Mont Vue Capital Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 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 $25.3B, Ishares Tr with a value of $18B, Vanguard Total Stock Market Et with a value of $16.7B, Technology Sector Spdr with a value of $9.78B, and Vanguard Star Fd Vanguard Tota with a value of $9.34B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $125B to 140B.

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 $140 Billion
ETFs: $132 Billion
Technology: $1.97 Billion
Financial Services: $1.97 Billion
Consumer Cyclical: $1.07 Billion
Communication Services: $1.04 Billion
Industrials: $460 Million
Energy: $324 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.3 Billion 18.04% of portfolio
187,645
Q2 2025 Added 6.41%
$0
$18 Billion 12.83% of portfolio
233,066
Q2 2025 Added 0.47%
$0
$16.7 Billion 11.88% of portfolio
54,881
Q2 2025 Reduced 0.36%
$0
$9.78 Billion 6.96% of portfolio
38,628
Q2 2025 Reduced 1.58%
$0
$9.34 Billion 6.65% of portfolio
135,255
Q2 2025 Reduced 0.89%
$0
$4.99 Billion 3.55% of portfolio
25,872
Q2 2025 Reduced 0.89%
$0
$4.3 Billion 3.06% of portfolio
6,488
Q4 2024 Reduced 0.49%
$0
$3.5 Billion 2.49% of portfolio
66,902
Q2 2025 Reduced 4.01%
$0
$3.1 Billion 2.21% of portfolio
14,260
Q2 2025 Reduced 2.96%
$0
$2.93 Billion 2.08% of portfolio
19,837
Q2 2025 Reduced 2.48%
$0
$2.84 Billion 2.02% of portfolio
21,048
Q2 2025 Reduced 2.28%
$0
$2.4 Billion 1.71% of portfolio
18,889
Q1 2025 Reduced 0.16%
$0
$2.03 Billion 1.45% of portfolio
11,871
Q1 2025 Reduced 1.17%
$0
$2.02 Billion 1.44% of portfolio
3,276
Q2 2025 Reduced 0.73%
$0
$1.98 Billion 1.41% of portfolio
18,285
Q2 2025 Reduced 4.92%
$0
$1.81 Billion 1.29% of portfolio
7,296
Q3 2024 Reduced 1.0%
-
$1.73 Billion 1.23% of portfolio
-
Q2 2025 Reduced 1.18%
$0
$1.58 Billion 1.12% of portfolio
4,358
Q1 2025 Reduced 0.11%
$0
$1.38 Billion 0.98% of portfolio
17,046
Q2 2025 Reduced 3.32%
$0
$1.28 Billion 0.91% of portfolio
4,585
Q3 2024 Reduced 0.2%
$0
$1.26 Billion 0.9% of portfolio
4,407
Q4 2023 New
$0
$1.25 Billion 0.89% of portfolio
18,554
Q1 2025 Reduced 0.01%
$0
$1.1 Billion 0.79% of portfolio
19,376
Q2 2025 Added 0.37%
$0
$1.11 Billion 0.79% of portfolio
5,073
Q2 2025 Reduced 0.14%
$3.81T
$940 Million 0.67% of portfolio
1,889
Q1 2025 Reduced 15.25%
$1.01T
$851 Million 0.61% of portfolio
2,678
Q2 2025 Added 35.66%
$0
$804 Million 0.57% of portfolio
1,419
Q2 2025 Added 0.78%
$0
$729 Million 0.52% of portfolio
8,932
Q2 2025 Reduced 3.26%
$0
$731 Million 0.52% of portfolio
8,621
Q2 2025 Added 0.42%
$0
$695 Million 0.49% of portfolio
7,911
Q2 2025 Reduced 1.74%
$0
$624 Million 0.44% of portfolio
5,240
Q1 2025 Reduced 0.42%
$0
$585 Million 0.42% of portfolio
12,782
Q2 2025 Reduced 0.44%
$3.38T
$591 Million 0.42% of portfolio
2,882
Q2 2025 Added 0.38%
$0
$564 Million 0.4% of portfolio
1,328
Q1 2025 Reduced 11.41%
$0
$544 Million 0.39% of portfolio
13,142
Q2 2025 Reduced 1.93%
$0
$526 Million 0.37% of portfolio
15,480
Q2 2025 Added 1.53%
$0
$501 Million 0.36% of portfolio
6,007
Q1 2025 Reduced 2.29%
$0
$459 Million 0.33% of portfolio
4,968
Q2 2025 Added 20.79%
$850B
$447 Million 0.32% of portfolio
1,541
Q4 2024 Added 35.53%
$0
$443 Million 0.32% of portfolio
3,275
Q2 2025 Reduced 0.09%
$0
$440 Million 0.31% of portfolio
1,571
Q2 2024 Reduced 3.38%
$0
$440 Million 0.31% of portfolio
4,939
Q2 2025 Reduced 1.28%
$631B
$419 Million 0.3% of portfolio
863
Q1 2025 Reduced 4.85%
$83.7B
$398 Million 0.28% of portfolio
1,870
Q2 2025 Added 61.62%
$0
$375 Million 0.27% of portfolio
2,125
Q2 2024 Added 12.79%
$0
$359 Million 0.26% of portfolio
2,792
Q1 2024 Reduced 1.13%
$37.7B
$324 Million 0.23% of portfolio
1,863
Q1 2025 Reduced 37.12%
$0
$304 Million 0.22% of portfolio
1,560
Q3 2024 Reduced 1.33%
$1.07T
$291 Million 0.21% of portfolio
1,652
Q2 2025 Reduced 1.26%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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