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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.73 Billion 1.23% of portfolio
-
Q2 2025 Reduced 1.18%
$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%
$3.38T
$591 Million 0.42% of portfolio
2,882
Q2 2025 Added 0.38%
$850B
$447 Million 0.32% of portfolio
1,541
Q4 2024 Added 35.53%
$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%
$37.7B
$324 Million 0.23% of portfolio
1,863
Q1 2025 Reduced 37.12%
$1.07T
$291 Million 0.21% of portfolio
1,652
Q2 2025 Reduced 1.26%
$172B
$297 Million 0.21% of portfolio
6,870
Q1 2025 Reduced 19.46%
$572B
$290 Million 0.21% of portfolio
817
Q2 2025 Added 8.79%
$1.27T
$239 Million 0.17% of portfolio
1,055
Q2 2025 New
$223B
$237 Million 0.17% of portfolio
1,620
Q1 2025 New
$1.12T
$231 Million 0.16% of portfolio
1,305
Q1 2025 Reduced 27.09%
$2.28T
$221 Million 0.16% of portfolio
1,007
Q2 2025 New
$241B
$229 Million 0.16% of portfolio
323
Q2 2025 New
$1.62T
$216 Million 0.15% of portfolio
293
Q2 2025 New
$671B
$201 Million 0.14% of portfolio
918
Q2 2025 New
$64.8M
$183 Million 0.13% of portfolio
13,027
Q1 2025 Added 2.36%

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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