Mont Vue Capital Management, Inc. Portfolio Holdings

Mont Vue Capital Management, Inc.

  • $149 Billion
  • Q3 2025

Mont Vue Capital Management, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 66 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 $27.7B, Ishares Tr with a value of $18.8B, Vanguard Total Stock Market Et with a value of $17.9B, Technology Sector Spdr with a value of $10.3B, and Vanguard Star Fd Vanguard Tota with a value of $9.87B.

Examining the 13F form we can see an increase of $8.68B in the current position value, from $140B to 149B.

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 $149 Billion
ETFs: $140 Billion
Technology: $2.24 Billion
Financial Services: $2.06 Billion
Consumer Cyclical: $1.41 Billion
Communication Services: $1.24 Billion
Industrials: $532 Million
Energy: $312 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.5M
$203 Million 0.14% of portfolio
13,027
Q1 2025 Added 2.36%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $149 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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