MontVue Capital Management, Inc. holds a focused book of 78 stocks worth $173.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Truist Financial Corp and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 18% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2008758/holdings"
Use Arkolith to show MontVue Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning MontVue Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MontVue Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 78 | $565.3B |
| WELLS FARGO & COMPANY/MN | 78 / 78 | $184.1B |
| UBS Group AG | 78 / 78 | $153.3B |
| LPL Financial LLC | 78 / 78 | $89.0B |
| Farther Finance Advisors, LLC | 78 / 78 | $3.1B |
| FMR LLC | 77 / 78 | $730.3B |
| JPMORGAN CHASE & CO | 77 / 78 | $496.3B |
| ROYAL BANK OF CANADA | 77 / 78 | $155.8B |
Ranked by how many of MontVue Capital Management, Inc.'s top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $30.6M | 186.2K | 17.6% | ▼−2.9% Reduced · −6K sh | |
| 2 | Ishares TR CORE MSCI TOTAL | $21.1M | 220.8K | 12.1% | ▼−2.6% Reduced · −6K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $20.7M | 55.9K | 11.9% | ▲+4.3% Added · +2K sh | |
| 4 | Select Sector SPDR TR ST STR TECHN ETF | $13.4M | 70.4K | 7.7% | ▼−1.3% Reduced · −903 sh | |
| 5 | Vanguard Star FDS VG TL INTL STK F | $11.9M | 139.0K | 6.8% | ▲+4.0% Added · +5K sh | |
| 6 | Vanguard Index FDS EXTEND MKT ETF | $6.3M | 25.8K | 3.7% | ▼−0.4% Reduced · −97 sh | |
| 7 | Vanguard World FD INF TECH ETF | $5.9M | 49.3K | 3.4% | ▲+700% Added · +43K sh | |
| 8 | Select Sector SPDR TR ST STR INDL ETF | $3.4M | 18.5K | 2.0% | ▼−0.9% Reduced · −162 sh | |
| 9 | Select Sector SPDR TR ST STR FINL ETF | $3.4M | 62.5K | 1.9% | ▼−0.2% Reduced · −135 sh | |
| 10 | Select Sector SPDR TR ST STR DISCR ETF | $3.2M | 27.3K | 1.8% | ▼−0.6% Reduced · −151 sh | |
| 11 | Select Sector SPDR TR ST STR CARE ETF | $3.1M | 19.3K | 1.8% | ▼−4.3% Reduced · −878 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $2.5M | 3.7K | 1.4% | ▲+6.2% Added · +215 sh | |
| 13 | Vanguard World FD FINANCIALS ETF | $2.5M | 18.6K | 1.4% | —Held | |
| 14 | Vanguard World FD HEALTH CAR ETF | $2.2M | 7.2K | 1.2% | —Held | |
| 15 | Vanguard World FD COMM SRVC ETF | $2.1M | 11.6K | 1.2% | —Held | |
| 16 | Select Sector SPDR TR ST STR SVC ETF | $1.9M | 17.6K | 1.1% | ▲+2.2% Added · +385 sh | |
| 17 | Truist Finl Corp COM | $1.9M | 37.6K | 1.1% | ▲New New position | |
| 18 | Vanguard World FD CONSUM DIS ETF | $1.7M | 4.3K | 1.0% | —Held | |
| 19 | Vanguard World FD INDUSTRIAL ETF | $1.6M | 4.6K | 0.9% | —Held | |
| 20 | Vanguard BD Index FDS VANGUARD ULTRA | $1.6M | 32.6K | 0.9% | ▼−2.3% Reduced · −778 sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.1K | 0.9% | ▼−3.5% Reduced · −78 sh | |
| 22 | Vanguard Index FDS LARGE CAP ETF | $1.5M | 4.4K | 0.9% | —Held | |
| 23 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.5M | 17.8K | 0.9% | ▼−0.6% Reduced · −110 sh | |
| 24 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.5M | 20.6K | 0.8% | ▲+10% Added · +2K sh | |
| 25 | Select Sector SPDR TR ST STR STAPL ETF | $1.3M | 16.1K | 0.8% | ▼−3.9% Reduced · −659 sh | |
| 26 | Apple Inc COM | $1.3M | 4.5K | 0.7% | ▲+74% Added · +2K sh | |
| 27 | Tesla Inc COM | $1.1M | 2.6K | 0.6% | —Held | |
| 28 | Vanguard World FD CONSUM STP ETF | $1.1M | 4.8K | 0.6% | —Held | |
| 29 | Visa Inc COM CL A | $966K | 2.8K | 0.6% | ▲+245% Added · +2K sh | |
| 30 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $892K | 1.3K | 0.5% | ▼−2.5% Reduced · −33 sh | |
| 31 | Select Sector SPDR TR ST STR ENERG ETF | $833K | 15.7K | 0.5% | ▼−3.8% Reduced · −617 sh | |
| 32 | Select Sector SPDR TR ST STR UTIL ETF | $775K | 17.1K | 0.4% | ▲+0.3% Added · +48 sh | |
| 33 | Vanguard World FD ENERGY ETF | $774K | 5.2K | 0.4% | —Held | |
| 34 | Select Sector SPDR TR ST STR MATER ETF | $765K | 15.1K | 0.4% | ▼−2.6% Reduced · −407 sh | |
| 35 | JPMorgan Chase & Co COM | $753K | 2.3K | 0.4% | ▲+79% Added · +1K sh | |
| 36 | Meta Platforms Inc CL A | $727K | 1.3K | 0.4% | ▲New New position | |
| 37 | Barclays Bank PLC DJUBS CMDT ETN36 | $709K | 16.2K | 0.4% | ▼−6.3% Reduced · −1K sh | |
| 38 | Microsoft Corp COM | $708K | 1.9K | 0.4% | ▲+0.4% Added · +8 sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $659K | 5.3K | 0.4% | ▲+300% Added · +4K sh | |
| 40 | Ishares TR GLOBAL TECH ETF | $640K | 4.4K | 0.4% | ▼−3.5% Reduced · −162 sh | |
| 41 | Alphabet Inc CAP STK CL A | $566K | 1.6K | 0.3% | —Held | |
| 42 | Select Sector SPDR TR ST STR REAL ETF | $561K | 12.7K | 0.3% | ▼−2.9% Reduced · −374 sh | |
| 43 | Fidelity Merrimack STR TR TOTAL BD ETF | $531K | 11.7K | 0.3% | ▼−0.6% Reduced · −65 sh | |
| 44 | Vanguard Index FDS MID CAP ETF | $506K | 6.3K | 0.3% | ▲+300% Added · +5K sh | |
| 45 | Ishares TR CORE MSCI EAFE | $505K | 5.2K | 0.3% | ▼−1.3% Reduced · −71 sh | |
| 46 | Taiwan Semiconductor Manufac SPONSORED ADS | $504K | 1.1K | 0.3% | —Held | |
| 47 | Vanguard Index FDS REAL ESTATE ETF | $469K | 4.9K | 0.3% | —Held | |
| 48 | Caterpillar Inc COM | $425K | 399 | 0.2% | ▲New New position | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $416K | 831 | 0.2% | ▲+1.0% Added · +8 sh | |
| 50 | Vanguard Intl Equity Index F TT WRLD ST ETF | $413K | 2.6K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.