Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

MontVue Capital Management, Inc.

•CIK: 2008758•Filing: Q4 2025

**MontVue Capital Management, Inc.** manages $150M across a diversified portfolio of 65 holdings. The strategy exhibits significant allocation to broad market indices, notably ITOT ($28.2M), IXUS ($19.1M), and VTI ($18.1M). Further concentration is evident in technology and international exposure, with XLK ($10.1M) and VXUS ($10.1M) representing substantial components. This positioning suggests a core focus on global equity market breadth with tactical tilts toward growth sectors.

Total AUM

$150.3M

QoQ Performance

+0.8%

Positions

30

Top 10 Concentration

70.0%

Latest Filing

Q4 2025

Top Holdings Allocation

ITOT

IXUS

VTI

XLK

VXUS

ITOT18.8%

IXUS12.7%

VTI12.1%

XLK6.7%

VXUS6.7%

VXF3.5%

VGT3.1%

XLF2.2%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+91.1%

6.7% of portfolio

SELECT SECTOR SPDR TR

+100.0%

2.2% of portfolio

SELECT SECTOR SPDR TR

+96.0%

0.5% of portfolio

SELECT SECTOR SPDR TR

+95.3%

0.5% of portfolio

SELECT SECTOR SPDR TR

+97.7%

0.5% of portfolio

📉 Biggest Sells

VANGUARD WORLD FD

-4.5%

3.1% of portfolio

ISHARES TR

-44.5%

0.2% of portfolio

SPDR S&P 500 ETF TR

-8.4%

1.3% of portfolio

ISHARES TR

-0.9%

12.7% of portfolio

VANGUARD INDEX FDS

-0.8%

12.1% of portfolio

Sector Breakdown

Other92.7%

ETF2.8%

Technology1.7%

Financial1.5%

Consumer0.9%

Industrial0.4%

🚪 Exited Positionssold since Q3 2025

ORACLE CORP

SOLD

$258.2K

META PLATFORMS INC

SOLD

$215.2K

Changes from Q3 2025

NEW1 new position

↑10 increased

↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

SELECT SECTOR SPDR TR

VANGUARD STAR FDS

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