§ 13F · FUND PROFILE
MontVue Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.5T (13F)Positions · 65Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 190K | $28.2T | 18.8% | ±0% |
| 2 | IXUS | ISHARES TR | 226K | $19.1T | 12.7% | −1% |
| 3 | VTI | VANGUARD INDEX FDS | 54K | $18.1T | 12.1% | −1% |
| 4 | XLK | SELECT SECTOR SPDR TR | 70K | $10.1T | 6.7% | +91% |
| 5 | VXUS | VANGUARD STAR FDS | 133K | $10.1T | 6.7% | −1% |
| 6 | VXF | VANGUARD INDEX FDS | 25K | $5.2T | 3.5% | ±0% |
| 7 | VGT | VANGUARD WORLD FD | 6K | $4.6T | 3.1% | −4% |
| 8 | XLF | SELECT SECTOR SPDR TR | 61K | $3.3T | 2.2% | −3% |
| 9 | XLY | SELECT SECTOR SPDR TR | 27K | $3.2T | 2.2% | +100% |
| 10 | XLV | SELECT SECTOR SPDR TR | 21K | $3.2T | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONTVUE SIGNAL
AC read
MontVue Capital Management, Inc. is a Other fund managing $140455.2 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed