13F Insight
DOSSIER · 13F-HR · Q1 2026

MontVue Capital Management, Inc.

MontVue's asset manager based in Chicago, IL — $147M in tracked AUM across 67 positions as of Q1 2026.

M
MontVue·Chicago, IL·Asset Manager
CIK 0002008758 · last filed Mar 31, 2026
Total AUM
$147M
▼ 14.1%
vs prior
Holdings
67
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MontVue Capital Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$27M192K18.6%
02
IXUS
ISHARES TR
$20M227K13.4%
03
VTI
VANGUARD INDEX FDS
$17M54K11.7%
04
VXUS
VANGUARD STAR FDS
$10M134K7.0%
05
XLK
SELECT SECTOR SPDR TR
$9M71K6.5%
06
VXF
VANGUARD INDEX FDS
$5M26K3.6%
07
VGT
VANGUARD WORLD FD
$4M6K2.9%
08
XLF
SELECT SECTOR SPDR TR
$3M63K2.1%
09
XLI
SELECT SECTOR SPDR TR
$3M19K2.1%
10
XLY
SELECT SECTOR SPDR TR
$3M27K2.0%

Filing history

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