MontVue Capital Management, Inc.
MontVue Capital Management, Inc. reported 78 holdings worth US$174M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
MontVue Capital Management, Inc. reported 78 holdings worth US$174M as of Jun 30, 2026. Largest: Truist Financial Corporation, Apple Inc and Tesla, Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$174M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Truist Financial Corporation | 37,553 | US$1.87M | 1.1% |
| Apple Inc | 4,474 | US$1.29M | 0.74% |
| Tesla, Inc. | 2,649 | US$1.11M | 0.64% |
| Visa Inc. | 2,817 | US$966K | 0.56% |
| Alphabet Inc (google) Class C | 2,656 | US$949K | 0.55% |
| Jp Morgan Chase & Co. | 2,301 | US$753K | 0.43% |
| Meta Platforms, Inc. | 1,290 | US$727K | 0.42% |
| Microsoft Corp. | 1,897 | US$708K | 0.41% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,055 | US$504K | 0.29% |
| Caterpillar, Inc. | 399 | US$425K | 0.24% |
| Berkshire Hathaway Inc. | 831 | US$416K | 0.24% |
| Targa Resources, Inc. | 1,406 | US$377K | 0.22% |
| Capital One Financial Corporation | 1,791 | US$359K | 0.21% |
| Amazon.com, Inc. | 1,482 | US$353K | 0.20% |
| Ge Aerospace | 931 | US$348K | 0.20% |
| Bank Of The James Financial Group, Inc. | 13,297 | US$339K | 0.20% |
| Ge Vernova Inc. | 229 | US$269K | 0.15% |
| Verizon Communications Inc. | 6,296 | US$267K | 0.15% |
| Bank Of America Corporation | 4,449 | US$254K | 0.15% |
| Johnson & Johnson | 973 | US$247K | 0.14% |
| Goldman Sachs Group, Inc. (the) | 243 | US$246K | 0.14% |
| Chevron Corporation | 1,458 | US$242K | 0.14% |
| Corning Incorporated | 942 | US$241K | 0.14% |
| Cisco Systems, Inc. | 1,984 | US$233K | 0.13% |
| Rtx Corporation | 1,220 | US$231K | 0.13% |
| Kla Corporation | 740 | US$223K | 0.13% |
| International Business Machines Corporation | 775 | US$218K | 0.13% |
| Nvidia Corporation | 1,030 | US$206K | 0.12% |
| Tjx Companies, Inc. (the) | 1,338 | US$203K | 0.12% |
Source
View original at SEC
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