Holdings
Montis Financial, LLC
As of Jun 30, 2026, Montis Financial, LLC reported 57 positions worth US$80.9M. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 73,269 | US$21.2M | +583 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,410 | US$12.7M | +610 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,420 | US$9.08M | +127 | Jun 30, 2026 |
| Microsoft Corp. | 10,621 | US$3.96M | +787 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,416 | US$3.64M | −20 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,620 | US$2.17M | +9 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,933 | US$1.89M | +477 | Jun 30, 2026 |
| Deere & Company | 2,544 | US$1.61M | +1 | Jun 30, 2026 |
| Broadcom Inc. | 3,267 | US$1.23M | +204 | Jun 30, 2026 |
| Johnson & Johnson | 4,458 | US$1.13M | +62 | Jun 30, 2026 |