The Analysis of MontVue Capital Management, Inc.'s Holdings
Currently, MontVue Capital Management, Inc. holds 65 types of securities in its portfolio with a total value $150.3M. In the most recent quarter, they have increased their positions in XLK (+33.4K shares, valued at $4.8M), XLY (+13.6K shares, valued at $1.6M), XLE (+8.0K shares, valued at $358.9K); decreased their positions in VGT (-290 shares, valued at $218.6K), ESGU (-1.5K shares, valued at $216.9K), SPY (-258 shares, valued at $175.9K); initiated new positions in TJX (+1.3K shares, valued at $202.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR189.9K shares-0.20%2025-12-312026-01-27
IXUS ISHARES TR225.5K shares-0.85%2025-12-312026-01-27 VTI VANGUARD INDEX FDS54.1K shares-0.79%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR70.1K shares91.11%2025-12-312026-01-27 VXUS VANGUARD STAR FDS133.5K shares-0.62%2025-12-312026-01-27 VXF VANGUARD INDEX FDS24.9K shares-0.22%2025-12-312026-01-27 VGT VANGUARD WORLD FD6.2K shares-4.49%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR61.1K shares-2.71%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR27.1K shares100.02%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR20.6K shares-1.24%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR18.6K shares-2.23%2025-12-312026-01-27 VFH VANGUARD WORLD FD18.6K shares0.00%2025-12-312026-01-27 VOX VANGUARD WORLD FD11.6K shares0.00%2025-12-312026-01-27 VHT VANGUARD WORLD FD7.2K shares-0.69%2025-12-312026-01-27 XLC SELECT SECTOR SPDR TR16.6K shares-0.67%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR2.8K shares-8.36%2025-12-312026-01-27 VCR VANGUARD WORLD FD4.4K shares0.00%2025-12-312026-01-27 VUSB VANGUARD BD INDEX FDS33.3K shares-4.62%2025-12-312026-01-27 VV VANGUARD INDEX FDS4.4K shares0.00%2025-12-312026-01-27 VIS VANGUARD WORLD FD4.6K shares-0.15%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F18.6K shares0.00%2025-12-312026-01-27 XLP SELECT SECTOR SPDR TR16.7K shares-1.10%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS19.6K shares1.59%2025-12-312026-01-27 TSLA TESLA INC2.6K shares-1.08%2025-12-312026-01-27 VDC VANGUARD WORLD FD4.9K shares0.00%2025-12-312026-01-27 MSFT MICROSOFT CORP1.9K shares0.00%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares2.12%2025-12-312026-01-27 AAPL APPLE INC2.8K shares1.73%2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR16.4K shares96.02%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR16.9K shares95.31%2025-12-312026-01-27 XLB SELECT SECTOR SPDR TR15.4K shares97.69%2025-12-312026-01-27 VDE VANGUARD WORLD FD5.2K shares0.00%2025-12-312026-01-27 DJP BARCLAYS BANK PLC17.2K shares1.48%2025-12-312026-01-27 IWF ISHARES TR1.3K shares0.00%2025-12-312026-01-27 FBND FIDELITY MERRIMACK STR TR12.6K shares-0.65%2025-12-312026-01-27 IEFA ISHARES TR5.8K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.7K shares0.00%2025-12-312026-01-27 XLRE SELECT SECTOR SPDR TR12.7K shares-1.16%2025-12-312026-01-27 IXN ISHARES TR4.6K shares0.00%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.5K shares-3.57%2025-12-312026-01-27 VO VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP1.9K shares0.00%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS4.9K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-27 VT VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2025-12-312026-01-27 VPU VANGUARD WORLD FD2.0K shares0.00%2025-12-312026-01-27 TRGP TARGA RES CORP1.9K shares0.00%2025-12-312026-01-27 VAW VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-12-312026-01-27 IXG ISHARES TR2.6K shares0.00%2025-12-312026-01-27 RTX RTX CORPORATION1.6K shares0.00%2025-12-312026-01-27 V VISA INC817 shares0.00%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC323 shares0.00%2025-12-312026-01-27 ESGU ISHARES TR1.8K shares-44.46%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE867 shares0.00%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC6.5K shares-5.76%2025-12-312026-01-27 IEMG ISHARES INC3.8K shares0.05%2025-12-312026-01-27 BOTJ BANK OF THE JAMES FINL GP IN13.0K shares0.00%2025-12-312026-01-27 AMZN AMAZON COM INC1.0K shares0.00%2025-12-312026-01-27 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-27 EFA ISHARES TR2.4K shares0.00%2025-12-312026-01-27 IVV ISHARES TR304 shares0.00%2025-12-312026-01-27 TJX TJX COS INC NEW1.3K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available