MontVue Capital Management, Inc.
Top Portfolio Positions
22 positions ·
$9,488,747 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
2,221 | $1,444,405 | 15.22% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,649 | $984,765 | 10.38% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,301 | $802,404 | 8.46% | |
| MSFT |
Microsoft Corp
Technology
|
1,889 | $699,251 | 7.37% | |
| AAPL |
Apple Inc.
Technology
|
2,567 | $651,478 | 6.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,584 | $455,495 | 4.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
823 | $394,381 | 4.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,286 | $378,289 | 3.99% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,055 | $356,537 | 3.76% | |
| TRGP |
Targa Resources Corp.
Energy
|
1,406 | $352,526 | 3.72% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BOTJ
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,056 | 12,527 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $242,041 | 13,027 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $203,221 | 13,027 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $183,159 | 13,027 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $192,539 | 13,027 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $201,977 | 12,727 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $174,868 | 12,727 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $143,306 | 12,727 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $146,283 | 14,120 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $202,815 | 16,597 | Shares | Sole | 2024-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||