MontVue Capital Management, Inc.
All 13F Filings
- Location
- Lynchburg, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,797
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 78 | 173,797 | 13F-HR | MontVue Capital Management, Inc. |
| Q1 2026 | 4/16/2026 | 67 | 146,748 | 13F-HR | MontVue Capital Management, Inc. |
| Q4 2025 | 1/27/2026 | 65 | 150,321 | 13F-HR | MontVue Capital Management, Inc. |
| Q3 2025 | 10/31/2025 | 66 | 149,139 | 13F-HR | MontVue Capital Management, Inc. |
| Q2 2025 | 7/16/2025 | 65 | 140,455 | 13F-HR | MontVue Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.29 K | 8.8% | 6.911 K | 0 | 6.911 K |
| ETFs | 158.5 K | 91.2% | 20.14 K | 0 | 20.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
173,797
Holdings
78
QoQ value change ($000)
27,049
(18.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.