MontVue Capital Management, Inc.
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$8.8B
Holdings
1,711
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 9.3% (2.8k → 2.6k shares)
3.3%
02
$MSFT
MICROSOFT CORP
Q1 2025: Sold 15.2% (2.2k → 1.9k shares)
3.2%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.9%
04
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
2.4%
05
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +7.8% (3.2k → 3.5k shares)
2.1%
06
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Sold 21.5% (2.8k → 2.2k shares)
1.9%
07
$AMZN
AMAZON COM INC
Q2 2025: New position (1.0k shares)
1.7%
08
$GOOGL
ALPHABET INC
Q4 2024: New position (1.7k shares)
1.4%
09
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.3%
10
$IVV
ISHARES TR
Q1 2026: Exited (was 304 shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:09 UTC.