StockDriftsStockDriftsTop 50 Montvue Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 18.62% | 191.8K | $27.3M | +1.03%(+1.95K) | $103.80(+52.69%) | 2026-03-31 | |
| IXUS | ISHARES TR | 13.38% | 226.6K | $19.6M | +0.48%(+1.08K) | $63.08(+48.54%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.72% | 53.6K | $17.2M | -0.84%(-454) | $224.82(+58.79%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 7.02% | 133.7K | $10.3M | +0.14%(+190) | $56.49(+47.65%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.46% | 71.3K | $9.5M | +1.73%(+1.21K) | $89.94(+84.15%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.63% | 25.9K | $5.3M | +3.75%(+934) | $157.59(+45.50%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.93% | 6.2K | $4.3M | -0.13%(-8) | $59.83(+78.52%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.11% | 62.6K | $3.1M | +2.51%(+1.53K) | $35.80(+44.09%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.06% | 18.7K | $3.0M | +0.59%(+109) | $108.01(+59.62%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.04% | 27.4K | $3.0M | +1.25%(+340) | $85.35(+38.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.97% |
| Top 20 Holdings Unweighted | +13.76% | +47.22% |
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