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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002008758

MontVue Capital Management, Inc.

Lynchburg, VA · File #028-23567

Latest AUM
$150.3M
Positions
65
Top-10 Concentration
71.9%
Filings
8

Sector Allocation

Technology
1.1%$1.7M
Energy
0.2%$343,724
Industrials
0.2%$297,108
Financials
0.2%$286,531

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287150189,895$28.2M19.28%
2ISHARES TR46432F834225,548$19.1M13.04%
3VANGUARD INDEX FDS92290876954,064$18.1M12.38%
4SELECT SECTOR SPDR TR81369Y80370,067$10.1M6.89%
5VANGUARD STAR FDS921909768133,481$10.1M6.88%
6VANGUARD INDEX FDS92290865224,939$5.2M3.56%
7VANGUARD WORLD FD92204A7026,168$4.6M3.18%
8SELECT SECTOR SPDR TR81369Y60561,096$3.3M2.29%
9SELECT SECTOR SPDR TR81369Y40727,105$3.2M2.21%
10SELECT SECTOR SPDR TR81369Y20920,564$3.2M2.17%
11SELECT SECTOR SPDR TR81369Y70418,575$2.9M1.97%
12VANGUARD WORLD FD92204A40518,648$2.5M1.70%
13VANGUARD WORLD FD92204A88411,561$2.2M1.53%
14VANGUARD WORLD FD92204A5047,246$2.1M1.42%
15VANGUARD INDEX FDS9229083633,201$2.0M1.37%
16SELECT SECTOR SPDR TR81369Y85216,647$2.0M1.34%
17SPDR S&P 500 ETF TRSPY2,828$1.9M1.32%
18VANGUARD WORLD FD92204A1084,358$1.7M1.17%
19VANGUARD BD INDEX FDS92203C30333,331$1.7M1.13%
20VANGUARD INDEX FDS9229086374,407$1.4M0.95%