MONTX Mutual Fund

MONTX Mutual Fund

NAV$34.52
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Showing the top 10 of 59 holdings · as of Jun 30, 2026
Top 10 weight
39.72%
MONTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Alphabet Inc.Class AComm. Services · Interactive Media
7.73%		7.7%23,000$8.66MComm. ServicesInteractive Media
2
AMZN
Amazon.com IncConsumer Disc. · Internet
7.61%		15.3%31,500$8.53MConsumer Disc.Internet
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
4.71%		20.1%25,000$5.28M
4
AMD
Advanced Micro Devices Inc
3.92%		24.0%8,500$4.39M
5
AAPL
Apple, Inc
3.62%		27.6%13,000$4.06M
6
JPM
JPMorgan Chase
3.21%		30.8%12,000$3.59M
7
AVGO
Broadcom Inc
2.39%		33.2%6,000$2.68M
8—Meta Platform Inc
2.26%		35.4%4,000$2.53M
9
MU
Micron Technology, Inc.
2.17%		37.6%2,500$2.43M
10
PLTR
Palantir Technologies Inc
2.10%		39.7%15,000$2.35M
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsPaymentsSemiconductorsNetworking InfrastructureCybersecurityGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEmerging Tech

MONTX Mutual Fund Top Holdings

MONTX holdings top 10 positions. The top 10 holdings account for 39.7% of the fund, led by Alphabet Inc.Class A at 7.7%, Amazon.Com Inc at 7.6%, Nvidia Corp. at 4.7%.

MONTX portfolio concentration is moderate, with the top 10 representing 39.7% of total assets. The largest sector exposure is Information Technology at 40.1%.

MONTX sectors provide a detailed breakdown. MONTX overlap shows how holdings compare to other funds in your portfolio.