MONTIS FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 78K | $19.84M |
 | OS | 34K | $630.09K |
 | BRK-B | 16K | $8.21M |
 | GOOG | 15K | $3.62M |
 | GOOGL | 12K | $2.83M |
 | BAC | 11K | $555.60K |
 | MSFT | 10K | $5.06M |
 | AMZN | 7K | $1.47M |
 | WMT | 6K | $641.46K |
 | JPM | 6K | $1.93M |
 | RTX | 6K | $946.17K |
 | CBT | 5K | $358.12K |
 | PG | 5K | $710.79K |
 | JNJ | 4K | $804.59K |
 | EW | 4K | $330.76K |
 | CARR | 4K | $235.61K |
 | IBM | 4K | $1.09M |
 | PEP | 4K | $517.54K |
 | CP | 4K | $273.82K |
 | CAT | 4K | $1.75M |
Apple Inc.
AAPL
Shares Held
78K
Value
$19.84M
OneStream, Inc. Class A Common Stock
OS
Shares Held
34K
Value
$630.09K
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$8.21M
Alphabet Inc.
GOOG
Shares Held
15K
Value
$3.62M
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$2.83M
Bank of America Corporation
BAC
Shares Held
11K
Value
$555.60K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.06M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.47M
Walmart Inc.
WMT
Shares Held
6K
Value
$641.46K
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.93M
RTX Corporation
RTX
Shares Held
6K
Value
$946.17K
Cabot Corporation
CBT
Shares Held
5K
Value
$358.12K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$710.79K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$804.59K
Edwards Lifesciences Corporation
EW
Shares Held
4K
Value
$330.76K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$235.61K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.09M
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$517.54K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$273.82K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.75M