MONTIS FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 73K | $18.45M |
 | GOOG | 16K | $4.46M |
 | BRK-B | 14K | $6.86M |
 | BAC | 12K | $596.44K |
 | MSFT | 10K | $3.64M |
 | GOOGL | 10K | $2.82M |
 | AMZN | 7K | $1.55M |
 | NFLX | 7K | $647.57K |
 | JPM | 7K | $1.94M |
 | WMT | 6K | $795.29K |
 | CSCO | 5K | $379.88K |
 | CBT | 5K | $352.90K |
 | JNJ | 4K | $1.07M |
 | PG | 4K | $629.89K |
 | EW | 4K | $348.59K |
 | RTX | 4K | $766.14K |
 | IBM | 4K | $932.94K |
 | NVDA | 4K | $667.85K |
 | CP | 4K | $289.15K |
 | CARR | 4K | $201.58K |
Apple Inc.
AAPL
Shares Held
73K
Value
$18.45M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.46M
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$6.86M
Bank of America Corporation
BAC
Shares Held
12K
Value
$596.44K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.64M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.82M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.55M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$647.57K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$1.94M
Walmart Inc.
WMT
Shares Held
6K
Value
$795.29K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$379.88K
Cabot Corp.
CBT
Shares Held
5K
Value
$352.90K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$1.07M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$629.89K
Edwards Lifesciences Corporation
EW
Shares Held
4K
Value
$348.59K
RTX Corporation
RTX
Shares Held
4K
Value
$766.14K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$932.94K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$667.85K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$289.15K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$201.58K