MONTIS FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 74K | $20.23M |
 | GOOG | 16K | $5.06M |
 | BRK-B | 15K | $7.31M |
 | OS | 13K | $246.95K |
 | BAC | 13K | $689.10K |
 | MSFT | 10K | $5.06M |
 | GOOGL | 10K | $3.17M |
 | AMZN | 7K | $1.71M |
 | JPM | 7K | $2.12M |
 | NFLX | 7K | $616.00K |
 | WMT | 6K | $693.44K |
 | RTX | 6K | $1.11M |
 | JNJ | 5K | $980.81K |
 | CSCO | 5K | $362.68K |
 | CBT | 5K | $310.59K |
 | PG | 5K | $662.94K |
 | EW | 4K | $369.30K |
 | CARR | 4K | $221.66K |
 | IBM | 4K | $1.14M |
 | CAT | 4K | $2.16M |
Apple Inc.
AAPL
Shares Held
74K
Value
$20.23M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$5.06M
Berkshire Hathaway Inc.
BRK-B
Shares Held
15K
Value
$7.31M
OneStream, Inc. Class A Common Stock
OS
Shares Held
13K
Value
$246.95K
Bank of America Corporation
BAC
Shares Held
13K
Value
$689.10K
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.06M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.17M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.71M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.12M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$616.00K
Walmart Inc.
WMT
Shares Held
6K
Value
$693.44K
RTX Corporation
RTX
Shares Held
6K
Value
$1.11M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$980.81K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$362.68K
Cabot Corporation
CBT
Shares Held
5K
Value
$310.59K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$662.94K
Edwards Lifesciences Corporation
EW
Shares Held
4K
Value
$369.30K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$221.66K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.14M
Caterpillar Inc.
CAT
Shares Held
4K
Value
$2.16M