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Portfolio (Quarterly) Guide ↗

Montis Financial, LLC

· CIK 0001844314
13F Portfolio $489M AUM 152 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 152 New
Page 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 C CITIGROUP INC Financial Services 1,701.0 $238K 0.05% NEW $139.94 -5.9%
142 SPMD SPDR SERIES TRUST 3,442.0 $233K 0.05% NEW $67.55 -1.2%
143 MU MICRON TECHNOLOGY INC Technology 199.0 $230K 0.05% NEW $1154.29 -21.1%
144 RWJ INVESCO EXCH TRADED FD TR II 3,783.0 $225K 0.05% NEW $59.50 +2.9%
145 ORCL ORACLE CORP Technology 1,529.0 $224K 0.05% NEW $146.55 -2.8%
146 SCZ ISHARES TR 2,675.0 $220K 0.04% NEW $82.26 +5.2%
147 IONS IONIS PHARMACEUTICALS INC Healthcare 2,700.0 $214K 0.04% NEW $79.29 -21.8%
148 PANW PALO ALTO NETWORKS INC Technology 627.0 $214K 0.04% NEW $341.02 +2.9%
149 MCD MCDONALDS CORP Consumer Cyclical 777.0 $210K 0.04% NEW $270.33 +0.8%
150 UNH UNITEDHEALTH GROUP INC Healthcare 504.0 $210K 0.04% NEW $415.97 -4.1%
151 DVN DEVON ENERGY CORP NEW Energy 5,037.0 $208K 0.04% NEW $41.32 +16.7%
152 NUDV NUSHARES ETF TR 6,290.0 $205K 0.04% NEW $32.55 +5.9%
Page 8 of 8  ·  152 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 31.5%
Industrials 9.0%
Healthcare 7.4%
Communication Services 5.9%
Consumer Cyclical 4.3%
Consumer Defensive 2.5%
Energy 1.5%
Basic Materials 0.9%
Utilities 0.5%