Montis Financial, LLC - Q22026 Holdings

Montis Financial, LLC holds 152 stocks with a total portfolio value of $ 489.09M as of Q22026. In Q22026, Montis Financial, LLC added 10 new positions, increased stakes in 59 stocks, reduced 62 holdings, and fully exited 8 positions. The largest holding is Profesionally Managed Portfo (AKRE), representing 8.70% of the total portfolio.