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Holdings (Monthly) Guide ↗

Monetta Young Investor Fund

· Monetta Trust
Monthly Holdings $45M AUM 4 positions Period Jun 2026 Filed Aug 18, 2026 EDGAR ↗ ← All Funds
All 4 New 3 Added 4 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obligations Fund FGXXX Mar 2026 815,444 -320,687 $815K -28.2% 1.83% STIV
2 Microsoft Corp. MSFT Mar 2026 1,500 -500 $560K -24.4% 1.26% EC
3 Broadcom Inc. AVGO Mar 2026 1,000 -400 $378K -12.8% 0.85% EC
4 Palantir Technologies, Inc. PLTR Mar 2026 2,000 -200 $233K -27.5% 0.52% EC