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Portfolio (Quarterly) Guide ↗

MONETTA FINANCIAL SERVICES INC

· CIK 0000869179
13F Portfolio $129M AUM 58 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 2 Added 8 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 18,000.0 $11.7M 9.08% -1K -5.3% $650.34 +14.2%
2 NVDA NVIDIA CORPORATION Technology 30,000.0 $5.2M 4.06% -5K -14.3% $174.40 +25.9%
3 JPM JPMORGAN CHASE & CO. Financial Services 15,000.0 $4.4M 3.42% -3K -16.7% $294.16 +3.0%
4 PLTR PALANTIR TECHNOLOGIES INC Technology 22,200.0 $3.2M 2.52% -5K -18.4% $146.28 -6.2%
5 META META PLATFORMS INC Communication Services 5,200.0 $3.0M 2.31% -1K -16.1% $572.13 +6.2%
6 MSFT MICROSOFT CORP Technology 8,000.0 $3.0M 2.30% -4K -30.4% $370.17 +13.2%
7 HOOD ROBINHOOD MKTS INC Financial Services 26,500.0 $1.8M 1.42% -500.0 -1.9% $69.30 +9.6%
8 WMT WALMART INC Consumer Defensive 8,000.0 $994K 0.77% -1K -11.1% $124.28 +5.3%

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 25.9%
Financial Services 17.1%
Communication Services 15.5%
Consumer Cyclical 14.1%
Energy 8.1%
Industrials 6.3%
Healthcare 5.8%
Basic Materials 4.1%
Consumer Defensive 1.7%
Utilities 1.2%