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Portfolio (Quarterly) Guide ↗

MONETA GROUP INVESTMENT ADVISORS LLC

· CIK 0001120927
13F Portfolio $13.3B AUM 811 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 331 Added 277 Reduced 62 Exited
Page 10 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COKE COCA COLA CONS INC Consumer Defensive 5,407.0 $1.0M 0.01% +1K +25.0% $191.72 -8.0%
182 LIN LINDE PLC Basic Materials 2,074.0 $1.0M 0.01% +26.0 +1.3% $495.78 +3.8%
183 SOXX ISHARES TR 3,119.0 $1.0M 0.01% +87.0 +2.9% $328.63 +59.8%
184 BK BANK NEW YORK MELLON CORP Financial Services 8,453.0 $1.0M 0.01% +106.0 +1.3% $118.64 +17.2%
185 MCK MCKESSON CORP Healthcare 1,139.0 $986K 0.01% +54.0 +5.0% $865.38 -11.4%
186 XLE SELECT SECTOR SPDR TR 15,878.0 $973K 0.01% +2K +14.5% $61.26 -3.5%
187 NET CLOUDFLARE INC Technology 4,523.0 $933K 0.01% +418.0 +10.2% $206.33 +3.1%
188 COF CAPITAL ONE FINL CORP Financial Services 5,092.0 $929K 0.01% +628.0 +14.1% $182.44 +2.3%
189 CDNS CADENCE DESIGN SYSTEM INC Technology 3,203.0 $890K 0.01% +565.0 +21.4% $277.83 +29.0%
190 PSA PUBLIC STORAGE OPER CO Real Estate 3,260.0 $883K 0.01% +83.0 +2.6% $270.88 +11.8%
191 GOVT ISHARES TR 38,395.0 $880K 0.01% +29K +290.7% $22.91 -1.2%
192 SRE SEMPRA Utilities 9,042.0 $879K 0.01% +192.0 +2.2% $97.17 -5.9%
193 GRID FIRST TR EXCHANGE-TRADED FD 5,334.0 $873K 0.01% +218.0 +4.3% $163.58 +16.7%
194 J P MORGAN EXCHANGE TRADED F 14,134.0 $867K 0.01% +2K +15.6% $61.32
195 WDC WESTERN DIGITAL CORP Technology 3,058.0 $827K 0.01% +469.0 +18.1% $270.50 +69.9%
196 FRMI FERMI INC Utilities 140,091.0 $818K 0.01% +129K +1117.7% $5.84 +3.8%
197 SO SOUTHERN CO Utilities 8,469.0 $817K 0.01% +676.0 +8.7% $96.52 -3.0%
198 PEN PENUMBRA INC Healthcare 2,466.0 $810K 0.01% +1K +88.5% $328.37 -0.1%
199 FNDX SCHWAB STRATEGIC TR 29,031.0 $809K 0.01% +983.0 +3.5% $27.85 +9.8%
200 IBB ISHARES TR 4,782.0 $807K 0.01% +341.0 +7.7% $168.86 +0.1%
Page 10 of 17  ·  331 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 28.1%
Financial Services 19.7%
Consumer Defensive 16.2%
Industrials 8.2%
Communication Services 6.2%
Consumer Cyclical 6.1%
Healthcare 6.1%
Energy 5.7%
Utilities 2.3%
Basic Materials 1.1%