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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 9 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MU MICRON TECHNOLOGY INC Technology 4,232.0 $1.4M 0.01% +189.0 +4.7% $337.86 +125.6%
162 JEPI J P MORGAN EXCHANGE TRADED F 25,023.0 $1.4M 0.01% +6K +33.2% $56.68 -1.1%
163 XLY SELECT SECTOR SPDR TR 12,787.0 $1.4M 0.01% +165.0 +1.3% $108.98 +8.9%
164 NOC NORTHROP GRUMMAN CORP Industrials 2,038.0 $1.4M 0.01% +31.0 +1.5% $682.29 -19.2%
165 AG FIRST MAJESTIC SILVER CORP Basic Materials 63,239.0 $1.4M 0.01% +18K +40.6% $21.48 -7.4%
166 NSC NORFOLK SOUTHN CORP Industrials 4,719.0 $1.4M 0.01% +637.0 +15.6% $286.97 +8.5%
167 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 22,436.0 $1.3M 0.01% +5K +26.2% $59.03 +14.5%
168 MRVL MARVELL TECHNOLOGY INC Technology 13,235.0 $1.3M 0.01% +200.0 +1.5% $99.05 +92.5%
169 NOW SERVICENOW INC Technology 12,348.0 $1.3M 0.01% +724.0 +6.2% $104.55 -4.6%
170 PAAS PAN AMERN SILVER CORP Basic Materials 23,328.0 $1.3M 0.01% +2K +10.6% $54.63 +0.3%
171 SBUX STARBUCKS CORP Consumer Cyclical 13,945.0 $1.2M 0.01% +2K +15.8% $89.59 +18.9%
172 UNFI UNITED NAT FOODS INC Consumer Defensive 27,358.0 $1.2M 0.01% +425.0 +1.6% $45.06 +11.8%
173 CSX CSX CORP Industrials 29,839.0 $1.2M 0.01% +2K +7.7% $41.05 +11.8%
174 DUK DUKE ENERGY CORP NEW Utilities 9,280.0 $1.2M 0.01% +679.0 +7.9% $130.94 -4.8%
175 AOR ISHARES TR 18,845.0 $1.2M 0.01% +1K +7.8% $64.35 +6.7%
176 INTU INTUIT Technology 2,729.0 $1.2M 0.01% +122.0 +4.7% $432.39 -29.0%
177 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,959.0 $1.2M 0.01% +7K +3432.5% $168.41 -5.2%
178 SPYV SPDR SERIES TRUST 20,149.0 $1.1M 0.01% +3K +15.0% $56.58 +7.1%
179 FDX FEDEX CORP Industrials 3,016.0 $1.1M 0.01% +184.0 +6.5% $356.17 +9.2%
180 TEL TE CONNECTIVITY PLC Technology 5,112.0 $1.1M 0.01% +114.0 +2.3% $209.01 -3.6%
Page 9 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%