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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 11 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BDX BECTON DICKINSON & CO Healthcare 2,434.0 $383K 0.00% -581.0 -19.3% $157.24 -7.0%
202 POST POST HLDGS INC Consumer Defensive 3,816.0 $377K 0.00% -444.0 -10.4% $98.86 -1.4%
203 VST VISTRA CORP Utilities 2,464.0 $370K 0.00% -1K -32.6% $150.31 -4.2%
204 CENCORA INC 1,157.0 $363K 0.00% -150.0 -11.5% $314.14
205 MLN VANECK ETF TRUST 20,802.0 $363K 0.00% -996.0 -4.6% $17.44 -0.7%
206 TOTALENERGIES SE 3,965.0 $361K 0.00% -207.0 -5.0% $90.98
207 SYF SYNCHRONY FINANCIAL Financial Services 5,259.0 $358K 0.00% -95.0 -1.8% $68.02 +5.9%
208 DWX SPDR INDEX SHS FDS 7,740.0 $353K 0.00% -3K -28.4% $45.60 +3.3%
209 CTAS CINTAS CORP Industrials 2,037.0 $345K 0.00% -435.0 -17.6% $169.14 +1.9%
210 GGG GRACO INC Industrials 3,969.0 $336K 0.00% -360.0 -8.3% $84.65 -11.0%
211 PAYX PAYCHEX INC Industrials 3,647.0 $336K 0.00% -152.0 -4.0% $92.11 +2.3%
212 PLD PROLOGIS INC. Real Estate 2,505.0 $331K 0.00% -91.0 -3.5% $132.18 +9.5%
213 HYMB SPDR SERIES TRUST 12,994.0 $322K 0.00% -2K -10.8% $24.80 +0.5%
214 MET METLIFE INC Financial Services 4,523.0 $320K 0.00% -119.0 -2.6% $70.72 +19.2%
215 OTIS OTIS WORLDWIDE CORP Industrials 4,137.0 $319K 0.00% -3K -40.4% $77.08 -7.1%
216 UNILEVER PLC 5,370.0 $306K 0.00% -640.0 -10.7% $56.97
217 DAL DELTA AIR LINES INC Industrials 4,548.0 $302K 0.00% -779.0 -14.6% $66.48 +13.8%
218 SPSB SPDR SERIES TRUST 10,046.0 $302K 0.00% -857.0 -7.9% $30.07 -0.3%
219 EZU ISHARES INC 4,790.0 $300K 0.00% -47.0 -1.0% $62.64 +9.0%
220 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,370.0 $297K 0.00% -42.0 -1.7% $125.45 +4.8%
Page 11 of 14  ·  277 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%