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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 22 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DFAX DIMENSIONAL ETF TRUST 21,702.0 $737K 0.01% $33.97 +9.1%
422 DGRW WISDOMTREE TR 8,322.0 $731K 0.01% -954.0 -10.3% $87.84 +9.2%
423 CMI CUMMINS INC Industrials 1,355.0 $729K 0.01% +501.0 +58.7% $538.12 +18.7%
424 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,851.0 $724K 0.01% -251.0 -6.1% $188.00 +20.4%
425 YUM YUM BRANDS INC Consumer Cyclical 4,649.0 $723K 0.01% +58.0 +1.3% $155.47 -1.8%
426 SPYX SPDR SERIES TRUST 13,614.0 $722K 0.01% $53.03 +14.6%
427 GM GENERAL MTRS CO Consumer Cyclical 9,471.0 $706K 0.01% +415.0 +4.6% $74.50 +3.6%
428 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 63,555.0 $704K 0.01% NEW $11.07 -23.3%
429 AON AON PLC Financial Services 2,179.0 $703K 0.01% -210.0 -8.8% $322.73 +0.5%
430 Q QNITY ELECTRONICS INC Technology 6,084.0 $702K 0.01% -590.0 -8.8% $115.38 +32.6%
431 CMCSA COMCAST CORP NEW Communication Services 24,379.0 $700K 0.01% -2K -9.1% $28.71 -12.6%
432 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,522.0 $694K 0.01% -44.0 -1.7% $275.20 -7.7%
433 VTWV VANGUARD SCOTTSDALE FDS 4,096.0 $685K 0.01% +298.0 +7.8% $167.24 +10.7%
434 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 358.0 $675K 0.01% NEW $1884.66 +5.6%
435 DIVO AMPLIFY ETF TR 14,964.0 $671K 0.01% -616.0 -4.0% $44.85 +2.3%
436 VNQI VANGUARD INTL EQUITY INDEX F 15,032.0 $668K 0.01% +4K +31.5% $44.45 +3.7%
437 CSL CARLISLE COS INC Industrials 2,000.0 $667K 0.01% $333.62 -0.4%
438 NEBIUS GROUP N.V. 6,427.0 $667K 0.01% +1K +26.0% $103.76
439 EME EMCOR GROUP INC Industrials 903.0 $667K 0.01% +91.0 +11.2% $738.32 +15.0%
440 CVS CVS HEALTH CORP Healthcare 9,269.0 $666K 0.01% +1K +12.4% $71.82 +29.9%
Page 22 of 41  ·  808 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%