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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 26 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JHMM JOHN HANCOCK EXCHANGE TRADED 7,813.0 $524K 0.00% $67.12 +7.2%
502 IREN CALL IREN LIMITED Financial Services 15,200.0 $521K 0.00% +2K +12.8% $34.28 +69.4%
503 AEM AGNICO EAGLE MINES LTD Basic Materials 2,561.0 $520K 0.00% +655.0 +34.4% $202.98 -12.4%
504 LITE LUMENTUM HLDGS INC Technology 731.0 $514K 0.00% -65.0 -8.2% $702.78 +37.2%
505 LECO LINCOLN ELEC HLDGS INC Industrials 2,048.0 $510K 0.00% $249.04 +4.4%
506 O REALTY INCOME CORP Real Estate 8,247.0 $505K 0.00% +446.0 +5.7% $61.18 +1.7%
507 TSCO TRACTOR SUPPLY CO Consumer Cyclical 11,024.0 $499K 0.00% -719.0 -6.1% $45.30 -30.0%
508 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,729.0 $499K 0.00% +64.0 +0.8% $64.61 +41.0%
509 TMUS T-MOBILE US INC Communication Services 2,370.0 $498K 0.00% +77.0 +3.4% $209.99 -9.4%
510 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 24,839.0 $491K 0.00% NEW $19.78 -0.9%
511 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 22,718.0 $485K 0.00% -1K -4.2% $21.34 -18.6%
512 VNOM VIPER ENERGY INC Energy 10,233.0 $481K 0.00% $46.99 +1.5%
513 MUSA MURPHY USA INC Consumer Cyclical 966.0 $477K 0.00% -117.0 -10.8% $493.97 +10.2%
514 F FORD MTR CO Consumer Cyclical 41,053.0 $474K 0.00% +1K +2.9% $11.54 +18.5%
515 MOAT VANECK ETF TRUST 4,877.0 $472K 0.00% -2K -23.6% $96.70 +4.7%
516 MSI MOTOROLA SOLUTIONS INC Technology 1,085.0 $471K 0.00% -257.0 -19.1% $434.00 -7.8%
517 CGDV CAPITAL GROUP DIVIDEND VALUE 11,048.0 $470K 0.00% +2K +28.5% $42.54 +12.6%
518 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,791.0 $469K 0.00% +183.0 +3.3% $80.94 -3.0%
519 DLN WISDOMTREE TR 5,245.0 $469K 0.00% $89.33 +7.0%
520 LUMN LUMEN TECHNOLOGIES INC Communication Services 67,374.0 $468K 0.00% $6.95 +35.8%
Page 26 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%