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Portfolio (Quarterly) Guide ↗

Monetary Solutions, Ltd

· CIK 0002112370
13F Portfolio $103M AUM 318 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 35 Added 20 Reduced 4 Exited
Page 11 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 200.0 $10K 0.01% NEW $49.37 +10.1%
202 DD DUPONT DE NEMOURS INC COM Basic Materials 213.0 $10K 0.01% $45.80 +4.9%
203 SCHW SCHWAB CHARLES CORP COM Financial Services 100.0 $9K 0.01% $93.98 -0.3%
204 CI THE CIGNA GROUP COM Healthcare 35.0 $9K 0.01% $266.74 +9.4%
205 LIN LINDE PLC SHS Basic Materials 16.0 $8K 0.01% $495.75 +4.5%
206 TSLA TESLA INC COM Consumer Cyclical 20.0 $7K 0.01% $371.75 +8.9%
207 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 100.0 $7K 0.01% $73.94 -2.1%
208 PRU PRUDENTIAL FINL INC COM Financial Services 75.0 $7K 0.01% $97.69 +11.7%
209 CB CHUBB LTD SWITZ COM Financial Services 22.0 $7K 0.01% $325.91 +0.9%
210 ADI ANALOG DEVICES INC COM Technology 22.0 $7K 0.01% $318.14 +30.8%
211 FLO FLOWERS FOODS INC COM Consumer Defensive 843.0 $7K 0.01% $8.15 -6.7%
212 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 75.0 $7K 0.01% $91.52 +19.6%
213 QUBT QUANTUM COMPUTING INC COM Technology 1,000.0 $7K 0.01% $6.85 +47.7%
214 VNQ VANGUARD REAL ESTATE ETF 75.0 $7K 0.01% $88.71 +10.5%
215 LOW LOWES COS INC COM Consumer Cyclical 28.0 $7K 0.01% $236.29 -5.2%
216 COP CONOCOPHILLIPS COM Energy 50.0 $7K 0.01% $132.00 -15.7%
217 JCI JOHNSON CTLS INTL PLC SHS Industrials 50.0 $7K 0.01% $130.96 +10.9%
218 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 42.0 $6K 0.01% $146.62 +4.3%
219 HON HONEYWELL INTL INC COM Industrials 27.0 $6K 0.01% $226.04 +1.5%
220 BX BLACKSTONE INC COM Financial Services 50.0 $6K 0.01% $115.00 +11.2%
Page 11 of 16  ·  318 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
Financial Services 27.2%
Technology 26.8%
Healthcare 19.1%
Industrials 8.4%
Consumer Cyclical 5.9%
Energy 3.0%
Consumer Defensive 2.7%
Utilities 2.5%
Communication Services 2.3%
Basic Materials 1.8%