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Portfolio (Quarterly) Guide ↗

Monetary Solutions, Ltd

· CIK 0002112370
13F Portfolio $116M AUM 397 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 88 New 39 Added 23 Reduced 9 Exited
Page 11 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PCAR PACCAR INC COM Industrials 102.0 $12K 0.01% $120.12 +5.8%
202 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 318.0 $12K 0.01% $38.10 +6.3%
203 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 125.0 $12K 0.01% $96.49 -1.4%
204 SHEL SHELL PLC SPON ADS Energy 147.0 $11K 0.01% +24.0 +19.5% $77.54 +16.8%
205 PYPL PAYPAL HLDGS INC COM Financial Services 261.0 $11K 0.01% $43.18 +42.7%
206 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 200.0 $11K 0.01% $53.61 +8.2%
207 QUBT QUANTUM COMPUTING INC COM Technology 1,000.0 $10K 0.01% $9.70 -11.4%
208 CI THE CIGNA GROUP COM Healthcare 35.0 $10K 0.01% $275.69 +1.3%
209 DUPONT DE NEMOURS INC COMMON STOCK 71.0 $10K 0.01% NEW $135.63
210 SOXX ISHARES SEMICONDUCTOR ETF 15.0 $10K 0.01% $640.73 -18.4%
211 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 100.0 $10K 0.01% NEW $95.98 +20.3%
212 STLA STELLANTIS N.V SHS Consumer Cyclical 1,649.0 $9K 0.01% +19.0 +1.2% $5.74 -7.6%
213 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 138.0 $9K 0.01% NEW $67.31 +16.3%
214 SCHW SCHWAB CHARLES CORP COM Financial Services 100.0 $9K 0.01% $92.27 +16.9%
215 ADI ANALOG DEVICES INC COM Technology 22.0 $9K 0.01% $397.18 -5.7%
216 TSLA TESLA INC COM Consumer Cyclical 20.0 $8K 0.01% $420.60 -15.8%
217 LIN LINDE PLC SHS Basic Materials 16.0 $8K 0.01% $518.94 -6.5%
218 PRU PRUDENTIAL FINL INC COM Financial Services 75.0 $8K 0.01% $107.93 +11.5%
219 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 75.0 $8K 0.01% $107.83 -3.5%
220 CB CHUBB LIMITED COM Financial Services 22.0 $7K 0.01% $340.73 -0.4%
Page 11 of 20  ·  397 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 28.7%
Technology 28.6%
Healthcare 19.5%
Industrials 8.4%
Consumer Cyclical 5.4%
Utilities 2.5%
Consumer Defensive 2.4%
Communication Services 2.3%
Basic Materials 1.4%
Energy 0.6%