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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 14 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 9.0 $3K 0.00% $290.44 -3.4%
262 ICICI BANK LIMITED ADR 100.0 $3K 0.00% $25.90
263 PAYX PAYCHEX INC COM Industrials 26.0 $2K 0.00% $92.12 +8.9%
264 DG DOLLAR GEN CORP COM Consumer Defensive 20.0 $2K 0.00% $118.75 -4.2%
265 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 34.0 $2K 0.00% -10.0 -22.7% $69.38 +18.7%
266 IUSV ISHARES CORE S&P US VALUE ETF 23.0 $2K 0.00% $102.26 +8.6%
267 NTR NUTRIEN LTD COM Basic Materials 31.0 $2K 0.00% $75.45 -13.2%
268 CMS CMS ENERGY CORP COM Utilities 30.0 $2K 0.00% $77.57 -4.6%
269 WEC WEC ENERGY GROUP INC COM Utilities 20.0 $2K 0.00% $115.75 -1.5%
270 MRNA MODERNA INC COM Healthcare 45.0 $2K 0.00% $50.80 +9.1%
271 WAB WABTEC COM Industrials 9.0 $2K 0.00% $253.44 +6.1%
272 DXCM DEXCOM INC COM Healthcare 33.0 $2K 0.00% $62.79 +16.5%
273 BSX BOSTON SCIENTIFIC CORP COM Healthcare 29.0 $2K 0.00% $62.76 -25.2%
274 TGT TARGET CORP COM Consumer Defensive 15.0 $2K 0.00% $121.20 +10.1%
275 PH PARKER-HANNIFIN CORP COM Industrials 2.0 $2K 0.00% -1.0 -33.3% $895.00 +4.9%
276 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 50.0 $2K 0.00% -8.0 -13.8% $32.02 +1.8%
277 ES EVERSOURCE ENERGY COM Utilities 23.0 $2K 0.00% $69.26 +0.8%
278 BDX BECTON DICKINSON & CO COM Healthcare 10.0 $2K 0.00% $157.20 -7.7%
279 MRSH MARSH & MCLENNAN COS INC COM Financial Services 9.0 $2K 0.00% $173.44 -3.8%
280 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 42.0 $2K 0.00% NEW $37.02 +5.2%
Page 14 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%