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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 15 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMS CMS ENERGY CORP COM Utilities 30.0 $2K 0.00% $76.50 -9.5%
282 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 26.0 $2K 0.00% NEW $83.31 +15.6%
283 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 100.0 $2K 0.00% NEW $19.89 +12.8%
284 TGT TARGET CORP COM Consumer Defensive 15.0 $2K 0.00% $130.60 +25.6%
285 PH PARKER-HANNIFIN CORP COM Industrials 2.0 $2K 0.00% $978.00 +6.3%
286 NTR NUTRIEN LTD COM Basic Materials 31.0 $2K 0.00% $62.94 +17.0%
287 UBS UBS GROUP AG SHS Financial Services 38.0 $2K 0.00% +30.0 +375.0% $49.55 +10.0%
288 SAN BANCO SANTANDER SA ADR Financial Services 128.0 $2K 0.00% NEW $13.80 +6.5%
289 MMM 3M CO COM Industrials 11.0 $2K 0.00% $156.55 +15.0%
290 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 50.0 $2K 0.00% $34.00 +9.9%
291 ES EVERSOURCE ENERGY COM Utilities 23.0 $2K 0.00% $72.26 -0.8%
292 CL COLGATE PALMOLIVE CO COM Consumer Defensive 18.0 $2K 0.00% $91.67 +0.4%
293 F FORD MTR CO COM Consumer Cyclical 118.0 $2K 0.00% -228.0 -65.9% $13.90 +0.0%
294 BND VANGUARD TOTAL BOND MARKET ETF 21.0 $2K 0.00% $73.43 -1.2%
295 BDX BECTON DICKINSON & CO COM Healthcare 10.0 $2K 0.00% $151.30 +25.7%
296 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 42.0 $2K 0.00% $36.00 +9.1%
297 MRSH MARSH & MCLENNAN COS INC COM Financial Services 9.0 $2K 0.00% $166.67 +16.0%
298 NOK NOKIA CORP SPONSORED ADR Technology 109.0 $1K 0.00% +44.0 +67.7% $13.28 -21.7%
299 SAP SAP SE SPON ADR Technology 9.0 $1K 0.00% NEW $154.11 +37.3%
300 FDS FACTSET RESH SYS INC COM Financial Services 6.0 $1K 0.00% $230.00 +28.5%
Page 15 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%