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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 16 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INVH INVITATION HOMES INC COM Real Estate 25.0 $621.0 0.00% $24.84 +16.7%
302 OGN ORGANON & CO COMMON STOCK Healthcare 96.0 $575.0 0.00% $5.99 +124.1%
303 NOK NOKIA CORP SPONSORED ADR Technology 65.0 $523.0 0.00% $8.05 +73.7%
304 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 10.0 $475.0 +1.0 +11.1% $47.50 +18.2%
305 VWO VANGUARD FTSE EMERGING MARKETS ETF 8.0 $432.0 $54.00 +11.4%
306 VFC V F CORP COM Consumer Cyclical 25.0 $425.0 $17.00 +5.7%
307 DHR DANAHER CORP DEL COM Healthcare 2.0 $379.0 $189.50 -4.3%
308 BL BLACKLINE INC COM Technology 10.0 $370.0 $37.00 -24.1%
309 UBS UBS GROUP AG SHS Financial Services 8.0 $313.0 $39.12 +29.0%
310 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 4.0 $305.0 -1.0 -20.0% $76.25 +9.6%
311 WAT WATERS CORP COM Healthcare 1.0 $298.0 NEW $298.00 +20.1%
312 AES AES CORP COM Utilities 16.0 $225.0 $14.06 +4.1%
313 EVO EVOTEC AG SPONSORED ADS Healthcare 85.0 $213.0 $2.51 +7.3%
314 MDXHEALTH SA SHS NEW 85.0 $196.0 $2.31
315 VLTO VERALTO CORP COM SHS Industrials 1.0 $88.0 $88.00 -6.0%
316 WOLF WOLFSPEED INC COM Technology 1.0 $16.0 $16.00 +206.8%
317 TLRY TILRAY BRANDS INC COM Healthcare 2.0 $13.0 $6.50 -24.9%
318 SCLX SCILEX HOLDING CO COM NEW Healthcare 1.0 $7.0 NEW $7.00 -16.0%
Page 16 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%