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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 16 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 8.0 $1K 0.00% NEW $168.38 +14.6%
302 NVO NOVO-NORDISK A S ADR Healthcare 28.0 $1K 0.00% NEW $47.93 -3.7%
303 AMT AMERICAN TOWER CORP COM Real Estate 8.0 $1K 0.00% $163.62 +6.8%
304 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 52.0 $1K 0.00% NEW $25.06 +14.7%
305 OGN ORGANON & CO COMMON STOCK Healthcare 96.0 $1K 0.00% $13.54 +1.6%
306 KD KYNDRYL HLDGS INC COMMON STOCK Technology 110.0 $1K 0.00% $11.31 +16.5%
307 BSX BOSTON SCIENTIFIC CORP COM Healthcare 29.0 $1K 0.00% $42.69 +10.8%
308 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 41.0 $1K 0.00% $30.00 -0.1%
309 PPG PPG INDS INC COM Basic Materials 10.0 $1K 0.00% $121.30 -6.0%
310 PFE PFIZER INC COM Healthcare 50.0 $1K 0.00% $24.08 +16.9%
311 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 51.0 $1K 0.00% NEW $23.59 +7.8%
312 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 65.0 $1K 0.00% $16.92 -22.6%
313 UNILEVER PLC SPON ADR NEW 18.0 $1K 0.00% NEW $60.11
314 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 28.0 $1K 0.00% $37.79 -3.0%
315 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 11.0 $1K 0.00% NEW $94.91 +10.4%
316 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 38.0 $1K 0.00% $26.66 +8.5%
317 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2.0 $1K 0.00% $501.50 +26.5%
318 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 104.0 $996.0 0.00% NEW $9.58 +8.9%
319 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 16.0 $988.0 0.00% NEW $61.75 -8.7%
320 SONY SONY GROUP CORP SPONSORED ADR Technology 49.0 $983.0 0.00% NEW $20.06 +19.4%
Page 16 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%