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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 17 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 14.0 $954.0 0.00% $68.14 -10.0%
322 ING ING GROEP N.V. SPONSORED ADR Financial Services 29.0 $910.0 0.00% NEW $31.38 +13.4%
323 GSK GSK PLC SPONSORED ADR Healthcare 17.0 $891.0 0.00% NEW $52.41 -1.9%
324 BP BP PLC SPONSORED ADR Energy 24.0 $887.0 0.00% NEW $36.96 +15.0%
325 CLX CLOROX CO DEL COM Consumer Defensive 9.0 $859.0 0.00% $95.44 +9.2%
326 ADBE ADOBE INC COM Technology 4.0 $820.0 0.00% $205.00 +33.4%
327 SPGI S&P GLOBAL INC COM Financial Services 2.0 $815.0 0.00% $407.50 +7.1%
328 SNY SANOFI SA SPONSORED ADR Healthcare 19.0 $811.0 0.00% NEW $42.68 +6.4%
329 BCS BARCLAYS PLC ADR Financial Services 30.0 $806.0 0.00% NEW $26.87 +1.0%
330 INVH INVITATION HOMES INC COM Real Estate 25.0 $755.0 0.00% $30.20 -1.0%
331 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 9.0 $746.0 0.00% NEW $82.89 -2.8%
332 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 125.0 $729.0 0.00% NEW $5.83 +3.6%
333 NRDS NERDWALLET INC COM CL A Financial Services 75.0 $694.0 0.00% $9.25 +5.8%
334 FISV FISERV INC COM Technology 14.0 $687.0 0.00% $49.07 +6.9%
335 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 8.0 $659.0 0.00% -26.0 -76.5% $82.38 -4.8%
336 NKE NIKE INC CL B Consumer Cyclical 16.0 $657.0 0.00% $41.06 -6.0%
337 NATWEST GROUP PLC SPONS ADR 35.0 $617.0 0.00% NEW $17.63
338 DB DEUTSCHE BK AG NAMEN AKT Financial Services 17.0 $574.0 NEW $33.76 +19.1%
339 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 10.0 $562.0 $56.20 -3.6%
340 NEBIUS GROUP N.V. SHS CLASS A 2.0 $552.0 NEW $276.00
Page 17 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%