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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 20 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 1.0 $131.0 NEW $131.00 -1.5%
382 RYANAIR HOLDINGS PLC SPONSORED ADR 2.0 $130.0 NEW $65.00
383 WISE GROUP PLC ORD SHS CLASS A 9.0 $107.0 NEW $11.89
384 ICL ICL GROUP LTD SHS Basic Materials 21.0 $105.0 NEW $5.00 +13.6%
385 PSO PEARSON PLC SPONSORED ADR Communication Services 6.0 $95.0 NEW $15.83 +3.8%
386 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 1.0 $94.0 NEW $94.00 +35.5%
387 LOGI LOGITECH INTL S A SHS Technology 1.0 $94.0 NEW $94.00 +6.6%
388 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 1.0 $91.0 NEW $91.00 +5.7%
389 FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR Healthcare 4.0 $90.0 NEW $22.50 +4.0%
390 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 5.0 $87.0 NEW $17.40 +16.5%
391 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 3.0 $86.0 NEW $28.67 +2.2%
392 QIAGEN NV ORD SHARES 2.0 $78.0 NEW $39.00
393 TS TENARIS S A SPONSORED ADS Energy 1.0 $55.0 NEW $55.00 -2.1%
394 WOLF WOLFSPEED INC COM Technology 1.0 $48.0 $48.00 -43.9%
395 MDXHEALTH SA SHS NEW 85.0 $35.0 $0.41
396 TLRY TILRAY BRANDS INC COM Healthcare 2.0 $9.0 $4.50 +3.1%
397 SCLX SCILEX HOLDING CO COM NEW Healthcare 1.0 $8.0 $8.00 -29.9%
Page 20 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%