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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 4 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC CAP STK CL A Communication Services 604.0 $174K 0.17% $287.66 +25.0%
62 SMH VANECK SEMICONDUCTOR ETF 444.0 $170K 0.17% $383.40 +61.7%
63 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 5,072.0 $161K 0.15% $31.66 +3.4%
64 VOT VANGUARD MID-CAP GROWTH ETF 619.0 $159K 0.15% +122.0 +24.6% $257.35 +15.5%
65 VTI VANGUARD TOTAL STOCK MARKET ETF 483.0 $155K 0.15% $320.81 +14.2%
66 NVDA NVIDIA CORPORATION COM Technology 865.0 $151K 0.15% $174.40 +17.7%
67 SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 2,825.0 $150K 0.14% $53.03 +14.4%
68 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 2,762.0 $146K 0.14% -4K -61.0% $52.80 +5.7%
69 KGC KINROSS GOLD CORP COM Basic Materials 4,705.0 $144K 0.14% $30.52 -16.2%
70 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 4,662.0 $134K 0.13% $28.72 +1.4%
71 CALF PACER US SMALL CAP CASH COWS ETF 2,934.0 $132K 0.13% -245.0 -7.7% $44.87 +12.5%
72 INTC INTEL CORP COM Technology 2,945.0 $130K 0.13% $44.13 +182.3%
73 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 3,363.0 $127K 0.12% $37.84 -1.6%
74 AMGN AMGEN INC COM Healthcare 359.0 $126K 0.12% $351.85 +1.0%
75 LLY ELI LILLY & CO COM Healthcare 130.0 $120K 0.12% $919.77 +23.2%
76 BERKSHIRE HATHAWAY INC DEL CL B NEW 240.0 $115K 0.11% +5.0 +2.1% $479.20
77 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 3,130.0 $111K 0.11% +525.0 +20.1% $35.59 +12.1%
78 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,200.0 $111K 0.11% $92.31 -1.4%
79 UNH UNITEDHEALTH GROUP INC COM Healthcare 399.0 $108K 0.10% +230.0 +136.1% $270.59 +51.0%
80 LNT ALLIANT ENERGY CORP COM Utilities 1,456.0 $104K 0.10% $71.76 +1.9%
Page 4 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%