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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 6 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,400.0 $81K 0.07% $57.62 +17.3%
102 DVY ISHARES SELECT DIVIDEND ETF 495.0 $77K 0.07% $156.30 +5.5%
103 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 1,191.0 $77K 0.07% $64.88 +6.9%
104 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 903.0 $76K 0.07% $83.75 +2.4%
105 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 718.0 $74K 0.06% $103.61 +2.5%
106 QQQM INVESCO NASDAQ 100 ETF 237.0 $72K 0.06% +39.0 +19.7% $302.97 -3.3%
107 FSLR FIRST SOLAR INC COM Energy 300.0 $71K 0.06% -120.0 -28.6% $235.96 -12.7%
108 LMT LOCKHEED MARTIN CORP COM Industrials 136.0 $69K 0.06% $509.46 +11.0%
109 SNA SNAP ON INC COM Industrials 170.0 $68K 0.06% $402.40 -1.2%
110 UPS UNITED PARCEL SVCS INC CL B Industrials 635.0 $68K 0.06% $107.50 -1.7%
111 YUM YUM BRANDS INC COM Consumer Cyclical 418.0 $67K 0.06% $159.86 -3.4%
112 T AT&T INC COM Communication Services 3,189.0 $66K 0.06% $20.70 +25.0%
113 CAT CATERPILLAR INC COM Industrials 61.0 $65K 0.06% $1070.72 -23.2%
114 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1,540.0 $65K 0.06% $42.41 -0.2%
115 GEV GE VERNOVA INC COM Utilities 54.0 $63K 0.06% $1174.85 -18.9%
116 CVS CVS HEALTH CORP COM Healthcare 600.0 $62K 0.05% $103.45 -8.8%
117 RTX RTX CORPORATION COM Industrials 324.0 $61K 0.05% $189.73 +11.7%
118 WFC WELLS FARGO & CO COM Financial Services 740.0 $61K 0.05% $82.64 +3.1%
119 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 152.0 $59K 0.05% $386.73 +4.1%
120 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 325.0 $58K 0.05% +312.0 +2400.0% $178.24 +17.2%
Page 6 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%