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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 8 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IYW ISHARES U.S. TECHNOLOGY ETF 130.0 $33K 0.03% $252.23 -2.2%
142 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 103.0 $33K 0.03% $317.53 -8.7%
143 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 1,080.0 $32K 0.03% $29.75 +17.5%
144 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 529.0 $30K 0.03% $56.48 +3.0%
145 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 315.0 $30K 0.03% $94.69 +1.6%
146 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 360.0 $30K 0.03% $82.65 -1.4%
147 MO ALTRIA GROUP INC COM Consumer Defensive 413.0 $30K 0.03% $71.95 -3.9%
148 PNC PNC FINL SVCS GROUP INC COM Financial Services 119.0 $29K 0.03% $246.22 -0.6%
149 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 338.0 $29K 0.03% $86.09 +17.8%
150 CMI CUMMINS INC COM Industrials 40.0 $29K 0.03% $713.20 -18.9%
151 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 40.0 $28K 0.02% $703.35 -0.7%
152 IONQ IONQ INC COM Technology 520.0 $28K 0.02% $53.26 -24.8%
153 INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 671.0 $27K 0.02% NEW $40.96 +5.5%
154 TOTALENERGIES SE ACT 351.0 $27K 0.02% +19.0 +5.7% $77.76
155 ENSG ENSIGN GROUP INC COM Healthcare 170.0 $27K 0.02% $160.30 +12.7%
156 CHE CHEMED CORP NEW COM Healthcare 58.0 $27K 0.02% $465.74 +17.8%
157 CMCSA COMCAST CORP NEW CL A Communication Services 1,079.0 $26K 0.02% $24.55 +10.8%
158 GRMN GARMIN LTD SHS Technology 108.0 $26K 0.02% $237.54 +21.7%
159 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 113.0 $26K 0.02% $226.81 -42.8%
160 VOX VANGUARD COMMUNICATION SERVICES ETF 135.0 $25K 0.02% -100.0 -42.5% $183.95 +2.2%
Page 8 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%