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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 9 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWS ISHARES RUSSELL MID-CAP VALUE ETF 150.0 $22K 0.02% $145.74 +12.3%
162 SEM SELECT MED HLDGS CORP COM Healthcare 1,340.0 $22K 0.02% $16.29 +2.0%
163 CMI CUMMINS INC COM Industrials 40.0 $22K 0.02% $538.02 +30.1%
164 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 258.0 $21K 0.02% $81.98 +4.4%
165 ASH ASHLAND INC COM Basic Materials 370.0 $21K 0.02% $55.61 +16.1%
166 EIX EDISON INTL COM Utilities 280.0 $20K 0.02% $73.18 -1.5%
167 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 418.0 $20K 0.02% $48.78 -9.3%
168 IHI ISHARES U.S. MEDICAL DEVICES ETF 370.0 $20K 0.02% $53.35 -6.5%
169 INGR INGREDION INC COM Consumer Defensive 170.0 $19K 0.02% $112.66 -10.5%
170 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 357.0 $18K 0.02% $50.81 +15.1%
171 ETN EATON CORP PLC SHS Industrials 50.0 $18K 0.02% $357.68 +14.0%
172 CTVA CORTEVA INC COM Basic Materials 213.0 $18K 0.02% $83.71 -8.2%
173 GOOG ALPHABET INC CAP STK CL C Communication Services 60.0 $17K 0.02% $286.87 +29.4%
174 CVX CHEVRON CORPORATION COM Energy 82.0 $17K 0.02% $207.16 -13.0%
175 V VISA INC COM CL A Financial Services 52.0 $16K 0.01% -10.0 -16.1% $302.23 +7.1%
176 GM GENERAL MTRS CO COM Consumer Cyclical 205.0 $15K 0.01% $74.50 +10.7%
177 IONQ IONQ INC COM Technology 520.0 $15K 0.01% $28.83 +94.4%
178 WY WEYERHAEUSER CO COM NEW Real Estate 610.0 $15K 0.01% $24.43 +0.9%
179 EXPD EXPEDITORS INTL WASH INC COM Industrials 100.0 $14K 0.01% $143.23 +14.5%
180 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 140.0 $14K 0.01% $100.57 +0.0%
Page 9 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%