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CIK: 0001133014
Total reported value
$486.7M
$486.7M
324 檔
27.5%
According to the latest 13F quarterly dataset, Monetary Management Group Inc managed an equity portfolio of $486.7M at the end of Q3 2025, spanning 324 distinct U.S. exchange-listed positions.
In Q3 2025, Monetary Management Group Inc adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.38% | -1.90% | -0.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.27% | -0.19% | +1.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.43% | -1.07% | -4.50% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.83% | +0.15% | -2.13% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.87% | +0.20% | +0.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.62% | -8.53% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | -0.57% | -2.99% | |
| 8 | ✓ | Stock-Other | 2.33% | — | -6.63% | ||
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.23% | -0.13% | -1.28% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.88% | +0.03% | -2.75% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.10% | +0.25% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.49% | +0.07% | -0.18% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.09% | -3.95% | |
| 14 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.29% | — | -0.71% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.11% | +0.02% | +4.41% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.12% | -4.42% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.03% | +0.07% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.91% | +0.43% | -0.68% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.90% | -0.14% | -1.60% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.19% | -2.13% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.52% | -4.57% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.03% | +7.03% | |
| 23 | ✓ | Stock-Other | 0.83% | — | +38.51% | ||
| 24 | KLAC | Kla CORP | Stock-Tech | 0.81% | +0.72% | -12.85% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.17% | -2.68% | |
| 26 | ✓ | Stock-Other | 0.78% | — | +3.92% | ||
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.15% | -0.51% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.08% | -2.09% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.21% | -7.47% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.36% | -1.08% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.06% | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.69% | +0.03% | — | |
| 33 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.65% | -0.29% | -0.27% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.64% | -0.08% | -3.62% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.13% | -5.12% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.13% | -2.61% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.08% | -1.17% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.14% | -16.84% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | -0.03% | -3.99% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | -0.07% | +4.07% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.19% | +1.31% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.15% | +4.68% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.09% | -10.32% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.12% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.10% | -3.96% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | — | |
| 47 | ✓ | Stock-Other | 0.44% | — | -0.56% | ||
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | — | +1.14% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.09% | -5.04% | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.41% | -0.04% | -23.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +1.06% | Add |
| 2 | AVGO | Broadcom Inc | +1.5% | -2.13% | Trim |
| 3 | MSFT | Microsoft CORP | +1.1% | -0.72% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -8.53% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | -3.95% | Trim |
| 6 | LRCXEUR | Lam Research CORP | +0.4% | -0.71% | Trim |
| 7 | ✓ | +0.4% | +38.51% | Add | |
| 8 | TSLA | Tesla Inc | +0.3% | +0.07% | Add |
| 9 | ✓ | +0.3% | +3.92% | Add | |
| 10 | COF | Capital One Financial CORP | +0.2% | — | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +0.25% | Add |
| 12 | APH | Amphenol Corp-cl A | +0.1% | -0.72% | Trim |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.18% | Trim |
| 14 | CAT | Caterpillar Inc | +0.1% | -4.57% | Trim |
| 15 | KLAC | Kla CORP | +0.1% | -12.85% | Trim |
| 16 | LHX | L3harris Technologies Inc | +0.1% | -0.27% | Trim |
| 17 | UTG | Reaves Utility Income Fund | +0.1% | +15.85% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +4.68% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +35.16% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | -0.70% | Trim |
| 21 | NFLX | Netflix Inc | +0.1% | +1.31% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | — | Add |
| 23 | MU | Micron Technology Inc | +0.1% | — | Add |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +21.50% | Add |
| 25 | ACN | Accenture plc | +0.1% | +77.44% | Add |
| 26 | SOXX | Ishares Semiconductor ETF | +0.1% | +1.99% | Add |
| 27 | ✓ | +0.1% | +104.17% | Add | |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | — | Trim |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.68% | Trim |
| 30 | CDNS | Cadence Design Sys Inc | 0% | +3.27% | Add |
| 31 | ✓ | 0% | +4.35% | Add | |
| 32 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 33 | ✓ | 0% | — | Add | |
| 34 | ✓ | 0% | -6.63% | Trim | |
| 35 | ✓ | 0% | — | Add | |
| 36 | WFC | Wells Fargo & Co | 0% | — | Add |
| 37 | ✓ | 0% | — | Unchanged | |
| 38 | MRVL | Marvell Technology Inc | 0% | +360.00% | Add |
| 39 | ✓ | 0% | +3.73% | Add | |
| 40 | ✓ | 0% | — | Trim | |
| 41 | CMI | Cummins Inc | 0% | — | Unchanged |
| 42 | IGV | Ishares Expanded Tech-softwa | 0% | +1.49% | Add |
| 43 | VMC | Vulcan Materials Co | 0% | — | Unchanged |
| 44 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 45 | BSX | Boston Scientific CORP | 0% | +42.37% | Add |
| 46 | RTX | Rtx CORP | 0% | -5.12% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 48 | ✓ | 0% | -5.65% | Trim | |
| 49 | XLC | Ss Comm Select Sector Spdr | 0% | -0.38% | Add |
| 50 | AXP | American Express Co | 0% | — | Unchanged |
According to official SEC Form 13F filings, Monetary Management Group Inc reported a total U.S. public equity portfolio value of $486.7M across 324 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 27.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $1.0M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $793.8K
During Q3 2025, Monetary Management Group Inc's top holdings by market value included MSFT (8.4%)、NVDA (8.3%)、AAPL (7.4%). The largest single position, MSFT, represented 8.4% of total portfolio value.
In Q3 2025, Monetary Management Group Inc made 148 total portfolio adjustments, initiating 13 new buys, adding to 44 positions, trimming 80 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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