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CIK: 0001133014
Total reported value
$486.7M
$486.7M
325 檔
27.9%
In Q4 2025, Monetary Management Group Inc's U.S. equity holdings reached a combined market value of $486.7M, distributed across 325 disclosed stock positions.
In Q4 2025, Monetary Management Group Inc adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 325 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.00% | -0.19% | -3.98% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.79% | -1.90% | -1.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.64% | -1.07% | -4.35% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.99% | +0.15% | -1.46% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.96% | +0.20% | -2.45% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | +0.62% | -7.38% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.57% | -8.20% | |
| 8 | ✓ | Stock-Other | 2.11% | — | -0.04% | ||
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.81% | +0.03% | -3.21% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.13% | -5.17% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.10% | -5.79% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.55% | — | -6.82% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.42% | +0.07% | -6.55% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.09% | +0.02% | -5.14% | |
| 15 | ✓ | Stock-Other | 1.07% | — | -0.34% | ||
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.12% | -0.80% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | +0.52% | -0.64% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.14% | -4.33% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.03% | -1.44% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.03% | -2.80% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.09% | -11.46% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | -5.68% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.78% | +0.43% | -10.51% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.19% | -6.04% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 0.76% | +0.72% | -17.49% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.17% | -15.20% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.36% | -4.41% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.69% | +0.03% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.13% | -2.10% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.06% | -6.46% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.21% | -12.98% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +1.88% | +104.48% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.15% | -10.11% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.63% | -0.29% | — | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.07% | +8.15% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.59% | -0.13% | -3.28% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.15% | +114.05% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.14% | -1.69% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.53% | -0.08% | -3.08% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +0.89% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.08% | -7.40% | |
| 42 | ✓ | Stock-Other | 0.51% | — | -26.00% | ||
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.09% | -1.14% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | — | +9.16% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.12% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | — | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.45% | -0.04% | -5.32% | |
| 48 | ✓ | Stock-Other | 0.45% | — | — | ||
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.10% | — | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.43% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.1% | -2.45% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -7.38% | Trim |
| 3 | MU | Micron Technology Inc | +0.5% | +104.48% | Add |
| 4 | LRCXEUR | Lam Research CORP | +0.3% | -6.82% | Trim |
| 5 | ✓ | +0.2% | -0.34% | Trim | |
| 6 | ✓ | +0.2% | +251.50% | Add | |
| 7 | AAPL | Apple Inc | +0.2% | -4.35% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | -0.64% | Trim |
| 9 | AVGO | Broadcom Inc | +0.2% | -1.46% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 11 | AMGN | Amgen Inc | +0.1% | -4.33% | Trim |
| 12 | GE | General Electric | +0.1% | +43.61% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +9.16% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -4.74% | Trim |
| 16 | SNPS | Synopsys Inc | +0.1% | +48.78% | Add |
| 17 | ✓ | +0.1% | +36.88% | Add | |
| 18 | ADBE | Adobe Inc | +0.1% | +46.10% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.1% | +114.05% | Add |
| 20 | RTX | Rtx CORP | +0.1% | -2.10% | Trim |
| 21 | PM | Philip Morris International | +0.1% | +8.15% | Add |
| 22 | PH | Parker Hannifin CORP | 0% | -5.32% | Trim |
| 23 | XLC | Ss Comm Select Sector Spdr | 0% | +22.99% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | -5.68% | Trim |
| 25 | ✓ | 0% | +121.14% | Add | |
| 26 | NUE | Nucor CORP | 0% | +16.67% | Add |
| 27 | CMI | Cummins Inc | 0% | — | Unchanged |
| 28 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | 0% | -0.58% | Trim |
| 30 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 31 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 32 | ISRG | Intuitive Surgical Inc | 0% | -2.60% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.88% | Add |
| 34 | ✓ | 0% | — | Unchanged | |
| 35 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 36 | AXP | American Express Co | 0% | — | Unchanged |
| 37 | ✓ | 0% | — | Unchanged | |
| 38 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 39 | CB | Chubb Limited | 0% | — | Unchanged |
| 40 | REGN | Regeneron Pharmaceuticals | 0% | -15.94% | Trim |
| 41 | CWEN | Clearway Energy Inc-c | 0% | — | Unchanged |
| 42 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 43 | COF | Capital One Financial CORP | 0% | -7.05% | Trim |
| 44 | IDV | Ishares International Select | 0% | -2.70% | Trim |
| 45 | AIG | American International Group | 0% | — | Unchanged |
| 46 | ✓ | 0% | +6.12% | Add | |
| 47 | ✓ | 0% | — | Unchanged | |
| 48 | BSX | Boston Scientific CORP | 0% | +26.79% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | -0.72% | Trim |
| 50 | KO | Coca-cola Co/the | 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 325 disclosed positions in Q4 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 NVDA, MSFT, AAPL) accounted for 27.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AJG
市值: $621.1K
Top Position Liquidated / Trimmed
TTEN
前期市值: $552.1K
During Q4 2025, Monetary Management Group Inc's top holdings by market value included NVDA (8.0%)、MSFT (7.8%)、AAPL (7.6%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q4 2025, Monetary Management Group Inc made 134 total portfolio adjustments, initiating 12 new buys, adding to 24 positions, trimming 85 holdings, and fully liquidating 13 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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