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CIK: 0001133014
Total reported value
$486.7M
$486.7M
391 檔
24.3%
According to the latest 13F quarterly dataset, Monetary Management Group Inc managed an equity portfolio of $486.7M at the end of Q1 2026, spanning 391 distinct U.S. exchange-listed positions.
Monetary Management Group Inc executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 6 holdings and trimming 57 positions.
Showing top 200 holdings (of 391 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.54% | -0.19% | -2.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.33% | -1.07% | -0.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.18% | -1.90% | +0.33% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.71% | +0.15% | +0.49% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.44% | +0.20% | -1.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.62% | +0.91% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.57% | +0.12% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 1.90% | +1.25% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.33% | — | |
| 10 | ✓ | Stock-Other | 1.89% | — | +0.29% | ||
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.78% | -0.13% | -0.22% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | +0.03% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.10% | +0.45% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.31% | +0.07% | -0.62% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.31% | +0.52% | -0.64% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.19% | +0.02% | +4.05% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.12% | -0.14% | +0.19% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.05% | — | |
| 19 | ✓ | Stock-Other | 1.00% | — | -1.02% | ||
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.12% | +0.87% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.08% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.36% | -1.14% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 0.95% | +0.72% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.19% | +1.29% | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.86% | -0.29% | +12.18% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.84% | +1.88% | +6.27% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.03% | +1.52% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.17% | -5.89% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.77% | +0.03% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.03% | -0.47% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.13% | +0.15% | |
| 32 | DELL | Dell Technologies -c | Stock-Tech | 0.69% | +0.59% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.21% | -7.77% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | -0.07% | +0.15% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.43% | -2.83% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.09% | -0.97% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | -0.13% | +0.35% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.56% | -0.08% | +0.50% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.08% | +1.02% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.15% | +1.94% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.15% | -0.45% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.89% | -1.18% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.09% | — | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.49% | +0.09% | +17.02% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | -1.51% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.48% | -0.04% | +0.45% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.04% | — | |
| 48 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.48% | -0.23% | — | |
| 49 | ✓ | Stock-Other | 0.48% | — | -1.51% | ||
| 50 | GE | General Electric | Stock-Industrials | 0.47% | +0.19% | +110.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.9% | NEW | New buy |
| 2 | CAT | Caterpillar Inc | +0.3% | -0.64% | Trim |
| 3 | GEV | GE Vernova Inc | +0.3% | — | Add |
| 4 | CVX | Chevron CORP | +0.3% | -1.14% | Trim |
| 5 | GE | General Electric | +0.2% | +110.04% | Add |
| 6 | LHX | L3harris Technologies Inc | +0.2% | +12.18% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +6.27% | Add |
| 8 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 9 | DELL | Dell Technologies -c | +0.2% | — | Unchanged |
| 10 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 11 | COST | Costco Wholesale CORP | +0.2% | +1.29% | Add |
| 12 | ASML | ASML Holding N.V. | +0.1% | — | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +36.43% | Add |
| 15 | OLN | Olin CORP | +0.1% | — | Unchanged |
| 16 | AMGN | Amgen Inc | +0.1% | +0.19% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.1% | — | Trim |
| 18 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | +96.67% | Add |
| 20 | CMI | Cummins Inc | +0.1% | +33.61% | Add |
| 21 | OKE | Oneok Inc | +0.1% | +2.36% | Add |
| 22 | DE | Deere & Co | +0.1% | — | Unchanged |
| 23 | TYG | Tortoise Energy Infrastruct | +0.1% | — | Trim |
| 24 | IWD | Ishares Russell 1000 Value E | +0.1% | +4.05% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +11.16% | Add |
| 26 | ADBE | Adobe Inc | +0.1% | +103.25% | Add |
| 27 | DVY | Ishares Select Dividend ETF | +0.1% | — | Unchanged |
| 28 | KMB | Kimberly-clark CORP | +0.1% | +134.09% | Add |
| 29 | VZ | Verizon Communications Inc | +0.1% | +0.92% | Add |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -0.62% | Trim |
| 31 | VTV | Vanguard Value ETF | +0.1% | +270.83% | Add |
| 32 | VUG | Vanguard Growth ETF | +0.1% | +565.26% | Add |
| 33 | WMB | Williams Cos Inc | +0.1% | -6.07% | Trim |
| 34 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +17.02% | Add |
| 36 | RTX | Rtx CORP | +0.1% | +0.15% | Add |
| 37 | WMT | Walmart Inc | +0.1% | -5.89% | Trim |
| 38 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 39 | TRGP | Targa Resources CORP | +0.1% | — | Add |
| 40 | LNG | Cheniere Energy Inc | +0.1% | -32.72% | Trim |
| 41 | NML | Neuberger Energy Infrastruct | +0.1% | — | Add |
| 42 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 43 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 44 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 46 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 47 | FANG | Diamondback Energy Inc | 0% | — | Trim |
| 48 | ROK | Rockwell Automation Inc | 0% | +80.00% | Add |
| 49 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 50 | NFLX | Netflix Inc | 0% | +3.64% | Add |
According to official SEC Form 13F filings, Monetary Management Group Inc reported a total U.S. public equity portfolio value of $486.7M across 391 disclosed positions in Q1 2026.
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, AAPL, MSFT) accounted for 24.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
LRCX
市值: $8.0M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $6.7M
During Q1 2026, Monetary Management Group Inc's top holdings by market value included NVDA (7.5%)、AAPL (7.3%)、MSFT (6.2%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q1 2026, Monetary Management Group Inc made 133 total portfolio adjustments, initiating 11 new buys, adding to 59 positions, trimming 57 holdings, and fully liquidating 6 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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