13F filer

Monetary Management Group

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1133014 SEC filings ↗
13F Value
$486.7M
Positions
334
Top Position
NVDA7.4%
Top 5
25.4%

Latest filing changes

vs Mar 31, 2026
1 GOOGL Alphabet Class A +13.0%+$2.0M
2 MU Micron Technology +10.1%+$1.2M
4 CAT Caterpillar +8.2%+$676K
Holdings334
# Trend (4Q)
1 NVDA 7.4% $35.8M -1.2% 178.8K 7.5% Common Stock
2 AAPL 6.3% $30.4M -13.0% 105.2K 7.3% Common Stock
3 MSFT 4.3% $20.8M -20.1% 55.9K 6.2% Common Stock
4 AVGO 3.9% $18.8M -0.8% 49.7K 3.7% Common Stock
5 LLY 3.6% $17.7M -5.6% 14.8K 3.4% Common Stock
6 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 48,905 reported quantity $17,477,180 reported value
3.6% $17.5M +13.0% 48.9K 3.0% Common Stock
7 LRCX
Filing details
  • 512807306 Jun 30, 2026 35,380 reported quantity $15,331,215 reported value
3.1% $15.3M -5.1% 35.4K 1.9% Common Stock
8 MU 2.7% $13.3M +10.1% 11.5K 0.8% Common Stock
9 CAT 1.8% $8.9M +8.2% 8.4K 1.3% Common Stock
10 ABBV 1.8% $8.8M +2.6% 35.1K 1.8% Common Stock
11 AMZN 1.7% $8.5M -23.4% 35.5K 2.3% Common Stock
12 KLAC 1.7% $8.1M — 27.0K 1.0% — Common Stock
13 HD 1.6% $8.0M +0.3% 22.7K 1.8% Common Stock
14 JPM 1.6% $7.8M -1.8% 23.9K 1.7% Common Stock
15 META 1.6% $7.6M -2.3% 13.5K 1.9% Common Stock
16 AMD 1.4% $6.8M +12.1% 11.8K 0.5% Common Stock
17 IWF 1.4% $6.7M +4.6% 53.9K 1.3% ETF
18 DELL 1.3% $6.2M -18.1% 14.4K 0.7% Common Stock
19 IWD 1.2% $5.9M +3.6% 24.2K 1.2% ETF
20 CRWD 1.1% $5.3M -1.1% 7.0K 0.7% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing12
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.