MONETARY MANAGEMENT GROUP INC
Sector Allocation
- Technology47.2%$229.7M
- Other12.1%$59.0M
- Healthcare11.5%$56.1M
- Industrials6.5%$31.6M
- Consumer Discretionary6.3%$30.5M
- Financials6.1%$29.7M
- Consumer Staples3.4%$16.6M
- Energy3.0%$14.5M
- Utilities1.4%$6.7M
- Materials1.1%$5.3M
AUM History
13fpro.ai/research/fund/monetary-management-group-inc-1133014
Conviction and streaks
Stable · top 10 = 38.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$35.8MAAPL
$30.4MMSFT
$20.8MAVGO
$18.8MLLY
$17.7MGOOGL
$17.5MLRCX
$15.3MMU
$13.3MCAT
$8.9MABBV
$8.8MAMZN
$8.5MKLAC
$8.1MHD
$8.0MJPM
$7.8MMETA
$7.6MAMD
$6.8M- I$6.7M
DELL
$6.2M- I$5.9M
CRWD
$5.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/monetary-management-group-inc-1133014
MONETARY MANAGEMENT GROUP INC 13F holdings — Q2 2026
$486.7M portfolio (+16.2% QoQ) · 335 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$35.8M
7.3% of stocks
-1%This quarter-3.6%Since filed10+ qtrsHeld$30.4M
6.3% of stocks
-13%This quarter+13.8%Since filed10+ qtrsHeld$20.8M
4.3% of stocks
-20%This quarter+8.2%Since filed10+ qtrsHeld$18.8M
3.9% of stocks
-0.8%This quarter-20.9%Since filed10+ qtrsHeld$17.7M
3.6% of stocks
-6%This quarter+4.8%Since filed10+ qtrsHeld$17.5M
3.6% of stocks
+13%This quarter-8.2%Since filed10+ qtrsHeld$15.3M
3.1% of stocks
-5%This quarter-27.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$13.3M
2.7% of stocks
+10%This quarter-0.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$8.9M
1.8% of stocks
+8%This quarter-19.1%Since filed10+ qtrsHeld$8.8M
1.8% of stocks
+3%This quarter+15.3%Since filed10+ qtrsHeld
All holdings — MONETARY MANAGEMENT GROUP INC (Q2 2026)
335 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $8.5M | 1.7% | 36K | -23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | KLA CORP | Technology | $8.1M | 1.7% | 27K | +894% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | HOME DEPOT, INC. | Consumer Discretionary | $8.0M | 1.6% | 23K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $7.8M | 1.6% | 24K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $7.6M | 1.6% | 14K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ADVANCED MICRO DEVICES INC | Technology | $6.8M | 1.4% | 12K | +12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | I Shares Tr Russell 1000 Growth Index - COM | — | $6.7M | 1.4% | 54K | +318% | — | — | 13F |
| 18 | Dell Technologies Inc. | Technology | $6.2M | 1.3% | 14K | -18% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | I Shares Russell 1000 Value Index - COM | — | $5.9M | 1.2% | 24K | +4% | — | — | 13F |
| 20 | CrowdStrike Holdings, Inc. | Technology | $5.3M | 1.1% | 6,955 | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $5.1M | 1.1% | 14K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AMGEN INC | Healthcare | $4.8M | 1.0% | 13K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JOHNSON & JOHNSON | Healthcare | $4.3M | 0.9% | 17K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Mastercard Inc | Financials | $4.1M | 0.8% | 8,020 | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | IShares Select Dividend - COMetf/fund | — | $3.9M | 0.8% | 25K | +18% | — | — | 13F |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.8M | 0.8% | 8,938 | -0.9% | |||
| 27 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.6M | 0.8% | 3,880 | -2% | |||
| 28 | $V | VISA INC. | Financials | $3.6M | 0.7% | 10K | -1% | |||
| 29 | — | Sector Spdr Tr Shs Ben Int Technology - COM | — | $3.4M | 0.7% | 18K | +3% | |||
| 30 | $GE | GENERAL ELECTRIC CO | Industrials | $3.2M | 0.7% | 8,566 | +23% | |||
| 31 | — | Ishares Phlx Semiconductor - COM | — | $3.1M | 0.6% | 4,835 | -6% | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $3.0M | 0.6% | 26K | -1% | |||
| 33 | $RTX | RTX Corp | Industrials | $3.0M | 0.6% | 16K | -3% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $2.9M | 0.6% | 18K | -9% | |||
| 35 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.9M | 0.6% | 7,033 | -0.7% | |||
| 36 | $PM | Philip Morris International Inc. | Consumer Staples | $2.9M | 0.6% | 16K | -5% | |||
| 37 | $APH | AMPHENOL CORP /DE/ | Technology | $2.8M | 0.6% | 16K | -0.2% | |||
| 38 | $PANW | Palo Alto Networks Inc | Technology | $2.8M | 0.6% | 8,285 | — | |||
| 39 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $2.8M | 0.6% | 9,580 | -8% | |||
| 40 | $ORCL | ORACLE CORP | Technology | $2.7M | 0.6% | 18K | -1% | |||
| 41 | $ASML | ASML HOLDING NV | Technology | $2.5M | 0.5% | 1,275 | — | |||
| 42 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.3M | 0.5% | 25K | -0.2% | |||
| 43 | — | IShares Russell 2000 Index Fd - COM | — | $2.3M | 0.5% | 7,680 | +7% | |||
| 44 | $PEP | PEPSICO INC | Consumer Staples | $2.3M | 0.5% | 17K | -8% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.5% | 3,170 | +108% | |||
| 46 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.5% | 16K | -2% | |||
| 47 | — | IShares S&P 500 Index - COM | — | $2.2M | 0.5% | 2,900 | — | |||
| 48 | $PH | Parker-Hannifin Corp | Industrials | $2.2M | 0.4% | 2,205 | -1% | |||
| 49 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.1M | 0.4% | 4,500 | +2% | |||
| 50 | $GEV | GE Vernova Inc. | Industrials | $2.1M | 0.4% | 1,820 | +35% | |||
| 51 | $DE | DEERE & CO | Industrials | $2.1M | 0.4% | 3,370 | -5% | |||
| 52 | $SYK | STRYKER CORP | Healthcare | $2.1M | 0.4% | 6,773 | -7% | |||
| 53 | $QCOM | QUALCOMM INC/DE | Technology | $2.1M | 0.4% | 11K | -5% | |||
| 54 | $MRK | Merck & Co., Inc. | Healthcare | $2.0M | 0.4% | 16K | -2% | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 0.4% | 3,988 | -8% | |||
| 56 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.9M | 0.4% | 17K | -12% | |||
| 57 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.4% | 6,772 | — | |||
| 58 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.9M | 0.4% | 21K | -5% | |||
| 59 | — | Select Sector SPDR Financial - COM | — | $1.9M | 0.4% | 35K | -4% | |||
| 60 | — | Select Sector Spider Con Disc - COM | — | $1.9M | 0.4% | 16K | +3% | |||
| 61 | $CMI | CUMMINS INC | Industrials | $1.8M | 0.4% | 2,485 | +4% | |||
| 62 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.8M | 0.4% | 6,534 | — | |||
| 63 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.7M | 0.4% | 12K | -3% | |||
| 64 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.7M | 0.3% | 7,766 | -2% | |||
| 65 | $INTC | INTEL CORP | Technology | $1.7M | 0.3% | 12K | -9% | |||
| 66 | — | Ishares Russell Midcap Index Fund - COM | — | $1.7M | 0.3% | 15K | +8% | |||
| 67 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.6M | 0.3% | 4,738 | -2% | |||
| 68 | $OKE | ONEOK INC /NEW/ | Energy | $1.6M | 0.3% | 18K | -7% | |||
| 69 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6M | 0.3% | 1,535 | -10% | |||
| 70 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.5M | 0.3% | 2,100 | +14% | |||
| 71 | — | Select SPDR Energy - COM | — | $1.5M | 0.3% | 29K | -9% | |||
| 72 | — | IShares International Select Dividend - COM | — | $1.5M | 0.3% | 36K | — | |||
| 73 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.3% | 11K | -0.0% | |||
| 74 | — | Select Sector Spider Industrial - COM | — | $1.4M | 0.3% | 7,775 | +8% | |||
| 75 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.4M | 0.3% | 19K | -20% | |||
| 76 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.4M | 0.3% | 1,860 | — | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.3% | 18K | -9% | |||
| 78 | $CVS | CVS HEALTH Corp | Healthcare | $1.3M | 0.3% | 12K | — | |||
| 79 | $ET | Energy Transfer LP | Energy | $1.2M | 0.3% | 64K | — | |||
| 80 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $1.2M | 0.3% | 28K | -29% | |||
| 81 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.2M | 0.2% | 3,155 | -0.8% | |||
| 82 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.2M | 0.2% | 5,175 | -2% | |||
| 83 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.2% | 13K | -4% | |||
| 84 | $AJG | Arthur J. Gallagher & Co. | Financials | $1.1M | 0.2% | 4,945 | +5% | |||
| 85 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.2% | 26K | -4% | |||
| 86 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.2% | 9,570 | +34% | |||
| 87 | $OLN | OLIN Corp | Healthcare | $1.1M | 0.2% | 56K | — | |||
| 88 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.1M | 0.2% | 30K | — | |||
| 89 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.2% | 3,950 | -7% | |||
| 90 | $WELL | WELLTOWER INC. | Real Estate | $1.1M | 0.2% | 4,725 | -4% | |||
| 91 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.1M | 0.2% | 2,695 | +104% | |||
| 92 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.2% | 13K | — | |||
| 93 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.1M | 0.2% | 10K | — | |||
| 94 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.0M | 0.2% | 4,999 | — | |||
| 95 | $ED | CONSOLIDATED EDISON INC | Utilities | $979K | 0.2% | 8,850 | — | |||
| 96 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $967K | 0.2% | 4,325 | — | |||
| 97 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $950K | 0.2% | 4,350 | +17% | |||
| 98 | — | IShares Expanded Tech-Software - COM | — | $931K | 0.2% | 10K | +54% | |||
| 99 | — | S&P SPDR Utilities - COM | — | $921K | 0.2% | 20K | -0.5% | |||
| 100 | $PFE | PFIZER INC | Healthcare | $915K | 0.2% | 38K | +4% | |||
| 101 | $STEW | SRH Total Return Fund, Inc. | Other | $911K | 0.2% | 51K | +71% | |||
| 102 | — | Select Spiders Consumer Staples - COM | — | $906K | 0.2% | 11K | -4% | |||
| 103 | $SO | SOUTHERN CO | Utilities | $900K | 0.2% | 9,407 | — | |||
| 104 | $UTG | REAVES UTILITY INCOME FUND | Other | $896K | 0.2% | 22K | +2% | |||
| 105 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $887K | 0.2% | 1,770 | -5% | |||
| 106 | $SNPS | SYNOPSYS INC | Technology | $883K | 0.2% | 1,980 | +8% | |||
| 107 | — | IShares Russell Midcap Value Index - COM | — | $881K | 0.2% | 5,350 | — | |||
| 108 | $SNDK | Sandisk Corp | Technology | $875K | 0.2% | 385 | New | |||
| 109 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $866K | 0.2% | 1,700 | -6% | |||
| 110 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $856K | 0.2% | 4,800 | +2400% | |||
| 111 | $ADBE | ADOBE INC. | Technology | $853K | 0.2% | 4,160 | -5% | |||
| 112 | $CB | Chubb Ltd | Financials | $850K | 0.2% | 2,495 | — | |||
| 113 | — | Communication Services Select Sector Fd - COM | — | $849K | 0.2% | 7,925 | -1% | |||
| 114 | $HUM | HUMANA INC | Healthcare | $849K | 0.2% | 2,137 | — | |||
| 115 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $835K | 0.2% | 6,300 | — | |||
| 116 | $UBER | Uber Technologies, Inc | Technology | $834K | 0.2% | 12K | -11% | |||
| 117 | $AFL | AFLAC INC | Financials | $827K | 0.2% | 7,050 | — | |||
| 118 | $FANG | Diamondback Energy, Inc. | Energy | $800K | 0.2% | 4,550 | -6% | |||
| 119 | — | Honeywell Aerospace Inc - COM | — | $799K | 0.2% | 3,612 | New | |||
| 120 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $798K | 0.2% | 14K | +8% | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $797K | 0.2% | 9,645 | — | |||
| 122 | $AXP | AMERICAN EXPRESS CO | Financials | $786K | 0.2% | 2,325 | — | |||
| 123 | $NUE | NUCOR CORP | Materials | $780K | 0.2% | 3,500 | — | |||
| 124 | — | Select SPDR Materials (XLB) - COM | — | $773K | 0.2% | 15K | +10% | |||
| 125 | — | Vanguard Value Index Fund ETF - COM | — | $737K | 0.1% | 3,380 | +90% | |||
| 126 | $DUK | Duke Energy CORP | Utilities | $726K | 0.1% | 5,733 | — | |||
| 127 | $STX | Seagate Technology Holdings plc | Technology | $724K | 0.1% | 750 | — | |||
| 128 | $GSK | GSK plc | Healthcare | $716K | 0.1% | 14K | -7% | |||
| 129 | — | Select SPDR Tr Health Care Sector - COM | — | $706K | 0.1% | 4,450 | +51% | |||
| 130 | $KMB | KIMBERLY CLARK CORP | Materials | $705K | 0.1% | 6,425 | +25% | |||
| 131 | $GD | GENERAL DYNAMICS CORP | Industrials | $705K | 0.1% | 1,990 | +13% | |||
| 132 | $USB | US BANCORP \DE\ | Financials | $704K | 0.1% | 12K | — | |||
| 133 | $MDT | Medtronic plc | Healthcare | $698K | 0.1% | 8,925 | -4% | |||
| 134 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $697K | 0.1% | 3,112 | New | |||
| 135 | $AZN | ASTRAZENECA PLC | Healthcare | $692K | 0.1% | 3,650 | +33% | |||
| 136 | $EMR | EMERSON ELECTRIC CO | Industrials | $673K | 0.1% | 4,700 | — | |||
| 137 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $667K | 0.1% | 48K | — | |||
| 138 | $MPLX | MPLX LP | Energy | $653K | 0.1% | 12K | — | |||
| 139 | $LMT | LOCKHEED MARTIN CORP | Industrials | $638K | 0.1% | 1,252 | -4% | |||
| 140 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $636K | 0.1% | 8,540 | — | |||
| 141 | $VMC | Vulcan Materials CO | Materials | $634K | 0.1% | 2,150 | — | |||
| 142 | — | Vanguard Growth ETF - COM | — | $634K | 0.1% | 7,362 | +1065% | |||
| 143 | — | I Shares MSCI Emerg Mkts - COM | — | $629K | 0.1% | 9,190 | +45% | |||
| 144 | — | Real Estate Select Sector SPDR Fund - COM | — | $606K | 0.1% | 14K | -4% | |||
| 145 | $ANET | Arista Networks, Inc. | Technology | $597K | 0.1% | 3,515 | — | |||
| 146 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $591K | 0.1% | 4,320 | — | |||
| 147 | $NOW | ServiceNow, Inc. | Technology | $587K | 0.1% | 5,910 | +53% | |||
| 148 | $CPA | Copa Holdings, S.A. | Industrials | $560K | 0.1% | 3,600 | +3500% | |||
| 149 | $NX | Quanex Building Products CORP | Materials | $559K | 0.1% | 30K | — | |||
| 150 | $ACN | Accenture plc | Technology | $538K | 0.1% | 4,325 | -22% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 61 added to, 94 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$SNDKSandisk Corp$875K
first bought this quarter
- Honeywell Aerospace Inc - COM$799K
first bought this quarter
$PWRQUANTA SERVICES, INC.$364K
first bought this quarter
- Spdr Series Trust State Street Spdr Portfo - COM$264K
first bought this quarter
$JEFJefferies Financial Group Inc.$175K
first bought this quarter
$ROKUROKU, INC$138K
first bought this quarter
+8 more in the Excel export
Added to (61)
now $8.1M · held 10+ qtrs
- I Shares Tr Russell 1000 Growth Index - COM+318%
now $6.7M
now $17.5M · held 10+ qtrs
now $13.3M · held 10+ qtrs, 3 adds in a row
$AMATAPPLIED MATERIALS INC /DE+108%
now $2.3M · held 10+ qtrs
$BKNGBooking Holdings Inc.+2400%
now $856K · held 10+ qtrs
+55 more in the Excel export
Trimmed (94)
now $20.8M · held 10+ qtrs
now $30.4M · held 10+ qtrs
now $8.5M · held 10+ qtrs
now $6.2M · held 10+ qtrs
now $17.7M · held 10+ qtrs, 3 trims in a row
now $15.3M · held 10+ qtrs, 3 trims in a row
+88 more in the Excel export
Holdings by quarter
Every 13F MONETARY MANAGEMENT GROUP INC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MONETARY MANAGEMENT GROUP's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.4%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 11% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MONETARY MANAGEMENT GROUP INC disclosed 335 positions worth $486.7M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.3% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 14 new positions and exited 12 — including a new stake in $SNDK and a full exit from $REGN. The portfolio is most concentrated in Technology (47.2% of disclosed assets). All figures are sourced directly from MONETARY MANAGEMENT GROUP INC’s Form 13F-HR filing with the SEC under CIK 1133014.
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