Monetary Management Group Inc Top Holdings and 13F Report (2026) About Monetary Management Group IncInvestment ActivityMonetary Management Group Inc has $418.72 million in total holdings as of March 31, 2026.Monetary Management Group Inc owns shares of 332 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 3.52% of the portfolio was sold this quarter.This quarter, Monetary Management Group Inc has purchased 320 new stocks and bought additional shares in 63 stocks.Monetary Management Group Inc sold shares of 70 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $31,582,968Apple $30,709,098Microsoft $25,875,253Broadcom $15,515,736Eli Lilly and Company $14,394,400 Largest New Holdings this Quarter 512807306 - Lam Research Corp $7,967,381 Holding24703L202 - Dell Technologies $2,896,074 Holding69608A108 - Palantir Technologies $1,041,514 Holding90353T100 - Uber Technologies $932,213 Holding803054204 - SAP $428,025 Holding Largest Purchases this Quarter Lam Research Corp 37,290 shares (about $7.97M)Dell Technologies 17,645 shares (about $2.90M)GE Vernova Com 1,285 shares (about $1.12M)Palantir Technologies 7,120 shares (about $1.04M)GE Aerospace 3,660 shares (about $1.04M) Largest Sales this Quarter NVIDIA 4,355 shares (about $759.51K)Qualcomm 5,450 shares (about $701.85K)AstraZeneca 3,500 shares (about $690.27K)Thermo Fisher Scientific 935 shares (about $459.58K)Cheniere Energy Inc 1,500 shares (about $425.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonetary Management Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,582,968$759,512 â–¼-2.3%181,0957.5%Computer and TechnologyAAPLApple$30,709,098$133,240 â–¼-0.4%121,0027.3%Computer and TechnologyMSFTMicrosoft$25,875,253$85,139 â–²0.3%69,9016.2%Computer and TechnologyAVGOBroadcom$15,515,736$75,830 â–²0.5%50,1303.7%Computer and TechnologyLLYEli Lilly and Company$14,394,400$280,530 â–¼-1.9%15,6503.4%MedicalGOOGLAlphabet$12,439,846$112,148 â–²0.9%43,2603.0%Computer and TechnologyAMZNAmazon.com$9,657,480$11,455 â–²0.1%46,3702.3%Retail/WholesaleLam Research Corp$7,967,381$7,967,381 â–²New Holding37,2901.9%COMMETAMeta Platforms$7,921,140$22,885 â–²0.3%13,8451.9%Computer and TechnologyHDHome Depot$7,455,936$16,444 â–¼-0.2%22,6701.8%Retail/WholesaleABBVAbbVie$7,444,6830.0%34,2301.8%MedicalJPMJPMorgan Chase & Co.$7,158,384$32,358 â–²0.5%24,3351.7%FinanceIWFiShares Russell 1000 Growth ETF$5,498,854$34,112 â–¼-0.6%12,8961.3%ETFCATCaterpillar$5,481,355$35,423 â–¼-0.6%7,7371.3%IndustrialsIWDiShares Russell 1000 Value ETF$4,998,169$194,440 â–²4.0%23,3921.2%ETFAMGNAmgen$4,678,198$8,796 â–²0.2%13,2961.1%MedicalGOOGAlphabet$4,188,165$43,029 â–¼-1.0%14,6001.0%Computer and TechnologyMAMastercard$4,057,239$34,976 â–²0.9%8,1201.0%Business ServicesJNJJohnson & Johnson$4,056,4820.0%16,5951.0%MedicalCVXChevron$4,031,033$46,553 â–¼-1.1%19,4831.0%EnergyKLACKLA$3,994,6480.0%2,7131.0%Computer and TechnologyCOSTCostco Wholesale$3,925,934$49,821 â–²1.3%3,9400.9%Retail/WholesaleLHXL3Harris Technologies$3,591,286$390,020 â–²12.2%10,4050.9%AerospaceMUMicron Technology$3,523,671$207,772 â–²6.3%10,4300.8%Computer and TechnologyTSLATesla$3,352,441$50,186 â–²1.5%9,0180.8%Auto/Tires/TrucksWal Mart Stores, Inc.$3,328,591$208,169 â–¼-5.9%26,7830.8%COMDVYiShares Select Dividend ETF$3,217,4620.0%21,2500.8%ETFVVisa$3,182,587$15,112 â–¼-0.5%10,5300.8%Business ServicesRTXRTX$3,154,494$4,823 â–²0.2%16,3530.8%AerospaceDELLDell Technologies$2,896,074$2,896,074 â–²New Holding17,6450.7%Computer and TechnologyPEPPepsiCo$2,857,647$240,700 â–¼-7.8%18,4020.7%Consumer StaplesPMPhilip Morris International$2,747,951$4,134 â–²0.2%16,6200.7%Consumer StaplesCRWDCrowdStrike$2,744,582$80,034 â–¼-2.8%7,0300.7%Computer and TechnologyORCLOracle$2,700,204$26,480 â–¼-1.0%18,3550.6%Computer and TechnologySYKStryker$2,381,620$8,215 â–²0.3%7,2480.6%MedicalORLYO'Reilly Automotive$2,335,443$11,539 â–²0.5%25,3000.6%Retail/WholesalePGProcter & Gamble$2,283,452$22,966 â–²1.0%15,8090.5%Consumer StaplesXLKTechnology Select Sector SPDR Fund$2,270,596$43,192 â–²1.9%17,0850.5%ETFABTAbbott Laboratories$2,248,165$10,267 â–¼-0.5%21,8970.5%MedicalAMDAdvanced Micro Devices$2,134,998$25,429 â–¼-1.2%10,4950.5%Computer and TechnologyBRK.BBerkshire Hathaway$2,078,7700.0%4,3380.5%FinanceAPHAmphenol$2,032,971$295,659 â–²17.0%16,0900.5%Computer and TechnologyMCDMcDonald's$2,030,702$31,079 â–¼-1.5%6,5340.5%Retail/WholesalePHParker-Hannifin$2,000,861$8,952 â–²0.4%2,2350.5%IndustrialsDEDeere & Company$1,999,7150.0%3,5500.5%IndustrialsTYGTortoise Energy Infrastructure$1,994,598$30,608 â–¼-1.5%40,0120.5%FinanceGEGE Aerospace$1,982,417$1,038,598 â–²110.0%6,9860.5%AerospaceXLEEnergy Select Sector SPDR Fund$1,942,800$153,150 â–¼-7.3%31,7140.5%ETFMRKMerck & Co., Inc.$1,922,836$12,029 â–¼-0.6%15,9850.5%MedicalUNHUnitedHealth Group$1,916,589$54,118 â–¼-2.7%7,0830.5%MedicalNFLXNetflix$1,916,269$67,305 â–²3.6%19,9300.5%Consumer DiscretionaryTJXTJX Companies$1,902,825$5,589 â–²0.3%11,9150.5%Retail/WholesaleIVViShares Core S&P 500 ETF$1,894,3090.0%2,9000.5%ETFLOWLowe's Companies$1,864,4850.0%7,8910.4%Retail/WholesaleXOMExxonMobil$1,802,4680.0%10,6240.4%EnergyXLFFinancial Select Sector SPDR Fund$1,788,428$49,370 â–²2.8%36,2250.4%ETFIWMiShares Russell 2000 ETF$1,780,640$65,720 â–²3.8%7,1800.4%FinanceOKEONEOK$1,767,124$40,675 â–²2.4%19,5500.4%EnergyWMBWilliams Companies$1,746,720$112,809 â–¼-6.1%24,0000.4%EnergySOXXiShares Semiconductor ETF$1,687,6690.0%5,1350.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,687,010$10,898 â–²0.7%15,4800.4%FinanceASMLASML$1,684,058$264,166 â–²18.6%1,2750.4%Computer and TechnologyOLNOlin$1,667,8530.0%56,1000.4%Basic MaterialsIBMInternational Business Machines$1,641,465$121,195 â–¼-6.9%6,7720.4%Computer and TechnologySHWSherwin-Williams$1,542,8070.0%4,8130.4%Basic MaterialsQCOMQualcomm$1,535,701$701,851 â–¼-31.4%11,9250.4%Computer and TechnologyIDViShares International Select Dividend ETF$1,532,1600.0%36,0000.4%ETFTSMTaiwan Semiconductor Manufacturing$1,486,980$397,091 â–²36.4%4,4000.4%Computer and TechnologyCSCOCisco Systems$1,464,5110.0%18,8750.3%Computer and TechnologyGSThe Goldman Sachs Group$1,446,643$4,230 â–²0.3%1,7100.3%FinanceHONHoneywell International$1,407,037$141,269 â–²11.2%6,2250.3%Multi-Sector ConglomeratesVZVerizon Communications$1,380,500$12,550 â–²0.9%27,5000.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,371,429$43,753 â–²3.3%14,1050.3%ETFPANWPalo Alto Networks$1,328,251$19,238 â–¼-1.4%8,2850.3%Computer and TechnologyCMICummins$1,283,178$322,812 â–²33.6%2,3850.3%Auto/Tires/TrucksNEENextEra Energy$1,272,4560.0%13,7000.3%UtilitiesETEnergy Transfer$1,235,2000.0%64,0000.3%EnergyNOCNorthrop Grumman$1,228,0320.0%1,8000.3%AerospaceSPYSPDR S&P 500 ETF Trust$1,209,6320.0%1,8600.3%FinanceGE Vernova Com$1,174,050$1,121,676 â–²2,141.7%1,3450.3%COMXLIIndustrial Select Sector SPDR Fund$1,168,499$4,043 â–²0.3%7,2250.3%ETFEPDEnterprise Products Partners$1,141,2540.0%30,1600.3%EnergyACNAccenture$1,100,509$29,743 â–²2.8%5,5500.3%Computer and TechnologyADPAutomatic Data Processing$1,071,774$30,477 â–¼-2.8%5,2750.3%Computer and TechnologyQQQInvesco QQQ$1,067,7830.0%1,8500.3%FinanceADBEAdobe$1,064,690$540,853 â–²103.2%4,3800.3%Computer and TechnologyPalantir Technologies$1,041,514$1,041,514 â–²New Holding7,1200.2%COMUNPUnion Pacific$1,031,135$6,066 â–²0.6%4,2500.2%TransportationPFEPfizer$1,030,536$25,272 â–¼-2.4%36,7000.2%MedicalAJGArthur J. Gallagher & Co.$1,022,258$502,466 â–²96.7%4,7200.2%FinanceEDConsolidated Edison$1,001,6430.0%8,8500.2%UtilitiesKOCocaCola$1,000,8180.0%13,1600.2%Consumer StaplesWELLWelltower$973,722$84,027 â–¼-7.9%4,9250.2%FinanceFANGDiamondback Energy$959,281$123,619 â–¼-11.4%4,8500.2%EnergyXLUUtilities Select Sector SPDR Fund$936,340$36,712 â–²4.1%20,4040.2%ETFUBERUber Technologies$932,213$932,213 â–²New Holding12,9600.2%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$927,194$40,990 â–²4.6%11,3100.2%ETFSBUXStarbucks$922,7770.0%10,3000.2%Retail/WholesaleTMOThermo Fisher Scientific$919,161$459,581 â–¼-33.3%1,8700.2%MedicalCOFCapital One Financial$911,968$18,243 â–¼-2.0%4,9990.2%FinanceShowing largest 100 holdings. View all holdings. 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