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Institutional

MONETARY MANAGEMENT GROUP INC

CIK 0001133014
$418.7M
Reported AUM
332
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · MONETARY MANAGEMENT GROUP INC · Q1 2026

AI · grounded in 13F

MONETARY MANAGEMENT GROUP INC established a new position in LRCX valued at $7.97M. The fund also opened new stakes in DELL for $2.90M and PLTR for $1.04M. These additions coincided with the closure of a position in Lam Research Corp. LRCXEUR totaling -$6.70M and a reduction in shares of NVDA by 2.35%.

Portfolio · Q1 2026

NVDA$31.6MAAPL$30.7MMSFT$25.9MAVGOLLYGOOGLAMZNOther$240.6MMI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANvidia Corp Com$205.10-6.20%44.92%955.49%$31.6M7.54%4,355−2.3%
2AAPLApple Inc Com$307.34-1.25%51.31%116.17%$30.7M7.33%525−0.4%
3MSFTMicrosoft Corp Com$416.67-2.66%-10.71%52.39%$25.9M6.18%+230+0.3%
4AVGOBroadcom Inc Com$385.73-7.92%57.48%771.51%$15.5M3.71%+245+0.5%
5LLYLilly Eli & Co Com$1131.420.55%48.00%387.10%$14.4M3.44%305−1.9%
6GOOGLAlphabet Inc Cl A$368.53-0.98%112.92%175.80%$12.4M2.97%+390+0.9%
7AMZNAmazon.Com Inc Com$246.03-3.06%15.20%47.87%$9.7M2.31%+55+0.1%
8LRCXLam Research Corp$303.28-9.85%253.80%400.87%$8.0M1.90%+37,290NEW
9Meta Platforms Inc.$7.9M1.89%+40+0.3%
10HDHome Depot Inc Com$310.780.27%-12.61%7.24%$7.5M1.78%50−0.2%
11ABBVAbbvie Inc Com$227.231.02%23.60%135.68%$7.4M1.78%HELD
12JPMJPMorgan Chase & Co.$312.370.48%19.84%133.52%$7.2M1.71%+110+0.5%
13IWFI Shares Tr Russell 1000 Growth Index$122.69-3.26%20.87%79.95%$5.5M1.31%80−0.6%
14CATCaterpillar Inc.$904.28-3.85%158.69%378.33%$5.5M1.31%50−0.6%
15IWDI Shares Russell 1000 Value Index$236.42-1.91%26.12%62.18%$5.0M1.19%+910+4.0%
16AMGNAmgen, Inc.$349.581.15%24.03%69.41%$4.7M1.12%+25+0.2%
17Alphabet Inc (C)$4.2M1.00%150−1.0%
18MAMastercard Inc Cl A$491.081.93%-16.29%31.00%$4.1M0.97%+70+0.9%
19JNJJohnson & Johnson$232.772.02%53.90%55.59%$4.1M0.97%HELD
20CVXChevron Corp$187.31-0.55%39.19%125.88%$4.0M0.96%225−1.1%
21KLACKla Corporation$1929.20-9.47%140.30%482.93%$4.0M0.95%HELD
22COSTCostco Wholesale Corp$971.87-0.05%-3.70%138.72%$3.9M0.94%+50+1.3%
23LHXL3harris Tech Com$307.83-0.63%28.70%49.94%$3.6M0.86%+1,130+12.2%
24MUMicron Technology$864.01-13.25%697.79%1041.92%$3.5M0.84%+615+6.3%
25TSLATesla, Inc$391.00-6.56%32.48%70.69%$3.4M0.80%+135+1.5%
26WMTWal Mart Stores, Inc.$118.880.97%22.99%166.67%$3.3M0.79%1,675−5.9%
27DVYIShares Select Dividend$155.400.32%22.51%59.57%$3.2M0.77%HELD
28VVisa Inc Com Cl A$323.571.06%-11.91%36.33%$3.2M0.76%50−0.5%
29RTXRTX Corporation$180.990.88%32.19%132.37%$3.2M0.75%+25+0.2%
30DELLDell Technologies Inc$394.39-6.55%251.99%785.09%$2.9M0.69%+17,645NEW
31PEPPepsico Inc Com$141.92-0.16%$2.9M0.68%1,550−7.8%
32PMPhilip Morris Intl Inc$178.291.89%$2.7M0.66%+25+0.2%
33CRWDCrowdstrike Hldgs Inc$671.02-6.68%$2.7M0.66%205−2.8%
34ORCLOracle Corp Com$213.68-9.59%$2.7M0.64%180−1.0%
35SYKStryker Corp$305.661.48%$2.4M0.57%+25+0.3%
36ORLYO Reilly Automotive Inc$90.332.18%$2.3M0.56%+125+0.5%
37PGProcter & Gamble$146.544.09%$2.3M0.55%+159+1.0%
38XLKSector Spdr Tr Shs Ben Int Technology$180.30-6.66%$2.3M0.54%+325+1.9%
39ABTAbbott Laboratories$91.070.32%$2.2M0.54%100−0.5%
40AMDAdvanced Micro Devices$466.38-10.86%$2.1M0.51%125−1.2%
41BRK/BBerkshire Hathaway Class B$2.1M0.50%HELD
42APHAmphenol Corp Cl A$138.81-5.42%$2.0M0.49%+2,340+17.0%
43MCDMcdonald's Corporation$279.842.61%$2.0M0.48%100−1.5%
44PHParker Hannifin Corp$882.341.16%$2.0M0.48%+10+0.4%
45DEDeere & Company$583.44-1.40%$2.0M0.48%HELD
46Tortoise Energy Infrastructure Clsd Fund$2.0M0.48%614−1.5%
47GEGE Aerospace$328.000.11%$2.0M0.47%+3,660+110.0%
48Select SPDR Energy$1.9M0.46%2,500−7.3%
49MRKMerck & Co Inc$120.790.44%$1.9M0.46%100−0.6%
50UNHUnitedhealth Group Inc.$399.470.76%$1.9M0.46%200−2.7%
51NFLXNetflix Inc Com$82.180.76%$1.9M0.46%+700+3.6%
52TJXTJX Cos. Inc.$160.711.31%$1.9M0.45%+35+0.3%
53IVVIShares S&P 500 Index$740.91-2.62%$1.9M0.45%HELD
54LOWLowes Co.$210.741.55%$1.9M0.45%HELD
55XOMExxon Mobil Corp$149.92-1.39%$1.8M0.43%HELD
56Select Sector SPDR Financial$1.8M0.43%+1,000+2.8%
57IWMIShares Russell 2000 Index Fd$281.65-3.55%$1.8M0.43%+265+3.8%
58OKEOneok Inc.$88.25-0.79%$1.8M0.42%+450+2.4%
59WMBWilliams Co.S$71.96-0.65%$1.7M0.42%1,550−6.1%
60SOXXIshares Phlx Semiconductor$539.77-10.44%$1.7M0.40%HELD
61Select Sector Spider Con Disc$1.7M0.40%+100+0.7%
62ASML Holding$1.7M0.40%+200+18.6%
63OLNOlin Corporation$24.54-1.56%$1.7M0.40%HELD
64IBMIBM Corp$284.84-5.61%$1.6M0.39%500−6.9%
65SHWSherwin Williams Co$305.301.74%$1.5M0.37%HELD
66QCOMQualcomm Inc$215.94-10.98%$1.5M0.37%5,450−31.4%
67IDVIShares International Select Dividend$43.42-1.63%$1.5M0.37%HELD
68TSMTaiwan Semiconductor$415.17-6.69%$1.5M0.36%+1,175+36.4%
69CSCOCisco Systems Inc.$121.64-6.43%$1.5M0.35%HELD
70GSGoldman Sachs Group$1038.68-4.94%$1.4M0.35%+5+0.3%
71HONHoneywell International$213.97-1.69%$1.4M0.34%+625+11.2%
72VZVerizon Communications$45.371.11%$1.4M0.33%+250+0.9%
73IWRIshares Russell Midcap Index Fund$106.21-2.12%$1.4M0.33%+450+3.3%
74PANWPalo Alto Networks, Inc.$272.05-2.58%$1.3M0.32%120−1.4%
75CMICummins Inc.$651.22-3.96%$1.3M0.31%+600+33.6%
76NEENextera Energy Inc.$85.840.19%$1.3M0.30%HELD
77ETEnergy Transfer Partners, LP$19.39-1.17%$1.2M0.29%HELD
78NOCNorthrop Grumman Corp$544.40-0.14%$1.2M0.29%HELD
79SPYStandard & Poors Dep Rec Trust$737.55-2.58%$1.2M0.29%HELD
80GE Vernova Com$1.2M0.28%+1,285+2141.7%
81Select Sector Spider Industrial$1.2M0.28%+25+0.3%
82EPDEnterprise Prods Partners Lp$37.81-0.97%$1.1M0.27%HELD
83ACNAccenture Plc$178.25-0.34%$1.1M0.26%+150+2.8%
84ADPAutomatic Data Processing$231.950.28%$1.1M0.26%150−2.8%
85Invesco QQQ Trust$1.1M0.26%HELD
86ADBEAdobe Inc.$251.44-2.70%$1.1M0.25%+2,225+103.2%
87PLTRPalantir Technologies$135.53-4.35%$1.0M0.25%+7,120NEW
88UNPUnion Pac Corp Com$272.323.19%$1.0M0.25%+25+0.6%
89PFEPfizer, Inc.$26.041.36%$1.0M0.25%900−2.4%
90AJGGallagher Arthur J$216.142.44%$1.0M0.24%+2,320+96.7%
91EDConsolidated Edison$106.262.09%$1.0M0.24%HELD
92KOCoca Cola Co$79.483.46%$1.0M0.24%HELD
93WELLWelltower Inc.$206.933.03%$974K0.23%425−7.9%
94Diamondback Energy$959K0.23%625−11.4%
95S&P SPDR Utilities$936K0.22%+800+4.1%
96UBERUber Technologies Inc$70.71-2.08%$932K0.22%+12,960NEW
97Select Spiders Consumer Staples$927K0.22%+500+4.6%
98SBUXStarbucks Corp$95.291.22%$923K0.22%HELD
99TMOThermo Fisher Corp$472.80-1.91%$919K0.22%935−33.3%
100COFCapital One Financial Corp$180.67-1.38%$912K0.22%100−2.0%
101SOSouthern Co.$92.601.07%$908K0.22%HELD
102XLCCommunication Services Select Sector Fd$111.67-1.27%$890K0.21%HELD
103CDNSCadence Design Sys$376.19-8.62%$884K0.21%5−0.2%
104CVSCVS Health Corporation$95.931.17%$880K0.21%HELD
105LNGCheniere Energy Inc$238.82-0.93%$875K0.21%1,500−32.7%
106HIGHartford Financial Services$132.143.78%$852K0.20%500−7.4%
107UTGReaves Utility Inc. Tr$41.00-1.80%$845K0.20%+1,000+4.9%
108CBChubb Ltd Com$326.273.74%$813K0.19%HELD
109Glaxosmithkline Plc Adr$809K0.19%250−1.7%
110BKNGBooking Hldgs Inc Com$165.84-0.99%$808K0.19%+4+2.1%
111SPGSimon Property Group$210.311.98%$807K0.19%HELD
112MDTMedtronic Inc$81.67-0.32%$806K0.19%HELD
113LMTLockheed Martin Corp$523.760.91%$787K0.19%HELD
114IWSIShares Russell Midcap Value Index$159.43-1.87%$780K0.19%HELD
115BMYBristol-Myers$779K0.19%55−0.4%
116AFLAflac$773K0.18%HELD
117WMT2Wells Fargo$768K0.18%HELD
118DUKDuke Energy Corp.$751K0.18%HELD
119PGRProgressive Corp$738K0.18%+20+0.5%
120SNPSSynopsys Inc Com$726K0.17%HELD
121AXPAmerican Express Co$703K0.17%50−2.1%
122Targa Resources Corp$697K0.17%+80+3.0%
123Select SPDR Materials (XLB)$690K0.16%+1,200+9.5%
124KYNKayne Anderson Mlp$689K0.16%HELD
125MPLXMPLX Com Unit Rep LTD$662K0.16%HELD
126AIGAmerican International Group, Inc.$643K0.15%HELD
127EMREmerson Electric$616K0.15%HELD
128ISRGIntuitive Surgical Inc$609K0.15%+10+0.8%
129USBUS Bancorp$606K0.14%HELD
130GDGeneral Dynamics$604K0.14%HELD
131INTCIntel Corporation$594K0.14%HELD
132NUENucor Corp.$592K0.14%HELD
133Real Estate Select Sector SPDR Fund$587K0.14%+1,000+7.5%
134VMCVulcan Materials Co$585K0.14%100−4.4%
135AEPAmerican Electric Power Company, Inc.$566K0.14%HELD
136CWENClearway Energy, Inc.$566K0.14%HELD
137REGNRegeneron Pharma Inc$550K0.13%HELD
138INTUIntuit Com$545K0.13%+610+93.8%
139Astrazeneca Plc$542K0.13%3,500−56.0%
140NXQuanex Corp$539K0.13%HELD
141KMIKinder Morgan Inc$536K0.13%HELD
142IGVIShares Expanded Tech-Software$534K0.13%150−2.2%
143MUBIShares Muni Bond$531K0.13%HELD
144AMATApplied Materials Inc.$521K0.12%HELD
145STEWSRH Total Return Fund, Inc$508K0.12%HELD
146CICigna Corp$500K0.12%HELD
147CLColgate Palmolive$499K0.12%HELD
148KMBKimberly Clark Corp.$497K0.12%+2,950+134.1%
149UPSUnited Parcel Services$485K0.12%HELD
150LHLab Corp. Of America Holdings$480K0.11%HELD
151EOGEOG Resources Inc.$473K0.11%HELD
152DNP Select Income Fund Inc.$460K0.11%4,500−9.1%
153ALLAllstate Corporation$456K0.11%HELD
154CRMSalesforce Inc$442K0.11%200−7.8%
155Select SPDR Tr Health Care Sector$432K0.10%HELD
156ANETArista Networks Inc$432K0.10%+250+7.7%
157SAPSAP SE$428K0.10%+2,500NEW
158MBBiShares MBS Etf$427K0.10%HELD
159IVWIshares Tr S&P 500 Growth$424K0.10%HELD
160AMTAmerican Tower Corp$413K0.10%+50+2.1%
161NOWServicenow Inc Com$404K0.10%+1,285+49.9%
162MDLZMondelez Intl Inc$400K0.10%HELD
163Total Energies$387K0.09%3,000−41.4%
164DALDelta Air Lines Inc$375K0.09%HELD
165VLOValero Energy Corp$371K0.09%HELD
166HUMHumana Inc.$371K0.09%HELD
167ITWIllinois Tool Works$364K0.09%HELD
168PSXPhillips 66$361K0.09%300−13.2%
169EEMI Shares MSCI Emerg Mkts$360K0.09%500−7.3%
170EFAIshares MSCI Eafe Index Fd$352K0.08%+30+0.8%
171VTVVanguard Value Index Fund ETF$349K0.08%+1,300+270.8%
172DISDisney Walt Co.$345K0.08%HELD
173NSCNorfolk Southern$330K0.08%HELD
1743M Company$327K0.08%1,000−30.8%
175ROKRockwell Automation$323K0.08%+400+80.0%
176Public Storage$318K0.08%HELD
177WMWaste Management Inc$317K0.08%HELD
178IVEIshares Tr S&P 500 Value$317K0.08%HELD
179AMEAmetek Inc.$311K0.07%HELD
180MLMMartin Marietta Materials$294K0.07%HELD
181STXSeagate Technology$294K0.07%HELD
182FRTFederal Realty Investment Trust$292K0.07%HELD
183IWPIShares Russell Midcap Growth Index$288K0.07%HELD
184VUGVanguard Growth ETF$276K0.07%+537+565.3%
185NKENike Inc Cl B$264K0.06%700−12.3%
186Etf Series Solutions Defiance Drone And Mo$256K0.06%+3,000+42.9%
187BACBankamerica Corp$254K0.06%HELD
188VRTXVertex Pharma Inc$252K0.06%+10+1.8%
189SPOTSpotify Technology$247K0.06%+510NEW
190Neuberger Bernman MLP Income Fund, Inc$244K0.06%+16,200+231.4%
191PPGPPG Industries Inc.$238K0.06%HELD
192EXCExelon Corporation$225K0.05%HELD
193WECWEC Energy Group Inc.$203K0.05%HELD
194MGKVanguard Mega Cap Growth Index Fund$202K0.05%HELD
195TAT&T$201K0.05%HELD
196Vivani Medical Ord Shs$194K0.05%HELD
197AEEAmeren Corp$193K0.05%HELD
198NVSNovartis Ag$192K0.05%HELD
199MPCMarathon Pete Corp$189K0.05%HELD
200COPConocophillips$185K0.04%300−17.6%
201IRMIron Mountain, Inc.$184K0.04%HELD
202APPApplovin Class A$175K0.04%+440NEW
203CMCSAComcast Corp Cl A$168K0.04%72−1.2%
204APDAir Products & Chemicals$167K0.04%100−14.8%
205YUMYum Brands, Inc.$166K0.04%HELD
206MOAltria Group, Inc.$165K0.04%HELD
207FCXFreeport Mcmoran Copper & Gold$165K0.04%+800+40.0%
208MSMorgan Stanley$165K0.04%HELD
209GWWGrainger W W Inc.$164K0.04%HELD
210BWX Technologies$164K0.04%1,600−66.7%
211GNRCGenerac Holdings Inc.$156K0.04%500−38.5%
212CCitigroup$156K0.04%HELD
213Spire, Inc. (formerly Laclede Gas)$147K0.04%HELD
214TXNTexas Instruments Inc$146K0.03%790−51.3%
215METMetlife Inc Com$141K0.03%HELD
216SLVIshares Silver Trust$136K0.03%HELD
217Vaneck Etf Trust Vaneck Uranium And Nuclea$133K0.03%+1,000NEW
218Sprott Funds Trust Sprott Uranium Miners E$133K0.03%+2,100NEW
219VBVanguard Small Cap ETF$131K0.03%+500NEW
220BEPBrookfield Renewable Partners LP$131K0.03%HELD
221NSRGYNestles Sa Spons Adr$129K0.03%HELD
222XPLR Infrastructure, LP$127K0.03%HELD
223VOVanguard Mid-Cap ETF$126K0.03%+440NEW
224DOVDover Corp$125K0.03%HELD
225BXBlackstone Group$124K0.03%HELD
226MARMarriott International$123K0.03%HELD
227BSXBoston Scientific Corp$117K0.03%2,400−56.3%
228IHIiShares US Medical Devices ETF$112K0.03%300−12.5%
229CLXClorox Co-Del$109K0.03%HELD
230MTBM & T Bank Corp$103K0.02%HELD
231Johnson Controls International Plc$98K0.02%HELD
232CQPCheniere Energy$97K0.02%+1,500NEW
233DLRDigital Realty Trust Inc.$92K0.02%400−43.9%
234GISGeneral Mills Inc.$91K0.02%HELD
235MCKMckesson Corp$87K0.02%HELD
236Constellation Energy Ord Shs$84K0.02%1,000−76.9%
237DEAEasterly Government Properties, Inc$83K0.02%400−9.4%
238CHICalamos Conv Opp Inc Fund$81K0.02%HELD
239Yum China Holdings, Inc$77K0.02%HELD
240GGGGraco Inc.$76K0.02%HELD
241DVNDevon Energy Corp.$75K0.02%500−25.0%
242Tetra Tech Inc New$75K0.02%2,000−44.4%
243TRVThe Travelers Companies$73K0.02%HELD
244ELVElevance Health Inc$73K0.02%HELD
245CTVACorteva Inc$73K0.02%HELD
246IYRIshares US Real Estate$71K0.02%HELD
247Solstice Advanced Materials Inc$70K0.02%25−2.7%
248AWKAmerican Waterworks Co$68K0.02%HELD
249VWOVanguard FTSE Emerging Markets$68K0.02%+1,250NEW
250WMMVYWal-Mart De Mexico Sa-Sp Adr$65K0.02%HELD
251JBHTJB Hunt Transport$64K0.02%HELD
252SCHWCharles Schwab$61K0.01%HELD
253MOG/AMoog, Inc.$59K0.01%HELD
254VEAVanguard FTSE Developed Markets$58K0.01%+900NEW
255FITBFifth Third Bnc$57K0.01%HELD
256ITT Inc.$57K0.01%HELD
257SLBSchlumberger Ltd$54K0.01%HELD
258Bunge Limited$51K0.01%HELD
259PAYXPaychex$51K0.01%HELD
260LINLinde PLC Ordinary Share$50K0.01%HELD
261MRVLMarvell Technology, Inc.$50K0.01%1,800−78.3%
262Standard & Poors Midcap 400$49K0.01%HELD
263IBBI Shares Nasdaq Bitotech Fd$49K0.01%HELD
264ABRArbor Realty Trust Reit Ord Shs$48K0.01%HELD
265BPBritish Petroleum Ads$47K0.01%HELD
266Market Vectors Gold Miners ETF$46K0.01%HELD
267CBSHCommerce Bancshares Inc.$44K0.01%HELD
268SYYSysco Corp.$43K0.01%300−33.3%
269PNWPinnacle West Capital$40K0.01%HELD
270CMGChipotle Mexican Grill Inc.$40K0.01%HELD
271BABoeing$40K0.01%HELD
272XELXcel Energy$40K0.01%HELD
273DHRDanaher$38K0.01%HELD
274IWVIShares Russell 3000 ETF$37K0.01%HELD
275TRTootsie Roll Inds Inc.$37K0.01%HELD
276LPXLouisiana Pac Corp$36K0.01%HELD
277VGTVanguard Info Tech$35K0.01%HELD
278GILDGilead Sciences Inc$35K0.01%HELD
279Aptiv PLC$35K0.01%+500NEW
280FFord Motor Co$35K0.01%HELD
281CTSHCognizant Technology Solutions Corp$34K0.01%HELD
282CSXCSX Corp$33K0.01%HELD
283QTECFirst Trust NASDAQ-100 Tech Sector Index F$32K0.01%HELD
284Lyondellbasell Industries$32K0.01%HELD
285ICEIntercontinental Exchange Inc$31K0.01%HELD
286VHTVanguard Health Care Index Fund$30K0.01%5−4.3%
287SPDR S&P Bank Etf$30K0.01%HELD
288DDominion Energy Inc.$30K0.01%HELD
289Electro Optic Systems Holdings$29K0.01%HELD
290BTIBritish American Tobacco$29K0.01%100−16.7%
291SJMSmucker Jm Co$29K0.01%50−14.3%
292Spdr Dow Jones Indl Average Etf Tr Unit Se$28K0.01%HELD
293OTISOtis Worldwide Corporation$28K0.01%150−29.5%
294Northwest Natural Holding CO$27K0.01%HELD
295Jacob Solutions Inc$25K0.01%HELD
296ADSKAutodesk$24K0.01%HELD
297CRCLCircle Internet Group Inc Class A$24K0.01%1,125−81.8%
298MGEEMGE Energy$23K0.01%HELD
299VISVanguard Industrials Index Fund$23K0.01%HELD
300Paypal Holdings Inc$23K0.01%HELD
301Veralto Ord Shs$22K0.01%HELD
302NEMNewmont Mining$22K0.01%500−71.4%
303NINisource Inc$21K0.01%HELD
304AVBAvalonbay Communities Inc.$20K0.00%HELD
305Aramark$20K0.00%HELD
306Sirius Xm Holdings Inc.$18K0.00%HELD
307TROWPrice T Rowe Associates$18K0.00%HELD
308VCRVanguard Consumer Discretionary Index Fund$18K0.00%HELD
309TFCTruist Financial Corporation$18K0.00%HELD
310CARRCarrier Global Corporation$17K0.00%100−25.0%
311Blackrock Science & Technology Trust$16K0.00%HELD
312NLYAnnaly Capital Management$16K0.00%HELD
313Vanguard Consumer Staples$16K0.00%HELD
314VXUSVanguard Total International Stock ETF$15K0.00%+200NEW
315Invesco ETF Equal Weighted S&P 500$14K0.00%+75NEW
316AESAes Corporation$14K0.00%HELD
317SRCE1st Source Corp$14K0.00%+202NEW
318ACWIIShares MSCI ACWI$14K0.00%HELD
319VOXVanguard Communication Services Index Fund$13K0.00%HELD
320VPUVanguard Utilities Index Fund$13K0.00%HELD
321PBProsperity Bancshares Inc.$13K0.00%HELD
322Smurfit Westrock PLC$12K0.00%HELD
323Copa Holdings, S.A.$11K0.00%+100NEW
324Ingersoll Rand$11K0.00%HELD
325VYMVanguard High Div Yield Index$11K0.00%HELD
326VAWVanguard Materials Index Fund$10K0.00%HELD
327ULUnilever Plc$10K0.00%HELD
328ORealty Income Corp$10K0.00%200−55.6%
329Keurig Dr. Pepper$10K0.00%HELD
330VNQVanguard REIT ETF$9K0.00%HELD
331Vanguard Energy ETF$9K0.00%+50NEW
332ENREnergizer Holdings Inc.$8K0.00%HELD
333LRCXEURLam Research Corp.39,120EXITED
334Dell Corporation17,645EXITED
335Palantir Technologies7,030EXITED
336UBER Technologies13,640EXITED
337Spotify Technologies, Inc510EXITED
338KHCKraft Heinz (The)6,000EXITED
339RITMNew Residential Investment Corp12,500EXITED
340Rithm Capital Corp10,000EXITED
341DOWDow Inc.4,073EXITED
342INSMInsmed, Inc.500EXITED
343WATWaters Corp.200EXITED
344BXPBoston Properties Inc.150EXITED
345TEAMAtlassian Ord Shs Class A60EXITED

Source: SEC EDGAR · accession 0001214659-26-006077. 13F discloses long positions only — shorts, foreign equities, and options are excluded.