Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONETARY MANAGEMENT GROUP INC (CIK 1133014) reported $418.7M across 331 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($31.6M, 7.54%), AAPL ($30.7M, 7.33%), MSFT ($25.9M, 6.18%), AVGO ($15.5M, 3.71%), LLY ($14.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp Com | $31.6M | 7.54% | 181,095 | Trimmed |
| 2 | AAPL | Apple Inc Com | $30.7M | 7.33% | 121,002 | Trimmed |
| 3 | MSFT | Microsoft Corp Com | $25.9M | 6.18% | 69,901 | Added |
| 4 | AVGO | Broadcom Inc Com | $15.5M | 3.71% | 50,130 | Added |
| 5 | LLY | Lilly Eli & Co Com | $14.4M | 3.44% | 15,650 | Trimmed |
| 6 | GOOGL | Alphabet Inc Cl A | $12.4M | 2.97% | 43,260 | Added |
| 7 | AMZN | Amazon.Com Inc Com | $9.7M | 2.31% | 46,370 | Added |
| 8 | LRCX | Lam Research Corp | $8.0M | 1.90% | 37,290 | New |
| 9 | META | Meta Platforms Inc. | $7.9M | 1.89% | 13,845 | Added |
| 10 | HD | Home Depot Inc Com | $7.5M | 1.78% | 22,670 | Trimmed |
| 11 | ABBV | Abbvie Inc Com | $7.4M | 1.78% | 34,230 | Hold |
| 12 | JPM | JPMorgan Chase & Co. | $7.2M | 1.71% | 24,335 | Added |
| 13 | IWF | I Shares Tr Russell 1000 Growth Index | $5.5M | 1.31% | 12,896 | Trimmed |
| 14 | CAT | Caterpillar Inc. | $5.5M | 1.31% | 7,737 | Trimmed |
| 15 | IWD | I Shares Russell 1000 Value Index | $5.0M | 1.19% | 23,392 | Added |
| 16 | AMGN | Amgen, Inc. | $4.7M | 1.12% | 13,296 | Added |
| 17 | GOOG | Alphabet Inc (C) | $4.2M | 1.00% | 14,600 | Trimmed |
| 18 | MA | Mastercard Inc Cl A | $4.1M | 0.97% | 8,120 | Added |
| 19 | JNJ | Johnson & Johnson | $4.1M | 0.97% | 16,595 | Hold |
| 20 | CVX | Chevron Corp | $4.0M | 0.96% | 19,483 | Trimmed |
| 21 | KLAC | Kla Corporation | $4.0M | 0.95% | 2,713 | Hold |
| 22 | COST | Costco Wholesale Corp | $3.9M | 0.94% | 3,940 | Added |
| 23 | LHX | L3harris Tech Com | $3.6M | 0.86% | 10,405 | Added |
| 24 | MU | Micron Technology | $3.5M | 0.84% | 10,430 | Added |
| 25 | TSLA | Tesla, Inc | $3.4M | 0.80% | 9,018 | Added |
Source: SEC Form 13F filings · as of 2026-03-31