MONETARY MANAGEMENT GROUP INC
SEC Form 13F institutional filer · CIK 0001133014
13F-HR · 233 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
43.1%
MONETARY MANAGEMENT GROUP INC — $396M AUM allocation strategy
MONETARY MANAGEMENT GROUP INC files SEC Form 13F and reports $396M of long US equity value across 233 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.2%, followed by Health Care 7.7% and Communication Services 6.2%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MONETARY MANAGEMENT GROUP INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$396M
total across 233 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GE +3.66K sh · +$958K+$KMB +2.95K sh · +$275K+$APH +2.34K sh · +$175K
Biggest trims (shares)
−$QCOM −5.45K sh · −$1.44M−$NVDA −4.36K sh · −$3M−$XLE −2.5K sh · +$413K
Exited to nil (held last quarter, gone now)
$KHC ($146K last qtr)$DOW ($95.2K last qtr)$WAT ($76K last qtr)$BXP ($10.1K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.9%—
- Technology Hardware, Storage & Peripherals7.8%—
- Systems Software6.5%—
- Interactive Media & Services6.2%—
- Pharmaceuticals4.6%—
- Biotechnology3.1%—
- Broadline Retail2.4%—
- Semiconductor Materials & Equipment2.0%—
- Other holdings55.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 181K | $31.6M | -4.36K | 8.0% |
| $AAPL | Apple Inc | 121K | $30.7M | -525 | 7.8% |
| $MSFT | Microsoft Corporation | 69.9K | $25.9M | +230 | 6.5% |
| $AVGO | Broadcom Inc | 50.1K | $15.5M | +245 | 3.9% |
| $LLY | Eli Lilly and Company | 15.7K | $14.4M | -305 | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 43.3K | $12.4M | +390 | 3.1% |
| $AMZN | Amazon.com Inc | 46.4K | $9.66M | +55 | 2.4% |
| $LRCX | Lam Research Corporation | 37.3K | $7.97M | -1.83K | 2.0% |
| $META | Meta Platforms Inc | 13.8K | $7.92M | +40 | 2.0% |
…and 224 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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