MONETARY MANAGEMENT GROUP INC
•CIK: 1133014•Filing: Q4 2025
**MONETARY MANAGEMENT GROUP INC** manages $432M across a diversified portfolio of 325 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including NVDA ($34.6M), MSFT ($33.7M), and AAPL ($33.0M). Further notable allocations include AVGO ($17.3M), LLY ($17.1M), and GOOGL ($13.4M). This structure suggests a conviction-driven, large-cap growth mandate focused on industry leaders.
Total AUM
$432.5M
QoQ Performance
-0.7%
Positions
325
Top 10 Concentration
43.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AAPL
NVDA8.0%
MSFT7.8%
AAPL7.6%
AVGO4.0%
LLY4.0%
GOOGL3.1%
AMZN2.5%
Meta2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology36.1%
Other31.5%
Healthcare10.8%
Consumer8.3%
Financial5.9%
Industrial3.1%
Consumer Staples1.0%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
—
Aercap Holdings
SOLD
$371.5K
+125 more exited positions
Changes from Q3 2025
NEW6 new positions
↑26 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023