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MONETARY MANAGEMENT GROUP INC — 13F Holdings & Portfolio

CIK 1133014 · latest 13F-HR filed 2026-08-12

Backtest portfolio

MONETARY MANAGEMENT GROUP INC manages $486.7M in 13F-reported U.S. long-equity assets across 336 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.35%), AAPL (6.26%), MSFT (4.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions and exited 12; 172 existing positions rose in reported value and 75 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$486.7M

Long-equity book

Holdings
336

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+15 / −12 / ↑172 / ↓75

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.4% · -1%AAPL6.3% · -13%MSFT4.3% · -20%AVGO3.9% · -1%LLY3.6% · -6%GOOGL3.6% · +13%LRCX3.1% · -5%MU2.7% · +10%CAT1.8% · +8%ABBV1.8% · +3%AMZN1.7% · -23%KLAC1.7% · +894%HD1.6% · +0%JPM1.6% · -2%META1.6% · -2%AMD1.4% · +12%IWF1.4% · +318%DELL1.3% · -18%IWD1.2% · +4%CRWD1.1% · -1%GOOG1.1% · -1%AMGN1.0% · -1%JNJ0.9% · +3%MA0.8% · -1%DVY0.8% · +18%TSLA0.8% · -1%COST0.7% · -2%V0.7% · -1%XLK0.7% · +3%GE0.7% · +23%SOXX0.6% · -6%WMT0.6% · -1%RTX0.6% · -3%CVX0.6% · -9%UNH0.6% · -1%PM0.6% · -5%APH0.6% · -0%PANW0.6% · 0%LHX0.6% · -8%ORCL0.5% · -1%ASML0.5% · 0%ORLY0.5% · -0%IWM0.5% · +7%PEP0.5% · -8%AMAT0.5% · +108%PG0.5% · -2%IVV0.4% · 0%PH0.4% · -1%TSM0.4% · +2%GEV0.4% · +35%DE0.4% · -5%SYK0.4% · -7%QCOM0.4% · -5%MRK0.4% · -2%BRK.B0.4% · -8%CSCO0.4% · -12%IBM0.4% · 0%ABT0.4% · -5%XLF0.4% · -4%XLY0.4% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 28, 2026.

Assets Under Management
$583.8M
Discretionary
$571.1M
Employees
5
Accounts
171
Address
13537 BARRETT PARKWAY DRIVE
SUITE 325
ST LOUIS, MO 63021
Phone
(314) 909-0646
Website
Name Title / Status Ownership Type
WRIGHT JR, TOM, GEORGE ControlPRESIDENT/CHIEF COMPLIANCE OFFICER
since Jan 1998
10–25%Individual
WRIGHT, THOMAS, GEORGE ControlFOUNDER / CHIEF EXECUTIVE OFFICER
since Feb 1983
75% or moreIndividual
BRUNTS, LISA, WRIGHTSHAREHOLDER
since Mar 2000
10–25%Individual
GORMAN, KATHLEEN, ANNESHAREHOLDER
since Mar 2000
10–25%Individual
WRIGHT-GAJDA, ELIZABETH, ANNSHAREHOLDER
since Mar 2000
10–25%Individual
Ownership & leadership changes · 3 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 29, 2025 filing
  • ChangedWRIGHT, THOMAS, GEORGE · title CEO/CHIEF INVESTMENT OFFICER/DIRECTOR → FOUNDER / CHIEF EXECUTIVE OFFICER
Jun 24, 2020 filing
  • ChangedWRIGHT JR, TOM, GEORGE · now a control person
Jul 24, 2017 filing
  • No longer listedWRIGHT, GAYLE, HORNSEY · VICE PRESIDENT/DIRECTOR · 25–50% · listed since Jan 1998
Mar 29, 2012 filing (earliest on record)
  • ListedBRUNTS, LISA, WRIGHT · SHAREHOLDER · 10–25%
  • ListedGORMAN, KATHLEEN, ANNE · SHAREHOLDER · 10–25%
  • ListedWRIGHT JR, TOM, GEORGE · PRESIDENT/CHIEF COMPLIANCE OFFICER · 10–25%
  • ListedWRIGHT, GAYLE, HORNSEY · VICE PRESIDENT/DIRECTOR · 25–50%
  • ListedWRIGHT, THOMAS, GEORGE · CEO/CHIEF INVESTMENT OFFICER/DIRECTOR · 75% or more · control person
  • ListedWRIGHT-GAJDA, ELIZABETH, ANN · SHAREHOLDER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MONETARY MANAGEMENT GROUP INC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Nvidia Corp Com NVDA 67066G104 $35.8M 7.35% 178,835 SH
2 Apple Inc Com AAPL 037833100 $30.4M 6.26% 105,227 SH
3 Microsoft Corp Com MSFT 594918104 $20.8M 4.28% 55,871 SH
4 Broadcom Inc Com AVGO 11135F101 $18.8M 3.86% 49,740 SH
5 Lilly Eli & Co Com LLY 532457108 $17.7M 3.64% 14,775 SH
6 Alphabet Inc Cl A GOOGL 02079K305 $17.5M 3.59% 48,905 SH
7 Lam Research Corp LRCX 512807306 $15.3M 3.15% 35,380 SH
8 Micron Technology MU 595112103 $13.3M 2.72% 11,485 SH
9 Caterpillar Inc. CAT 149123101 $8.9M 1.83% 8,372 SH
10 Abbvie Inc Com ABBV 00287Y109 $8.8M 1.81% 35,105 SH
11 Amazon.Com Inc Com AMZN 023135106 $8.5M 1.74% 35,500 SH
12 KLA Corporation KLAC 482480100 $8.1M 1.67% 26,980 SH
13 Home Depot Inc Com HD 437076102 $8.0M 1.65% 22,745 SH
14 JPMorgan Chase & Co. JPM 46625H100 $7.8M 1.61% 23,885 SH
15 Meta Platforms Inc. META 30303M102 $7.6M 1.56% 13,520 SH
16 Advanced Micro Devices AMD 007903107 $6.8M 1.40% 11,765 SH
17 I Shares Tr Russell 1000 Growth Index IWF 464287614 $6.7M 1.38% 53,934 SH
18 Dell Technologies Inc DELL 24703L202 $6.2M 1.28% 14,450 SH
19 I Shares Russell 1000 Value Index IWD 464287598 $5.9M 1.21% 24,227 SH
20 Crowdstrike Hldgs Inc CRWD 22788C105 $5.3M 1.09% 6,955 SH
21 Alphabet Inc (C) GOOG 02079K107 $5.1M 1.05% 14,475 SH
22 Amgen, Inc. AMGN 031162100 $4.8M 0.98% 13,171 SH
23 Johnson & Johnson JNJ 478160104 $4.3M 0.89% 17,045 SH
24 Mastercard Inc Cl A MA 57636Q104 $4.1M 0.85% 8,020 SH
25 IShares Select Dividend DVY 464287168 $3.9M 0.80% 25,050 SH
26 Tesla, Inc TSLA 88160R101 $3.8M 0.77% 8,938 SH
27 Costco Wholesale Corp COST 22160K105 $3.6M 0.75% 3,880 SH
28 Visa Inc Com Cl A V 92826C839 $3.6M 0.73% 10,405 SH
29 Sector Spdr Tr Shs Ben Int Technology XLK 81369Y803 $3.4M 0.69% 17,625 SH
30 GE Aerospace GE 369604301 $3.2M 0.66% 8,566 SH
31 Ishares Phlx Semiconductor SOXX 464287523 $3.1M 0.64% 4,835 SH
32 Wal Mart Stores, Inc. WMT 931142103 $3.0M 0.62% 26,483 SH
33 RTX Corporation RTX 75513E101 $3.0M 0.62% 15,803 SH
34 Chevron Corp CVX 166764100 $2.9M 0.60% 17,683 SH
35 Unitedhealth Group Inc. UNH 91324P102 $2.9M 0.60% 7,033 SH
36 Philip Morris Intl Inc PM 718172109 $2.9M 0.59% 15,820 SH
37 Amphenol Corp Cl A APH 032095101 $2.8M 0.58% 16,065 SH
38 Palo Alto Networks, Inc. PANW 697435105 $2.8M 0.58% 8,285 SH
39 L3harris Tech Com LHX 502431109 $2.8M 0.57% 9,580 SH
40 Oracle Corp Com ORCL 68389X105 $2.7M 0.55% 18,155 SH
41 ASML Holding ASML N07059210 $2.5M 0.52% 1,275 SH
42 O Reilly Automotive Inc ORLY 67103H107 $2.3M 0.48% 25,250 SH
43 IShares Russell 2000 Index Fd IWM 464287655 $2.3M 0.47% 7,680 SH
44 Pepsico Inc Com PEP 713448108 $2.3M 0.47% 16,979 SH
45 Applied Materials Inc. AMAT 038222105 $2.3M 0.47% 3,170 SH
46 Procter & Gamble PG 742718109 $2.3M 0.47% 15,534 SH
47 IShares S&P 500 Index IVV 464287200 $2.2M 0.45% 2,900 SH
48 Parker Hannifin Corp PH 701094104 $2.2M 0.44% 2,205 SH
49 Taiwan Semiconductor TSM 874039100 $2.1M 0.44% 4,500 SH
50 GE Vernova Com GEV 36828A101 $2.1M 0.44% 1,820 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $486.7M 336 0001214659-26-009971
2026-03-31 2026-05-13 $418.7M 332 0001214659-26-006077
2025-12-31 2026-02-11 $432.5M 325 0001214659-26-001476
2025-09-30 2025-11-12 $435.5M 324 0001214659-25-016301
Filer Information
Address
13537 BARRETT PARKWAY DR, SUITE 325
ST LOUIS, MO 63125
Phone
(314) 909-0646
Filing Manager
MONETARY MANAGEMENT GROUP INC
ST LOUIS, MO
Signatory
Thomas Wright, Jr.
President