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Funds / Monetta Financial Services Inc
Institutional Fund

Monetta Financial Services Inc

Wheaton, ILCIK 8691795 filings on record

Portfolio Value
$128.98M
Q1 2026
Holdings
58
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-7.6%
from $139.64M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr9.1%
  • Alphabet Inc7.6%
  • Amazon Com Inc7.5%
  • Vanguard Index Fds6.3%
  • Nvidia Corporation4.1%
  • Apple Inc3.5%
  • Other62.0%

Portfolio Holdings

58 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr18.0K$11.71M9.1%1.0KReduced
2Alphabet Inc34.0K$9.75M7.6%0Held
3Amazon Com Inc46.5K$9.68M7.5%0Held
4Vanguard Index Fds13.5K$8.07M6.3%0Held
5Nvidia Corporation30.0K$5.23M4.1%5.0KReduced
6Apple Inc18.0K$4.57M3.5%0Held
7Jpmorgan Chase & Co.15.0K$4.41M3.4%3.0KReduced
8Palantir Technologies Inc22.2K$3.25M2.5%5.0KReduced
9Meta Platforms Inc5.2K$2.98M2.3%1.0KReduced
10Microsoft Corp8.0K$2.96M2.3%3.5KReduced

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