Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC reported 886 holdings worth US$13.5B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Moneta Group Investment Advisors LLC reported 886 holdings worth US$13.5B as of Jun 30, 2026. Largest: Apple Inc, Archer-daniels-midland Company and Berkshire Hathaway Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 886
- Value as reported
- US$13.5B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 745K | US$216M | 1.6% |
| Archer-daniels-midland Company | 2.34M | US$179M | 1.3% |
| Berkshire Hathaway Inc. | 238K | US$119M | 0.88% |
| Lam Research Corporation | 269K | US$117M | 0.86% |
| Alphabet Inc (google) Class C | 315K | US$113M | 0.83% |
| Microsoft Corp. | 199K | US$74.4M | 0.55% |
| Nvidia Corporation | 358K | US$71.6M | 0.53% |
| Amazon.com, Inc. | 203K | US$48.3M | 0.36% |
| Energy Transfer Lp | 1.35M | US$25.9M | 0.19% |
| Jp Morgan Chase & Co. | 76,436 | US$25M | 0.19% |
| Danaher Corporation | 120K | US$22.9M | 0.17% |
| Broadcom Inc. | 58,952 | US$22.3M | 0.16% |
| Meta Platforms, Inc. | 37,221 | US$21M | 0.16% |
| Exxon Mobil Corporation | 149K | US$20.4M | 0.15% |
| Eli Lilly And Company | 15,437 | US$18.5M | 0.14% |
| Tesla, Inc. | 42,752 | US$18M | 0.13% |
| Johnson & Johnson | 69,174 | US$17.6M | 0.13% |
| Ameren Corporation | 153K | US$17.3M | 0.13% |
| Walmart Inc. | 143K | US$16.2M | 0.12% |
| United Rentals, Inc. | 13,733 | US$15.6M | 0.12% |
| Firefly Aerospace Inc. | 498K | US$14.6M | 0.11% |
| Emerson Electric Company | 102K | US$14.5M | 0.11% |
| Visa Inc. | 42,112 | US$14.4M | 0.11% |
| O'reilly Automotive, Inc. | 156K | US$14.4M | 0.11% |
| Palo Alto Networks, Inc. | 41,354 | US$14.1M | 0.10% |
| Firstsun Capital Bancorp | 333K | US$12.9M | 0.10% |
| Procter & Gamble Company (the) | 87,475 | US$12.8M | 0.09% |
| Commerce Bancshares, Inc. | 220K | US$12.7M | 0.09% |
| Ametek, Inc. | 52,169 | US$12.6M | 0.09% |
| Caterpillar, Inc. | 11,439 | US$12.2M | 0.09% |
| Costco Wholesale Corporation | 13,018 | US$12.2M | 0.09% |
| Abbvie Inc. | 43,329 | US$10.9M | 0.08% |
| Advanced Micro Devices Inc | 18,254 | US$10.6M | 0.08% |
| Unitedhealth Group Incorporated | 24,404 | US$10.1M | 0.08% |
| Ge Vernova Inc. | 7,791 | US$9.15M | 0.07% |
| United Parcel Service, Inc. | 78,403 | US$8.43M | 0.06% |
| International Business Machines Corporation | 28,040 | US$7.89M | 0.06% |
| Merck & Company, Inc. | 61,354 | US$7.88M | 0.06% |
| Boeing Company (the) | 35,876 | US$7.77M | 0.06% |
| Esco Technologies Inc. | 22,041 | US$7.72M | 0.06% |
| Chevron Corporation | 45,876 | US$7.6M | 0.06% |
| Home Depot, Inc. (the) | 20,744 | US$7.32M | 0.05% |
| Coca-cola Company (the) | 89,076 | US$7.24M | 0.05% |
| Mastercard Incorporated | 14,000 | US$7.19M | 0.05% |
| Cisco Systems, Inc. | 60,973 | US$7.16M | 0.05% |
| Equifax, Inc. | 44,103 | US$7M | 0.05% |
| Cipher Digital Inc. | 283K | US$6.92M | 0.05% |
| Mcdonald's Corporation | 25,477 | US$6.89M | 0.05% |
| Oracle Corporation | 45,665 | US$6.69M | 0.05% |
| Enterprise Financial Services Corporation | 99,578 | US$6.56M | 0.05% |
| Applied Materials, Inc. | 8,984 | US$6.5M | 0.05% |
| Crowdstrike Holdings, Inc. | 33,888 | US$6.47M | 0.05% |
| Enterprise Products Partners L.p. | 172K | US$6.31M | 0.05% |
| Union Pacific Corporation | 22,827 | US$6.21M | 0.05% |
| Palantir Technologies Inc. | 51,443 | US$6M | 0.04% |
| Qualcomm Incorporated | 32,307 | US$5.97M | 0.04% |
| Bank Of America Corporation | 101K | US$5.76M | 0.04% |
| Brookfield Corporation | 132K | US$5.62M | 0.04% |
| Micron Technology, Inc. | 4,754 | US$5.49M | 0.04% |
| Netflix, Inc. | 76,362 | US$5.45M | 0.04% |
| Ge Aerospace | 14,554 | US$5.44M | 0.04% |
| Intel Corporation | 38,941 | US$5.44M | 0.04% |
| Pepsico, Inc. | 39,220 | US$5.31M | 0.04% |
| Amgen Inc. | 14,486 | US$5.25M | 0.04% |
| Philip Morris International Inc | 28,685 | US$5.19M | 0.04% |
| Amphenol Corporation | 28,788 | US$5.08M | 0.04% |
| Williams Companies, Inc. (the) | 68,159 | US$5.07M | 0.04% |
| Centene Corporation | 77,959 | US$5M | 0.04% |
| U.s. Bancorp | 80,933 | US$4.89M | 0.04% |
| Illinois Tool Works Inc. | 18,009 | US$4.87M | 0.04% |
| Targa Resources, Inc. | 17,957 | US$4.81M | 0.04% |
| Verizon Communications Inc. | 114K | US$4.81M | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,738 | US$4.65M | 0.03% |
| Goldman Sachs Group, Inc. (the) | 4,443 | US$4.49M | 0.03% |
| Lincoln Electric Holdings, Inc. | 16,605 | US$4.41M | 0.03% |
| Thermo Fisher Scientific Inc | 8,360 | US$4.19M | 0.03% |
| Abbott Laboratories | 45,013 | US$4.08M | 0.03% |
| Rtx Corporation | 21,245 | US$4.03M | 0.03% |
| Asml Holding Nv | 2,011 | US$4M | 0.03% |
| Evergy, Inc. | 45,710 | US$3.95M | 0.03% |
| Marvell Technology, Inc. | 13,136 | US$3.91M | 0.03% |
| Celestica Inc. | 10,297 | US$3.76M | 0.03% |
| Mplx Lp | 66,583 | US$3.75M | 0.03% |
| Kla Corporation | 12,380 | US$3.74M | 0.03% |
| Oneok, Inc. | 42,948 | US$3.73M | 0.03% |
| Pfizer, Inc. | 155K | US$3.72M | 0.03% |
| Nextera Energy, Inc. | 41,739 | US$3.66M | 0.03% |
| Monro, Inc. | 204K | US$3.49M | 0.03% |
| Ppg Industries, Inc. | 28,682 | US$3.48M | 0.03% |
| Marsh | 20,817 | US$3.47M | 0.03% |
| Altria Group, Inc. | 48,221 | US$3.47M | 0.03% |
| American Express Company | 9,971 | US$3.37M | 0.02% |
| Snowflake Inc. | 13,217 | US$3.36M | 0.02% |
| Texas Instruments Incorporated | 10,969 | US$3.27M | 0.02% |
| Wells Fargo & Company | 39,379 | US$3.25M | 0.02% |
| Tjx Companies, Inc. (the) | 21,271 | US$3.22M | 0.02% |
| Servicenow, Inc. | 32,293 | US$3.21M | 0.02% |
| First Mid Bancshares, Inc. | 66,368 | US$3.19M | 0.02% |
| Strive, Inc. | 291K | US$3.18M | 0.02% |
| Corning Incorporated | 12,299 | US$3.14M | 0.02% |
Every holding of Moneta Group Investment Advisors LLC
Source
View original at SEC
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