Arkolith/Funds/Monetta Financial Services Inc

Monetta Financial Services Inc

CIK 869179
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Monetta Financial Services Inc holds a focused book of 59 reported positions worth $148.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Datadog Inc - Class A and trimmed Microsoft Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
21
bought for the first time
+18 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
4
sold some, still holds it
+1 more · largest first
Sold out
21
exited the position entirely
+18 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.7%
+15.7%/yr · since Nov '24
Their reported book
+40.4%
held from quarter-end
S&P 500
+31.6%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Monetta Financial Services Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +40.4%, a 9.7-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Monetta Financial Services Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
50%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

85% mapped to company sectors

Information Technology
47%
ETFs / funds
15%
Consumer Discretionary
14%
Financials
7%
Industrials
6%
Materials
4%
Communication Services
3%
Health Care
3%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Monetta Financial Services Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 59$2.9B
Palidye Holdings (Caymans) Ltd6 / 59$544.2M
Prospect Hill Management, LLC8 / 59$231.4M
BlueSpruce Investments, LP8 / 59$581.7M
Trans-Canada Capital Inc.9 / 59$1.6B
Oriental Harbor Investment Master Fund11 / 59$1.5B
Ramsey Quantitative Systems5 / 59$95.1M
Newlands Management Operations LLC10 / 59$14.0B

Ranked by the share of each fund's own book sitting in the names it shares with Monetta Financial Services Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

59 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
ETF
$13.4M18.0K
9.1%
Held
2Alphabet Inc
COM
$12.0M34.0K
8.1%
Held
3Amazon Com Inc
COM
$11.1M46.5K
7.5%
Held
4Vanguard Index FDS
ETF
$9.3M13.5K
6.2%
Held
5Nvidia Corporation
COM
$6.0M30.0K
4.0%
Held
6Apple Inc
COM
$5.2M18.0K
3.5%
Held
7Advanced Micro Devices Inc
COM
$4.9M8.5K
3.3%
Held
8JPMorgan Chase & Co
COM
$4.9M15.0K
3.3%
Held
9Micron Technology Inc
COM
$4.3M3.7K
2.9%
Held
10Tesla Inc
COM
$2.9M7.0K
2.0%
Held
11Meta Platforms Inc
COM
$2.9M5.2K
2.0%
Held
12Corning Inc
COM
$2.8M11.0K
1.9%
Held
13Robinhood MKTS Inc
COM
$2.8M27.7K
1.9%
+4.5%
Added · +1K sh
14Datadog Inc
COM
$2.7M10.5K
1.8%
New
New position
15Nucor Corp
COM
$2.3M10.5K
1.6%
Held
16Microsoft Corp
COM
$2.2M6.0K
1.5%
−25%
Reduced · −2K sh
17Netflix Inc.
COM
$2.2M31.0K
1.5%
+29%
Added · +7K sh
18Intel Corp
COM
$2.1M15.0K
1.4%
New
New position
19Roku Inc
COM
$2.1M15.0K
1.4%
Held
20Centene Corp Del
COM
$1.9M29.5K
1.3%
New
New position
21Broadcom Inc
COM
$1.9M5.0K
1.3%
−32%
Reduced · −2K sh
22Lam Research Corp
COM
$1.8M4.2K
1.2%
Held
23Crowdstrike Hldgs Inc
COM
$1.8M2.3K
1.2%
New
New position
24Interactive Brokers Group In
COM
$1.7M20.0K
1.2%
Held
25Royalty Pharma PLC
COM
$1.7M30.0K
1.1%
Held
26Cisco Sys Inc
COM
$1.6M14.0K
1.1%
Held
27Shopify Inc
COM
$1.6M14.4K
1.1%
+30%
Added · +3K sh
28ASML Hldg NV
COM
$1.6M800
1.1%
Held
29Jabil Inc
COM
$1.5M4.0K
1.0%
Held
30Goldman Sachs Group Inc
COM
$1.5M1.5K
1.0%
Held
31Illumina Inc
COM
$1.5M8.5K
1.0%
Held
32Caterpillar Inc
COM
$1.5M1.4K
1.0%
Held
33Taiwan Semiconductor Manufac
COM
$1.5M3.1K
1.0%
Held
34Starbucks Corp
COM
$1.4M14.0K
1.0%
Held
35Palantir Technologies Inc
COM
$1.4M12.0K
0.9%
−46%
Reduced · −10K sh
36Netapp Inc
COM
$1.4M9.0K
0.9%
Held
37Southwest Airls Co
COM
$1.4M27.0K
0.9%
New
New position
38Rockwell Automation Inc
COM
$1.4M2.8K
0.9%
Held
39TJX Cos Inc New
COM
$1.4M9.0K
0.9%
Held
40Disney Walt Co
COM
$1.3M13.8K
0.9%
Held
41Ge Vernova Inc
COM
$1.3M1.1K
0.9%
−31%
Reduced · −500 sh
42Arm Holdings PLC
COM
$1.2M3.5K
0.8%
New
New position
43Tempus AI Inc
COM
$1.2M20.0K
0.8%
New
New position
44MP Materials Corp
COM
$1.1M20.0K
0.8%
New
New position
45Target Corp
COM
$1.1M8.5K
0.7%
Held
46Flex Ltd
COM
$1.1M6.5K
0.7%
New
New position
47Reddit Inc
COM
$1.0M6.0K
0.7%
New
New position
48Dollar Tree Inc
COM
$1.0M8.5K
0.7%
New
New position
49Arista Networks Inc
COM
$1.0M6.0K
0.7%
New
New position
50Doordash Inc
COM
$1.0M5.5K
0.7%
New
New position
Showing 50 of 59 positions
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Filing history

As-of date vs the date the SEC received each filing

$148.4M · Q2 2026Q3 2024 · $117.4MQ2 2026 · $148.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d59$148.4M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d58$129.0M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d57$139.6M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d57$142.8M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d53$137.6M13F-HR
Q1 2025Mar 31, 2025May 9, 202539d54$113.0M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d48$124.3M13F-HR
Q3 2024Sep 30, 2024Nov 7, 202438d52$117.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.