Monument Capital Management

Latest statistics and disclosures from Monument Capital Management's latest quarterly 13F-HR filing:

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Positions held by Monument Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Monument Capital Management

Monument Capital Management holds 226 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.0 $16M 31k 517.95
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.2 $8.8M 61k 145.65
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Apple (AAPL) 2.1 $8.5M 33k 254.63
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $7.8M -8% 17k 468.42
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Emcor (EME) 1.9 $7.6M 12k 649.55
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Caterpillar (CAT) 1.8 $7.0M -3% 15k 477.16
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Ishares Tr Rus 1000 Etf (IWB) 1.7 $6.9M -7% 19k 365.47
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $6.9M -7% 48k 142.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $5.8M -4% 9.6k 600.40
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Wal-Mart Stores (WMT) 1.4 $5.5M -2% 53k 103.06
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Comfort Systems USA (FIX) 1.3 $5.4M -3% 6.5k 825.19
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Ubiquiti (UI) 1.3 $5.4M -3% 8.1k 660.60
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Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $5.3M 56k 95.19
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First Tr Exchange Traded Finls Alphadex (FXO) 1.3 $5.3M -7% 89k 59.39
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $5.2M 62k 84.11
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Select Sector Spdr Tr Communication (XLC) 1.3 $5.2M -7% 44k 118.37
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $4.9M 41k 119.51
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Ishares Tr Broad Usd High (USHY) 1.2 $4.8M 127k 37.78
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Booking Holdings (BKNG) 1.2 $4.8M 890.00 5398.00
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Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $4.8M 94k 51.09
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $4.8M -6% 55k 87.21
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First Tr Exchange Traded Indls Prod Dur (FXR) 1.2 $4.7M -6% 61k 78.06
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $4.7M -6% 19k 239.64
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W.W. Grainger (GWW) 1.2 $4.7M 4.9k 952.95
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Ralph Lauren Corp Cl A (RL) 1.2 $4.6M 15k 313.56
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Amphenol Corp Cl A (APH) 1.2 $4.6M -2% 37k 123.75
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Casey's General Stores (CASY) 1.1 $4.5M 8.0k 565.29
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McKesson Corporation (MCK) 1.1 $4.4M 5.7k 772.54
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Netflix (NFLX) 1.1 $4.3M +2% 3.6k 1198.92
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Royal Caribbean Cruises (RCL) 1.1 $4.3M 13k 323.58
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Grand Canyon Education (LOPE) 1.1 $4.2M 19k 219.52
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MGIC Investment (MTG) 1.0 $4.0M 142k 28.37
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.0M -4% 67k 59.92
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JPMorgan Chase & Co. (JPM) 1.0 $4.0M -6% 13k 315.42
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Ishares Msci Spain Etf (EWP) 1.0 $4.0M -7% 80k 49.50
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eBay (EBAY) 0.9 $3.8M 41k 90.95
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At&t (T) 0.9 $3.7M +5% 132k 28.24
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Ishares Msci Italy Etf (EWI) 0.9 $3.7M -7% 72k 51.95
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Ishares Msci Austria Etf (EWO) 0.9 $3.7M -7% 119k 30.99
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NVIDIA Corporation (NVDA) 0.9 $3.5M -6% 19k 186.58
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Anglogold Ashanti Com Shs (AU) 0.9 $3.5M NEW 50k 70.33
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Exelixis (EXEL) 0.9 $3.5M 85k 41.30
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Ishares Msci Israel Etf (EIS) 0.9 $3.5M NEW 35k 100.30
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Armstrong World Industries (AWI) 0.9 $3.5M 18k 196.01
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Progressive Corporation (PGR) 0.9 $3.5M 14k 246.96
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Uber Technologies (UBER) 0.9 $3.4M 35k 97.97
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Trane Technologies SHS (TT) 0.8 $3.4M 8.0k 421.96
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Houlihan Lokey Cl A (HLI) 0.8 $3.4M 16k 205.32
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Ishares Msci Hong Kg Etf (EWH) 0.8 $3.3M NEW 155k 21.55
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Tapestry (TPR) 0.8 $3.3M +959% 29k 113.22
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Pegasystems (PEGA) 0.8 $3.3M 57k 57.50
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Hartford Financial Services (HIG) 0.8 $3.2M 24k 133.39
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Nrg Energy Com New (NRG) 0.8 $3.2M 20k 161.95
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Cardinal Health (CAH) 0.8 $3.1M 20k 156.96
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Allstate Corporation (ALL) 0.8 $3.0M 14k 214.66
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Broadcom (AVGO) 0.7 $3.0M -14% 9.1k 329.90
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Jabil Circuit (JBL) 0.7 $3.0M NEW 14k 217.17
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Topbuild (BLD) 0.7 $3.0M NEW 7.6k 390.84
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Radian (RDN) 0.7 $3.0M 82k 36.22
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Procter & Gamble Company (PG) 0.7 $2.9M -6% 19k 153.65
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Coca-cola Europacific Partne SHS (CCEP) 0.7 $2.7M 30k 90.41
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Synchrony Financial (SYF) 0.7 $2.7M NEW 39k 71.05
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Cal Maine Foods Com New (CALM) 0.7 $2.6M -2% 28k 94.10
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.6M 7.9k 328.18
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Darden Restaurants (DRI) 0.6 $2.6M 14k 190.36
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NewMarket Corporation (NEU) 0.6 $2.5M NEW 3.1k 828.21
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Evercore Class A (EVR) 0.6 $2.3M NEW 6.9k 337.32
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.3M +11% 9.6k 243.11
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Quanta Services (PWR) 0.6 $2.3M -6% 5.6k 414.44
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Johnson & Johnson (JNJ) 0.6 $2.3M +109% 13k 185.42
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Amazon (AMZN) 0.6 $2.3M 10k 219.57
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Meta Platforms Cl A (META) 0.5 $2.1M +10% 2.9k 734.49
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Visa Com Cl A (V) 0.5 $2.1M -5% 6.3k 341.39
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Halozyme Therapeutics (HALO) 0.5 $2.0M NEW 28k 73.34
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.0M -14% 10k 189.70
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Philip Morris International (PM) 0.5 $1.9M -4% 12k 162.20
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Ishares Msci Sth Afr Etf (EZA) 0.5 $1.9M -6% 30k 64.10
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Eli Lilly & Co. (LLY) 0.5 $1.8M -6% 2.4k 763.16
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Home Depot (HD) 0.4 $1.7M -6% 4.3k 405.23
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Ishares Tr Msci China Etf (MCHI) 0.4 $1.7M NEW 26k 65.85
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Oracle Corporation (ORCL) 0.4 $1.7M 6.1k 281.22
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Ishares Tr Msci Poland Etf (EPOL) 0.4 $1.7M -6% 52k 32.20
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Exxon Mobil Corporation (XOM) 0.4 $1.6M -11% 14k 112.75
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754200.00
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $1.5M -8% 33k 44.58
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Coca-Cola Company (KO) 0.4 $1.5M -5% 22k 66.32
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Abbvie (ABBV) 0.4 $1.4M -4% 6.2k 231.55
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Altria (MO) 0.3 $1.3M +53% 19k 66.06
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Waste Management (WM) 0.3 $1.1M -7% 5.2k 220.84
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Mastercard Incorporated Cl A (MA) 0.3 $1.1M -7% 2.0k 568.67
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Gilead Sciences (GILD) 0.3 $1.1M +6% 9.8k 111.00
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Cisco Systems (CSCO) 0.3 $1.1M -3% 16k 68.42
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TJX Companies (TJX) 0.3 $1.1M -13% 7.4k 144.54
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Service Corporation International (SCI) 0.3 $1.1M -2% 13k 83.22
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Chevron Corporation (CVX) 0.3 $1.0M +39% 6.6k 155.29
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O'reilly Automotive (ORLY) 0.3 $1.0M +2% 9.5k 107.81
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Truist Financial Corp equities (TFC) 0.3 $1.0M 22k 45.72
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Consolidated Edison (ED) 0.2 $997k +72% 9.9k 100.52
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Merck & Co (MRK) 0.2 $997k +95% 12k 83.93
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Palantir Technologies Cl A (PLTR) 0.2 $963k +4% 5.3k 182.42
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Alphabet Cap Stk Cl C (GOOG) 0.2 $896k +15% 3.7k 243.56
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $887k -10% 1.3k 666.05
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Murphy Usa (MUSA) 0.2 $874k 2.3k 388.26
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American Electric Power Company (AEP) 0.2 $865k +9% 7.7k 112.51
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Ge Aerospace Com New (GE) 0.2 $847k 2.8k 300.82
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Ares Capital Corporation (ARCC) 0.2 $800k +69% 39k 20.41
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $786k -10% 14k 57.10
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Synopsys (SNPS) 0.2 $781k -2% 1.6k 493.39
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Duke Energy Corp Com New (DUK) 0.2 $779k 6.3k 123.75
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Wells Fargo & Company (WFC) 0.2 $769k -9% 9.2k 83.82
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.2 $752k 16k 47.68
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Costco Wholesale Corporation (COST) 0.2 $747k 807.00 925.50
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Eaton Corp SHS (ETN) 0.2 $739k -16% 2.0k 374.25
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Pulte (PHM) 0.2 $705k 5.3k 132.13
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Hercules Technology Growth Capital (HTGC) 0.2 $651k +121% 34k 18.91
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Iron Mountain (IRM) 0.2 $636k -4% 6.2k 101.94
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Fox Corp Cl A Com (FOXA) 0.2 $636k -34% 10k 63.06
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Blackstone Secd Lending Common Stock (BXSL) 0.2 $608k +136% 23k 26.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $603k 4.4k 137.79
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Pepsi (PEP) 0.1 $593k NEW 4.2k 140.43
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Tesla Motors (TSLA) 0.1 $585k +21% 1.3k 444.72
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Citigroup Com New (C) 0.1 $578k -4% 5.7k 101.50
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Arch Cap Group Ord (ACGL) 0.1 $562k 6.2k 90.73
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $545k 3.3k 164.53
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First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $543k -11% 36k 15.19
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Goldman Sachs (GS) 0.1 $534k -5% 671.00 796.38
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AutoZone (AZO) 0.1 $532k 124.00 4290.24
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Fair Isaac Corporation (FICO) 0.1 $527k -10% 352.00 1496.53
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Blackrock (BLK) 0.1 $526k +104% 451.00 1166.27
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Marathon Petroleum Corp (MPC) 0.1 $521k 2.7k 192.76
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Welltower Inc Com reit (WELL) 0.1 $520k -10% 2.9k 178.15
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McDonald's Corporation (MCD) 0.1 $519k -4% 1.7k 303.81
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Wec Energy Group (WEC) 0.1 $519k 4.5k 114.59
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Abbott Laboratories (ABT) 0.1 $516k -8% 3.9k 133.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $514k 1.0k 502.74
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Nucor Corporation (NUE) 0.1 $511k -11% 3.8k 135.43
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Illinois Tool Works (ITW) 0.1 $490k -6% 1.9k 260.79
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AmerisourceBergen (COR) 0.1 $485k -5% 1.6k 312.53
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Novartis Sponsored Adr (NVS) 0.1 $485k NEW 3.8k 128.24
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Verizon Communications (VZ) 0.1 $477k NEW 11k 43.95
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Lockheed Martin Corporation (LMT) 0.1 $466k -18% 933.00 498.99
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Ventas (VTR) 0.1 $455k +15% 6.5k 69.99
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Radiant Logistics (RLGT) 0.1 $451k 77k 5.90
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Simon Property (SPG) 0.1 $428k 2.3k 187.70
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Sixth Street Specialty Lending (TSLX) 0.1 $425k NEW 19k 22.86
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $425k 11k 38.57
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Mueller Industries (MLI) 0.1 $424k -23% 4.2k 101.11
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AFLAC Incorporated (AFL) 0.1 $405k -9% 3.6k 111.69
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InterDigital (IDCC) 0.1 $402k -13% 1.2k 345.23
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Packaging Corporation of America (PKG) 0.1 $394k 1.8k 217.93
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Ge Vernova (GEV) 0.1 $392k 638.00 614.90
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United Rentals (URI) 0.1 $391k 410.00 954.66
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Amgen (AMGN) 0.1 $388k -4% 1.4k 282.19
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Fidus Invt (FDUS) 0.1 $386k NEW 19k 20.26
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Golub Capital BDC (GBDC) 0.1 $383k NEW 28k 13.69
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Lowe's Companies (LOW) 0.1 $381k 1.5k 251.28
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Southern Company (SO) 0.1 $381k 4.0k 94.76
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Parker-Hannifin Corporation (PH) 0.1 $373k -3% 492.00 758.61
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Dell Technologies CL C (DELL) 0.1 $369k -16% 2.6k 141.75
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Thermo Fisher Scientific (TMO) 0.1 $367k -4% 758.00 484.71
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Automatic Data Processing (ADP) 0.1 $359k -9% 1.2k 293.54
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Jack Henry & Associates (JKHY) 0.1 $354k -7% 2.4k 148.95
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Travelers Companies (TRV) 0.1 $351k -19% 1.3k 279.20
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Buckle (BKE) 0.1 $344k -6% 5.9k 58.66
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $344k 742.00 463.74
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Valero Energy Corporation (VLO) 0.1 $325k -2% 1.9k 170.26
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Boston Scientific Corporation (BSX) 0.1 $324k 3.3k 97.63
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Capital One Financial (COF) 0.1 $323k 1.5k 212.65
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American Express Company (AXP) 0.1 $322k 968.00 332.25
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First Bancorp P R Com New (FBP) 0.1 $312k -13% 14k 22.05
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Medtronic SHS (MDT) 0.1 $307k NEW 3.2k 95.24
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CBOE Holdings (CBOE) 0.1 $304k 1.2k 245.25
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Bank of New York Mellon Corporation (BK) 0.1 $291k 2.7k 108.97
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Union Pacific Corporation (UNP) 0.1 $288k -19% 1.2k 236.46
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Spotify Technology S A SHS (SPOT) 0.1 $285k 408.00 698.00
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Dillards Cl A (DDS) 0.1 $281k NEW 457.00 614.48
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Epr Pptys Com Sh Ben Int (EPR) 0.1 $280k -10% 4.8k 58.01
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Bank of America Corporation (BAC) 0.1 $277k +4% 5.4k 51.59
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Kontoor Brands (KTB) 0.1 $276k -6% 3.5k 79.77
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Astrazeneca Sponsored Adr (AZN) 0.1 $266k NEW 3.5k 76.72
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MetLife (MET) 0.1 $265k -13% 3.2k 82.36
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3M Company (MMM) 0.1 $264k 1.7k 155.18
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Kinder Morgan (KMI) 0.1 $264k -21% 9.3k 28.31
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Digital Realty Trust (DLR) 0.1 $263k -9% 1.5k 172.88
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Caretrust Reit (CTRE) 0.1 $261k -10% 7.5k 34.68
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Graham Hldgs Com Cl B (GHC) 0.1 $257k NEW 218.00 1177.31
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International Business Machines (IBM) 0.1 $255k 902.00 282.24
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Cintas Corporation (CTAS) 0.1 $254k -5% 1.2k 205.26
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Carlyle Group (CG) 0.1 $249k NEW 4.0k 62.70
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Totalenergies Se Sponsored Ads (TTE) 0.1 $249k NEW 4.2k 59.69
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Sabra Health Care REIT (SBRA) 0.1 $249k -10% 13k 18.64
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Installed Bldg Prods (IBP) 0.1 $244k NEW 990.00 246.66
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American Intl Group Com New (AIG) 0.1 $241k -20% 3.1k 78.54
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Mondelez Intl Cl A (MDLZ) 0.1 $240k NEW 3.8k 62.47
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Cummins (CMI) 0.1 $240k NEW 569.00 422.37
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Marriott Intl Cl A (MAR) 0.1 $239k 916.00 260.45
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Lam Research Corp Com New (LRCX) 0.1 $238k NEW 1.8k 133.90
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Kla Corp Com New (KLAC) 0.1 $233k -27% 216.00 1078.60
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Steel Dynamics (STLD) 0.1 $228k -12% 1.6k 139.44
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Stryker Corporation (SYK) 0.1 $225k 609.00 369.39
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Realty Income (O) 0.1 $224k NEW 3.7k 60.79
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $222k NEW 3.1k 70.98
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Emerson Electric (EMR) 0.1 $221k 1.7k 131.18
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Motorola Solutions Com New (MSI) 0.1 $220k 480.00 457.29
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Vici Pptys (VICI) 0.1 $219k NEW 6.7k 32.61
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Kellogg Company (K) 0.1 $219k 2.7k 82.02
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Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $216k NEW 5.3k 40.53
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Applied Industrial Technologies (AIT) 0.1 $213k -6% 817.00 261.05
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W.R. Berkley Corporation (WRB) 0.1 $212k 2.8k 76.62
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Hca Holdings (HCA) 0.1 $210k -19% 493.00 426.52
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Crown Castle Intl (CCI) 0.1 $210k NEW 2.2k 96.49
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Murphy Oil Corporation (MUR) 0.1 $210k NEW 7.4k 28.41
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Ishares Tr Esg Select Scre (XVV) 0.1 $209k -25% 4.1k 51.52
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Fastenal Company (FAST) 0.1 $207k NEW 4.2k 49.04
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Cubesmart (CUBE) 0.1 $205k NEW 5.0k 40.66
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Metropcs Communications (TMUS) 0.1 $205k NEW 855.00 239.51
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Badger Meter (BMI) 0.1 $203k -92% 1.1k 178.58
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UnitedHealth (UNH) 0.1 $201k NEW 582.00 345.53
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GSK Sponsored Adr (GSK) 0.1 $200k NEW 4.6k 43.16
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Broadstone Net Lease (BNL) 0.0 $199k NEW 11k 17.87
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Apple Hospitality Reit Com New (APLE) 0.0 $198k NEW 16k 12.01
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Dht Holdings Shs New (DHT) 0.0 $170k -17% 14k 11.95
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Vale S A Sponsored Ads (VALE) 0.0 $140k NEW 13k 10.86
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Adt (ADT) 0.0 $112k -28% 13k 8.71
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RPC (RES) 0.0 $79k -17% 17k 4.76
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Inotiv (NOTV) 0.0 $47k 32k 1.45
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Past Filings by Monument Capital Management

SEC 13F filings are viewable for Monument Capital Management going back to 2017

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