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 220 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.7 $15M 31k 483.62
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Apple (AAPL) 2.3 $9.1M 34k 271.86
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.2 $8.9M 60k 148.69
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Caterpillar (CAT) 2.1 $8.3M -2% 14k 572.88
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $8.1M +3% 17k 473.30
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Ishares Tr Rus 1000 Etf (IWB) 1.8 $7.4M +5% 20k 373.44
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $7.0M +5% 51k 136.94
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Emcor (EME) 1.7 $6.9M -3% 11k 611.79
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.6 $6.4M NEW 52k 121.75
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Wal-Mart Stores (WMT) 1.5 $5.9M 53k 111.41
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Comfort Systems USA (FIX) 1.5 $5.9M -3% 6.3k 933.31
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.8M +92% 19k 312.99
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First Tr Exchange Traded Finls Alphadex (FXO) 1.4 $5.6M +4% 92k 60.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $5.5M -6% 9.0k 614.32
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Select Sector Spdr Tr State Street Com (XLC) 1.3 $5.4M +4% 46k 117.72
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Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $5.3M 55k 96.28
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $5.1M 62k 83.75
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Ralph Lauren Corp Cl A (RL) 1.3 $5.1M -2% 15k 353.61
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First Tr Exchange Traded Indls Prod Dur (FXR) 1.3 $5.1M +5% 64k 79.87
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Select Sector Spdr Tr State Street Tec (XLK) 1.2 $5.0M NEW 34k 143.97
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Amphenol Corp Cl A (APH) 1.2 $4.9M -2% 37k 135.14
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Select Sector Spdr Tr State Street Uti (XLU) 1.2 $4.9M +109% 115k 42.69
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $4.9M 41k 119.35
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Ishares Tr Mbs Etf (MBB) 1.2 $4.8M NEW 50k 95.22
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Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $4.7M 93k 50.86
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McKesson Corporation (MCK) 1.2 $4.6M 5.6k 820.31
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Ishares Msci Spain Etf (EWP) 1.1 $4.5M +3% 84k 53.91
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Ishares Msci Austria Etf (EWO) 1.1 $4.4M +4% 124k 35.47
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Ubiquiti (UI) 1.1 $4.4M -2% 7.9k 553.38
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Anglogold Ashanti Com Shs (AU) 1.1 $4.3M 51k 85.28
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Casey's General Stores (CASY) 1.1 $4.3M -2% 7.8k 552.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.1M 66k 62.47
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Ishares Msci Italy Etf (EWI) 1.0 $4.1M +4% 75k 54.33
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MGIC Investment (MTG) 1.0 $4.1M -2% 139k 29.22
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Cardinal Health (CAH) 1.0 $4.0M 20k 205.50
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Ishares Msci Israel Etf (EIS) 1.0 $4.0M +5% 37k 110.03
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JPMorgan Chase & Co. (JPM) 1.0 $4.0M 13k 322.21
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Tapestry (TPR) 0.9 $3.7M 29k 127.77
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Exelixis (EXEL) 0.9 $3.7M 84k 43.83
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eBay (EBAY) 0.9 $3.6M 41k 87.10
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NVIDIA Corporation (NVDA) 0.9 $3.6M 19k 186.50
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Ishares Msci Hong Kg Etf (EWH) 0.9 $3.5M +6% 165k 21.25
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Pegasystems (PEGA) 0.8 $3.4M 56k 59.72
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Armstrong World Industries (AWI) 0.8 $3.3M 18k 191.10
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Hartford Financial Services (HIG) 0.8 $3.3M 24k 137.80
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Johnson & Johnson (JNJ) 0.8 $3.3M +25% 16k 206.95
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Progressive Corporation (PGR) 0.8 $3.2M 14k 227.72
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Synchrony Financial (SYF) 0.8 $3.2M 38k 83.43
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Topbuild (BLD) 0.8 $3.1M 7.5k 417.16
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Jabil Circuit (JBL) 0.8 $3.1M 14k 228.02
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Nrg Energy Com New (NRG) 0.8 $3.1M 20k 159.24
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Trane Technologies SHS (TT) 0.8 $3.1M 7.9k 389.20
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Broadcom (AVGO) 0.7 $2.9M -5% 8.5k 346.09
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Radian (RDN) 0.7 $2.9M 82k 35.99
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Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $2.9M NEW 21k 143.52
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Applied Materials (AMAT) 0.7 $2.9M NEW 11k 256.99
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Allstate Corporation (ALL) 0.7 $2.9M 14k 208.16
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Houlihan Lokey Cl A (HLI) 0.7 $2.8M 16k 174.19
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Lam Research Corp Com New (LRCX) 0.7 $2.8M +822% 16k 171.18
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Incyte Corporation (INCY) 0.7 $2.8M NEW 28k 98.77
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Expedia Group Com New (EXPE) 0.7 $2.8M NEW 9.8k 283.31
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Coca-cola Europacific Partne SHS (CCEP) 0.7 $2.8M 31k 90.70
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.7M 7.9k 335.27
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Eli Lilly & Co. (LLY) 0.6 $2.6M 2.4k 1074.90
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Dillards Cl A (DDS) 0.6 $2.5M +818% 4.2k 606.34
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Amazon (AMZN) 0.6 $2.5M +5% 11k 230.82
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Procter & Gamble Company (PG) 0.6 $2.5M -9% 17k 143.31
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Evercore Class A (EVR) 0.6 $2.4M +2% 7.1k 340.25
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Quanta Services (PWR) 0.6 $2.4M 5.6k 422.08
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C H Robinson Worldwide Com New (CHRW) 0.6 $2.3M NEW 14k 160.76
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Ishares Msci Sth Afr Etf (EZA) 0.5 $2.1M +4% 31k 68.80
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Visa Com Cl A (V) 0.5 $2.1M -3% 6.0k 350.72
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.0M 10k 191.57
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Merck & Co (MRK) 0.5 $2.0M +57% 19k 105.26
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Ishares Msci Chile Etf (ECH) 0.5 $1.9M NEW 47k 40.40
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Meta Platforms Cl A (META) 0.5 $1.9M -2% 2.9k 660.19
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Ishares Msci Mexico Etf (EWW) 0.5 $1.9M NEW 27k 69.33
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Flowserve Corporation (FLS) 0.4 $1.7M NEW 25k 69.38
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Gilead Sciences (GILD) 0.4 $1.7M +40% 14k 122.74
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Exxon Mobil Corporation (XOM) 0.4 $1.7M -2% 14k 120.34
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W.W. Grainger (GWW) 0.4 $1.6M -68% 1.6k 1008.87
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Home Depot (HD) 0.4 $1.5M +3% 4.4k 344.13
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754800.00
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $1.5M -2% 32k 45.51
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Abbvie (ABBV) 0.4 $1.4M 6.2k 228.50
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Coca-Cola Company (KO) 0.3 $1.3M -13% 19k 69.91
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Cisco Systems (CSCO) 0.3 $1.2M 16k 77.03
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 3.8k 313.82
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TJX Companies (TJX) 0.3 $1.1M 7.4k 153.61
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Waste Management (WM) 0.3 $1.1M 5.1k 219.72
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Mastercard Incorporated Cl A (MA) 0.3 $1.1M 2.0k 570.80
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Truist Financial Corp equities (TFC) 0.3 $1.1M 22k 49.21
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Netflix (NFLX) 0.3 $1.1M +222% 12k 93.76
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Oracle Corporation (ORCL) 0.3 $1.1M -8% 5.6k 194.90
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Consolidated Edison (ED) 0.3 $1.1M +8% 11k 99.32
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Philip Morris International (PM) 0.3 $1.0M -45% 6.5k 160.40
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American Electric Power Company (AEP) 0.2 $1.0M +13% 8.7k 115.31
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Service Corporation International (SCI) 0.2 $988k 13k 77.97
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Palantir Technologies Cl A (PLTR) 0.2 $949k 5.3k 177.75
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Amgen (AMGN) 0.2 $913k +102% 2.8k 327.31
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Murphy Usa (MUSA) 0.2 $900k 2.2k 403.52
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $893k 1.3k 681.79
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Ge Aerospace Com New (GE) 0.2 $868k 2.8k 308.03
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Wells Fargo & Company (WFC) 0.2 $855k 9.2k 93.20
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Chevron Corporation (CVX) 0.2 $854k -15% 5.6k 152.41
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O'reilly Automotive (ORLY) 0.2 $846k -2% 9.3k 91.21
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Booking Holdings (BKNG) 0.2 $830k -82% 155.00 5356.87
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Fox Corp Cl A Com (FOXA) 0.2 $776k +5% 11k 73.07
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Duke Energy Corp Com New (DUK) 0.2 $757k +2% 6.5k 117.21
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Synopsys (SNPS) 0.2 $752k 1.6k 469.72
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Ares Capital Corporation (ARCC) 0.2 $732k -7% 36k 20.23
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Citigroup Com New (C) 0.2 $696k +4% 6.0k 116.69
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Costco Wholesale Corporation (COST) 0.2 $691k 801.00 862.26
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Tesla Motors (TSLA) 0.2 $647k +9% 1.4k 449.72
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $629k 4.5k 141.06
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Pulte (PHM) 0.2 $626k 5.3k 117.26
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Simon Property (SPG) 0.2 $616k +45% 3.3k 185.13
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Nucor Corporation (NUE) 0.2 $615k 3.8k 163.11
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Eaton Corp SHS (ETN) 0.2 $612k -2% 1.9k 318.51
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Novartis Sponsored Adr (NVS) 0.2 $605k +16% 4.4k 137.87
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $592k +140% 7.5k 78.67
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Hercules Technology Growth Capital (HTGC) 0.1 $583k -10% 31k 18.82
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Arch Cap Group Ord (ACGL) 0.1 $579k -2% 6.0k 95.92
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $579k -26% 10k 57.24
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Altria (MO) 0.1 $575k -48% 10k 57.66
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McDonald's Corporation (MCD) 0.1 $563k +7% 1.8k 305.56
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $558k -9% 21k 26.33
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $556k 3.3k 167.94
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Nextera Energy (NEE) 0.1 $545k NEW 6.8k 80.28
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Fair Isaac Corporation (FICO) 0.1 $541k -9% 320.00 1690.62
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Goldman Sachs (GS) 0.1 $531k -9% 604.00 879.17
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AmerisourceBergen (COR) 0.1 $524k 1.6k 337.75
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $524k 1.0k 502.65
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Mueller Industries (MLI) 0.1 $486k 4.2k 114.80
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Radiant Logistics (RLGT) 0.1 $484k 77k 6.33
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Wec Energy Group (WEC) 0.1 $477k 4.5k 105.46
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Totalenergies Se Act (TTE) 0.1 $474k NEW 7.2k 65.42
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Lockheed Martin Corporation (LMT) 0.1 $447k 924.00 483.45
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Marathon Petroleum Corp (MPC) 0.1 $439k 2.7k 162.65
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Thermo Fisher Scientific (TMO) 0.1 $439k 758.00 579.08
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Parker-Hannifin Corporation (PH) 0.1 $437k 497.00 879.48
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $436k 11k 39.59
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Ventas (VTR) 0.1 $434k -13% 5.6k 77.38
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.1 $434k -43% 8.9k 48.98
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Jack Henry & Associates (JKHY) 0.1 $434k 2.4k 182.50
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Royal Caribbean Cruises (RCL) 0.1 $430k -88% 1.5k 278.92
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Ge Vernova (GEV) 0.1 $428k +2% 655.00 653.57
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AutoZone (AZO) 0.1 $421k 124.00 3391.50
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First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $412k -26% 26k 15.67
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Welltower Inc Com reit (WELL) 0.1 $412k -24% 2.2k 185.58
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Sixth Street Specialty Lending (TSLX) 0.1 $404k 19k 21.72
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Illinois Tool Works (ITW) 0.1 $399k -13% 1.6k 246.33
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AFLAC Incorporated (AFL) 0.1 $399k 3.6k 110.26
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Capital One Financial (COF) 0.1 $386k +4% 1.6k 242.43
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Lowe's Companies (LOW) 0.1 $383k +4% 1.6k 241.13
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At&t (T) 0.1 $381k -88% 15k 24.84
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Travelers Companies (TRV) 0.1 $380k +4% 1.3k 290.04
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Golub Capital BDC (GBDC) 0.1 $380k 28k 13.57
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Pepsi (PEP) 0.1 $375k -38% 2.6k 143.51
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InterDigital (IDCC) 0.1 $374k 1.2k 318.38
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Packaging Corporation of America (PKG) 0.1 $373k 1.8k 206.23
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Fidus Invt (FDUS) 0.1 $368k 19k 19.30
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American Express Company (AXP) 0.1 $358k 968.00 370.05
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Installed Bldg Prods (IBP) 0.1 $353k +37% 1.4k 259.39
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Southern Company (SO) 0.1 $350k 4.0k 87.19
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Astrazeneca Sponsored Adr 0.1 $350k +9% 3.8k 91.93
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Abbott Laboratories (ABT) 0.1 $348k -27% 2.8k 125.27
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $340k -4% 707.00 480.57
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United Rentals (URI) 0.1 $337k 416.00 809.32
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Verizon Communications (VZ) 0.1 $329k -25% 8.1k 40.73
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Dell Technologies CL C (DELL) 0.1 $326k 2.6k 125.87
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Buckle (BKE) 0.1 $324k +3% 6.1k 53.42
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $318k NEW 1.2k 275.39
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Boston Scientific Corporation (BSX) 0.1 $317k 3.3k 95.35
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CBOE Holdings (CBOE) 0.1 $311k 1.2k 251.00
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Valero Energy Corporation (VLO) 0.1 $310k 1.9k 162.79
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Bank of New York Mellon Corporation (BK) 0.1 $310k 2.7k 116.10
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Bank of America Corporation (BAC) 0.1 $309k +4% 5.6k 55.00
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Iron Mountain (IRM) 0.1 $294k -43% 3.5k 82.95
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Cummins (CMI) 0.1 $290k 569.00 510.45
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First Bancorp P R Com New (FBP) 0.1 $286k -2% 14k 20.73
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Kinder Morgan (KMI) 0.1 $283k +10% 10k 27.49
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Newmont Mining Corporation (NEM) 0.1 $281k NEW 2.8k 99.85
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Marriott Intl Cl A (MAR) 0.1 $277k -2% 893.00 310.25
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Steel Dynamics (STLD) 0.1 $276k 1.6k 169.46
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3M Company (MMM) 0.1 $276k 1.7k 160.10
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International Business Machines (IBM) 0.1 $267k 902.00 296.30
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Murphy Oil Corporation (MUR) 0.1 $266k +15% 8.5k 31.25
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Kla Corp Com New (KLAC) 0.1 $263k 216.00 1215.08
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American Intl Group Com New (AIG) 0.1 $257k 3.0k 85.55
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Union Pacific Corporation (UNP) 0.1 $254k -9% 1.1k 231.42
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GSK Sponsored Adr (GSK) 0.1 $250k +10% 5.1k 49.04
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Blackrock (BLK) 0.1 $246k -49% 230.00 1071.07
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Vici Pptys (VICI) 0.1 $246k +29% 8.7k 28.12
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Vale S A Sponsored Ads (VALE) 0.1 $245k +45% 19k 13.03
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Spotify Technology S A SHS (SPOT) 0.1 $243k +2% 418.00 580.71
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Medtronic SHS (MDT) 0.1 $243k -21% 2.5k 96.06
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Cintas Corporation (CTAS) 0.1 $233k 1.2k 188.07
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Ishares Tr Esg Select Scre (XVV) 0.1 $231k +8% 4.4k 52.70
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Hca Holdings (HCA) 0.1 $230k 493.00 467.21
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Emerson Electric (EMR) 0.1 $224k 1.7k 132.72
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Automatic Data Processing (ADP) 0.1 $215k -31% 834.00 257.28
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Cal Maine Foods Com New (CALM) 0.1 $214k -90% 2.7k 79.57
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $210k NEW 1.4k 153.35
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Intuitive Surgical Com New (ISRG) 0.1 $209k NEW 369.00 566.36
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Comcast Corp Cl A (CMCSA) 0.1 $208k NEW 7.0k 29.89
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Realty Income (O) 0.1 $207k 3.7k 56.37
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $206k NEW 981.00 210.34
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Eversource Energy (ES) 0.1 $204k NEW 3.0k 67.33
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $203k NEW 3.9k 52.72
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Kontoor Brands (KTB) 0.1 $203k -4% 3.3k 61.09
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Graham Hldgs Com Cl B (GHC) 0.1 $202k -15% 184.00 1098.60
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Caretrust Reit (CTRE) 0.1 $201k -26% 5.6k 36.16
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Apple Hospitality Reit Com New (APLE) 0.0 $195k 16k 11.85
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Broadstone Net Lease (BNL) 0.0 $194k 11k 17.37
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Dht Holdings Shs New (DHT) 0.0 $168k -3% 14k 12.21
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Medical Properties Trust (MPT) 0.0 $167k NEW 33k 5.00
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RPC (RES) 0.0 $85k -6% 16k 5.44
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Ambev Sa Sponsored Adr (ABEV) 0.0 $25k NEW 10k 2.47
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Inotiv (NOTV) 0.0 $18k 32k 0.56
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Past Filings by Monument Capital Management

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

View all past filings