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 217 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.8 $11M 31k 370.17
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Caterpillar (CAT) 2.5 $9.8M -4% 14k 708.45
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Apple (AAPL) 2.1 $8.5M 33k 253.79
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $8.4M 59k 142.43
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Comfort Systems USA (FIX) 2.1 $8.3M -4% 6.0k 1379.04
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Emcor (EME) 2.0 $8.0M -3% 11k 738.33
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $7.4M 17k 426.41
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Ishares Tr Rus 1000 Etf (IWB) 1.8 $7.1M 20k 356.55
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.7 $6.7M NEW 46k 145.74
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Wal-Mart Stores (WMT) 1.6 $6.5M 52k 124.28
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $6.2M +16% 22k 287.56
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Ubiquiti (UI) 1.5 $5.9M -5% 7.4k 790.25
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Ishares Tr Us Oil Eq&sv Etf (IEZ) 1.4 $5.7M NEW 197k 28.95
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Casey's General Stores (CASY) 1.4 $5.6M 7.7k 727.83
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First Tr Exchange-traded Indls Prod Dur (FXR) 1.3 $5.2M 64k 81.63
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $5.2M 9.0k 577.21
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Select Sector Spdr Tr State Street Com (XLC) 1.3 $5.1M 46k 110.86
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Ishares Tr North Amern Nat (IGE) 1.3 $5.0M NEW 80k 62.94
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Anglogold Ashanti Com Shs (AU) 1.2 $5.0M 51k 97.36
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Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $4.9M -4% 53k 93.93
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $4.9M -4% 59k 82.75
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McKesson Corporation (MCK) 1.2 $4.9M 5.6k 865.39
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Ralph Lauren Corp Cl A (RL) 1.2 $4.8M -2% 14k 344.00
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Ishares Tr Us Aer Def Etf (ITA) 1.2 $4.7M NEW 22k 218.75
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $4.6M -4% 39k 118.60
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Ishares Tr Mbs Etf (MBB) 1.1 $4.5M -4% 48k 94.95
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Amphenol Corp Cl A (APH) 1.1 $4.5M 36k 126.35
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Ishares Msci Spain Etf (EWP) 1.1 $4.5M 82k 54.31
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $4.5M NEW 52k 86.69
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Ishares Msci Austria Etf (EWO) 1.1 $4.3M 122k 35.45
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Ishares Msci Israel Etf (EIS) 1.0 $4.2M 36k 116.04
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Johnson & Johnson (JNJ) 1.0 $4.2M +8% 17k 244.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.1M 64k 64.08
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Cardinal Health (CAH) 1.0 $4.1M 19k 211.31
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Tapestry (TPR) 1.0 $4.0M 28k 141.11
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Ishares Msci Italy Etf (EWI) 1.0 $4.0M 75k 53.42
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Gilead Sciences (GILD) 1.0 $3.9M +102% 28k 139.37
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Applied Materials (AMAT) 1.0 $3.9M 11k 341.79
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Ishares Msci Cda Etf (EWC) 1.0 $3.9M NEW 70k 54.79
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MasTec (MTZ) 0.9 $3.7M NEW 11k 321.74
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Jabil Circuit (JBL) 0.9 $3.6M 14k 265.63
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MGIC Investment (MTG) 0.9 $3.6M 137k 26.25
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Exelixis (EXEL) 0.9 $3.6M 83k 42.89
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Lam Research Corp Com New (LRCX) 0.9 $3.5M 17k 213.66
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Dell Technologies CL C (DELL) 0.9 $3.4M +709% 21k 164.13
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NVIDIA Corporation (NVDA) 0.9 $3.4M +2% 20k 174.40
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JPMorgan Chase & Co. (JPM) 0.8 $3.4M -7% 12k 294.15
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Trane Technologies SHS (TT) 0.8 $3.3M 8.0k 416.74
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Hartford Financial Services (HIG) 0.8 $3.2M 24k 135.23
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Progressive Corporation (PGR) 0.8 $3.2M +14% 16k 198.24
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Quanta Services (PWR) 0.8 $3.0M -2% 5.5k 549.05
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Firstcash Holdings (FCFS) 0.7 $2.9M NEW 15k 188.00
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Allison Transmission Hldngs I (ALSN) 0.7 $2.9M NEW 24k 117.06
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Valero Energy Corporation (VLO) 0.7 $2.8M +496% 11k 247.08
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Coca-cola Europacific Partne SHS (CCEP) 0.7 $2.8M 31k 90.67
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Oshkosh Corporation (OSK) 0.7 $2.7M NEW 19k 147.21
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Incyte Corporation (INCY) 0.7 $2.7M 29k 94.12
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Janus Henderson Group Ord Shs (JHG) 0.7 $2.7M NEW 52k 51.37
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Merck & Co (MRK) 0.7 $2.6M +17% 22k 120.29
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Carpenter Technology Corporation (CRS) 0.6 $2.6M NEW 6.6k 394.15
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.6M 8.0k 320.81
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Broadcom (AVGO) 0.6 $2.5M -3% 8.2k 309.50
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Flowserve Corporation (FLS) 0.6 $2.5M +36% 34k 73.51
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Procter & Gamble Company (PG) 0.6 $2.5M 17k 144.44
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C H Robinson Worldwide In Com New (CHRW) 0.6 $2.4M +2% 15k 166.07
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Ferguson Enterprises Common Stock New (FERG) 0.6 $2.4M NEW 10k 233.26
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Exxon Mobil Corporation (XOM) 0.6 $2.4M 14k 169.65
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Dillards Cl A (DDS) 0.6 $2.3M -3% 4.0k 572.11
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Eli Lilly & Co. (LLY) 0.6 $2.2M 2.4k 919.96
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Amazon (AMZN) 0.6 $2.2M 11k 208.27
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Hca Holdings (HCA) 0.5 $2.2M +830% 4.6k 473.28
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FedEx Corporation (FDX) 0.5 $2.2M NEW 6.0k 356.21
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.1M -29% 15k 148.10
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Evercore Class A (EVR) 0.5 $2.1M 7.2k 298.51
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.0M 10k 191.93
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Ishares Msci Brazil Etf (EWZ) 0.5 $1.8M NEW 48k 38.39
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Ishares Tr Msci Poland Etf (EPOL) 0.5 $1.8M NEW 50k 36.41
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W.W. Grainger (GWW) 0.4 $1.7M 1.5k 1090.62
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Visa Com Cl A (V) 0.4 $1.7M -7% 5.5k 302.25
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Ishares Msci Taiwan Etf (EWT) 0.4 $1.5M NEW 22k 70.92
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Meta Platforms Cl A (META) 0.4 $1.5M -10% 2.6k 572.23
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $1.4M 32k 45.26
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 718140.00
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Coca-Cola Company (KO) 0.4 $1.4M -2% 19k 76.05
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Home Depot (HD) 0.4 $1.4M -4% 4.2k 328.92
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Abbvie (ABBV) 0.3 $1.3M 6.2k 217.50
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American Electric Power Company (AEP) 0.3 $1.3M +14% 9.9k 131.09
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Consolidated Edison (ED) 0.3 $1.3M +5% 11k 113.18
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Cisco Systems (CSCO) 0.3 $1.2M -3% 15k 77.59
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Chevron Corporation (CVX) 0.3 $1.2M 5.7k 206.90
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TJX Companies (TJX) 0.3 $1.2M 7.3k 159.70
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Waste Management (WM) 0.3 $1.2M -2% 5.0k 229.80
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 3.8k 286.89
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Murphy Usa (MUSA) 0.3 $1.1M 2.2k 493.97
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Netflix (NFLX) 0.3 $1.1M -3% 11k 96.15
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Philip Morris International (PM) 0.3 $1.1M 6.5k 165.34
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Service Corporation International (SCI) 0.3 $1.0M 13k 82.51
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Truist Financial Corp equities (TFC) 0.3 $1.0M 22k 45.97
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Costco Wholesale Corporation (COST) 0.2 $961k +20% 964.00 996.39
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Amgen (AMGN) 0.2 $938k -4% 2.7k 351.85
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Verizon Communications (VZ) 0.2 $874k +115% 17k 50.20
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Mastercard Incorporated Cl A (MA) 0.2 $853k -13% 1.7k 499.66
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O'reilly Automotive (ORLY) 0.2 $847k 9.2k 92.31
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $843k 1.3k 650.23
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Palantir Technologies Cl A (PLTR) 0.2 $824k +5% 5.6k 146.28
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Ge Aerospace Com New (GE) 0.2 $815k 2.9k 283.77
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Novartis Sponsored Adr (NVS) 0.2 $775k +15% 5.1k 152.75
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Duke Energy Corp Com New (DUK) 0.2 $766k -9% 5.9k 130.94
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Wells Fargo & Company (WFC) 0.2 $723k 9.1k 79.61
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Nextera Energy (NEE) 0.2 $716k +13% 7.7k 92.88
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Citigroup Com New (C) 0.2 $678k 6.0k 113.41
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $663k +7% 4.8k 138.33
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Marathon Petroleum Corp (MPC) 0.2 $660k 2.7k 244.20
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Western Digital (WDC) 0.2 $655k NEW 2.4k 270.49
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Totalenergies Se Act (TTE) 0.2 $655k 7.2k 90.98
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Ares Capital Corporation (ARCC) 0.2 $645k 36k 18.02
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Synopsys (SNPS) 0.2 $634k 1.6k 396.48
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HSBC HLDGS Spon Adr New (HSBC) 0.2 $627k 7.6k 82.49
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Pulte (PHM) 0.2 $625k 5.3k 117.61
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Nucor Corporation (NUE) 0.2 $623k -2% 3.7k 169.10
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Newmont Mining Corporation (NEM) 0.2 $617k +102% 5.7k 108.25
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Simon Property (SPG) 0.2 $617k 3.3k 186.55
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Lockheed Martin Corporation (LMT) 0.1 $595k +6% 984.00 604.23
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Eaton Corp SHS (ETN) 0.1 $593k -13% 1.7k 357.67
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Oracle Corporation (ORCL) 0.1 $588k -28% 4.0k 147.09
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Arch Cap Group Ord (ACGL) 0.1 $579k 6.0k 95.99
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Ge Vernova (GEV) 0.1 $574k 657.00 872.90
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $562k 9.9k 56.68
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Bristol Myers Squibb (BMY) 0.1 $553k NEW 9.1k 60.65
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $551k +7% 3.6k 155.11
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Radiant Logistics (RLGT) 0.1 $539k 77k 7.05
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $534k +17% 1.4k 391.76
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McDonald's Corporation (MCD) 0.1 $534k -6% 1.7k 310.71
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Booking Holdings (BKNG) 0.1 $531k -18% 126.00 4211.81
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Goldman Sachs (GS) 0.1 $507k 599.00 846.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $506k 1.1k 479.20
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Tesla Motors (TSLA) 0.1 $503k -6% 1.4k 371.75
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AmerisourceBergen (COR) 0.1 $488k 1.6k 314.14
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Hercules Technology Growth Capital (HTGC) 0.1 $456k 31k 14.77
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First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.1 $451k -3% 25k 17.85
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Micron Technology (MU) 0.1 $445k NEW 1.3k 337.86
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Ventas (VTR) 0.1 $443k -3% 5.4k 81.78
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.1 $439k 8.9k 49.52
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Parker-Hannifin Corporation (PH) 0.1 $436k -2% 487.00 895.79
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $428k 11k 38.86
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Mueller Industries (MLI) 0.1 $427k -9% 3.8k 110.80
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Royal Caribbean Cruises (RCL) 0.1 $419k 1.5k 275.18
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Welltower Inc Com reit (WELL) 0.1 $417k -4% 2.1k 197.72
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At&t (T) 0.1 $411k -7% 14k 28.99
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Illinois Tool Works (ITW) 0.1 $410k -2% 1.6k 260.33
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Wec Energy Group (WEC) 0.1 $396k -24% 3.4k 115.77
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Astrazeneca Ord (AZN) 0.1 $380k NEW 1.9k 197.22
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Kinder Morgan (KMI) 0.1 $380k +9% 11k 33.53
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Pepsi (PEP) 0.1 $378k -6% 2.4k 155.28
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AFLAC Incorporated (AFL) 0.1 $375k -5% 3.4k 109.70
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Thermo Fisher Scientific (TMO) 0.1 $374k 761.00 491.22
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Packaging Corporation of America (PKG) 0.1 $374k -2% 1.8k 212.22
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Installed Bldg Prods (IBP) 0.1 $371k +2% 1.4k 265.15
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Travelers Companies (TRV) 0.1 $367k -4% 1.3k 291.66
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Jack Henry & Associates (JKHY) 0.1 $366k -2% 2.3k 158.06
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Iron Mountain (IRM) 0.1 $363k 3.5k 102.14
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InterDigital (IDCC) 0.1 $355k 1.2k 302.00
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Golub Capital BDC (GBDC) 0.1 $355k 28k 12.66
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CBOE Holdings (CBOE) 0.1 $348k 1.2k 281.07
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $342k -31% 14k 23.69
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Altria (MO) 0.1 $337k -48% 5.1k 65.99
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Kla Corp Com New (KLAC) 0.1 $337k +6% 229.00 1472.41
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Sixth Street Specialty Lending (TSLX) 0.1 $333k -2% 18k 18.38
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Fidus Invt (FDUS) 0.1 $332k 19k 17.42
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Fox Corp Cl A Com (FOXA) 0.1 $332k -46% 5.7k 58.40
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $328k 707.00 463.19
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Lowe's Companies (LOW) 0.1 $326k -12% 1.4k 236.24
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Blackrock (BLK) 0.1 $326k +47% 339.00 962.15
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Southern Copper Corporation (SCCO) 0.1 $322k NEW 1.9k 172.06
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Bank of New York Mellon Corporation (BK) 0.1 $318k 2.7k 118.64
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Deluxe Corporation (DLX) 0.1 $315k NEW 11k 27.54
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Murphy Oil Corporation (MUR) 0.1 $309k -11% 7.5k 41.25
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Vale S A Sponsored Ads (VALE) 0.1 $306k +2% 19k 15.91
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Cummins (CMI) 0.1 $303k 564.00 538.02
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AutoZone (AZO) 0.1 $301k -28% 89.00 3377.78
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United Rentals (URI) 0.1 $295k -2% 405.00 728.56
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GSK Sponsored Adr (GSK) 0.1 $290k +2% 5.3k 55.19
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Capital One Financial (COF) 0.1 $288k 1.6k 182.48
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Marriott Intl Cl A (MAR) 0.1 $286k -2% 873.00 327.08
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American Express Company (AXP) 0.1 $284k -2% 939.00 302.57
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Steel Dynamics (STLD) 0.1 $280k -4% 1.6k 180.01
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Fair Isaac Corporation (FICO) 0.1 $270k -20% 253.00 1067.54
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Bank of America Corporation (BAC) 0.1 $264k -3% 5.4k 48.75
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First Bancorp Corporation Com New (FBP) 0.1 $260k -11% 12k 21.36
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Rio Tinto Sponsored Adr (RIO) 0.1 $246k NEW 2.6k 93.29
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Dht Holdings Shs New (DHT) 0.1 $243k -3% 13k 18.27
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3M Company (MMM) 0.1 $233k -7% 1.6k 145.23
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Union Pacific Corporation (UNP) 0.1 $231k -13% 953.00 242.74
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International Business Machines (IBM) 0.1 $230k +5% 948.00 242.46
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Buckle (BKE) 0.1 $230k -24% 4.6k 50.36
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Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $228k -13% 1.2k 191.82
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Virtuix Holdings Com Cl A 0.1 $227k NEW 34k 6.77
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Realty Income (O) 0.1 $225k 3.7k 61.18
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Emerson Electric (EMR) 0.1 $220k 1.7k 131.02
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Comcast Corp Cl A (CMCSA) 0.1 $219k +9% 7.6k 28.71
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American Intl Group Com New (AIG) 0.1 $215k -4% 2.9k 75.25
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Eversource Energy (ES) 0.1 $214k 3.1k 69.28
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Archrock (AROC) 0.1 $211k NEW 6.1k 34.80
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Ross Stores (ROST) 0.1 $211k NEW 973.00 216.73
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $210k 981.00 213.67
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Cintas Corporation (CTAS) 0.1 $210k 1.2k 169.14
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Kontoor Brands (KTB) 0.1 $209k -10% 3.0k 70.29
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Freeport Mcmoran CL B (FCX) 0.1 $207k NEW 3.5k 58.78
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Linde SHS (LIN) 0.1 $205k NEW 413.00 495.76
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Cal Maine Foods Com New (CALM) 0.1 $204k -3% 2.6k 79.15
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Broadstone Net Lease (BNL) 0.1 $204k 11k 18.27
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Howmet Aerospace (HWM) 0.1 $203k NEW 879.00 230.46
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Motorola Solutions Com New (MSI) 0.1 $202k NEW 466.00 433.97
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Apple Hospitality Reit Com New (APLE) 0.0 $189k 16k 11.51
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RPC (RES) 0.0 $143k +29% 20k 7.08
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Ambev Sa Sponsored Adr (ABEV) 0.0 $33k +10% 11k 2.92
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Inotiv (NOTV) 0.0 $8.8k 32k 0.27
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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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