Monument Capital Management
Latest statistics and disclosures from Monument Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, DELL, IWM, FIX, and represent 12.00% of Monument Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$7.3M), IWD (+$7.2M), IBB (+$6.1M), IGV (+$5.6M), IDGT (+$5.6M), IYZ (+$5.5M), EWS, BPOP, SANM, MU.
- Started 27 new stock positions in FANG, KR, WSM, M, PSX, IBB, IGV, XOM, VCSH, FIVE.
- Reduced shares in these 10 stocks: IWF (-$8.3M), IWO (-$7.7M), SOXX (-$7.5M), EME (-$7.2M), IHE (-$6.0M), IAT (-$5.8M), CASY (-$5.8M), ITA (-$5.5M), AMAT, MTZ.
- Sold out of its positions in MGNR, AROC, BWA, CHRW, CRS, CASY, CIEN, CL, GLW, EVR.
- Monument Capital Management was a net seller of stock by $-6.3M.
- Monument Capital Management has $480M in assets under management (AUM), dropping by -3.47%.
- Central Index Key (CIK): 0001729428
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Portfolio Holdings for Monument Capital Management
Monument Capital Management holds 255 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.4 | $16M | 32k | 512.90 |
|
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| Apple (AAPL) | 2.4 | $11M | 34k | 333.02 |
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| Dell Technologies CL C (DELL) | 2.2 | $11M | 20k | 537.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $9.9M | +282% | 36k | 277.89 |
|
| Comfort Systems USA (FIX) | 2.0 | $9.5M | 5.7k | 1653.98 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.9 | $9.3M | 56k | 166.28 |
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| Caterpillar (CAT) | 1.9 | $9.0M | 11k | 810.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.8 | $8.4M | +602% | 34k | 247.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.7 | $8.3M | 20k | 416.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $8.2M | +2% | 24k | 344.08 |
|
| Micron Technology (MU) | 1.4 | $6.6M | +140% | 6.2k | 1065.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $6.4M | 8.7k | 739.77 |
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| Ishares Tr Ishares Biotech (IBB) | 1.3 | $6.1M | NEW | 29k | 210.53 |
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| Amphenol Corp Cl A (APH) | 1.2 | $5.9M | +102% | 71k | 84.30 |
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| Ishares Tr Expanded Tech (IGV) | 1.2 | $5.6M | NEW | 53k | 106.48 |
|
| Ishares Tr Us Digi Real Etf (IDGT) | 1.2 | $5.6M | NEW | 50k | 112.43 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 1.1 | $5.5M | NEW | 134k | 41.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $5.5M | -3% | 7.2k | 762.63 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $5.5M | 17k | 328.50 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $5.5M | +7% | 107k | 51.05 |
|
| Wal-Mart Stores (WMT) | 1.1 | $5.4M | 52k | 103.92 |
|
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| First Tr Exchange-traded Indls Prod Dur (FXR) | 1.1 | $5.3M | 65k | 81.46 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.1 | $5.2M | 58k | 90.84 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $5.2M | +2% | 66k | 78.31 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.1 | $5.1M | +5% | 45k | 113.44 |
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| Ishares Msci Austria Etf (EWO) | 1.1 | $5.1M | 120k | 42.56 |
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| Ishares Tr Mbs Etf (MBB) | 1.1 | $5.1M | +8% | 57k | 89.62 |
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| Valero Energy Corporation (VLO) | 1.0 | $5.0M | +3% | 13k | 387.61 |
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| Johnson & Johnson (JNJ) | 1.0 | $4.9M | +2% | 19k | 264.74 |
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| Exelixis (EXEL) | 1.0 | $4.8M | 82k | 58.41 |
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| Ishares Msci Spain Etf (EWP) | 1.0 | $4.8M | 81k | 59.20 |
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| Ralph Lauren Corp Cl A (RL) | 1.0 | $4.7M | 13k | 355.07 |
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| NVIDIA Corporation (NVDA) | 1.0 | $4.7M | +4% | 21k | 228.39 |
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| Cardinal Health (CAH) | 0.9 | $4.4M | 20k | 222.50 |
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| Ishares Msci Italy Etf (EWI) | 0.9 | $4.4M | 74k | 58.72 |
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| Ishares Msci Singpor Etf (EWS) | 0.9 | $4.3M | NEW | 129k | 33.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $4.3M | 61k | 70.61 |
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| Marathon Petroleum Corp (MPC) | 0.9 | $4.3M | +274% | 11k | 395.41 |
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| Ishares Msci Cda Etf (EWC) | 0.9 | $4.2M | 71k | 58.38 |
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| Ross Stores (ROST) | 0.9 | $4.1M | +4% | 18k | 233.40 |
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| Hf Sinclair Corp (DINO) | 0.8 | $4.0M | +78% | 38k | 107.32 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $4.0M | 12k | 330.82 |
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| Popular Com New (BPOP) | 0.8 | $4.0M | NEW | 25k | 155.45 |
|
| Jabil Circuit (JBL) | 0.8 | $3.9M | +2% | 14k | 286.86 |
|
| Sanmina (SANM) | 0.8 | $3.9M | NEW | 18k | 214.91 |
|
| Trane Technologies SHS (TT) | 0.8 | $3.7M | +4% | 8.3k | 451.98 |
|
| NetApp (NTAP) | 0.7 | $3.5M | +16% | 17k | 210.08 |
|
| Nucor Corporation (NUE) | 0.7 | $3.5M | 15k | 233.75 |
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| MGIC Investment (MTG) | 0.7 | $3.4M | 133k | 25.84 |
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| Phillips 66 (PSX) | 0.7 | $3.3M | NEW | 13k | 255.31 |
|
| Merck & Co (MRK) | 0.7 | $3.3M | 23k | 145.31 |
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| Amazon (AMZN) | 0.7 | $3.2M | +10% | 13k | 249.15 |
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| Steel Dynamics (STLD) | 0.7 | $3.2M | +8% | 14k | 221.61 |
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| Broadcom (AVGO) | 0.7 | $3.2M | 9.1k | 351.18 |
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| Halozyme Therapeutics (HALO) | 0.7 | $3.1M | NEW | 29k | 110.40 |
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| Travelers Companies (TRV) | 0.6 | $3.1M | +487% | 8.6k | 356.49 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.6 | $3.1M | 8.2k | 374.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $3.0M | 15k | 208.01 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.0M | +2% | 2.6k | 1157.30 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.6 | $3.0M | 29k | 101.71 |
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| Medpace Hldgs (MEDP) | 0.6 | $2.9M | NEW | 4.7k | 624.19 |
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| Allison Transmission Hldngs I (ALSN) | 0.6 | $2.9M | +6% | 25k | 113.26 |
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| Hartford Financial Services (HIG) | 0.6 | $2.8M | 23k | 122.36 |
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| Dillards Cl A (DDS) | 0.6 | $2.7M | NEW | 4.0k | 670.00 |
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| Mercury General Corporation (MCY) | 0.5 | $2.6M | 27k | 98.85 |
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| Quanta Services (PWR) | 0.5 | $2.6M | -22% | 4.1k | 642.56 |
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| Procter & Gamble Company (PG) | 0.5 | $2.6M | 18k | 145.28 |
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| Five Below (FIVE) | 0.5 | $2.6M | NEW | 12k | 219.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.5M | 24k | 103.89 |
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| Macy's (M) | 0.5 | $2.4M | NEW | 107k | 22.77 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.5 | $2.4M | NEW | 15k | 162.75 |
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| Best Buy (BBY) | 0.5 | $2.4M | NEW | 27k | 88.24 |
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| Visa Com Cl A (V) | 0.5 | $2.4M | +6% | 6.6k | 359.34 |
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| Timken Company (TKR) | 0.5 | $2.4M | 20k | 116.75 |
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| Centene Corporation (CNC) | 0.5 | $2.3M | NEW | 37k | 62.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.2M | -78% | 18k | 125.26 |
|
| Ishares Tr Msci Poland Etf (EPOL) | 0.5 | $2.2M | 50k | 44.32 |
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| CF Industries Holdings (CF) | 0.5 | $2.2M | NEW | 19k | 115.20 |
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| Ryder System (R) | 0.5 | $2.2M | 9.6k | 227.86 |
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| Ishares Msci Taiwan Etf (EWT) | 0.5 | $2.2M | -11% | 19k | 112.90 |
|
| Williams-Sonoma (WSM) | 0.4 | $2.1M | NEW | 9.4k | 227.93 |
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| Meta Platforms Cl A (META) | 0.4 | $2.0M | -2% | 2.8k | 725.30 |
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| W.W. Grainger (GWW) | 0.4 | $1.9M | 1.5k | 1245.54 |
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| Philip Morris International (PM) | 0.4 | $1.9M | +42% | 10k | 190.82 |
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| Coca-Cola Company (KO) | 0.4 | $1.9M | +9% | 22k | 86.08 |
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| Cisco Systems (CSCO) | 0.4 | $1.8M | 17k | 107.63 |
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| Ishares Msci Thailnd Etf (THD) | 0.4 | $1.8M | +5% | 26k | 70.51 |
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| Abbvie (ABBV) | 0.4 | $1.8M | +6% | 6.9k | 261.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.4 | $1.8M | -7% | 27k | 65.86 |
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| Gilead Sciences (GILD) | 0.4 | $1.8M | -3% | 12k | 149.05 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $1.6M | -6% | 1.8k | 922.34 |
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| McKesson Corporation (MCK) | 0.3 | $1.6M | +2% | 1.8k | 853.82 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | +90% | 25k | 62.40 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 747005.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | -2% | 4.3k | 340.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 3.0k | 497.95 |
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| Consolidated Edison (ED) | 0.3 | $1.3M | +3% | 13k | 102.21 |
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| Chevron Corporation (CVX) | 0.3 | $1.2M | 6.1k | 204.21 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.2M | -2% | 11k | 108.70 |
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| Amgen (AMGN) | 0.2 | $1.2M | +5% | 2.8k | 421.51 |
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| Home Depot (HD) | 0.2 | $1.1M | -4% | 4.0k | 284.52 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | +8% | 1.5k | 765.85 |
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| Murphy Usa (MUSA) | 0.2 | $1.1M | 2.2k | 504.03 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.1M | 23k | 46.30 |
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| TJX Companies (TJX) | 0.2 | $1.0M | +2% | 7.9k | 132.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.0M | -2% | 29k | 35.93 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $1.0M | +8% | 11k | 91.64 |
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| Waste Management (WM) | 0.2 | $1.0M | 5.0k | 203.93 |
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| American Electric Power Company (AEP) | 0.2 | $1.0M | -14% | 8.5k | 118.65 |
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| Applied Materials (AMAT) | 0.2 | $1.0M | -83% | 2.0k | 511.36 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $977k | +7% | 1.8k | 551.58 |
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| Western Digital (WDC) | 0.2 | $967k | -18% | 2.1k | 454.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $961k | -2% | 14k | 66.79 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $953k | 5.1k | 187.05 |
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| Service Corporation International (SCI) | 0.2 | $948k | 13k | 76.15 |
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| Wells Fargo & Company (WFC) | 0.2 | $899k | -3% | 11k | 80.05 |
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| Ge Aerospace Com New (GE) | 0.2 | $897k | 2.9k | 312.31 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $875k | +7% | 7.7k | 114.01 |
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| Citigroup Com New (C) | 0.2 | $828k | 6.4k | 129.48 |
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| Iron Mountain (IRM) | 0.2 | $793k | 7.1k | 110.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $788k | 866.00 | 910.38 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $781k | +4% | 4.9k | 157.85 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.2 | $775k | 7.5k | 103.56 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $764k | 7.7k | 99.31 |
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| Netflix (NFLX) | 0.2 | $759k | 11k | 69.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $758k | +92% | 1.1k | 701.12 |
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| O'reilly Automotive (ORLY) | 0.2 | $756k | -5% | 8.9k | 85.41 |
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| Altria (MO) | 0.2 | $732k | +12% | 11k | 67.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $726k | 1.9k | 380.84 |
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| Kla Corp Com New (KLAC) | 0.2 | $725k | -75% | 3.7k | 194.93 |
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| Eaton Corp SHS (ETN) | 0.2 | $725k | 1.7k | 429.71 |
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| Emcor (EME) | 0.2 | $721k | -90% | 956.00 | 754.49 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $711k | +19% | 1.6k | 456.19 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $686k | +20% | 1.0k | 674.73 |
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| Synopsys (SNPS) | 0.1 | $685k | 1.6k | 434.94 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $685k | +39% | 1.3k | 509.30 |
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| Ares Capital Corporation (ARCC) | 0.1 | $680k | 36k | 19.10 |
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| Advanced Micro Devices (AMD) | 0.1 | $679k | +25% | 1.1k | 611.76 |
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| Radiant Logistics (RLGT) | 0.1 | $665k | 77k | 8.69 |
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| Progressive Corporation (PGR) | 0.1 | $647k | +2% | 3.1k | 207.31 |
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| Ge Vernova (GEV) | 0.1 | $641k | -3% | 674.00 | 950.49 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $634k | -12% | 4.4k | 142.57 |
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| Verizon Communications (VZ) | 0.1 | $623k | +38% | 14k | 45.87 |
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| Totalenergies Se Act (TTE) | 0.1 | $618k | 7.2k | 85.50 |
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| Pulte (PHM) | 0.1 | $617k | 5.3k | 116.06 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $588k | +5% | 5.8k | 101.10 |
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| Southern Copper Corporation (SCCO) | 0.1 | $587k | +20% | 2.9k | 202.64 |
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| United Rentals (URI) | 0.1 | $578k | +10% | 577.00 | 1000.78 |
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| Goldman Sachs (GS) | 0.1 | $576k | 639.00 | 900.98 |
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| AmerisourceBergen (COR) | 0.1 | $572k | +7% | 1.9k | 300.25 |
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| Spdr Index Shs Fds St Str Msci Glb (SPGM) | 0.1 | $564k | 6.5k | 86.50 |
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| Newmont Mining Corporation (NEM) | 0.1 | $561k | -23% | 4.9k | 115.34 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $555k | 5.0k | 110.28 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $553k | 6.0k | 92.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $506k | -27% | 5.4k | 94.54 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.1 | $490k | 11k | 44.45 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $483k | -5% | 29k | 16.81 |
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| Fidus Invt (FDUS) | 0.1 | $483k | -5% | 25k | 19.27 |
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| Welltower Inc Com reit (WELL) | 0.1 | $471k | 2.0k | 230.20 |
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| Mueller Industries (MLI) | 0.1 | $467k | +98% | 7.7k | 60.61 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $466k | 487.00 | 956.00 |
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| Simon Property (SPG) | 0.1 | $464k | 2.3k | 200.79 |
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| Golub Capital BDC (GBDC) | 0.1 | $464k | -4% | 37k | 12.63 |
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| Booking Holdings (BKNG) | 0.1 | $461k | 2.8k | 162.91 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $461k | -5% | 19k | 23.98 |
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| Vici Pptys (VICI) | 0.1 | $446k | -8% | 19k | 22.97 |
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| Illinois Tool Works (ITW) | 0.1 | $445k | +3% | 1.7k | 257.31 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $443k | +14% | 3.1k | 144.64 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $441k | -19% | 7.9k | 55.83 |
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| First Tr Exchange-traded Vest Laddered (ACYN) | 0.1 | $434k | -20% | 21k | 20.86 |
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| Intel Corporation (INTC) | 0.1 | $432k | +9% | 3.6k | 120.22 |
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| Apple Hospitality Reit Com New (APLE) | 0.1 | $421k | -8% | 26k | 16.16 |
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| Oracle Corporation (ORCL) | 0.1 | $411k | -26% | 3.0k | 137.28 |
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| Capital One Financial (COF) | 0.1 | $408k | 2.1k | 193.11 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $405k | 1.5k | 265.86 |
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| Packaging Corporation of America (PKG) | 0.1 | $404k | 1.8k | 229.26 |
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| Ubiquiti (UI) | 0.1 | $401k | -9% | 706.00 | 567.53 |
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| AFLAC Incorporated (AFL) | 0.1 | $401k | 3.6k | 111.77 |
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| Tapestry (TPR) | 0.1 | $392k | -87% | 3.4k | 115.04 |
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| Wec Energy Group (WEC) | 0.1 | $391k | -30% | 3.9k | 100.78 |
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| Cubesmart (CUBE) | 0.1 | $383k | -7% | 10k | 37.58 |
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $379k | +6% | 4.0k | 93.95 |
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| Realty Income (O) | 0.1 | $378k | -6% | 7.0k | 54.30 |
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| American Express Company (AXP) | 0.1 | $378k | +10% | 1.2k | 304.17 |
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| InterDigital (IDCC) | 0.1 | $376k | 1.2k | 326.07 |
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| Cummins (CMI) | 0.1 | $370k | -25% | 716.00 | 516.57 |
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| Tesla Motors (TSLA) | 0.1 | $366k | -14% | 1.0k | 354.81 |
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| AutoZone (AZO) | 0.1 | $362k | +11% | 128.00 | 2830.02 |
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| Broadstone Net Lease (BNL) | 0.1 | $362k | -8% | 20k | 18.50 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $360k | 707.00 | 508.55 |
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| Chubb (CB) | 0.1 | $359k | +5% | 1.1k | 325.15 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.1 | $358k | 9.6k | 37.42 |
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| Wp Carey (WPC) | 0.1 | $351k | -8% | 5.4k | 64.63 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $351k | -5% | 20k | 18.02 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $345k | +32% | 5.1k | 67.54 |
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| Kroger (KR) | 0.1 | $341k | NEW | 5.8k | 58.62 |
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| UnitedHealth (UNH) | 0.1 | $339k | -2% | 922.00 | 367.23 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $337k | -5% | 3.2k | 106.71 |
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| Jack Henry & Associates (JKHY) | 0.1 | $336k | 2.3k | 143.26 |
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| CBOE Holdings (CBOE) | 0.1 | $334k | 1.2k | 275.29 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $334k | 3.5k | 94.17 |
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| Bank of America Corporation (BAC) | 0.1 | $332k | +3% | 6.1k | 54.43 |
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| Union Pacific Corporation (UNP) | 0.1 | $329k | +3% | 1.2k | 272.24 |
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| Astrazeneca Ord (AZN) | 0.1 | $327k | -9% | 2.0k | 161.47 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $325k | -7% | 4.1k | 79.14 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $320k | 12k | 26.34 |
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| Kinder Morgan (KMI) | 0.1 | $311k | -9% | 10k | 30.15 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $305k | 858.00 | 355.68 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $303k | -8% | 4.5k | 66.65 |
|
| Lowe's Companies (LOW) | 0.1 | $289k | -5% | 1.6k | 184.27 |
|
| Hca Holdings (HCA) | 0.1 | $287k | +7% | 672.00 | 426.98 |
|
| Dht Holdings Shs New (DHT) | 0.1 | $287k | 13k | 22.57 |
|
|
| International Business Machines (IBM) | 0.1 | $286k | +34% | 1.3k | 219.98 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $283k | 3.7k | 75.62 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $283k | -14% | 1.2k | 230.86 |
|
| Installed Bldg Prods (IBP) | 0.1 | $277k | +26% | 1.4k | 191.88 |
|
| Murphy Oil Corporation (MUR) | 0.1 | $277k | 7.5k | 37.02 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $277k | +10% | 1.4k | 195.06 |
|
| Nextera Energy (NEE) | 0.1 | $273k | -40% | 3.6k | 75.74 |
|
| ConocoPhillips (COP) | 0.1 | $269k | 2.2k | 125.14 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $263k | NEW | 1.0k | 258.10 |
|
| 3M Company (MMM) | 0.1 | $257k | 1.6k | 164.15 |
|
|
| Emerson Electric (EMR) | 0.1 | $257k | 1.7k | 155.09 |
|
|
| Blackrock (BLK) | 0.1 | $256k | -4% | 242.00 | 1058.98 |
|
| Deluxe Corporation (DLX) | 0.1 | $255k | +4% | 11k | 22.97 |
|
| Pepsi (PEP) | 0.1 | $254k | +13% | 2.0k | 126.71 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $252k | -2% | 19k | 13.41 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $250k | 5.2k | 48.17 |
|
|
| Diamondback Energy (FANG) | 0.1 | $247k | NEW | 1.3k | 183.76 |
|
| Linde SHS (LIN) | 0.1 | $243k | 512.00 | 474.65 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $243k | 3.5k | 70.01 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $242k | 1.8k | 137.68 |
|
|
| Kontoor Brands (KTB) | 0.1 | $241k | +22% | 3.8k | 63.03 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.0 | $238k | 10k | 23.47 |
|
|
| eBay (EBAY) | 0.0 | $234k | +3% | 2.2k | 106.05 |
|
| Medtronic SHS (MDT) | 0.0 | $231k | NEW | 2.7k | 86.29 |
|
| Us Bancorp Com New (USB) | 0.0 | $229k | +3% | 4.0k | 57.76 |
|
| Ventas (VTR) | 0.0 | $228k | 2.7k | 85.02 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $227k | NEW | 2.9k | 77.26 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $225k | 1.2k | 189.35 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $223k | NEW | 3.2k | 70.15 |
|
| Synchrony Financial (SYF) | 0.0 | $222k | 3.1k | 70.97 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $220k | 3.0k | 74.42 |
|
|
| Applied Industrial Technologies (AIT) | 0.0 | $216k | 649.00 | 332.29 |
|
|
| Eversource Energy (ES) | 0.0 | $215k | 3.3k | 64.16 |
|
|
| SLB Com Stk (SLB) | 0.0 | $214k | -13% | 4.4k | 48.72 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $212k | NEW | 1.9k | 112.12 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $210k | NEW | 792.00 | 264.75 |
|
| Pfizer (PFE) | 0.0 | $208k | -16% | 7.3k | 28.52 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $206k | NEW | 462.00 | 445.97 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $202k | 692.00 | 292.10 |
|
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $202k | -12% | 3.5k | 58.30 |
|
| Virtuix Holdings Com Cl A (VTIX) | 0.0 | $192k | +365% | 156k | 1.23 |
|
| RPC (RES) | 0.0 | $60k | -36% | 11k | 5.63 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | +16% | 13k | 2.92 |
|
Past Filings by Monument Capital Management
SEC 13F filings are viewable for Monument Capital Management going back to 2017
- Monument Capital Management 2026 Q3 filed Oct. 9, 2026
- Monument Capital Management 2026 Q2 filed July 22, 2026
- Monument Capital Management 2026 Q1 filed April 16, 2026
- Monument Capital Management 2025 Q4 filed Jan. 26, 2026
- Monument Capital Management 2025 Q3 filed Oct. 14, 2025
- Monument Capital Management 2025 Q2 filed July 24, 2025
- Monument Capital Management 2025 Q1 filed April 25, 2025
- Monument Capital Management 2024 Q4 filed Jan. 31, 2025
- Monument Capital Management 2024 Q3 filed Oct. 15, 2024
- Monument Capital Management 2024 Q2 filed July 22, 2024
- Monument Capital Management 2024 Q1 filed April 19, 2024
- Monument Capital Management 2023 Q4 filed Feb. 1, 2024
- Monument Capital Management 2023 Q3 filed Oct. 25, 2023
- Monument Capital Management 2023 Q2 filed July 18, 2023
- Monument Capital Management 2023 Q1 filed April 21, 2023
- Monument Capital Management 2022 Q4 filed Jan. 27, 2023