Monument Capital Management

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

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Portfolio Holdings for Monument Capital Management

Monument Capital Management holds 177 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $18M -5% 38k 475.32
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Ishares Tr Core S&p Us Gwt (IUSG) 5.7 $18M -5% 170k 104.10
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Microsoft Corporation (MSFT) 3.8 $12M +2% 31k 376.03
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Ishares Tr Core Msci Eafe (IEFA) 3.6 $11M +140% 159k 70.35
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Ishares Tr Core S&p Us Vlu (IUSV) 2.9 $9.0M -37% 106k 84.33
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $8.9M -6% 84k 105.23
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Ishares Tr Jpmorgan Usd Emg (EMB) 2.2 $7.0M +142% 78k 89.06
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Apple (AAPL) 2.2 $6.8M 35k 192.53
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Ishares Tr Broad Usd High (USHY) 1.8 $5.7M -50% 156k 36.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $5.3M 13k 409.53
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $4.9M 102k 47.90
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Caterpillar (CAT) 1.5 $4.6M 16k 295.66
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Builders FirstSource (BLDR) 1.4 $4.5M 27k 166.94
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Pulte (PHM) 1.4 $4.4M 43k 103.22
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W.W. Grainger (GWW) 1.3 $4.1M 5.0k 828.67
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Murphy Usa (MUSA) 1.3 $4.0M 11k 356.57
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Wal-Mart Stores (WMT) 1.2 $3.6M +2% 23k 157.65
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Coca-Cola Bottling Co. Consolidated (COKE) 1.1 $3.6M 3.8k 928.49
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Procter & Gamble Company (PG) 1.1 $3.4M +10% 23k 146.54
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.4M +21% 42k 81.28
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Paccar (PCAR) 1.1 $3.3M 34k 97.65
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Broadcom (AVGO) 1.1 $3.3M +9% 2.9k 1116.35
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Evercore Class A (EVR) 1.0 $3.3M -3% 19k 171.05
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $3.2M NEW 65k 49.36
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Williams-Sonoma (WSM) 1.0 $3.2M NEW 16k 201.78
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Watsco, Incorporated (WSO) 1.0 $3.0M -2% 7.0k 428.46
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Hubbell (HUBB) 1.0 $3.0M 9.0k 328.94
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MGIC Investment (MTG) 0.9 $2.9M -2% 149k 19.29
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Lincoln Electric Holdings (LECO) 0.9 $2.8M 13k 217.45
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Phillips 66 (PSX) 0.9 $2.8M -3% 21k 133.14
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D.R. Horton (DHI) 0.9 $2.8M 18k 151.98
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Reliance Steel & Aluminum (RS) 0.9 $2.8M -2% 9.9k 279.69
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Jabil Circuit (JBL) 0.9 $2.6M +9% 21k 127.40
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Snap-on Incorporated (SNA) 0.8 $2.6M -3% 9.0k 288.83
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Booking Holdings (BKNG) 0.8 $2.6M +19% 733.00 3547.22
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ConocoPhillips (COP) 0.8 $2.6M -2% 22k 116.07
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Emcor (EME) 0.8 $2.6M +3% 12k 215.42
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United Rentals (URI) 0.8 $2.6M +3% 4.5k 573.45
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Penske Automotive (PAG) 0.8 $2.5M 16k 160.51
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Marathon Petroleum Corp (MPC) 0.8 $2.5M 17k 148.36
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Badger Meter (BMI) 0.8 $2.4M 16k 154.37
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Eagle Materials (EXP) 0.8 $2.4M +2% 12k 202.84
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.8 $2.4M 73k 32.64
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Super Micro Computer (SMCI) 0.8 $2.4M +2% 8.3k 284.26
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $2.3M -2% 15k 157.80
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H&R Block (HRB) 0.7 $2.3M NEW 48k 48.37
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Cabot Corporation (CBT) 0.7 $2.3M NEW 27k 83.50
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $2.3M -80% 39k 58.33
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.2M +279% 16k 139.69
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Ishares Core Msci Emkt (IEMG) 0.7 $2.2M NEW 43k 50.58
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Reinsurance Grp Of America I Com New (RGA) 0.7 $2.2M NEW 13k 161.78
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Firstcash Holdings (FCFS) 0.7 $2.1M NEW 20k 108.39
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Worthington Industries (WOR) 0.7 $2.1M -2% 36k 57.55
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Chord Energy Corporation Com New (CHRD) 0.7 $2.0M NEW 12k 166.23
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Lpl Financial Holdings (LPLA) 0.6 $1.9M NEW 8.6k 227.63
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Clean Harbors (CLH) 0.6 $1.9M +3% 11k 174.51
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Home Depot (HD) 0.6 $1.9M -3% 5.4k 346.54
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $1.8M -20% 31k 59.66
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Grand Canyon Education (LOPE) 0.6 $1.8M NEW 14k 132.04
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.8M 7.6k 237.22
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JPMorgan Chase & Co. (JPM) 0.6 $1.8M +62% 10k 170.10
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Eli Lilly & Co. (LLY) 0.5 $1.7M +2% 2.9k 582.82
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Visa Com Cl A (V) 0.5 $1.6M +4% 6.1k 260.33
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UnitedHealth (UNH) 0.5 $1.5M +8% 2.9k 526.41
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Casey's General Stores (CASY) 0.5 $1.5M NEW 5.6k 274.74
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Exxon Mobil Corporation (XOM) 0.5 $1.5M -58% 15k 99.98
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Cisco Systems (CSCO) 0.5 $1.5M -6% 29k 50.52
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Deckers Outdoor Corporation (DECK) 0.5 $1.4M NEW 2.2k 668.43
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.4M +216% 4.0k 350.92
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Quanta Services (PWR) 0.4 $1.3M 6.2k 215.81
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Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.2M -4% 38k 31.19
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $1.1M NEW 11k 98.88
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Coca-Cola Company (KO) 0.4 $1.1M -11% 19k 58.93
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.4 $1.1M -3% 35k 31.40
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Amazon (AMZN) 0.3 $1.1M +11% 7.0k 151.94
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McDonald's Corporation (MCD) 0.3 $1.0M -39% 3.5k 296.51
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Abbvie (ABBV) 0.3 $1.0M -11% 6.6k 154.96
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Worthington Stl Com Shs 0.3 $1.0M NEW 36k 28.10
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Waste Management (WM) 0.3 $978k 5.5k 179.11
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Synopsys (SNPS) 0.3 $958k +4% 1.9k 514.91
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Merck & Co (MRK) 0.3 $958k -20% 8.8k 109.02
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Lockheed Martin Corporation (LMT) 0.3 $927k -2% 2.0k 453.31
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NVIDIA Corporation (NVDA) 0.3 $901k +7% 1.8k 495.14
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Service Corporation International (SCI) 0.3 $896k 13k 68.45
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Gilead Sciences (GILD) 0.3 $888k +11% 11k 81.01
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Mastercard Incorporated Cl A (MA) 0.3 $868k 2.0k 426.45
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United Parcel Service CL B (UPS) 0.3 $859k +18% 5.5k 157.22
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TJX Companies (TJX) 0.3 $851k +29% 9.1k 93.81
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Nucor Corporation (NUE) 0.3 $837k -5% 4.8k 174.05
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Chevron Corporation (CVX) 0.3 $827k -39% 5.5k 149.16
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Truist Financial Corp equities (TFC) 0.3 $823k -4% 22k 36.92
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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.3 $800k -5% 25k 31.76
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Oracle Corporation (ORCL) 0.3 $796k -13% 7.6k 105.43
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McKesson Corporation (MCK) 0.3 $792k +4% 1.7k 462.98
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First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.3 $781k -5% 60k 13.02
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Simon Property (SPG) 0.2 $741k +71% 5.2k 142.64
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Iron Mountain (IRM) 0.2 $708k -4% 10k 69.98
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $677k +13% 10k 64.86
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First Tr Exchange Traded Consumr Discre (FXD) 0.2 $657k +13% 11k 58.98
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Amgen (AMGN) 0.2 $644k +3% 2.2k 288.07
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First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $630k NEW 15k 43.29
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Ares Capital Corporation (ARCC) 0.2 $584k -3% 29k 20.03
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Eaton Corp SHS (ETN) 0.2 $582k 2.4k 240.80
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O'reilly Automotive (ORLY) 0.2 $572k 602.00 950.08
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Starbucks Corporation (SBUX) 0.2 $559k +20% 5.8k 96.01
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First Tr Exchange Traded Energy Alphadx (FXN) 0.2 $545k +14% 33k 16.69
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Omni (OMC) 0.2 $535k +126% 6.2k 86.51
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Illinois Tool Works (ITW) 0.2 $530k -5% 2.0k 261.97
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Radiant Logistics (RLGT) 0.2 $508k 77k 6.64
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $507k NEW 1.3k 376.87
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $499k -6% 4.8k 102.88
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Wells Fargo & Company (WFC) 0.2 $493k 10k 49.22
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Pepsi (PEP) 0.2 $492k -85% 2.9k 169.83
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Costco Wholesale Corporation (COST) 0.2 $481k +37% 728.00 660.34
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Fair Isaac Corporation (FICO) 0.2 $474k +14% 407.00 1164.01
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Empire St Rlty Tr Cl A (ESRT) 0.2 $471k -3% 49k 9.69
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Gartner (IT) 0.2 $470k 1.0k 451.11
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Alphabet Cap Stk Cl C (GOOG) 0.2 $469k 3.3k 140.93
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Cardinal Health (CAH) 0.2 $469k 4.7k 100.80
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Arch Cap Group Ord (ACGL) 0.2 $468k 6.3k 74.27
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Dow (DOW) 0.1 $461k 8.4k 54.84
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Thermo Fisher Scientific (TMO) 0.1 $453k +6% 853.00 530.65
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Tanger Factory Outlet Centers (SKT) 0.1 $440k -6% 16k 27.72
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Adobe Systems Incorporated (ADBE) 0.1 $440k +87% 737.00 596.60
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Welltower Inc Com reit (WELL) 0.1 $439k -5% 4.9k 90.17
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Jack Henry & Associates (JKHY) 0.1 $433k -3% 2.7k 163.40
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Texas Instruments Incorporated (TXN) 0.1 $426k -6% 2.5k 170.49
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Qualcomm (QCOM) 0.1 $414k NEW 2.9k 144.65
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Progressive Corporation (PGR) 0.1 $412k 2.6k 159.28
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Kite Rlty Group Tr Com New (KRG) 0.1 $397k -3% 17k 22.86
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $385k -5% 14k 27.64
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Fs Kkr Capital Corp (FSK) 0.1 $382k -5% 19k 19.97
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Dell Technologies CL C (DELL) 0.1 $370k +19% 4.8k 76.51
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Lowe's Companies (LOW) 0.1 $362k -29% 1.6k 222.59
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AutoZone (AZO) 0.1 $352k -6% 136.00 2585.61
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Valero Energy Corporation (VLO) 0.1 $346k +5% 2.7k 130.00
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Ryman Hospitality Pptys (RHP) 0.1 $345k NEW 3.1k 110.06
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $343k -16% 3.6k 95.08
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AFLAC Incorporated (AFL) 0.1 $327k +2% 4.0k 82.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $326k +14% 913.00 356.66
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General Electric Com New (GE) 0.1 $323k NEW 2.5k 127.63
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $322k 11k 29.23
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AmerisourceBergen (COR) 0.1 $321k +17% 1.6k 205.38
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Select Sector Spdr Tr Energy (XLE) 0.1 $309k 3.7k 83.85
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Johnson & Johnson (JNJ) 0.1 $304k -44% 1.9k 156.76
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Anthem (ELV) 0.1 $303k +23% 642.00 471.56
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Applied Materials (AMAT) 0.1 $300k +7% 1.9k 162.09
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Packaging Corporation of America (PKG) 0.1 $294k NEW 1.8k 162.91
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Honeywell International (HON) 0.1 $291k -8% 1.4k 209.71
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Union Pacific Corporation (UNP) 0.1 $285k +4% 1.2k 245.62
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Abbott Laboratories (ABT) 0.1 $280k NEW 2.5k 110.05
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $278k -9% 917.00 303.17
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Steel Dynamics (STLD) 0.1 $274k 2.3k 118.12
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Automatic Data Processing (ADP) 0.1 $273k +3% 1.2k 232.90
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Genuine Parts Company (GPC) 0.1 $271k -37% 2.0k 138.50
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American Intl Group Com New (AIG) 0.1 $271k +7% 4.0k 67.76
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Kla Corp Com New (KLAC) 0.1 $265k +2% 456.00 581.30
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Tesla Motors (TSLA) 0.1 $263k +11% 1.1k 248.48
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Travelers Companies (TRV) 0.1 $253k NEW 1.3k 190.54
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Meta Platforms Cl A (META) 0.1 $249k NEW 704.00 353.96
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Pfizer (PFE) 0.1 $245k -27% 8.5k 28.79
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Parker-Hannifin Corporation (PH) 0.1 $234k NEW 507.00 460.70
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Wp Carey (WPC) 0.1 $232k -39% 3.6k 64.81
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Royal Caribbean Cruises (RCL) 0.1 $231k NEW 1.8k 129.49
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $226k -14% 6.2k 36.39
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Nike CL B (NKE) 0.1 $221k NEW 2.0k 108.58
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $220k -16% 1.3k 165.25
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CBOE Holdings (CBOE) 0.1 $215k NEW 1.2k 178.56
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Interpublic Group of Companies (IPG) 0.1 $215k NEW 6.6k 32.64
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Lennar Corp Cl A (LEN) 0.1 $214k NEW 1.4k 149.04
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Lam Research Corporation (LRCX) 0.1 $213k NEW 272.00 783.82
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Yum! Brands (YUM) 0.1 $213k -10% 1.6k 130.66
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Paychex (PAYX) 0.1 $212k -3% 1.8k 119.12
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CVS Caremark Corporation (CVS) 0.1 $207k NEW 2.6k 78.97
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Philip Morris International (PM) 0.1 $207k -4% 2.2k 94.10
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Kimberly-Clark Corporation (KMB) 0.1 $204k NEW 1.7k 121.51
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Inotiv (NOTV) 0.0 $121k 33k 3.67
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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