Monument Capital Management
CIK: 0001729428SEC EDGAR →
Portfolio Value
$402.0M
Holdings
220
As of
Q4 2025
New Positions
39
Closed Positions
33
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 31,005 | $15.0M | 3.73% |
| 2 | APPLE INC | 33,643 | $9.1M | 2.28% |
| 3 | ISHARES TR | 59,591 | $8.9M | 2.20% |
| 4 | CATERPILLAR INC | 14,418 | $8.3M | 2.05% |
| 5 | ISHARES TR | 17,217 | $8.1M | 2.03% |
| 6 | ISHARES TR | 19,829 | $7.4M | 1.84% |
| 7 | ISHARES TR | 50,810 | $7.0M | 1.73% |
| 8 | EMCOR GROUP INC | 11,255 | $6.9M | 1.71% |
| 9 | VANGUARD SCOTTSDALE FDS | 52,274 | $6.4M | 1.58% |
| 10 | WALMART INC | 53,103 | $5.9M | 1.47% |
Quarterly Changes
New Positions (23)
$6.4M · 52K shares
$5.0M · 34K shares
$4.8M · 50K shares
$2.9M · 20K shares
$2.9M · 11K shares
$2.8M · 28K shares
$2.8M · 10K shares
$2.3M · 14K shares
$1.9M · 47K shares
$1.9M · 27K shares
$1.7M · 25K shares
$545K · 7K shares
$473K · 7K shares
$318K · 1K shares
$281K · 3K shares
$209K · 1K shares
$208K · 369 shares
$207K · 7K shares
$206K · 981 shares
$204K · 3K shares
$203K · 4K shares
$166K · 33K shares
$25K · 10K shares
Closed Positions (29)
$4.8M · 127K shares
$4.7M · 19K shares
$4.2M · 19K shares
$3.4M · 35K shares
$2.6M · 13K shares
$2.5M · 3K shares
$2.0M · 27K shares
$1.7M · 26K shares
$1.7M · 52K shares
$279K · 5K shares
$265K · 3K shares
$263K · 2K shares
$249K · 4K shares
$249K · 4K shares
$249K · 13K shares
$240K · 4K shares
$225K · 609 shares
$219K · 480 shares
$219K · 3K shares
$216K · 5K shares
$213K · 817 shares
$212K · 3K shares
$210K · 2K shares
$207K · 4K shares
$205K · 5K shares
$205K · 855 shares
$203K · 1K shares
$201K · 582 shares
$112K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $168.0M | 41.8% |
| Technology | 20 | $58.3M | 14.5% |
| Industrials | 24 | $45.0M | 11.2% |
| Consumer Cyclical | 24 | $32.3M | 8.0% |
| Unknown | 15 | $28.8M | 7.2% |
| Healthcare | 18 | $25.7M | 6.4% |
| Consumer Defensive | 11 | $14.8M | 3.7% |
| Communication Services | 8 | $11.5M | 2.9% |
| Basic Materials | 5 | $5.7M | 1.4% |
| Utilities | 8 | $4.8M | 1.2% |
| Energy | 9 | $4.6M | 1.1% |
| Real Estate | 8 | $2.4M | 0.6% |