Monument Capital Management

CIK

1729428

Location

ALEXANDRIA, VA

Portfolio Value

Small $503,307,492

Diversification

Diversified

Filing Date

Global Rank

#3,818 / 8,794 ▲ 426 · as of Jun 2026

Top Industry

Engineering & Construction 8.5%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

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Portfolio Concentration

225 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

+13.6 pts

Top 5

31.2%

+13.4 pts

Top 10

40.9%

+12.2 pts

HHI

482

Diversified+327

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.2%	$167,019,673	25
Technology	18.3%	$92,248,812	30
Industrials	15.1%	$75,852,452	32
Financial Services	8.2%	$41,452,218	38
Consumer Cyclical	7.5%	$37,639,369	26
Healthcare	5.8%	$29,083,405	18
Consumer Defensive	3.3%	$16,516,455	11
Communication Services	2.6%	$12,896,259	5
Energy	2.1%	$10,574,868	13
Basic Materials	1.7%	$8,749,359	9
Utilities	1.2%	$5,967,719	7
Real Estate	1.1%	$5,306,903	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+82,051	837,757	$99,306,221
BNDW	Vanguard Total World Bond ETF	+16,726	75,567	$6,515,477
ROST	Ross Stores, Inc.	+15,792	16,765	$3,568,430
KLAC	Kla Corp	+14,978	15,207	$4,588,103
APLE	Apple Hospitality REIT, Inc.	+12,061	28,505	$479,169
STLD	Steel Dynamics Inc	+11,722	13,279	$3,046,999
NUE	Nucor Corp	+10,985	14,671	$3,267,965
GBDC	GOLUB CAPITAL BDC, Inc.	+10,579	38,583	$496,949
BNL	Broadstone Net Lease, Inc.	+10,267	21,414	$442,627
FDUS	FIDUS INVESTMENT Corp	+7,421	26,460	$504,592
SPY	Spdr S&P 500 ETF Trust	+6,164	7,460	$5,570,904
BXSL	Blackstone Secured Lending Fund	+5,802	20,223	$479,487
MO	Altria Group, Inc.	+4,510	9,623	$692,374
O	Realty Income Corp	+3,787	7,471	$462,903
BMY	Bristol Myers Squibb Co	+3,742	12,867	$741,396
IRM	Iron Mountain Inc	+3,600	7,149	$902,990
BKNG	Booking Holdings Inc.	+2,717	2,843	$506,736
WFC	Wells Fargo & Company/Mn	+2,566	11,653	$963,003
TSLX	Sixth Street Specialty Lending, Inc.	+2,549	20,663	$354,783
GOOGL	Alphabet Inc.	+2,204	27,597	$9,844,450
WEC	Wec Energy Group, Inc.	+2,154	5,572	$650,642
CSCO	Cisco Systems, Inc.	+1,962	17,180	$2,017,962
BRK-B	Berkshire Hathaway Inc	+1,904	2,962	$2,978,854
VB	Vanguard Morningstar Small-Cap ETF	+1,499	9,460	$3,634,494
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,297	43,704	$4,969,563
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AU	AngloGold Ashanti PLC	−47,165	3,792	$306,734
BKF	iShares MSCI BIC ETF	−38,392	346,484	$21,907,478
GILD	Gilead Sciences, Inc.	−15,679	12,267	$1,549,812
PGR	Progressive Corp/Oh/	−13,099	3,055	$667,364
VZ	Verizon Communications Inc	−7,636	9,781	$414,127
UI	Ubiquiti Inc.	−6,640	782	$417,611
HCA	HCA Healthcare, Inc.	−3,957	628	$244,850
MCK	Mckesson Corp	−3,827	1,782	$1,346,479
RES	Rpc Inc	−3,489	16,652	$97,081
MTG	Mgic Investment Corp	−3,394	133,864	$3,774,964
VEA	Vanguard FTSE Developed Markets ETF	−2,881	61,417	$4,375,961
VTR	Ventas, Inc.	−2,731	2,684	$238,339
CAT	Caterpillar Inc	−2,526	11,280	$12,012,072
EXEL	Exelixis, Inc.	−1,868	80,989	$4,406,611
—		−1,844	50,278	$2,611,942
NEE	Nextera Energy Inc	−1,692	6,019	$528,287
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	−1,322	29,199	$2,921,943
APH	Amphenol Corp /De/	−1,088	34,752	$12,254,945
SPG	Simon Property Group Inc.	−1,022	2,284	$510,816
DELL	Dell Technologies Inc.	−937	20,059	$8,654,656
DLX	Deluxe Corp	−830	10,600	$253,128
FOXA	Fox Corp	−789	4,888	$254,958
WMT	Walmart Inc.	−769	51,594	$5,843,536
TPR	Tapestry, Inc.	−671	27,721	$4,057,799
PEP	Pepsico Inc	−668	1,766	$239,116
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LUV	Southwest Airlines Co	64,856	$3,334,895
TKR	Timken Co	20,299	$2,949,850
MCY	Mercury General Corp	26,478	$2,823,084
R	Ryder System Inc	9,428	$2,486,823
BWA	Borgwarner Inc	36,443	$2,419,815
NTAP	NetApp, Inc.	14,392	$2,227,305
DINO	HF Sinclair Corp	21,077	$1,468,013
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	17,732	$1,062,602
FNDA	Schwab Fundamental U.S. Small Company ETF	29,829	$1,009,413
—		10,407	$953,697
SO	Southern Co	9,647	$923,314
GLD	Spdr Gold Trust	1,914	$705,079
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,302	$621,796
GLW	Corning Inc /Ny	2,359	$602,559
VICI	Vici Properties Inc.	21,106	$560,364
CWI	State Street SPDR MSCI ACWI ex-US ETF	6,524	$558,911
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	9,838	$546,697
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	26,182	$544,323
AMD	Advanced Micro Devices Inc	882	$512,362
INTC	Intel Corp	3,290	$459,382
CUBE	CubeSmart	11,026	$438,504
WPC	W. P. Carey Inc.	5,946	$425,139
UNH	Unitedhealth Group Inc	944	$392,354
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	9,561	$377,372
CCI	Crown Castle Inc.	4,947	$374,636
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	46,033	$5,103,218
OSK	Oshkosh Corp	18,467	$2,718,527
INCY	Incyte Corp	28,605	$2,692,302
FLS	Flowserve Corp	34,083	$2,505,441
DDS	Dillard's, Inc.	4,042	$2,312,468
VIGI	Vanguard International Dividend Appreciation ETF	14,476	$2,143,895
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	9,923	$562,435
—		25,286	$451,355
IVZ	Invesco Ltd.	8,855	$438,499
T	At&T Inc.	14,172	$410,846
BKE	Buckle Inc	4,559	$229,591
CMCSA	Comcast Corp	7,616	$218,655
CALM	Cal-Maine Foods Inc	2,583	$204,444
MSI	Motorola Solutions, Inc.	466	$202,230
NOTVQ	Inotiv, Inc.	32,421	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

225 tracked positions · $503,307,492 total · filing declares 262 positions · $497,183,623 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 225 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	837,757	+82,051	$99,306,221	—	19.73%
BKF	iShares MSCI BIC ETF	Reduced	346,484	-38,392	$21,907,478	+7.6%	4.35%
APH	Amphenol Corp /De/ Technology	Reduced	34,752	-1,088	$12,254,945	+35.3%	2.43%
CAT	Caterpillar Inc Industrials	Reduced	11,280	-2,526	$12,012,072	+22.8%	2.39%
MSFT	Microsoft Corp Technology	Added	31,231	+702	$11,649,787	+3.1%	2.31%
FIX	Comfort Systems USA Inc Industrials	Reduced	5,796	-236	$11,487,382	+38.1%	2.28%
AAPL	Apple Inc. Technology	Added	34,072	+766	$9,859,073	+16.6%	1.96%
GOOGL	Alphabet Inc. Communication Services	Added	27,597	+2,204	$9,844,450	+34.9%	1.96%
EME	EMCOR Group, Inc. Industrials	Reduced	10,518	-356	$8,728,677	+8.7%	1.73%
DELL	Dell Technologies Inc. Technology	Reduced	20,059	-937	$8,654,656	+151.1%	1.72%
AMAT	Applied Materials Inc /De Technology	Added	11,713	+372	$8,468,499	+118.5%	1.68%
LRCX	Lam Research Corp Technology	Reduced	16,529	-20	$7,162,511	+102.6%	1.42%
BNDW	Vanguard Total World Bond ETF	Added	75,567	+16,726	$6,515,477	+33.8%	1.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,742	-218	$6,437,608	+24.5%	1.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	51,594	-769	$5,843,536	−10.2%	1.16%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	63,826	-59	$5,815,825	+11.5%	1.16%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	7,270	-380	$5,778,123	+3.8%	1.15%
SPY	Spdr S&P 500 ETF Trust	Added	7,460	+6,164	$5,570,904	+561.0%	1.11%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	13,471	-576	$5,407,394	+11.9%	1.07%
JBL	Jabil Inc Technology	Reduced	13,383	-307	$5,158,878	+41.9%	1.02%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	43,704	+1,297	$4,969,563	+44.1%	0.99%
CAH	Cardinal Health Inc Healthcare	Added	19,560	+132	$4,646,673	+13.2%	0.92%
JNJ	Johnson & Johnson Healthcare	Added	18,097	+988	$4,596,095	+9.9%	0.91%
KLAC	Kla Corp Technology	Added	15,207	+14,978	$4,588,103	+1260.7%	0.91%
MTZ	Mastec Inc Industrials	Reduced	11,017	-335	$4,583,733	+25.5%	0.91%
EXEL	Exelixis, Inc. Healthcare	Reduced	80,989	-1,868	$4,406,611	+24.0%	0.88%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	61,417	-2,881	$4,375,961	+6.2%	0.87%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	27,721	-671	$4,057,799	+1.3%	0.81%
CRS	Carpenter Technology Corp Industrials	Reduced	6,430	-127	$3,966,281	+53.5%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,063	+543	$3,948,581	+16.5%	0.78%
NVDA	Nvidia Corp Technology	Added	19,664	+8	$3,934,569	+14.8%	0.78%
TT	Trane Technologies plc Industrials	Reduced	7,926	-47	$3,892,934	+17.2%	0.77%
PWR	Quanta Services, Inc. Industrials	Reduced	5,259	-209	$3,786,690	+26.1%	0.75%
MTG	Mgic Investment Corp Financial Services	Reduced	133,864	-3,394	$3,774,964	+4.8%	0.75%
VB	Vanguard Morningstar Small-Cap ETF	Added	9,460	+1,499	$3,634,494	+42.3%	0.72%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	16,765	+15,792	$3,568,430	+1593.0%	0.71%
AVGO	Broadcom Inc. Technology	Added	9,080	+856	$3,429,970	+34.8%	0.68%
LUV	Southwest Airlines Co Industrials	NEW	64,856	NEW	$3,334,895	NEW	0.66%
NUE	Nucor Corp Basic Materials	Added	14,671	+10,985	$3,267,965	+424.3%	0.65%
FCFS	FirstCash Holdings, Inc. Financial Services	Reduced	14,983	-435	$3,241,122	+11.8%	0.64%
VLO	Valero Energy Corp/Tx Energy	Added	12,365	+993	$3,220,340	+14.6%	0.64%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	23,216	-520	$3,076,584	−4.2%	0.61%
STLD	Steel Dynamics Inc Basic Materials	Added	13,279	+11,722	$3,046,999	+987.2%	0.61%
LLY	ELI LILLY & Co Healthcare	Added	2,528	+110	$3,032,159	+36.3%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,962	+1,904	$2,978,854	+53.4%	0.59%
MU	Micron Technology Inc Technology	Added	2,575	+1,257	$2,972,296	+567.5%	0.59%
TKR	Timken Co Industrials	NEW	20,299	NEW	$2,949,850	NEW	0.59%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Reduced	29,199	-1,322	$2,921,943	+5.6%	0.58%
MRK	Merck & Co., Inc. Healthcare	Added	22,665	+710	$2,912,452	+10.3%	0.58%
MCY	Mercury General Corp Financial Services	NEW	26,478	NEW	$2,823,084	NEW	0.56%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.