Monument Capital Management

CIK

1729428

Location

ALEXANDRIA, VA

Portfolio Value

Small $340,165,485

Diversification

Diversified

Filing Date

Global Rank

#3,421 / 8,517 ▲ 272

Top Industry

Engineering & Construction 8.7%

3Y Alpha vs SPY

+31.5%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+252.3%

SPY

+75.3%

Annualised alpha

+31.6%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.5%

−0.6 pts

Top 5

15.8%

−0.8 pts

Top 10

27.3%

−0.4 pts

HHI

137

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$86,121,339	30
Industrials	22.2%	$75,614,275	32
Financial Services	11.7%	$39,954,518	38
Consumer Cyclical	11.1%	$37,639,369	26
Healthcare	8.5%	$29,083,405	18
Consumer Defensive	4.9%	$16,516,455	11
Unclassified	3.9%	$13,305,561	5
Communication Services	3.3%	$11,331,714	5
Energy	3.1%	$10,574,868	13
Basic Materials	2.6%	$8,749,359	9
Utilities	1.8%	$5,967,719	7
Real Estate	1.6%	$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
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
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	+1,902	2,960	$1,481,154
DUK	Duke Energy CORP	+1,285	7,137	$903,401
MU	Micron Technology Inc	+1,257	2,575	$2,972,296
AMZN	Amazon Com Inc	+1,199	11,780	$2,807,645
KO	Coca Cola Co	+1,195	19,842	$1,612,559
PG	PROCTER & GAMBLE Co	+1,144	18,143	$2,660,489
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
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
VTR	Ventas, Inc.	−2,731	2,684	$238,339
CAT	Caterpillar Inc	−2,526	11,280	$12,012,072
GOOGL	Alphabet Inc.	−2,224	23,169	$8,279,905
EXEL	Exelixis, Inc.	−1,868	80,989	$4,406,611
JHG	Janus Henderson Group Ltd.	−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	$6,127,472
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
RL	Ralph Lauren Corp	−576	13,471	$5,407,394
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
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
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
CCI	Crown Castle Inc.	4,947	$374,636
CB	Chubb Ltd	1,044	$355,732
CIEN	Ciena Corp	583	$285,996
TER	Teradyne, Inc	590	$285,465
WRB	Berkley W R Corp	3,848	$271,399
EBAY	Ebay Inc	2,132	$238,251
SYF	Synchrony Financial	3,131	$238,112
SLB	Slb Limited/Nv	5,078	$236,076
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	64,298	$4,120,215
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
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

205 tracked positions · $340,165,485 total · 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 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Reduced	11,280	-2,526	$12,012,072	+22.8%	3.53%
MSFT	Microsoft Corp Technology	Added	31,231	+702	$11,649,787	+3.1%	3.42%
FIX	Comfort Systems USA Inc Industrials	Reduced	5,796	-236	$11,487,382	+38.1%	3.38%
AAPL	Apple Inc. Technology	Added	34,072	+766	$9,859,073	+16.6%	2.90%
EME	EMCOR Group, Inc. Industrials	Reduced	10,518	-356	$8,728,677	+8.7%	2.57%
DELL	Dell Technologies Inc. Technology	Reduced	20,059	-937	$8,654,656	+151.1%	2.54%
AMAT	Applied Materials Inc /De Technology	Added	11,713	+372	$8,468,499	+118.5%	2.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,169	-2,224	$8,279,905	+13.4%	2.43%
LRCX	Lam Research Corp Technology	Reduced	16,529	-20	$7,162,511	+102.6%	2.11%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,742	-218	$6,437,608	+24.5%	1.89%
APH	Amphenol Corp /De/ Technology	Reduced	34,752	-1,088	$6,127,472	—	1.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	51,594	-769	$5,843,536	−10.2%	1.72%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	7,270	-380	$5,778,123	+3.8%	1.70%
SPY	Spdr S&P 500 ETF Trust	Added	7,460	+6,164	$5,570,904	+561.0%	1.64%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	13,471	-576	$5,407,394	+11.9%	1.59%
JBL	Jabil Inc Technology	Reduced	13,383	-307	$5,158,878	+41.9%	1.52%
CAH	Cardinal Health Inc Healthcare	Added	19,560	+132	$4,646,673	+13.2%	1.37%
JNJ	Johnson & Johnson Healthcare	Added	18,097	+988	$4,596,095	+9.9%	1.35%
KLAC	Kla Corp Technology	Added	15,207	+14,978	$4,588,103	+1260.7%	1.35%
MTZ	Mastec Inc Industrials	Reduced	11,017	-335	$4,583,733	+25.5%	1.35%
EXEL	Exelixis, Inc. Healthcare	Reduced	80,989	-1,868	$4,406,611	+24.0%	1.30%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	27,721	-671	$4,057,799	+1.3%	1.19%
CRS	Carpenter Technology Corp Industrials	Reduced	6,430	-127	$3,966,281	+53.5%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,063	+543	$3,948,581	+16.5%	1.16%
NVDA	Nvidia Corp Technology	Added	19,664	+8	$3,934,569	+14.8%	1.16%
TT	Trane Technologies plc Industrials	Reduced	7,926	-47	$3,892,934	+17.2%	1.14%
PWR	Quanta Services, Inc. Industrials	Reduced	5,259	-209	$3,786,690	+26.1%	1.11%
MTG	Mgic Investment Corp Financial Services	Reduced	133,864	-3,394	$3,774,964	+4.8%	1.11%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	16,765	+15,792	$3,568,430	+1593.0%	1.05%
AVGO	Broadcom Inc. Technology	Added	9,080	+856	$3,429,970	+34.8%	1.01%
LUV	Southwest Airlines Co Industrials	NEW	64,856	NEW	$3,334,895	NEW	0.98%
NUE	Nucor Corp Basic Materials	Added	14,671	+10,985	$3,267,965	+424.3%	0.96%
FCFS	FirstCash Holdings, Inc. Financial Services	Reduced	14,983	-435	$3,241,122	+11.8%	0.95%
VLO	Valero Energy Corp/Tx Energy	Added	12,365	+993	$3,220,340	+14.6%	0.95%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	23,216	-520	$3,076,584	−4.2%	0.90%
STLD	Steel Dynamics Inc Basic Materials	Added	13,279	+11,722	$3,046,999	+987.2%	0.90%
LLY	ELI LILLY & Co Healthcare	Added	2,528	+110	$3,032,159	+36.3%	0.89%
MU	Micron Technology Inc Technology	Added	2,575	+1,257	$2,972,296	+567.5%	0.87%
TKR	Timken Co Industrials	NEW	20,299	NEW	$2,949,850	NEW	0.87%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Reduced	29,199	-1,322	$2,921,943	+5.6%	0.86%
MRK	Merck & Co., Inc. Healthcare	Added	22,665	+710	$2,912,452	+10.3%	0.86%
MCY	Mercury General Corp Financial Services	NEW	26,478	NEW	$2,823,084	NEW	0.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,780	+1,199	$2,807,645	+27.4%	0.83%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	14,552	-28	$2,740,723	+13.2%	0.81%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Reduced	23,892	-542	$2,693,584	−5.8%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	18,143	+1,144	$2,660,489	+8.4%	0.78%
EVR	Evercore Inc. Financial Services	Added	7,676	+505	$2,620,893	+22.4%	0.77%
JHG	Janus Henderson Group Ltd. Financial Services	Reduced	50,278	-1,844	$2,611,942	—	0.77%
R	Ryder System Inc Industrials	NEW	9,428	NEW	$2,486,823	NEW	0.73%
BWA	Borgwarner Inc Consumer Cyclical	NEW	36,443	NEW	$2,419,815	NEW	0.71%

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.