Monument Capital Management

CIK

1729428

Location

ALEXANDRIA, VA

Portfolio Value

Small $276,231,110

Diversification

Diversified

Filing Date

Global Rank

#3,230 / 8,232 ▲ 255

Top Industry

Engineering & Construction 8.5%

3Y Alpha vs SPY

-1.4%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.7%

SPY

+76.3%

Annualised alpha

-1.1%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.1%

−1.5 pts

Top 5

16.6%

−0.3 pts

Top 10

27.2%

+0.1 pts

HHI

144

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	21.8%	$60,104,315	30
Technology	20.8%	$57,463,402	24
Healthcare	12.8%	$35,469,504	18
Financial Services	12.2%	$33,800,749	32
Consumer Cyclical	11.7%	$32,222,970	24
Consumer Defensive	5.9%	$16,363,123	11
Communication Services	3.8%	$10,588,370	7
Energy	3.2%	$8,968,761	10
Basic Materials	2.8%	$7,767,021	9
Unclassified	2.3%	$6,341,847	3
Utilities	1.7%	$4,683,766	6
Real Estate	0.9%	$2,457,282	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	+18,403	20,996	$3,446,073
GILD	Gilead Sciences, Inc.	+14,152	27,946	$3,894,834
VLO	Valero Energy Corp/Tx	+9,465	11,372	$2,809,793
VZ	Verizon Communications Inc	+9,332	17,417	$874,333
FLS	Flowserve Corp	+9,171	34,083	$2,505,441
RES	Rpc Inc	+4,617	20,141	$142,598
HCA	HCA Healthcare, Inc.	+4,092	4,585	$2,169,805
MRK	Merck & Co., Inc.	+3,265	21,955	$2,640,966
GOOGL	Alphabet Inc.	+3,105	21,590	$6,208,420
NEM	NEWMONT Corp /DE/	+2,884	5,699	$616,916
PGR	Progressive Corp/Oh/	+2,044	16,154	$3,202,368
JNJ	Johnson & Johnson	+1,389	17,109	$4,182,123
AEP	American Electric Power Co Inc	+1,225	9,919	$1,300,182
ABEV	Ambev S.A.	+1,023	11,171	$32,619
KMI	Kinder Morgan, Inc.	+1,019	11,318	$379,492
NEE	Nextera Energy Inc	+921	7,711	$716,197
NVS	Novartis AG	+690	5,076	$775,359
CMCSA	Comcast Corp	+664	7,616	$218,655
ED	Consolidated Edison Inc	+637	11,414	$1,291,836
VALE	Vale S.A.	+457	19,222	$305,822
NVDA	Nvidia Corp	+453	19,656	$3,428,006
CHRW	C. H. Robinson Worldwide, Inc.	+358	14,580	$2,421,300
AU	AngloGold Ashanti PLC	+341	50,957	$4,961,173
PLTR	Palantir Technologies Inc.	+289	5,630	$823,556
INCY	Incyte Corp	+222	28,605	$2,692,302
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	−6,766	14,421	$341,633
FOXA	Fox Corp	−4,941	5,677	$331,536
MO	Altria Group, Inc.	−4,854	5,113	$337,406
FBP	First Bancorp /Pr/	−1,630	12,147	$259,459
ORCL	Oracle Corp	−1,556	3,997	$587,998
BKE	Buckle Inc	−1,496	4,559	$229,591
MTG	Mgic Investment Corp	−1,461	137,258	$3,603,022
T	At&T Inc.	−1,162	14,172	$410,846
WEC	Wec Energy Group, Inc.	−1,107	3,418	$395,701
MUR	Murphy Oil Corp	−1,014	7,481	$308,591
JPM	Jpmorgan Chase & Co	−931	11,520	$3,388,723
EXEL	Exelixis, Inc.	−770	82,857	$3,553,736
WMT	Walmart Inc.	−740	52,363	$6,507,673
APH	Amphenol Corp /De/	−693	35,840	$4,528,384
CAT	Caterpillar Inc	−612	13,806	$9,780,998
DUK	Duke Energy CORP	−608	5,852	$766,260
CSCO	Cisco Systems, Inc.	−589	15,218	$1,180,764
TPR	Tapestry, Inc.	−567	28,392	$4,006,395
V	Visa Inc.	−476	5,543	$1,675,316
MSFT	Microsoft Corp	−476	30,529	$11,300,919
TSLX	Sixth Street Specialty Lending, Inc.	−468	18,114	$332,935
UI	Ubiquiti Inc.	−467	7,422	$5,865,532
KO	Coca Cola Co	−440	18,647	$1,418,104
DHT	DHT Holdings, Inc.	−430	13,286	$242,735
RL	Ralph Lauren Corp	−423	14,047	$4,832,027
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
MTZ	Mastec Inc	11,352	$3,652,392
FCFS	FirstCash Holdings, Inc.	15,418	$2,898,584
ALSN	Allison Transmission Holdings Inc	24,434	$2,860,244
OSK	Oshkosh Corp	18,467	$2,718,527
JHG	Janus Henderson Group PLC	52,122	$2,677,507
CRS	Carpenter Technology Corp	6,557	$2,584,441
FERG	Ferguson Enterprises Inc. /DE/	10,219	$2,383,683
FDX	Fedex Corp	6,049	$2,154,532
WDC	Western Digital Corp	2,423	$655,397
BMY	Bristol Myers Squibb Co	9,125	$553,431
MU	Micron Technology Inc	1,318	$445,273
AZN	Astrazeneca PLC	1,928	$380,240
SCCO	Southern Copper Corp/	1,871	$321,924
DLX	Deluxe Corp	11,430	$314,782
RIO	Rio Tinto PLC	2,636	$245,912
VTIX	Virtuix Holdings Inc.	33,555	$227,167
AROC	Archrock, Inc.	6,076	$211,444
ROST	Ross Stores, Inc.	973	$210,780
FCX	Freeport-Mcmoran Inc	3,521	$206,964
LIN	Linde PLC	413	$204,748
HWM	Howmet Aerospace Inc.	879	$202,574
MSI	Motorola Solutions, Inc.	466	$202,230
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
EBAY	Ebay Inc	41,283	$3,595,749
PEGA	Pegasystems Inc	56,370	$3,366,416
AWI	Armstrong World Industries Inc	17,459	$3,336,414
SYF	Synchrony Financial	38,367	$3,200,958
BLD	TopBuild Corp	7,512	$3,133,931
NRG	Nrg Energy, Inc.	19,488	$3,103,269
RDN	Radian Group Inc	81,751	$2,942,218
ALL	Allstate Corp	14,040	$2,922,426
HLI	Houlihan Lokey, Inc.	16,337	$2,845,742
EXPE	Expedia Group, Inc.	9,817	$2,781,254
SO	Southern Co	4,019	$350,456
ABT	Abbott Laboratories	2,774	$347,554
BSX	Boston Scientific Corp	3,320	$316,562
VICI	Vici Properties Inc.	8,739	$245,740
SPOT	Spotify Technology S.A.	418	$242,736
MDT	Medtronic plc	2,526	$242,647
ADP	Automatic Data Processing Inc	834	$214,529
ISRG	Intuitive Surgical Inc	369	$208,986
GHC	Graham Holdings Co	184	$202,142
CTRE	CareTrust REIT, Inc.	5,561	$201,085
MPT	Medical Properties Trust Inc	33,300	$166,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 positions · $276,231,110 total · as of Mar 31, 2026

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

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	30,529	-476	$11,300,919	−24.6%	4.09%
CAT	Caterpillar Inc Industrials	Reduced	13,806	-612	$9,780,998	+18.4%	3.54%
AAPL	Apple Inc. Technology	Reduced	33,306	-337	$8,452,729	−7.6%	3.06%
FIX	Comfort Systems USA Inc Industrials	Reduced	6,032	-262	$8,318,067	+41.6%	3.01%
EME	EMCOR Group, Inc. Industrials	Reduced	10,874	-381	$8,028,382	+16.6%	2.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	52,363	-740	$6,507,673	+10.0%	2.36%
GOOGL	Alphabet Inc. Communication Services	Added	21,590	+3,105	$6,208,420	+7.3%	2.25%
UI	Ubiquiti Inc. Technology	Reduced	7,422	-467	$5,865,532	+34.4%	2.12%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	7,650	-123	$5,568,129	+29.6%	2.02%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,960	-21	$5,171,532	−6.3%	1.87%
AU	AngloGold Ashanti PLC Basic Materials	Added	50,957	+341	$4,961,173	+14.9%	1.80%
MCK	Mckesson Corp Healthcare	Reduced	5,609	-28	$4,853,804	+5.0%	1.76%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	14,047	-423	$4,832,027	−5.6%	1.75%
APH	Amphenol Corp /De/ Technology	Reduced	35,840	-693	$4,528,384	−8.3%	1.64%
JNJ	Johnson & Johnson Healthcare	Added	17,109	+1,389	$4,182,123	+28.6%	1.51%
CAH	Cardinal Health Inc Healthcare	Reduced	19,428	-234	$4,105,330	+1.6%	1.49%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	28,392	-567	$4,006,395	+8.3%	1.45%
GILD	Gilead Sciences, Inc. Healthcare	Added	27,946	+14,152	$3,894,834	+130.0%	1.41%
AMAT	Applied Materials Inc /De Technology	Reduced	11,341	-72	$3,876,240	+32.2%	1.40%
MTZ	Mastec Inc Industrials	NEW	11,352	NEW	$3,652,392	NEW	1.32%
JBL	Jabil Inc Technology	Added	13,690	+12	$3,636,474	+16.6%	1.32%
MTG	Mgic Investment Corp Financial Services	Reduced	137,258	-1,461	$3,603,022	−11.1%	1.30%
EXEL	Exelixis, Inc. Healthcare	Reduced	82,857	-770	$3,553,736	−3.0%	1.29%
LRCX	Lam Research Corp Technology	Added	16,549	+146	$3,535,859	+25.9%	1.28%
DELL	Dell Technologies Inc. Technology	Added	20,996	+18,403	$3,446,073	+955.8%	1.25%
NVDA	Nvidia Corp Technology	Added	19,656	+453	$3,428,006	−4.3%	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,520	-931	$3,388,723	−15.5%	1.23%
TT	Trane Technologies plc Industrials	Added	7,973	+40	$3,322,668	+7.6%	1.20%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	23,736	-311	$3,209,819	−3.1%	1.16%
PGR	Progressive Corp/Oh/ Financial Services	Added	16,154	+2,044	$3,202,368	−0.3%	1.16%
PWR	Quanta Services, Inc. Industrials	Reduced	5,468	-147	$3,002,041	+26.7%	1.09%
FCFS	FirstCash Holdings, Inc. Financial Services	NEW	15,418	NEW	$2,898,584	NEW	1.05%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	NEW	24,434	NEW	$2,860,244	NEW	1.04%
VLO	Valero Energy Corp/Tx Energy	Added	11,372	+9,465	$2,809,793	+805.1%	1.02%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Reduced	30,521	-2	$2,767,339	−0.0%	1.00%
OSK	Oshkosh Corp Industrials	NEW	18,467	NEW	$2,718,527	NEW	0.98%
INCY	Incyte Corp Healthcare	Added	28,605	+222	$2,692,302	−4.0%	0.97%
JHG	Janus Henderson Group PLC Financial Services	NEW	52,122	NEW	$2,677,507	NEW	0.97%
MRK	Merck & Co., Inc. Healthcare	Added	21,955	+3,265	$2,640,966	+34.2%	0.96%
CRS	Carpenter Technology Corp Industrials	NEW	6,557	NEW	$2,584,441	NEW	0.94%
AVGO	Broadcom Inc. Technology	Reduced	8,224	-293	$2,545,410	−13.6%	0.92%
FLS	Flowserve Corp Industrials	Added	34,083	+9,171	$2,505,441	+45.0%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,999	-163	$2,455,335	−0.2%	0.89%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	14,580	+358	$2,421,300	+5.9%	0.88%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	NEW	10,219	NEW	$2,383,683	NEW	0.86%
XOM	Exxon Mobil Corp Energy	Added	14,037	+42	$2,381,517	+41.4%	0.86%
DDS	Dillard's, Inc. Consumer Cyclical	Reduced	4,042	-156	$2,312,468	−9.2%	0.84%
LLY	ELI LILLY & Co Healthcare	Reduced	2,418	-10	$2,224,003	−14.8%	0.81%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,581	-215	$2,203,704	−11.6%	0.80%
HCA	HCA Healthcare, Inc. Healthcare	Added	4,585	+4,092	$2,169,805	+842.7%	0.79%