Monument Capital Management
Filing Date
Global Rank
#3,230
/ 8,232
▲ 255
Top Industry
Engineering & Construction
8.5%
3Y Alpha vs SPY
-1.1%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Industrials | 21.8% | $60,104,315 |
| Technology | 20.8% | $57,463,402 |
| Healthcare | 12.8% | $35,469,504 |
| Financial Services | 12.2% | $33,800,749 |
| Consumer Cyclical | 11.7% | $32,222,970 |
| Consumer Defensive | 5.9% | $16,363,123 |
| Communication Services | 3.8% | $10,588,370 |
| Energy | 3.2% | $8,968,761 |
| Basic Materials | 2.8% | $7,767,021 |
| Unclassified | 2.3% | $6,341,847 |
| Utilities | 1.7% | $4,683,766 |
| Real Estate | 0.9% | $2,457,282 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NOTV |
Inotiv, Inc.
Healthcare
|
Held | 32,421 | $8,753 | 0.00% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
Added | 11,171 | $32,619 | 0.01% | |
| RES |
Rpc Inc
Energy
|
Added | 20,141 | $142,598 | 0.05% | |
| APLE |
Apple Hospitality REIT, Inc.
Real Estate
|
Held | 16,444 | $189,270 | 0.07% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 466 | $202,230 | 0.07% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 879 | $202,574 | 0.07% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Held | 11,147 | $203,655 | 0.07% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Reduced | 2,583 | $204,444 | 0.07% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 413 | $204,748 | 0.07% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 3,521 | $206,964 | 0.07% | |
| KTB |
Kontoor Brands, Inc.
Consumer Cyclical
|
Reduced | 2,970 | $208,761 | 0.08% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 1,239 | $209,564 | 0.08% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
NEW | 973 | $210,780 | 0.08% | |
| AROC |
Archrock, Inc.
Energy
|
NEW | 6,076 | $211,444 | 0.08% | |
| ES |
Eversource Energy
Utilities
|
Added | 3,083 | $213,590 | 0.08% | |
| AIG |
American International Group, Inc.
Financial Services
|
Reduced | 2,860 | $215,215 | 0.08% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 7,616 | $218,655 | 0.08% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 1,679 | $219,982 | 0.08% | |
| O |
Realty Income Corp
Real Estate
|
Added | 3,684 | $225,387 | 0.08% | |
| VTIX |
Virtuix Holdings Inc.
Technology
|
NEW | 33,555 | $227,167 | 0.08% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Reduced | 1,188 | $227,787 | 0.08% | |
| BKE |
Buckle Inc
Consumer Cyclical
|
Reduced | 4,559 | $229,591 | 0.08% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 948 | $229,785 | 0.08% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 953 | $231,216 | 0.08% | |
| MMM |
3M Co
Industrials
|
Reduced | 1,603 | $232,803 | 0.08% | |
| DHT |
DHT Holdings, Inc.
Energy
|
Reduced | 13,286 | $242,735 | 0.09% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
NEW | 2,636 | $245,912 | 0.09% | |
| FBP |
First Bancorp /Pr/
Financial Services
|
Reduced | 12,147 | $259,459 | 0.09% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 5,415 | $263,981 | 0.10% | |
| FICO |
Fair Isaac Corp
Technology
|
Reduced | 253 | $270,087 | 0.10% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Reduced | 1,557 | $280,260 | 0.10% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 939 | $284,028 | 0.10% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 873 | $285,532 | 0.10% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,578 | $287,874 | 0.10% | |
| GSK |
GSK plc
Healthcare
|
Added | 5,257 | $290,133 | 0.11% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 405 | $295,066 | 0.11% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Reduced | 89 | $300,622 | 0.11% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 564 | $303,443 | 0.11% | |
| VALE |
Vale S.A.
Basic Materials
|
Added | 19,222 | $305,822 | 0.11% | |
| MUR |
Murphy Oil Corp
Energy
|
Reduced | 7,481 | $308,591 | 0.11% | |
| DLX |
Deluxe Corp
Industrials
|
NEW | 11,430 | $314,782 | 0.11% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 2,678 | $317,691 | 0.12% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
NEW | 1,871 | $321,924 | 0.12% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 339 | $326,019 | 0.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,381 | $326,302 | 0.12% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 707 | $327,475 | 0.12% | |
| FOXA |
Fox Corp
Communication Services
|
Reduced | 5,677 | $331,536 | 0.12% | |
| FDUS |
FIDUS INVESTMENT Corp
Financial Services
|
Held | 19,039 | $331,659 | 0.12% | |
| TSLX |
Sixth Street Specialty Lending, Inc.
Financial Services
|
Reduced | 18,114 | $332,935 | 0.12% | |
| KLAC |
Kla Corp
Technology
|
Added | 229 | $337,181 | 0.12% |