Monument Capital Management

CIK

1729428

Location

ALEXANDRIA, VA

Portfolio Value

Micro $4,683,766

Diversification

Diversified

Filing Date

Global Rank

#3,230 / 8,232 ▲ 255

Top Industry

Engineering & Construction 8.5%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

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

+69.3%

SPY

+74.2%

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

6 positions · $4,683,766 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEP	American Electric Power Co Inc Utilities	Added	9,919	+1,225	$1,300,182	+29.7%	27.76%
ED	Consolidated Edison Inc Utilities	Added	11,414	+637	$1,291,836	+20.7%	27.58%
DUK	Duke Energy CORP Utilities	Reduced	5,852	-608	$766,260	+1.2%	16.36%
NEE	Nextera Energy Inc Utilities	Added	7,711	+921	$716,197	+31.4%	15.29%
WEC	Wec Energy Group, Inc. Utilities	Reduced	3,418	-1,107	$395,701	−17.1%	8.45%
ES	Eversource Energy Utilities	Added	3,083	+50	$213,590	+4.6%	4.56%