MONUMENTAL FINANCIAL GROUP INC.
Filing Date
Global Rank
#6,692
/ 7,303
▼ 46
Top Industry
Semiconductors
12.6%
3Y Alpha vs SPY
-6.9%
Period ended 1 year ago
Filed Oct 21, 2024 · 1y
15 quarters · since Mar 2021
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
+47.6%
SPY
+76.3%
Annualised alpha
-6.9%
Max drawdown
−18.2%
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
19 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
9.4%
−0.9 pts
Top 5
35.8%
−2.8 pts
Top 10
63.3%
−2.0 pts
HHI
580
Diversified−17
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $6,953,346 |
| Healthcare | 19.7% | $3,774,326 |
| Financial Services | 16.7% | $3,208,778 |
| Consumer Cyclical | 16.5% | $3,169,650 |
| Industrials | 7.0% | $1,344,237 |
| Real Estate | 3.8% | $730,938 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSGP | Costar Group, Inc. | −1,523 | 9,689 | $730,938 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1,339 | 8,084 | $1,403,948 | |
| SBUX | Starbucks Corp | −1,334 | 8,613 | $839,681 | |
| PAYX | Paychex Inc | −1,172 | 7,255 | $973,548 | |
| A | Agilent Technologies, Inc. | −1,163 | 6,960 | $1,033,420 | |
| ADI | Analog Devices Inc | −720 | 4,379 | $1,007,914 | |
| TSCO | Tractor Supply Co /De/ | −643 | 3,798 | $220,990 | |
| LOW | Lowes Companies Inc | −611 | 3,837 | $1,039,251 | |
| V | Visa Inc. | −549 | 4,303 | $1,183,109 | |
| AAPL | Apple Inc. | −540 | 4,696 | $1,094,168 | |
| HD | Home Depot, Inc. | −446 | 2,640 | $1,069,728 | |
| MA | Mastercard Inc | −406 | 2,093 | $1,033,523 | |
| DE | Deere & Co | −314 | 2,060 | $859,699 | |
| MSFT | Microsoft Corp | −310 | 3,017 | $1,298,215 | |
| LLY | ELI LILLY & Co | −298 | 2,036 | $1,803,773 | |
| INTU | Intuit Inc. | −291 | 1,893 | $1,175,553 | |
| MSCI | MSCI Inc. | −285 | 1,702 | $992,146 | |
| TMO | Thermo Fisher Scientific Inc. | −244 | 1,515 | $937,133 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
19 positions ·
$19,181,275 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,036 | $1,803,773 | 9.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 8,084 | $1,403,948 | 7.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,017 | $1,298,215 | 6.77% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,303 | $1,183,109 | 6.17% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,893 | $1,175,553 | 6.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,696 | $1,094,168 | 5.70% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,640 | $1,069,728 | 5.58% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,837 | $1,039,251 | 5.42% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,093 | $1,033,523 | 5.39% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 6,960 | $1,033,420 | 5.39% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 4,379 | $1,007,914 | 5.25% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 1,702 | $992,146 | 5.17% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 7,255 | $973,548 | 5.08% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,515 | $937,133 | 4.89% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,060 | $859,699 | 4.48% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 8,613 | $839,681 | 4.38% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Reduced | 9,689 | $730,938 | 3.81% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,334 | $484,538 | 2.53% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 3,798 | $220,990 | 1.15% |