Monument Capital Management
Top Portfolio Positions
180 positions ·
$275,725,075 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
30,529 | $11,300,919 | 4.10% |
| CAT |
Caterpillar Inc
Industrials
|
13,806 | $9,780,998 | 3.55% |
| AAPL |
Apple Inc.
Technology
|
33,306 | $8,452,729 | 3.07% |
| FIX |
Comfort Systems Usa Inc
Industrials
|
6,032 | $8,318,067 | 3.02% |
| EME |
EMCOR Group, Inc.
Industrials
|
10,874 | $8,028,382 | 2.91% |
| WMT |
Walmart Inc.
Consumer Defensive
|
52,363 | $6,507,673 | 2.36% |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,590 | $6,208,420 | 2.25% |
| UI |
Ubiquiti Inc.
Technology
|
7,422 | $5,865,532 | 2.13% |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
7,650 | $5,568,129 | 2.02% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,960 | $5,171,532 | 1.88% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,300,182 | 9,919 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,002,505 | 8,694 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $864,675 | 7,686 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $729,640 | 7,032 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $427,027 | 3,908 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $206,020 | 2,008 | Shares | Sole | 2024-10-15 | |
| No quarters match your search. | ||||||