Monument Capital Management
Top Portfolio Positions
181 positions ·
$276,231,110 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
30,529 | $11,300,919 | 4.09% | |
| CAT |
Caterpillar Inc
Industrials
|
13,806 | $9,780,998 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
33,306 | $8,452,729 | 3.06% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
6,032 | $8,318,067 | 3.01% | |
| 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 | 2.12% | |
| 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 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FDUS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,659 | 19,039 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $367,452 | 19,039 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $385,730 | 19,039 | Shares | Sole | 2025-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||