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 RLGT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,325 | 76,500 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $484,245 | 76,500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $451,350 | 76,500 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $465,120 | 76,500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $470,475 | 76,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $512,550 | 76,500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $491,895 | 76,500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $435,285 | 76,500 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $414,630 | 76,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $507,960 | 76,500 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $432,225 | 76,500 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $514,080 | 76,500 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $501,840 | 76,500 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $389,385 | 76,500 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $435,285 | 76,500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $567,630 | 76,500 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $487,305 | 76,500 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $557,685 | 76,500 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $504,810 | 79,000 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $547,470 | 79,000 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $549,050 | 79,000 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $458,200 | 79,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $406,060 | 79,000 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $349,770 | 89,000 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $344,430 | 89,000 | Shares | Sole | 2020-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||