Monument Capital Management Top Holdings and 13F Report (2025) About Monument Capital ManagementInvestment ActivityMonument Capital Management has $399.98 million in total holdings as of September 30, 2025.Monument Capital Management owns shares of 226 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 11.10% of the portfolio was purchased this quarter.About 13.06% of the portfolio was sold this quarter.This quarter, Monument Capital Management has purchased 219 new stocks and bought additional shares in 30 stocks.Monument Capital Management sold shares of 127 stocks and completely divested from 33 stocks this quarter.Largest Holdings Microsoft $16,002,037iShares Core S&P Total U.S. Stock Market ETF $8,813,645Apple $8,465,925iShares Russell 1000 Growth ETF $7,758,483EMCOR Group $7,590,613 Largest New Holdings this Quarter G0378L100 - ANGLOGOLD ASHANTI PLC $3,515,304 Holding464286632 - iShares MSCI Israel ETF $3,481,513 Holding464286871 - iShares MSCI Hong Kong ETF $3,346,650 Holding466313103 - Jabil $2,983,481 Holding89055F103 - TopBuild $2,978,564 Holding Largest Purchases this Quarter ANGLOGOLD ASHANTI PLC 49,983 shares (about $3.52M)iShares MSCI Israel ETF 34,711 shares (about $3.48M)iShares MSCI Hong Kong ETF 155,297 shares (about $3.35M)Tapestry 26,468 shares (about $3.00M)Jabil 13,738 shares (about $2.98M) Largest Sales this Quarter Badger Meter 14,453 shares (about $2.58M)iShares Russell 1000 Growth ETF 1,506 shares (about $705.44K)iShares Russell Mid-Cap Growth ETF 3,862 shares (about $549.99K)iShares Russell 1000 ETF 1,466 shares (about $535.78K)Broadcom 1,502 shares (about $495.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonument Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$16,002,037$117,056 ▼-0.7%30,8954.0%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$8,813,645$122,493 ▼-1.4%60,5122.2%ETFAAPLApple$8,465,925$13,495 ▲0.2%33,2482.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$7,758,483$705,444 ▼-8.3%16,5631.9%ETFEMEEMCOR Group$7,590,613$153,293 ▼-2.0%11,6861.9%ConstructionCATCaterpillar$7,033,765$221,401 ▼-3.1%14,7411.8%IndustrialsIWBiShares Russell 1000 ETF$6,900,450$535,780 ▼-7.2%18,8811.7%ETFIWPiShares Russell Mid-Cap Growth ETF$6,854,081$549,990 ▼-7.4%48,1291.7%ETFQQQInvesco QQQ$5,764,445$271,381 ▼-4.5%9,6011.4%FinanceWMTWalmart$5,491,397$162,424 ▼-2.9%53,2831.4%Retail/WholesaleFIXComfort Systems USA$5,378,591$205,472 ▼-3.7%6,5181.3%ConstructionUIUbiquiti$5,352,143$188,270 ▼-3.4%8,1021.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,312,753$32,174 ▼-0.6%55,8121.3%ETFFXOFirst Trust Financials AlphaDEX Fund$5,264,253$412,106 ▼-7.3%88,6391.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,224,688$32,046 ▼-0.6%62,1171.3%ETFXLCCommunication Services Select Sector SPDR Fund$5,213,217$414,647 ▼-7.4%44,0421.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,938,273$26,412 ▼-0.5%41,3211.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,807,089$13,941 ▼-0.3%127,2391.2%ETFBKNGBooking$4,804,216$26,990 ▼-0.6%8901.2%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$4,796,167$4,649 ▼-0.1%93,8861.2%ETFXLUUtilities Select Sector SPDR Fund$4,776,849$325,904 ▼-6.4%54,7741.2%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$4,742,468$351,661 ▼-6.9%60,7541.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$4,660,302$324,953 ▼-6.5%19,4471.2%FinanceGWWW.W. Grainger$4,650,411$48,601 ▼-1.0%4,8801.2%IndustrialsRLRalph Lauren$4,649,526$79,332 ▼-1.7%14,8281.2%Consumer DiscretionaryAPHAmphenol$4,614,390$101,475 ▼-2.2%37,2881.2%Computer and TechnologyCASYCasey's General Stores$4,496,869$85,924 ▼-1.9%7,9551.1%Retail/WholesaleMCKMcKesson$4,379,547$773 ▼0.0%5,6691.1%MedicalNFLXNetflix$4,307,720$121,091 ▲2.9%3,5931.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$4,299,343$47,242 ▼-1.1%13,2871.1%Consumer DiscretionaryLOPEGrand Canyon Education$4,200,076$41,270 ▼-1.0%19,1331.1%Consumer DiscretionaryMTGMGIC Investment$4,022,750$25,136 ▼-0.6%141,7961.0%FinanceVEAVanguard FTSE Developed Markets ETF$4,003,843$205,645 ▼-4.9%66,8201.0%ETFJPMJPMorgan Chase & Co.$3,988,153$282,930 ▼-6.6%12,6441.0%FinanceEWPiShares MSCI Spain ETF$3,980,741$325,661 ▼-7.6%80,4191.0%ETFEBAYeBay$3,757,145$11,460 ▼-0.3%41,3100.9%Retail/WholesaleTAT&T$3,739,795$192,173 ▲5.4%132,4290.9%Computer and TechnologyEWIiShares MSCI Italy ETF$3,717,438$289,933 ▼-7.2%71,5580.9%ETFEWOiShares MSCI Austria ETF$3,675,172$292,050 ▼-7.4%118,5920.9%ETFNVDANVIDIA$3,522,742$231,727 ▼-6.2%18,8810.9%Computer and TechnologyANGLOGOLD ASHANTI PLC$3,515,304$3,515,304 ▲New Holding49,9830.9%COM SHSEXELExelixis$3,510,335$63,024 ▼-1.8%84,9960.9%MedicalEISiShares MSCI Israel ETF$3,481,513$3,481,513 ▲New Holding34,7110.9%ETFAWIArmstrong World Industries$3,464,000$53,117 ▼-1.5%17,6730.9%ConstructionPGRProgressive$3,460,834$50,132 ▼-1.4%14,0140.9%FinanceUBERUber Technologies$3,412,981$44,282 ▲1.3%34,8370.9%Computer and TechnologyTTTrane Technologies$3,361,333$29,959 ▼-0.9%7,9660.8%ConstructionHLIHoulihan Lokey$3,353,520$39,216 ▼-1.2%16,3330.8%FinanceEWHiShares MSCI Hong Kong ETF$3,346,650$3,346,650 ▲New Holding155,2970.8%FinanceTPRTapestry$3,308,968$2,996,707 ▲959.7%29,2260.8%Retail/WholesalePEGAPegasystems$3,255,190$15,295 ▼-0.5%56,6120.8%Computer and TechnologyHIGThe Hartford Insurance Group$3,243,210$11,338 ▲0.4%24,3140.8%FinanceNRGNRG Energy$3,162,722$16,357 ▼-0.5%19,5290.8%UtilitiesCAHCardinal Health$3,096,821$9,888 ▼-0.3%19,7300.8%MedicalALLAllstate$3,013,134$1,717 ▼-0.1%14,0370.8%FinanceAVGOBroadcom$2,986,925$495,512 ▼-14.2%9,0540.7%Computer and TechnologyJBLJabil$2,983,481$2,983,481 ▲New Holding13,7380.7%Computer and TechnologyBLDTopBuild$2,978,564$2,978,564 ▲New Holding7,6210.7%ConstructionRDNRadian Group$2,965,296$21,370 ▼-0.7%81,8690.7%FinancePGProcter & Gamble$2,920,710$186,683 ▼-6.0%19,0090.7%Consumer StaplesCOCA-COLA EUROPACIFIC PARTNE$2,739,785$8,589 ▼-0.3%30,3040.7%SHSSYFSynchrony Financial$2,734,643$2,734,643 ▲New Holding38,4890.7%FinanceCALMCal-Maine Foods$2,617,297$59,848 ▼-2.2%27,8140.7%Basic MaterialsVTIVanguard Total Stock Market ETF$2,599,828$328 ▲0.0%7,9220.6%ETFDRIDarden Restaurants$2,565,462$37,501 ▲1.5%13,4770.6%Retail/WholesaleNEUNewMarket$2,548,402$2,548,402 ▲New Holding3,0770.6%Basic MaterialsEVREvercore$2,340,312$2,340,312 ▲New Holding6,9380.6%FinanceGOOGLAlphabet$2,337,974$232,412 ▲11.0%9,6170.6%Computer and TechnologyPWRQuanta Services$2,334,549$173,237 ▼-6.9%5,6330.6%ConstructionJNJJohnson & Johnson$2,330,036$1,215,268 ▲109.0%12,5660.6%MedicalAMZNAmazon.com$2,256,960$220 ▲0.0%10,2790.6%Retail/WholesaleMETAMeta Platforms$2,141,779$204,923 ▲10.6%2,9160.5%Computer and TechnologyVVisa$2,138,105$135,872 ▼-6.0%6,2630.5%Business ServicesHALOHalozyme Therapeutics$2,014,503$2,014,503 ▲New Holding27,4680.5%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,980,512$342,606 ▼-14.7%10,4400.5%ETFPMPhilip Morris International$1,933,069$97,967 ▼-4.8%11,9180.5%Consumer StaplesEZAiShares MSCI South Africa ETF$1,890,352$139,672 ▼-6.9%29,4910.5%ETFLLYEli Lilly and Company$1,843,783$132,789 ▼-6.7%2,4160.5%MedicalHDHome Depot$1,742,476$121,163 ▼-6.5%4,3000.4%Retail/WholesaleMCHIiShares MSCI China ETF$1,738,703$1,738,703 ▲New Holding26,4040.4%ETFORCLOracle$1,703,354$28,122 ▼-1.6%6,0570.4%Computer and TechnologyEPOLiShares MSCI Poland ETF$1,659,556$124,067 ▼-7.0%51,5390.4%ETFXOMExxon Mobil$1,624,452$211,851 ▼-11.5%14,4080.4%EnergyBRK.ABerkshire Hathaway$1,508,4000.0%20.4%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$1,469,821$141,008 ▼-8.8%32,9700.4%ETFKOCocaCola$1,458,861$89,003 ▼-5.8%21,9970.4%Consumer StaplesABBVAbbVie$1,438,145$71,780 ▼-4.8%6,2110.4%MedicalMOAltria Group$1,270,718$442,796 ▲53.5%19,2360.3%Consumer StaplesWMWaste Management$1,139,313$95,845 ▼-7.8%5,1590.3%Business ServicesMAMastercard$1,110,039$90,987 ▼-7.6%1,9520.3%Business ServicesGILDGilead Sciences$1,089,354$63,492 ▲6.2%9,8140.3%MedicalCSCOCisco Systems$1,083,157$43,584 ▼-3.9%15,8310.3%Computer and TechnologyTJXTJX Companies$1,062,491$167,663 ▼-13.6%7,3510.3%Retail/WholesaleSCIService Corporation International$1,056,388$30,542 ▼-2.8%12,6940.3%Consumer StaplesCVXChevron$1,029,717$293,340 ▲39.8%6,6310.3%EnergyORLYO'Reilly Automotive$1,029,478$29,971 ▲3.0%9,5490.3%Retail/WholesaleTFCTruist Financial$1,018,6420.0%22,2800.3%FinanceEDConsolidated Edison$997,216$419,351 ▲72.6%9,9210.2%UtilitiesMRKMerck & Co., Inc.$996,899$486,364 ▲95.3%11,8780.2%MedicalPALANTIR TECHNOLOGIES INC$962,813$45,605 ▲5.0%5,2780.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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