Monument Capital Management Top Holdings and 13F Report (2025)

About Monument Capital Management

Investment Activity

Monument Capital Management has $383.89 million in total holdings as of June 30, 2025.
Monument Capital Management owns shares of 219 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 21.80% of the portfolio was purchased this quarter.
About 13.16% of the portfolio was sold this quarter.
This quarter, Monument Capital Management has purchased 193 new stocks and bought additional shares in 82 stocks.
Monument Capital Management sold shares of 81 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Microsoft: $15,480,045
iShares Core S&P Total U.S. Stock Market ETF: $8,285,055
iShares Russell 1000 Growth ETF: $7,671,736
iShares Russell Mid-Cap Growth ETF: $7,210,112
iShares Russell 1000 ETF: $6,909,231

Largest New Holdings this Quarter

464288661 - iShares 3-7 Year Treasury Bond ETF: $4,947,237 Holding
46429B655 - iShares Floating Rate Bond ETF: $4,794,707 Holding
81369Y407 - Consumer Discretionary Select Sector SPDR Fund: $4,521,137 Holding
032095101 - Amphenol: $3,763,165 Holding
199908104 - Comfort Systems USA: $3,628,533 Holding

Largest Purchases this Quarter

iShares 3-7 Year Treasury Bond ETF: 41,542 shares (about $4.95M)
iShares Floating Rate Bond ETF: 93,977 shares (about $4.79M)
Consumer Discretionary Select Sector SPDR Fund: 20,803 shares (about $4.52M)
Amphenol: 38,108 shares (about $3.76M)
Comfort Systems USA: 6,767 shares (about $3.63M)

Largest Sales this Quarter

PulteGroup: 37,013 shares (about $3.90M)
Meta Platforms: 4,638 shares (about $3.42M)
Murphy USA: 8,392 shares (about $3.41M)
PACCAR: 29,973 shares (about $2.85M)
FOX: 39,823 shares (about $2.23M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$15,480,045	$94,011 ▲	0.6%	31,121	4.0%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$8,285,055	$214,172 ▼	-2.5%	61,353	2.2%	ETF
IWF iShares Russell 1000 Growth ETF	$7,671,736	$58,167 ▲	0.8%	18,069	2.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$7,210,112	$45,764 ▲	0.6%	51,991	1.9%	ETF
IWB iShares Russell 1000 ETF	$6,909,231	$69,612 ▲	1.0%	20,347	1.8%	ETF
AAPL Apple	$6,810,690	$99,098 ▼	-1.4%	33,195	1.8%	Computer and Technology
EME EMCOR Group	$6,376,852	$137,999 ▲	2.2%	11,922	1.7%	Construction
CAT Caterpillar	$5,902,598	$49,690 ▲	0.8%	15,205	1.5%	Industrials
QQQ Invesco QQQ	$5,545,486	$163,833 ▼	-2.9%	10,053	1.4%	Finance
WMT Walmart	$5,364,124	$14,178 ▼	-0.3%	54,859	1.4%	Retail/Wholesale
FXO First Trust Financials AlphaDEX Fund	$5,358,099	$21,359 ▲	0.4%	95,578	1.4%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$5,200,647	$897,679 ▼	-14.7%	56,150	1.4%	ETF
BKNG Booking	$5,183,801	$179,551 ▲	3.6%	895	1.4%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,182,340	$849,848 ▼	-14.1%	62,498	1.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$5,160,093	$40,156 ▲	0.8%	47,545	1.3%	ETF
GWW W.W. Grainger	$5,129,509	$19,765 ▼	-0.4%	4,931	1.3%	Industrials
IEI iShares 3-7 Year Treasury Bond ETF	$4,947,237	$4,947,237 ▲	New Holding	41,542	1.3%	ETF
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$4,843,526	$61,083 ▲	1.3%	65,259	1.3%	ETF
FLOT iShares Floating Rate Bond ETF	$4,794,707	$4,794,707 ▲	New Holding	93,977	1.2%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,786,576	$1,288,806 ▼	-21.2%	127,608	1.2%	ETF
XLU Utilities Select Sector SPDR Fund	$4,778,008	$37,809 ▲	0.8%	58,511	1.2%	ETF
NFLX Netflix	$4,676,242	$3,333,095 ▲	248.2%	3,492	1.2%	Consumer Discretionary
XLY Consumer Discretionary Select Sector SPDR Fund	$4,521,137	$4,521,137 ▲	New Holding	20,803	1.2%	Finance
RCL Royal Caribbean Cruises	$4,206,336	$3,579,754 ▲	571.3%	13,433	1.1%	Consumer Discretionary
MCK McKesson	$4,154,875	$2,929,663 ▲	239.1%	5,670	1.1%	Medical
CASY Casey's General Stores	$4,136,574	$121,439 ▲	3.0%	8,107	1.1%	Retail/Wholesale
RL Ralph Lauren	$4,136,469	$11,246 ▼	-0.3%	15,081	1.1%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$4,005,073	$213,446 ▼	-5.1%	70,252	1.0%	ETF
MTG MGIC Investment	$3,972,258	$11,080 ▼	-0.3%	142,682	1.0%	Finance
JPM JPMorgan Chase & Co.	$3,925,539	$124,947 ▼	-3.1%	13,541	1.0%	Finance
EWP iShares MSCI Spain ETF	$3,830,522	$14,486 ▲	0.4%	86,998	1.0%	ETF
BMI Badger Meter	$3,818,342	$14,697 ▲	0.4%	15,588	1.0%	Computer and Technology
EXEL Exelixis	$3,813,458	$175,815 ▲	4.8%	86,522	1.0%	Medical
PGR Progressive	$3,793,925	$34,692 ▲	0.9%	14,217	1.0%	Finance
EWO iShares MSCI Austria ETF	$3,763,676	$24,637 ▲	0.7%	128,016	1.0%	ETF
APH Amphenol	$3,763,165	$3,763,165 ▲	New Holding	38,108	1.0%	Computer and Technology
EWI iShares MSCI Italy ETF	$3,713,471	$27,584 ▲	0.7%	77,139	1.0%	ETF
EWG iShares MSCI Germany ETF	$3,676,781	$26,486 ▲	0.7%	86,901	1.0%	ETF
CNM Core & Main	$3,672,056	$175,015 ▲	5.0%	60,846	1.0%	Industrials
GDDY GoDaddy	$3,654,138	$164,575 ▲	4.7%	20,294	1.0%	Computer and Technology
LOPE Grand Canyon Education	$3,651,669	$112,266 ▲	3.2%	19,321	1.0%	Consumer Discretionary
T AT&T	$3,635,559	$2,625,090 ▲	259.8%	125,624	0.9%	Computer and Technology
FIX Comfort Systems USA	$3,628,533	$3,628,533 ▲	New Holding	6,767	0.9%	Construction
TT Trane Technologies	$3,515,464	$243,637 ▲	7.4%	8,037	0.9%	Construction
UI Ubiquiti	$3,452,509	$2,943,298 ▲	578.0%	8,387	0.9%	Computer and Technology
EWQ iShares MSCI France ETF	$3,445,745	$3,445,745 ▲	New Holding	80,508	0.9%	ETF
CAH Cardinal Health	$3,325,224	$2,595,936 ▲	356.0%	19,793	0.9%	Medical
PG Procter & Gamble	$3,222,083	$69,304 ▼	-2.1%	20,224	0.8%	Consumer Staples
UBER Uber Technologies	$3,208,121	$3,208,121 ▲	New Holding	34,385	0.8%	Computer and Technology
NVDA NVIDIA	$3,179,285	$29,861 ▼	-0.9%	20,123	0.8%	Computer and Technology
NRG NRG Energy	$3,152,185	$3,152,185 ▲	New Holding	19,630	0.8%	Utilities
EBAY eBay	$3,085,325	$173,790 ▼	-5.3%	41,436	0.8%	Retail/Wholesale
PEGA Pegasystems	$3,078,806	$3,078,806 ▲	New Holding	56,878	0.8%	Computer and Technology
HIG The Hartford Insurance Group	$3,073,918	$130,422 ▲	4.4%	24,229	0.8%	Finance
HLI Houlihan Lokey	$2,973,554	$152,961 ▼	-4.9%	16,524	0.8%	Finance
RDN Radian Group	$2,970,186	$48,663 ▼	-1.6%	82,459	0.8%	Finance
RS Reliance	$2,965,771	$208,119 ▼	-6.6%	9,448	0.8%	Basic Materials
AWI Armstrong World Industries	$2,914,823	$2,914,823 ▲	New Holding	17,944	0.8%	Construction
PPC Pilgrim's Pride	$2,913,490	$312,746 ▲	12.0%	64,773	0.8%	Consumer Staples
AVGO Broadcom	$2,909,695	$2,100,681 ▼	-41.9%	10,556	0.8%	Computer and Technology
KR Kroger	$2,901,267	$2,901,267 ▲	New Holding	40,447	0.8%	Retail/Wholesale
DRI Darden Restaurants	$2,894,642	$2,894,642 ▲	New Holding	13,280	0.8%	Retail/Wholesale
RGA Reinsurance Group of America	$2,839,831	$101,160 ▲	3.7%	14,317	0.7%	Finance
CALM Cal-Maine Foods	$2,834,474	$2,499,916 ▲	747.2%	28,450	0.7%	Basic Materials
ALL Allstate	$2,827,415	$186,011 ▼	-6.2%	14,045	0.7%	Finance
COCA-COLA EUROPACIFIC PARTNE	$2,818,595	$159,757 ▼	-5.4%	30,399	0.7%	SHS
TXRH Texas Roadhouse	$2,660,847	$357,016 ▼	-11.8%	14,198	0.7%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,407,505		0.0%	7,921	0.6%	ETF
V Visa	$2,365,031	$74,917 ▲	3.3%	6,661	0.6%	Business Services
PWR Quanta Services	$2,287,873	$41,969 ▼	-1.8%	6,051	0.6%	Construction
PM Philip Morris International	$2,280,598	$926,482 ▲	68.4%	12,522	0.6%	Consumer Staples
AMZN Amazon.com	$2,254,890	$39,710 ▲	1.8%	10,278	0.6%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$2,225,611	$133,217 ▼	-5.6%	12,246	0.6%	ETF
LLY Eli Lilly and Company	$2,018,834	$83,404 ▼	-4.0%	2,590	0.5%	Medical
META Meta Platforms	$1,946,672	$3,423,839 ▼	-63.8%	2,637	0.5%	Computer and Technology
EPOL iShares MSCI Poland ETF	$1,786,946	$12,581 ▲	0.7%	55,392	0.5%	ETF
XOM Exxon Mobil	$1,755,690	$82,896 ▼	-4.5%	16,287	0.5%	Energy
EWY iShares MSCI South Korea ETF	$1,722,648	$1,722,648 ▲	New Holding	23,999	0.4%	ETF
EZA iShares MSCI South Africa ETF	$1,702,245	$1,702,245 ▲	New Holding	31,670	0.4%	ETF
HD Home Depot	$1,686,002	$167,904 ▼	-9.1%	4,599	0.4%	Retail/Wholesale
KO CocaCola	$1,651,228	$208,216 ▲	14.4%	23,339	0.4%	Consumer Staples
GOOGL Alphabet	$1,526,318	$73,135 ▲	5.0%	8,661	0.4%	Computer and Technology
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,473,486	$198,107 ▼	-11.9%	36,133	0.4%	ETF
BRK.A Berkshire Hathaway	$1,457,600		0.0%	2	0.4%	Finance
ORCL Oracle	$1,346,014	$92,256 ▼	-6.4%	6,157	0.4%	Computer and Technology
WM Waste Management	$1,279,687	$33,176 ▲	2.7%	5,593	0.3%	Business Services
ABBV AbbVie	$1,210,468	$6,311 ▼	-0.5%	6,521	0.3%	Medical
MA Mastercard	$1,186,985	$86,551 ▲	7.9%	2,112	0.3%	Business Services
CSCO Cisco Systems	$1,142,550	$174,421 ▲	18.0%	16,468	0.3%	Computer and Technology
SCI Service Corporation International	$1,063,149		0.0%	13,061	0.3%	Consumer Staples
TJX TJX Companies	$1,051,004	$11,237 ▲	1.1%	8,511	0.3%	Retail/Wholesale
GILD Gilead Sciences	$1,024,661	$121,070 ▲	13.4%	9,242	0.3%	Medical
TFC Truist Financial	$957,817		0.0%	22,280	0.2%	Finance
MUSA Murphy USA	$921,806	$3,413,855 ▼	-78.7%	2,266	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$918,372	$282,141 ▲	44.3%	6,012	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$914,876	$618 ▼	-0.1%	1,481	0.2%	Finance
JEPI JPMorgan Equity Premium Income ETF	$872,477	$54,349 ▼	-5.9%	15,347	0.2%	ETF
FOXA FOX	$860,102	$2,231,681 ▼	-72.2%	15,348	0.2%	Consumer Discretionary
ETN Eaton	$842,424		0.0%	2,360	0.2%	Industrials
ORLY O'Reilly Automotive	$835,595	$780,886 ▲	1,427.3%	9,271	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Monument Capital Management Top Holdings and 13F Report (2025)

About Monument Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

Monument Capital Management Top Holdings and 13F Report (2025)

About Monument Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMonument Capital Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools