Monument Capital Management Top Holdings and 13F Report (2026) About Monument Capital ManagementInvestment ActivityMonument Capital Management has $399.11 million in total holdings as of March 31, 2026.Monument Capital Management owns shares of 217 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 19.09% of the portfolio was purchased this quarter.About 21.53% of the portfolio was sold this quarter.This quarter, Monument Capital Management has purchased 220 new stocks and bought additional shares in 61 stocks.Monument Capital Management sold shares of 112 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $11,300,952Caterpillar $9,780,829Apple $8,452,662iShares Core S&P Total U.S. Stock Market ETF $8,400,807Comfort Systems USA $8,318,385 Largest New Holdings this Quarter 464287473 - iShares Russell Mid-Cap Value ETF $6,693,838 Holding464288844 - iShares U.S. Oil Equipment & Services ETF $5,701,239 Holding464287374 - iShares North American Natural Resources ETF $5,022,675 Holding464288760 - iShares U.S. Aerospace & Defense ETF $4,739,656 Holding464287432 - iShares 20+ Year Treasury Bond ETF $4,466,355 Holding Largest Purchases this Quarter iShares Russell Mid-Cap Value ETF 45,930 shares (about $6.69M)iShares U.S. Oil Equipment & Services ETF 196,934 shares (about $5.70M)iShares North American Natural Resources ETF 79,801 shares (about $5.02M)iShares U.S. Aerospace & Defense ETF 21,667 shares (about $4.74M)iShares 20+ Year Treasury Bond ETF 51,521 shares (about $4.47M) Largest Sales this Quarter Vanguard High Dividend Yield ETF 5,998 shares (about $888.30K)Caterpillar 612 shares (about $433.57K)Ubiquiti 467 shares (about $369.04K)Comfort Systems USA 262 shares (about $361.31K)Altria Group 4,854 shares (about $320.30K) 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$11,300,952$176,201 ▼-1.5%30,5292.8%Computer and TechnologyCATCaterpillar$9,780,829$433,570 ▼-4.2%13,8062.5%IndustrialsAAPLApple$8,452,662$85,527 ▼-1.0%33,3062.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$8,400,807$86,740 ▼-1.0%58,9822.1%ETFFIXComfort Systems USA$8,318,385$361,309 ▼-4.2%6,0322.1%ConstructionEMEEMCOR Group$8,028,570$281,303 ▼-3.4%10,8742.0%ConstructionIWFiShares Russell 1000 Growth ETF$7,369,200$27,717 ▲0.4%17,2821.8%ETFIWBiShares Russell 1000 ETF$7,071,514$1,426 ▲0.0%19,8331.8%ETFIWSiShares Russell Mid-Cap Value ETF$6,693,838$6,693,838 ▲New Holding45,9301.7%ETFWALMART INC$6,507,736$91,968 ▼-1.4%52,3631.6%COMGOOGLAlphabet$6,208,412$892,873 ▲16.8%21,5901.6%Computer and TechnologyUIUbiquiti$5,865,202$369,045 ▼-5.9%7,4221.5%Computer and TechnologyIEZiShares U.S. Oil Equipment & Services ETF$5,701,239$5,701,239 ▲New Holding196,9341.4%ETFCASYCasey's General Stores$5,567,878$89,523 ▼-1.6%7,6501.4%Retail/WholesaleFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$5,214,935$2,857 ▼-0.1%63,8851.3%ETFQQQInvesco QQQ$5,171,810$12,121 ▼-0.2%8,9601.3%FinanceXLCCommunication Services Select Sector SPDR Fund$5,103,262$17,849 ▲0.4%46,0331.3%ETFIGEiShares North American Natural Resources ETF$5,022,675$5,022,675 ▲New Holding79,8011.3%ETFANGLOGOLD ASHANTI PLC$4,961,174$33,200 ▲0.7%50,9571.2%COM SHSEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,942,623$235,202 ▼-4.5%52,6201.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,869,119$216,392 ▼-4.3%58,8411.2%ETFMCKMcKesson$4,853,983$24,231 ▼-0.5%5,6091.2%MedicalRLRalph Lauren$4,832,126$145,511 ▼-2.9%14,0471.2%Consumer DiscretionaryITAiShares U.S. Aerospace & Defense ETF$4,739,656$4,739,656 ▲New Holding21,6671.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,631,093$220,003 ▼-4.5%39,0481.2%ETFMBBiShares MBS ETF$4,539,465$228,924 ▼-4.8%47,8091.1%ETFAPHAmphenol$4,528,408$87,561 ▼-1.9%35,8401.1%Computer and TechnologyEWPiShares MSCI Spain ETF$4,473,088$59,470 ▼-1.3%82,3621.1%ETFTLTiShares 20+ Year Treasury Bond ETF$4,466,355$4,466,355 ▲New Holding51,5211.1%ETFEWOiShares MSCI Austria ETF$4,335,074$54,309 ▼-1.2%122,2871.1%ETFEISiShares MSCI Israel ETF$4,185,714$45,372 ▼-1.1%36,0711.0%ETFJNJJohnson & Johnson$4,182,187$339,532 ▲8.8%17,1091.0%MedicalVEAVanguard FTSE Developed Markets ETF$4,120,203$82,599 ▼-2.0%64,2981.0%ETFCAHCardinal Health$4,105,331$49,447 ▼-1.2%19,4281.0%MedicalTPRTapestry$4,006,395$80,009 ▼-2.0%28,3921.0%Retail/WholesaleEWIiShares MSCI Italy ETF$3,992,731$9,455 ▼-0.2%74,7421.0%ETFGILDGilead Sciences$3,894,834$1,972,364 ▲102.6%27,9461.0%MedicalAMATApplied Materials$3,876,219$24,609 ▼-0.6%11,3411.0%Computer and TechnologyEWCiShares MSCI Canada ETF$3,850,312$3,850,312 ▲New Holding70,2741.0%ETFMTZMasTec$3,652,392$3,652,392 ▲New Holding11,3520.9%ConstructionJBLJabil$3,636,480$3,188 ▲0.1%13,6900.9%Computer and TechnologyMTGMGIC Investment$3,603,017$38,351 ▼-1.1%137,2580.9%FinanceEXELExelixis$3,553,737$33,025 ▼-0.9%82,8570.9%MedicalLAM RESEARCH CORP$3,535,859$31,194 ▲0.9%16,5490.9%COM NEWDELLDell Technologies$3,446,071$3,020,482 ▲709.7%20,9960.9%Computer and TechnologyNVDANVIDIA$3,427,973$79,002 ▲2.4%19,6560.9%Computer and TechnologyJPMJPMorgan Chase & Co.$3,388,589$273,852 ▼-7.5%11,5200.8%FinanceTTTrane Technologies$3,322,668$16,670 ▲0.5%7,9730.8%ConstructionHIGThe Hartford Insurance Group$3,209,779$42,056 ▼-1.3%23,7360.8%FinancePGRProgressive$3,202,415$405,208 ▲14.5%16,1540.8%FinancePWRQuanta Services$3,002,202$80,710 ▼-2.6%5,4680.8%ConstructionFCFSFirstCash$2,898,584$2,898,584 ▲New Holding15,4180.7%Business ServicesALSNAllison Transmission$2,860,244$2,860,244 ▲New Holding24,4340.7%Auto/Tires/TrucksVLOValero Energy$2,809,794$2,338,612 ▲496.3%11,3720.7%EnergyCOCA-COLA EUROPACIFIC PARTNE$2,767,339$181 ▼0.0%30,5210.7%SHSOSKOshkosh$2,718,527$2,718,527 ▲New Holding18,4670.7%Auto/Tires/TrucksINCYIncyte$2,692,303$20,895 ▲0.8%28,6050.7%MedicalJHGJanus Henderson Group$2,677,507$2,677,507 ▲New Holding52,1220.7%FinanceMRKMerck & Co., Inc.$2,640,936$392,742 ▲17.5%21,9550.7%MedicalCRSCarpenter Technology$2,584,442$2,584,442 ▲New Holding6,5570.6%Basic MaterialsVTIVanguard Total Stock Market ETF$2,553,961$11,870 ▲0.5%7,9610.6%ETFAVGOBroadcom$2,545,335$90,684 ▼-3.4%8,2240.6%Computer and TechnologyFLSFlowserve$2,505,441$674,160 ▲36.8%34,0830.6%IndustrialsPGProcter & Gamble$2,455,322$23,544 ▼-0.9%16,9990.6%Consumer StaplesCHRWC.H. Robinson Worldwide$2,421,301$59,453 ▲2.5%14,5800.6%TransportationFERGUSON ENTERPRISES INC$2,383,684$2,383,684 ▲New Holding10,2190.6%COMMON STOCK NEWXOMExxonMobil$2,381,442$7,125 ▲0.3%14,0370.6%EnergyDDSDillard's$2,312,469$89,249 ▼-3.7%4,0420.6%Retail/WholesaleLLYEli Lilly and Company$2,224,456$9,200 ▼-0.4%2,4180.6%MedicalAMZNAmazon.com$2,203,705$44,778 ▼-2.0%10,5810.6%Retail/WholesaleHCAHCA Healthcare$2,169,981$1,936,655 ▲830.0%4,5850.5%MedicalFDXFedEx$2,154,702$2,154,702 ▲New Holding6,0490.5%TransportationVYMVanguard High Dividend Yield ETF$2,143,896$888,304 ▼-29.3%14,4760.5%ETFEVREvercore$2,140,603$17,015 ▲0.8%7,1710.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,002,770$960 ▼0.0%10,4350.5%ETFEWZiShares MSCI Brazil ETF$1,831,241$1,831,241 ▲New Holding47,7010.5%ETFEPOLiShares MSCI Poland ETF$1,801,312$1,801,312 ▲New Holding49,4730.5%ETFGWWW.W. Grainger$1,683,913$16,359 ▼-1.0%1,5440.4%IndustrialsVVisa$1,675,353$143,869 ▼-7.9%5,5430.4%Business ServicesEWTiShares MSCI Taiwan ETF$1,539,886$1,539,886 ▲New Holding21,7130.4%ETFMETAMeta Platforms$1,468,340$163,658 ▼-10.0%2,5660.4%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,447,072$1,675 ▼-0.1%31,9720.4%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceKOCocaCola$1,418,113$33,462 ▼-2.3%18,6470.4%Consumer StaplesHDHome Depot$1,397,254$61,837 ▼-4.2%4,2480.4%Retail/WholesaleABBVAbbVie$1,344,788$6,090 ▼-0.5%6,1830.3%MedicalAEPAmerican Electric Power$1,300,233$160,579 ▲14.1%9,9190.3%UtilitiesEDConsolidated Edison$1,291,788$72,093 ▲5.9%11,4140.3%UtilitiesCSCOCisco Systems$1,180,765$45,701 ▼-3.7%15,2180.3%Computer and TechnologyCVXChevron$1,177,867$18,000 ▲1.6%5,6930.3%EnergyTJXTJX Companies$1,163,070$15,970 ▼-1.4%7,2830.3%Retail/WholesaleWMWaste Management$1,150,382$28,265 ▼-2.4%5,0060.3%Business ServicesGOOGAlphabet$1,091,025$14,918 ▲1.4%3,8030.3%Computer and TechnologyMUSAMurphy USA$1,087,718$14,325 ▼-1.3%2,2020.3%Retail/WholesaleNFLXNetflix$1,076,495$36,249 ▼-3.3%11,1960.3%Consumer DiscretionaryPMPhilip Morris International$1,073,852$1,157 ▼-0.1%6,4950.3%Consumer StaplesSCIService Corporation International$1,028,481$16,997 ▼-1.6%12,4650.3%Consumer StaplesTFCTruist Financial$1,025,269$873 ▲0.1%22,3030.3%FinanceCOSTCostco Wholesale$960,520$162,412 ▲20.3%9640.2%Retail/WholesaleAMGNAmgen$938,021$42,925 ▼-4.4%2,6660.2%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
