Monument Capital Management Top Holdings and 13F Report (2026)

About Monument Capital Management

Investment Activity

Monument Capital Management has $497.18 million in total holdings as of June 30, 2026.
Monument Capital Management owns shares of 262 different stocks, but just 87 companies or ETFs make up 80% of its holdings.
Approximately 24.57% of the portfolio was purchased this quarter.
About 14.09% of the portfolio was sold this quarter.
This quarter, Monument Capital Management has purchased 217 new stocks and bought additional shares in 98 stocks.
Monument Capital Management sold shares of 74 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Caterpillar: $12,012,421
Microsoft: $11,649,940
Comfort Systems USA: $11,487,947
iShares Russell 1000 Growth ETF: $10,436,245
Apple: $9,859,106

Largest New Holdings this Quarter

464287648 - iShares Russell 2000 Growth ETF: $7,716,101 Holding
464287523 - iShares Semiconductor ETF: $7,493,047 Holding
464288836 - iShares U.S. Pharmaceuticals ETF: $6,018,521 Holding
464288778 - iShares U.S. Regional Banks ETF: $5,782,482 Holding
46429B655 - iShares Floating Rate Bond ETF: $5,074,064 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 66,766 shares (about $8.29M)
iShares Russell 2000 Growth ETF: 19,586 shares (about $7.72M)
iShares Semiconductor ETF: 11,694 shares (about $7.49M)
iShares U.S. Pharmaceuticals ETF: 60,787 shares (about $6.02M)
iShares U.S. Regional Banks ETF: 92,951 shares (about $5.78M)

Largest Sales this Quarter

ANGLOGOLD ASHANTI PLC: 47,165 shares (about $3.82M)
Ubiquiti: 6,640 shares (about $3.55M)
McKesson: 3,827 shares (about $2.89M)
Progressive: 13,099 shares (about $2.86M)
Caterpillar: 2,526 shares (about $2.69M)

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
CAT Caterpillar	$12,012,421	$2,690,016 â–¼	-18.3%	11,280	2.4%	Industrials
MSFT Microsoft	$11,649,940	$261,863 â–²	2.3%	31,231	2.3%	Computer and Technology
FIX Comfort Systems USA	$11,487,947	$467,763 â–¼	-3.9%	5,796	2.3%	Construction
IWF iShares Russell 1000 Growth ETF	$10,436,245	$8,290,338 â–²	386.3%	84,048	2.1%	ETF
AAPL Apple	$9,859,106	$221,650 â–²	2.3%	34,072	2.0%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,356,540	$332,484 â–¼	-3.4%	56,958	1.9%	ETF
EME EMCOR Group	$8,728,663	$295,437 â–¼	-3.3%	10,518	1.8%	Construction
DELL Dell Technologies	$8,654,704	$404,280 â–¼	-4.5%	20,059	1.7%	Computer and Technology
AMAT Applied Materials	$8,468,453	$268,955 â–²	3.3%	11,713	1.7%	Computer and Technology
GOOGL Alphabet	$8,279,993	$564,293 â–²	7.3%	23,169	1.7%	Computer and Technology
IWB iShares Russell 1000 ETF	$8,081,400	$40,131 â–¼	-0.5%	19,735	1.6%	ETF
IWO iShares Russell 2000 Growth ETF	$7,716,101	$7,716,101 â–²	New Holding	19,586	1.6%	ETF
SOXX iShares Semiconductor ETF	$7,493,047	$7,493,047 â–²	New Holding	11,694	1.5%	ETF
LAM RESEARCH CORP	$7,162,512	$8,667 â–¼	-0.1%	16,529	1.4%	COM NEW
QQQ Invesco QQQ	$6,437,861	$160,541 â–¼	-2.4%	8,742	1.3%	Finance
APH Amphenol	$6,127,540	$191,838 â–¼	-3.0%	34,752	1.2%	Computer and Technology
IHE iShares U.S. Pharmaceuticals ETF	$6,018,521	$6,018,521 â–²	New Holding	60,787	1.2%	ETF
WALMART INC	$5,843,593	$87,098 â–¼	-1.5%	51,594	1.2%	COM
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$5,815,788	$5,376 â–¼	-0.1%	63,826	1.2%	ETF
IAT iShares U.S. Regional Banks ETF	$5,782,482	$5,782,482 â–²	New Holding	92,951	1.2%	ETF
CASY Casey's General Stores	$5,778,239	$302,026 â–¼	-5.0%	7,270	1.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$5,570,904	$4,603,090 â–²	475.6%	7,460	1.1%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$5,520,354	$445,652 â–²	8.8%	57,241	1.1%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$5,493,480	$240,965 â–²	4.6%	22,661	1.1%	ETF
RL Ralph Lauren	$5,407,346	$231,210 â–¼	-4.1%	13,471	1.1%	Consumer Discretionary
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,302,914	$439,699 â–²	9.0%	64,161	1.1%	ETF
JBL Jabil	$5,158,889	$118,343 â–¼	-2.2%	13,383	1.0%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$5,074,064	$5,074,064 â–²	New Holding	99,394	1.0%	ETF
EWO iShares MSCI Austria ETF	$5,065,744	$110,045 â–¼	-2.1%	119,687	1.0%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$5,033,555	$447,367 â–²	9.8%	42,857	1.0%	ETF
MBB iShares MBS ETF	$4,969,862	$450,955 â–²	10.0%	52,580	1.0%	ETF
EWP iShares MSCI Spain ETF	$4,805,086	$86,413 â–¼	-1.8%	80,907	1.0%	ETF
CAH Cardinal Health	$4,646,674	$31,358 â–²	0.7%	19,560	0.9%	Medical
JNJ Johnson & Johnson	$4,596,161	$250,926 â–²	5.8%	18,097	0.9%	Medical
KLAC KLA	$4,588,104	$4,519,012 â–²	6,540.6%	15,207	0.9%	Computer and Technology
MTZ MasTec	$4,583,733	$139,380 â–¼	-3.0%	11,017	0.9%	Construction
EXEL Exelixis	$4,406,611	$101,638 â–¼	-2.3%	80,989	0.9%	Medical
EWI iShares MSCI Italy ETF	$4,376,838	$50,887 â–¼	-1.1%	73,883	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,375,947	$205,271 â–¼	-4.5%	61,417	0.9%	ETF
EIS iShares MSCI Israel ETF	$4,290,271	$63,856 â–¼	-1.5%	35,542	0.9%	ETF
TPR Tapestry	$4,057,800	$98,221 â–¼	-2.4%	27,721	0.8%	Retail/Wholesale
EWC iShares MSCI Canada ETF	$4,049,210	$1,383 â–¼	0.0%	70,250	0.8%	ETF
CRS Carpenter Technology	$3,966,281	$78,339 â–¼	-1.9%	6,430	0.8%	Basic Materials
JPM JPMorgan Chase & Co.	$3,948,433	$177,733 â–²	4.7%	12,063	0.8%	Finance
NVDA NVIDIA	$3,934,669	$1,601 â–²	0.0%	19,664	0.8%	Computer and Technology
TT Trane Technologies	$3,892,934	$23,085 â–¼	-0.6%	7,926	0.8%	Construction
PWR Quanta Services	$3,786,901	$150,497 â–¼	-3.8%	5,259	0.8%	Construction
MTG MGIC Investment	$3,774,961	$95,711 â–¼	-2.5%	133,864	0.8%	Finance
ROST Ross Stores	$3,568,522	$3,361,414 â–²	1,623.0%	16,765	0.7%	Retail/Wholesale
AVGO Broadcom	$3,429,879	$323,345 â–²	10.4%	9,080	0.7%	Computer and Technology
LUV Southwest Airlines	$3,334,896	$3,334,896 â–²	New Holding	64,856	0.7%	Transportation
NUE Nucor	$3,267,983	$2,446,922 â–²	298.0%	14,671	0.7%	Basic Materials
FCFS FirstCash	$3,241,123	$94,099 â–¼	-2.8%	14,983	0.7%	Business Services
VLO Valero Energy	$3,220,341	$258,617 â–²	8.7%	12,365	0.6%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$3,086,131	$865,946 â–²	39.0%	14,505	0.6%	ETF
HIG The Hartford Insurance Group	$3,076,579	$68,910 â–¼	-2.2%	23,216	0.6%	Finance
STLD Steel Dynamics	$3,047,018	$2,689,747 â–²	752.9%	13,279	0.6%	Basic Materials
VTI Vanguard Total Stock Market ETF	$3,036,511	$90,659 â–²	3.1%	8,206	0.6%	ETF
LLY Eli Lilly and Company	$3,032,749	$131,963 â–²	4.5%	2,528	0.6%	Medical
MU Micron Technology	$2,972,365	$1,450,976 â–²	95.4%	2,575	0.6%	Computer and Technology
TKR Timken	$2,949,851	$2,949,851 â–²	New Holding	20,299	0.6%	Computer and Technology
COCA-COLA EUROPACIFIC PARTNE	$2,921,944	$132,293 â–¼	-4.3%	29,199	0.6%	SHS
MRK Merck & Co., Inc.	$2,912,419	$91,234 â–²	3.2%	22,665	0.6%	Medical
MCY Mercury General	$2,823,084	$2,823,084 â–²	New Holding	26,478	0.6%	Finance
AMZN Amazon.com	$2,807,645	$285,770 â–²	11.3%	11,780	0.6%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$2,789,378	$2,789,378 â–²	New Holding	9,284	0.6%	Finance
CHRW C.H. Robinson Worldwide	$2,740,724	$5,274 â–¼	-0.2%	14,552	0.6%	Transportation
ALSN Allison Transmission	$2,693,584	$61,105 â–¼	-2.2%	23,892	0.5%	Auto/Tires/Trucks
PG Procter & Gamble	$2,660,438	$167,753 â–²	6.7%	18,143	0.5%	Consumer Staples
EVR Evercore	$2,620,879	$172,426 â–²	7.0%	7,676	0.5%	Finance
JHG Janus Henderson Group	$2,611,942	$95,796 â–¼	-3.5%	50,278	0.5%	Finance
EFA iShares MSCI EAFE ETF	$2,525,323	$2,525,323 â–²	New Holding	24,310	0.5%	Finance
R Ryder System	$2,486,699	$2,486,699 â–²	New Holding	9,428	0.5%	Transportation
BWA BorgWarner	$2,419,815	$2,419,815 â–²	New Holding	36,443	0.5%	Auto/Tires/Trucks
FERGUSON ENTERPRISES INC	$2,406,052	$19,224 â–¼	-0.8%	10,138	0.5%	COMMON STOCK NEW
EWT iShares MSCI Taiwan ETF	$2,362,376	$4,127 â–²	0.2%	21,751	0.5%	ETF
NTAP NetApp	$2,227,306	$2,227,306 â–²	New Holding	14,392	0.4%	Computer and Technology
V Visa	$2,133,032	$231,247 â–²	12.2%	6,217	0.4%	Business Services
GWW W.W. Grainger	$2,100,086		0.0%	1,544	0.4%	Industrials
CSCO Cisco Systems	$2,017,963	$230,457 â–²	12.9%	17,180	0.4%	Computer and Technology
FDX FedEx	$2,017,959	$123,696 â–²	6.5%	6,444	0.4%	Transportation
XOM ExxonMobil	$1,986,617	$67,538 â–²	3.5%	14,531	0.4%	Energy
EPOL iShares MSCI Poland ETF	$1,907,180	$2,973 â–¼	-0.2%	49,396	0.4%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,883,362	$178,861 â–¼	-8.7%	29,199	0.4%	ETF
STX Seagate Technology	$1,817,095	$502,765 â–²	38.3%	1,883	0.4%	Computer and Technology
THD iShares MSCI Thailand ETF	$1,769,136	$1,769,136 â–²	New Holding	24,466	0.4%	ETF
WDC Western Digital	$1,676,001	$128,383 â–²	8.3%	2,624	0.3%	Computer and Technology
ABBV AbbVie	$1,636,469	$80,527 â–²	5.2%	6,503	0.3%	Medical
META Meta Platforms	$1,614,640	$169,013 â–²	11.7%	2,866	0.3%	Computer and Technology
KO CocaCola	$1,612,572	$97,118 â–²	6.4%	19,842	0.3%	Consumer Staples
GOOG Alphabet	$1,564,698	$220,853 â–²	16.4%	4,428	0.3%	Computer and Technology
GILD Gilead Sciences	$1,549,813	$1,980,885 â–¼	-56.1%	12,267	0.3%	Medical
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
BRK.B Berkshire Hathaway	$1,481,154	$952,742 â–²	180.3%	2,960	0.3%	Finance
HD Home Depot	$1,480,337	$17,988 â–¼	-1.2%	4,197	0.3%	Retail/Wholesale
DINO HF Sinclair	$1,468,013	$1,468,013 â–²	New Holding	21,077	0.3%	Energy
AEP American Electric Power	$1,367,605	$10,535 â–²	0.8%	9,996	0.3%	Utilities
ED Consolidated Edison	$1,354,395	$91,709 â–²	7.3%	12,243	0.3%	Utilities
MCK McKesson	$1,346,496	$2,891,717 â–¼	-68.2%	1,782	0.3%	Medical
PM Philip Morris International	$1,263,442	$88,463 â–²	7.5%	6,984	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Monument Capital Management Top Holdings and 13F Report (2026)

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

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Stock Ideas and Recommendations

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Monument Capital Management Top Holdings and 13F Report (2026)

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