Monument Capital Management Top Holdings and 13F Report (2026) About Monument Capital ManagementInvestment ActivityMonument Capital Management has $479.92 million in total holdings as of September 30, 2026.Monument Capital Management owns shares of 255 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 21.65% of the portfolio was purchased this quarter.About 22.96% of the portfolio was sold this quarter.This quarter, Monument Capital Management has purchased 262 new stocks and bought additional shares in 110 stocks.Monument Capital Management sold shares of 95 stocks and completely divested from 34 stocks this quarter.Largest Holdings Microsoft $16,231,883Apple $11,436,601Dell Technologies $10,599,175iShares Russell 2000 ETF $9,864,135Comfort Systems USA $9,465,741 Largest New Holdings this Quarter 464287556 - iShares Biotechnology ETF $6,081,479 Holding464287515 - iShares Expanded Tech-Software Sector ETF $5,647,323 Holding464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF $5,629,972 Holding464287713 - iShares U.S. Telecommunications ETF $5,509,779 Holding46434G780 - iShares MSCI Singapore ETF $4,304,186 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 26,213 shares (about $7.28M)iShares Russell 1000 Value ETF 29,192 shares (about $7.24M)iShares Biotechnology ETF 28,887 shares (about $6.08M)iShares Expanded Tech-Software Sector ETF 53,036 shares (about $5.65M)iShares U.S. Digital Infrastructure and Real Estate ETF 50,075 shares (about $5.63M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 66,177 shares (about $8.29M)EMCOR Group 9,562 shares (about $7.21M)Applied Materials 9,747 shares (about $4.98M)Tapestry 24,312 shares (about $2.80M)KLA 11,486 shares (about $2.24M) 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$16,231,883$213,368 ▲1.3%31,6473.4%TechnologyAAPLApple$11,436,601$89,916 ▲0.8%34,3422.4%TechnologyDELLDell Technologies$10,599,175$191,509 ▼-1.8%19,7032.2%TechnologyIWMiShares Russell 2000 ETF$9,864,135$7,284,237 ▲282.3%35,4972.1%ETFFIXComfort Systems USA$9,465,741$120,741 ▼-1.3%5,7232.0%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$9,317,504$153,477 ▼-1.6%56,0351.9%ETFCATCaterpillar$8,969,771$175,941 ▼-1.9%11,0631.9%IndustrialsIWDiShares Russell 1000 Value ETF$8,438,033$7,237,558 ▲602.9%34,0341.8%ETFIWBiShares Russell 1000 ETF$8,294,631$82,393 ▲1.0%19,9331.7%ETFGOOGLAlphabet$8,184,246$212,296 ▲2.7%23,7861.7%Communication ServicesMUMicron Technology$6,593,101$3,850,414 ▲140.4%6,1901.4%TechnologyQQQInvesco QQQ$6,413,027$54,003 ▼-0.8%8,6691.3%ETFIBBiShares Biotechnology ETF$6,081,479$6,081,479 ▲New Holding28,8871.3%ETFAPHAmphenol$5,944,130$3,014,552 ▲102.9%70,5121.2%TechnologyIGViShares Expanded Tech-Software Sector ETF$5,647,323$5,647,323 ▲New Holding53,0361.2%ETFIGNiShares U.S. Digital Infrastructure and Real Estate ETF$5,629,972$5,629,972 ▲New Holding50,0751.2%ETFIYZiShares U.S. Telecommunications ETF$5,509,779$5,509,779 ▲New Holding133,7971.1%ETFSPYSPDR S&P 500 ETF Trust$5,508,476$180,743 ▼-3.2%7,2231.1%ETFLAM RESEARCH CORP$5,501,397$71,613 ▲1.3%16,7471.1%COM NEWFLOTiShares Floating Rate Bond ETF$5,452,140$378,076 ▲7.5%106,8001.1%ETFWALMART INC$5,386,526$24,837 ▲0.5%51,8331.1%COMFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$5,283,534$84,230 ▲1.6%64,8601.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,223,249$23,437 ▲0.5%57,4991.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,159,752$135,319 ▲2.7%65,8891.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,109,784$248,093 ▲5.1%45,0441.1%ETFEWOiShares MSCI Austria ETF$5,094,037$170 ▲0.0%119,6911.1%ETFMBBiShares MBS ETF$5,092,176$379,986 ▲8.1%56,8201.1%ETFVLOValero Energy$4,961,383$168,610 ▲3.5%12,8001.0%EnergyJNJJohnson & Johnson$4,906,759$115,693 ▲2.4%18,5341.0%HealthcareEXELExelixis$4,791,995$61,447 ▲1.3%82,0411.0%HealthcareEWPiShares MSCI Spain ETF$4,779,715$10,005 ▼-0.2%80,7381.0%ETFRLRalph Lauren$4,712,155$71,014 ▼-1.5%13,2711.0%Consumer DiscretionaryNVDANVIDIA$4,675,966$184,992 ▲4.1%20,4741.0%TechnologyCAHCardinal Health$4,366,369$14,240 ▲0.3%19,6240.9%HealthcareEWIiShares MSCI Italy ETF$4,354,459$16,031 ▲0.4%74,1560.9%ETFEWSiShares MSCI Singapore ETF$4,304,186$4,304,186 ▲New Holding129,4100.9%ETFVEAVanguard FTSE Developed Markets ETF$4,284,438$52,180 ▼-1.2%60,6780.9%ETFMPCMarathon Petroleum$4,251,019$3,117,388 ▲275.0%10,7510.9%EnergyEWCiShares MSCI Canada ETF$4,164,852$63,635 ▲1.6%71,3400.9%ETFROSTRoss Stores$4,089,653$176,685 ▲4.5%17,5220.9%Consumer DiscretionaryDINOHF Sinclair$4,041,446$1,779,468 ▲78.7%37,6580.8%EnergyJPMJPMorgan Chase & Co.$4,018,441$27,789 ▲0.7%12,1470.8%FinanceBPOPPopular$3,953,871$3,953,871 ▲New Holding25,4350.8%FinanceJBLJabil$3,938,635$99,542 ▲2.6%13,7300.8%TechnologySANMSanmina$3,922,877$3,922,877 ▲New Holding18,2540.8%TechnologyTTTrane Technologies$3,732,477$150,058 ▲4.2%8,2580.8%IndustrialsNTAPNetApp$3,527,409$503,976 ▲16.7%16,7910.7%TechnologyNUENucor$3,468,094$38,802 ▲1.1%14,8370.7%MaterialsMTGMGIC Investment$3,437,821$21,215 ▼-0.6%133,0430.7%FinancePSXPhillips 66$3,329,034$3,329,034 ▲New Holding13,0390.7%EnergyMRKMerck & Co., Inc.$3,317,389$23,976 ▲0.7%22,8300.7%HealthcareAMZNAmazon.com$3,237,206$302,219 ▲10.3%12,9930.7%Consumer DiscretionarySTLDSteel Dynamics$3,189,357$246,648 ▲8.4%14,3920.7%MaterialsAVGOBroadcom$3,185,911$2,809 ▼-0.1%9,0720.7%TechnologyHALOHalozyme Therapeutics$3,147,640$3,147,640 ▲New Holding28,5110.7%HealthcareTRVTravelers Companies$3,082,956$2,558,198 ▲487.5%8,6480.6%FinanceVTIVanguard Total Stock Market ETF$3,065,030$5,988 ▼-0.2%8,1900.6%ETFRSPInvesco S&P 500 Equal Weight ETF$3,017,2540.0%14,5050.6%ETFLLYEli Lilly and Company$2,998,563$72,910 ▲2.5%2,5910.6%HealthcareCOCA-COLA EUROPACIFIC PARTNE$2,956,123$13,731 ▼-0.5%29,0640.6%SHSMEDPMedpace$2,913,704$2,913,704 ▲New Holding4,6680.6%HealthcareALSNAllison Transmission$2,877,621$171,590 ▲6.3%25,4070.6%IndustrialsHIGThe Hartford Insurance Group$2,842,488$1,835 ▲0.1%23,2310.6%FinanceDILLARDS INC$2,675,312$2,675,312 ▲New Holding3,9930.6%CL AMCYMercury General$2,634,379$17,002 ▲0.6%26,6500.5%FinancePWRQuanta Services$2,628,697$750,506 ▼-22.2%4,0910.5%IndustrialsPGProcter & Gamble$2,590,850$45,038 ▼-1.7%17,8330.5%Consumer StaplesFIVEFive Below$2,580,990$2,580,990 ▲New Holding11,7550.5%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$2,516,320$9,246 ▼-0.4%24,2210.5%ETFMMacy's$2,434,054$2,434,054 ▲New Holding106,8970.5%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$2,425,228$2,425,228 ▲New Holding14,9020.5%COM SHSBBYBest Buy$2,378,787$2,378,787 ▲New Holding26,9580.5%Consumer DiscretionaryVVisa$2,375,934$141,938 ▲6.4%6,6120.5%FinanceTKRTimken$2,374,594$4,670 ▲0.2%20,3390.5%IndustrialsCNCCentene$2,291,945$2,291,945 ▲New Holding36,8950.5%HealthcareIWFiShares Russell 1000 Growth ETF$2,238,509$8,289,285 ▼-78.7%17,8710.5%ETFEPOLiShares MSCI Poland ETF$2,214,788$25,572 ▲1.2%49,9730.5%ETFCFCF Industries$2,214,372$2,214,372 ▲New Holding19,2220.5%MaterialsRRyder System$2,185,204$36,914 ▲1.7%9,5900.5%IndustrialsEWTiShares MSCI Taiwan ETF$2,166,570$289,139 ▼-11.8%19,1900.5%ETFWSMWilliams-Sonoma$2,146,899$2,146,899 ▲New Holding9,4190.4%Consumer DiscretionaryMETAMeta Platforms$2,026,475$52,221 ▼-2.5%2,7940.4%Communication ServicesGWWW.W. Grainger$1,923,1130.0%1,5440.4%IndustrialsPMPhilip Morris International$1,902,631$569,969 ▲42.8%9,9710.4%Consumer StaplesKOCoca-Cola$1,878,440$170,439 ▲10.0%21,8220.4%Consumer StaplesCSCOCisco Systems$1,840,042$9,041 ▼-0.5%17,0960.4%TechnologyTHDiShares MSCI Thailand ETF$1,824,824$99,703 ▲5.8%25,8800.4%ETFABBVAbbVie$1,814,445$113,272 ▲6.7%6,9360.4%HealthcareRSPTInvesco S&P 500 Equal Weight Technology ETF$1,772,478$150,555 ▼-7.8%26,9130.4%ETFGILDGilead Sciences$1,771,459$56,937 ▼-3.1%11,8850.4%HealthcareSTXSeagate Technology$1,627,930$108,836 ▼-6.3%1,7650.3%TechnologyMCKMcKesson$1,566,761$45,252 ▲3.0%1,8350.3%HealthcareBMYBristol Myers Squibb$1,527,802$724,901 ▲90.3%24,4840.3%HealthcareBRK.ABerkshire Hathaway$1,494,0100.0%20.3%FinanceGOOGAlphabet$1,475,246$33,389 ▼-2.2%4,3300.3%Communication ServicesBRK.BBerkshire Hathaway$1,469,948$3,984 ▼-0.3%2,9520.3%FinanceEDConsolidated Edison$1,297,512$46,197 ▲3.7%12,6950.3%UtilitiesCVXChevron$1,235,660$18,379 ▲1.5%6,0510.3%EnergyVONVVanguard Russell 1000 Value ETF$1,209,505$30,327 ▼-2.4%11,1270.3%ETFAMGNAmgen$1,167,148$65,333 ▲5.9%2,7690.2%HealthcareShowing largest 100 holdings. 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