Monument Capital Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$399.1M
Q ending 2026-03-31
Prior quarter
$402.0M
Q ending 2025-12-31
Change
-0.7% QoQ · +22.7% YoY
Positions
217
reported holdings
Largest positions
Top 100 of 217 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $11.3M | 31K |
| Caterpillar Inc | CAT | Shares | $9.8M | 14K |
| Apple Inc | AAPL | Shares | $8.5M | 33K |
| Ishares Tr | ITOT | Shares | $8.4M | 59K |
| Comfort Sys Usa Inc | FIX | Shares | $8.3M | 6K |
| Emcor Group Inc | EME | Shares | $8.0M | 11K |
| Ishares Tr | IWF | Shares | $7.4M | 17K |
| Ishares Tr | IWB | Shares | $7.1M | 20K |
| Ishares Tr | IWS | Shares | $6.7M | 46K |
| Walmart Inc | WMT | Shares | $6.5M | 52K |
| Alphabet Inc | GOOGL | Shares | $6.2M | 22K |
| Ubiquiti Inc | UI | Shares | $5.9M | 7K |
| Ishares Tr | IEZ | Shares | $5.7M | 197K |
| Caseys Gen Stores Inc | CASY | Shares | $5.6M | 8K |
| First Tr Exchange-Traded Fd | FXR | Shares | $5.2M | 64K |
| Invesco Qqq Tr | QQQ | Shares | $5.2M | 9K |
| Select Sector Spdr Tr | XLC | Shares | $5.1M | 46K |
| Ishares Tr | IGE | Shares | $5.0M | 80K |
| Anglogold Ashanti Plc | Shares | $5.0M | 51K | |
| Ishares Tr | EMB | Shares | $4.9M | 53K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.9M | 59K |
| Mckesson Corp | MCK | Shares | $4.9M | 6K |
| Ralph Lauren Corp | RL | Shares | $4.8M | 14K |
| Ishares Tr | ITA | Shares | $4.7M | 22K |
| Ishares Tr | IEI | Shares | $4.6M | 39K |
| Ishares Tr | MBB | Shares | $4.5M | 48K |
| Amphenol Corp | APH | Shares | $4.5M | 36K |
| Ishares Inc | EWP | Shares | $4.5M | 82K |
| Ishares Tr | TLT | Shares | $4.5M | 52K |
| Ishares Inc | EWO | Shares | $4.3M | 122K |
| Ishares Inc | EIS | Shares | $4.2M | 36K |
| Johnson & Johnson | JNJ | Shares | $4.2M | 17K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.1M | 64K |
| Cardinal Health Inc | CAH | Shares | $4.1M | 19K |
| Tapestry Inc | TPR | Shares | $4.0M | 28K |
| Ishares Inc | EWI | Shares | $4.0M | 75K |
| Gilead Sciences Inc | GILD | Shares | $3.9M | 28K |
| Applied Matls Inc | AMAT | Shares | $3.9M | 11K |
| Ishares Inc | EWC | Shares | $3.9M | 70K |
| Mastec Inc | MTZ | Shares | $3.7M | 11K |
| Jabil Inc | JBL | Shares | $3.6M | 14K |
| Mgic Invt Corp Wis | MTG | Shares | $3.6M | 137K |
| Exelixis Inc | EXEL | Shares | $3.6M | 83K |
| Lam Research Corp | LRCX | Shares | $3.5M | 17K |
| Dell Technologies Inc | DELL | Shares | $3.4M | 21K |
| Nvidia Corporation | NVDA | Shares | $3.4M | 20K |
| Jpmorgan Chase & Co | JPM | Shares | $3.4M | 12K |
| Trane Technologies Plc | Shares | $3.3M | 8K | |
| Hartford Insurance Group Inc | HIG | Shares | $3.2M | 24K |
| Progressive Corp | PGR | Shares | $3.2M | 16K |
| Quanta Svcs Inc | PWR | Shares | $3.0M | 5K |
| Firstcash Holdings Inc | FCFS | Shares | $2.9M | 15K |
| Allison Transmission Hldgs I | ALSN | Shares | $2.9M | 24K |
| Valero Energy Corp | VLO | Shares | $2.8M | 11K |
| Coca-Cola Europacific Partne | Shares | $2.8M | 31K | |
| Oshkosh Corp | OSK | Shares | $2.7M | 18K |
| Incyte Corp | INCY | Shares | $2.7M | 29K |
| Janus Henderson Group Plc | Shares | $2.7M | 52K | |
| Merck & Co Inc | MRK | Shares | $2.6M | 22K |
| Carpenter Technology Corp | CRS | Shares | $2.6M | 7K |
| Vanguard Index Fds | VTI | Shares | $2.6M | 8K |
| Broadcom Inc | AVGO | Shares | $2.5M | 8K |
| Flowserve Corp | FLS | Shares | $2.5M | 34K |
| Procter & Gamble Co | PG | Shares | $2.5M | 17K |
| C H Robinson Worldwide In | CHRW | Shares | $2.4M | 15K |
| Ferguson Enterprises Inc | FERG | Shares | $2.4M | 10K |
| Exxon Mobil Corp | XOM | Shares | $2.4M | 14K |
| Dillards Inc | DDS | Shares | $2.3M | 4K |
| Eli Lilly & Co | LLY | Shares | $2.2M | 2K |
| Amazon Com Inc | AMZN | Shares | $2.2M | 11K |
| Hca Healthcare Inc | HCA | Shares | $2.2M | 5K |
| Fedex Corp | FDX | Shares | $2.2M | 6K |
| Vanguard Whitehall Fds | VYM | Shares | $2.1M | 14K |
| Evercore Inc | EVR | Shares | $2.1M | 7K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.0M | 10K |
| Ishares Inc | EWZ | Shares | $1.8M | 48K |
| Ishares Tr | EPOL | Shares | $1.8M | 49K |
| Ww Grainger Inc | GWW | Shares | $1.7M | 2K |
| Visa Inc | V | Shares | $1.7M | 6K |
| Ishares Inc | EWT | Shares | $1.5M | 22K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $1.4M | 32K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Coca Cola Co | KO | Shares | $1.4M | 19K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| American Elec Pwr Co Inc | AEP | Shares | $1.3M | 10K |
| Consolidated Edison Inc | ED | Shares | $1.3M | 11K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Tjx Cos Inc New | TJX | Shares | $1.2M | 7K |
| Waste Mgmt Inc Del | WM | Shares | $1.2M | 5K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Murphy Usa Inc | MUSA | Shares | $1.1M | 2K |
| Netflix Inc. | NFLX | Shares | $1.1M | 11K |
| Philip Morris Intl Inc | PM | Shares | $1.1M | 6K |
| Service Corp Intl | SCI | Shares | $1.0M | 12K |
| Truist Finl Corp | TFC | Shares | $1.0M | 22K |
| Costco Wholesale Corporation | COST | Shares | $961K | 964 |
| Amgen Inc | AMGN | Shares | $938K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.