Monument Capital Management

Est. AUM

$399.1M

13F long equity, this entity only

Positions

217

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$11.3M	30529	2.83%	SOLE
2	CATERPILLAR INC	COM	$9.8M	13806	2.45%	SOLE
3	APPLE INC	COM	$8.5M	33306	2.12%	SOLE
4	ISHARES TR	CORE S&P TTL STK	$8.4M	58982	2.10%	SOLE
5	COMFORT SYS USA INC	COM	$8.3M	6032	2.08%	SOLE
6	EMCOR GROUP INC	COM	$8.0M	10874	2.01%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$7.4M	17282	1.85%	SOLE
8	ISHARES TR	RUS 1000 ETF	$7.1M	19833	1.77%	SOLE
9	ISHARES TR	RUS MDCP VAL ETF	$6.7M	45930	1.68%	SOLE
10	WALMART INC	COM	$6.5M	52363	1.63%	SOLE
11	ALPHABET INC	CAP STK CL A	$6.2M	21590	1.56%	SOLE
12	UBIQUITI INC	COM	$5.9M	7422	1.47%	SOLE
13	ISHARES TR	US OIL EQ&SV ETF	$5.7M	196934	1.43%	SOLE
14	CASEYS GEN STORES INC	COM	$5.6M	7650	1.40%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	INDLS PROD DUR	$5.2M	63885	1.31%	SOLE
16	INVESCO QQQ TR	UNIT SER 1	$5.2M	8960	1.30%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET COM	$5.1M	46033	1.28%	SOLE
18	ISHARES TR	NORTH AMERN NAT	$5.0M	79801	1.26%	SOLE
19	ANGLOGOLD ASHANTI PLC	COM SHS	$5.0M	50957	1.24%	SOLE
20	ISHARES TR	JPMORGAN USD EMG	$4.9M	52620	1.24%	SOLE
21	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.9M	58841	1.22%	SOLE
22	MCKESSON CORP	COM	$4.9M	5609	1.22%	SOLE
23	RALPH LAUREN CORP	CL A	$4.8M	14047	1.21%	SOLE
24	ISHARES TR	US AER DEF ETF	$4.7M	21667	1.19%	SOLE
25	ISHARES TR	3 7 YR TREAS BD	$4.6M	39048	1.16%	SOLE
26	ISHARES TR	MBS ETF	$4.5M	47809	1.14%	SOLE
27	AMPHENOL CORP	CL A	$4.5M	35840	1.13%	SOLE
28	ISHARES INC	MSCI SPAIN ETF	$4.5M	82362	1.12%	SOLE
29	ISHARES TR	20 YR TR BD ETF	$4.5M	51521	1.12%	SOLE
30	ISHARES INC	MSCI AUSTRIA ETF	$4.3M	122287	1.09%	SOLE
31	ISHARES INC	MSCI ISRAEL ETF	$4.2M	36071	1.05%	SOLE
32	JOHNSON & JOHNSON	COM	$4.2M	17109	1.05%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	64298	1.03%	SOLE
34	CARDINAL HEALTH INC	COM	$4.1M	19428	1.03%	SOLE
35	TAPESTRY INC	COM	$4.0M	28392	1.00%	SOLE
36	ISHARES INC	MSCI ITALY ETF	$4.0M	74742	1.00%	SOLE
37	GILEAD SCIENCES INC	COM	$3.9M	27946	0.98%	SOLE
38	APPLIED MATLS INC	COM	$3.9M	11341	0.97%	SOLE
39	ISHARES INC	MSCI CDA ETF	$3.9M	70274	0.96%	SOLE
40	MASTEC INC	COM	$3.7M	11352	0.92%	SOLE
41	JABIL INC	COM	$3.6M	13690	0.91%	SOLE
42	MGIC INVT CORP WIS	COM	$3.6M	137258	0.90%	SOLE
43	EXELIXIS INC	COM	$3.6M	82857	0.89%	SOLE
44	LAM RESEARCH CORP	COM NEW	$3.5M	16549	0.89%	SOLE
45	DELL TECHNOLOGIES INC	CL C	$3.4M	20996	0.86%	SOLE
46	NVIDIA CORPORATION	COM	$3.4M	19656	0.86%	SOLE
47	JPMORGAN CHASE & CO	COM	$3.4M	11520	0.85%	SOLE
48	TRANE TECHNOLOGIES PLC	SHS	$3.3M	7973	0.83%	SOLE
49	HARTFORD INSURANCE GROUP INC	COM	$3.2M	23736	0.80%	SOLE
50	PROGRESSIVE CORP	COM	$3.2M	16154	0.80%	SOLE

1–50 of 217

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.