Monument Capital Management
ALEXANDRIA, VA
$497m in 262 US stocks at the end of 30 June 2026. The top 10 are 19.9% of the money. It changed about 24.9% of the portfolio this quarter.
Value
$497m
Stocks
262
Top 10 share
19.9%
Turnover
24.9%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIWO1.6% of the fund
- Ishares TRSOXX1.5% of the fund
- Ishares TRIHE1.2% of the fund
- Ishares TRIAT1.2% of the fund
- Ishares TRFLOT1.0% of the fund
- Southwest AirlinesLUV0.7% of the fund
- TimkenTKR0.6% of the fund
- Mercury GeneralMCY0.6% of the fund
- Ishares TRIWM0.6% of the fund
- Ishares TREFA0.5% of the fund
- Ryder SystemR0.5% of the fund
- BorgwarnerBWA0.5% of the fund
- NetAppNTAP0.4% of the fund
- IsharesTHD0.4% of the fund
- HF SinclairDINO0.3% of the fund
- Vanguard Scottsdale FDSVONV0.2% of the fund
- Ishares TRIVV0.2% of the fund
- Schwab Strategic TRSCHG0.2% of the fund
- Ishares TREEM0.2% of the fund
- Spdr Series TrustBIL0.2% of the fund
- Southern CompanySO0.2% of the fund
- Spdr Series TrustXME0.2% of the fund
- Ishares TRAGG0.1% of the fund
- Spdr Gold TRGLD0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.3% of the fund+2%
- Ishares TRIWF2.1% of the fund+22%
- AppleAAPL2.0% of the fund+2%
- Applied MaterialsAMAT1.7% of the fund+3%
- AlphabetGOOGL1.7% of the fund+7%
- State STR Spdr S&P 500 ETF TSPY1.1% of the fund+476%
- Ishares TREMB1.1% of the fund+9%
- Ishares TRITA1.1% of the fund+5%
- Vanguard Scottsdale FDSVCIT1.1% of the fund+9%
- Ishares TRIEI1.0% of the fund+10%
- Ishares TRMBB1.0% of the fund+10%
- Johnson & JohnsonJNJ0.9% of the fund+6%
- KLAKLAC0.9% of the fund+564%
- JPMorgan ChaseJPM0.8% of the fund+5%
- Ross StoresROST0.7% of the fund+1623%
- BroadcomAVGO0.7% of the fund+10%
- NucorNUE0.7% of the fund+298%
- Valero EnergyVLO0.6% of the fund+9%
- Invesco Exchange Traded FD TRSP0.6% of the fund+39%
- Steel DynamicsSTLD0.6% of the fund+753%
- Vanguard Index FDSVTI0.6% of the fund+3%
- Eli LillyLLY0.6% of the fund+5%
- Micron TechnologyMU0.6% of the fund+95%
- MerckMRK0.6% of the fund+3%
- Amazon.comAMZN0.6% of the fund+11%
Cut
Sold some of their stake.
- CaterpillarCAT2.4% of the fund-18%
- Comfort Systems USAFIX2.3% of the fund-4%
- Ishares TRITOT1.9% of the fund-3%
- EMCOR GroupEME1.8% of the fund-3%
- Dell TechnologiesDELL1.7% of the fund-4%
- Invesco QQQ TRQQQ1.3% of the fund-2%
- AmphenolAPH1.2% of the fund-3%
- Caseys General StoresCASY1.2% of the fund-5%
- Ralph LaurenRL1.1% of the fund-4%
- JabilJBL1.0% of the fund-2%
- IsharesEWO1.0% of the fund-2%
- MastecMTZ0.9% of the fund-3%
- ExelixisEXEL0.9% of the fund-2%
- Vanguard Tax-Managed FDSVEA0.9% of the fund-4%
- TapestryTPR0.8% of the fund-2%
- Quanta ServicesPWR0.8% of the fund-4%
- Mgic InvestmentMTG0.8% of the fund-2%
- FirstCash HoldingsFCFS0.7% of the fund-3%
- Hartford Insurance GroupHIG0.6% of the fund-2%
- Coca-Cola Europacific PartnersCCEP0.6% of the fund-4%
- Allison Transmission HoldingsALSN0.5% of the fund-2%
- Janus Henderson Group0.5% of the fund-4%
- Invesco Exchange Traded FD TRSPT0.4% of the fund-9%
- Gilead SciencesGILD0.3% of the fund-56%
- MckessonMCK0.3% of the fund-68%
Sold out
Sold their entire stake.
- Ishares TRIWS-100%
- Ishares TRIEZ-100%
- Select Sector Spdr TRXLC-100%
- Ishares TRIGE-100%
- Ishares TRTLT-100%
- OshkoshOSK-100%
- IncyteINCY-100%
- FlowserveFLS-100%
- Dillard'sDDS-100%
- Vanguard Whitehall FDSVYM-100%
- IsharesEWZ-100%
- J P Morgan Exchange Traded FJEPI-100%
- Ishares TRIUSG-100%
- First TR Exchange-Traded FDFTRI-100%
- Invesco Exch Traded FD TR IIPIZ-100%
- AT&TT-100%
- BuckleBKE-100%
- ComcastCMCSA-100%
- Cal-Maine FoodsCALM-100%
- Motorola SolutionsMSI-100%
- Inotiv-100%
Holdings
- Ishares TRIWF
- Share
- 2.1%
- Value
- $10m
- Shares
- 84,048
+22%
- Ishares TRITOT
- Share
- 1.9%
- Value
- $9m
- Shares
- 56,958
-3%
- Ishares TRIWB
- Share
- 1.6%
- Value
- $8m
- Shares
- 19,735
Held
- Ishares TRIWO
- Share
- 1.6%
- Value
- $8m
- Shares
- 19,586
New
- Ishares TRSOXX
- Share
- 1.5%
- Value
- $7m
- Shares
- 11,694
New
- Invesco QQQ TRQQQ
- Share
- 1.3%
- Value
- $6m
- Shares
- 8,742
-2%
- Ishares TRIHE
- Share
- 1.2%
- Value
- $6m
- Shares
- 60,787
New
- First TR Exchange-Traded FDFXR
- Share
- 1.2%
- Value
- $6m
- Shares
- 63,826
Held
- Ishares TRIAT
- Share
- 1.2%
- Value
- $6m
- Shares
- 92,951
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $6m
- Shares
- 7,460
+476%
- Ishares TREMB
- Share
- 1.1%
- Value
- $6m
- Shares
- 57,241
+9%
- Ishares TRITA
- Share
- 1.1%
- Value
- $5m
- Shares
- 22,661
+5%
- Vanguard Scottsdale FDSVCIT
- Share
- 1.1%
- Value
- $5m
- Shares
- 64,161
+9%
- Ishares TRFLOT
- Share
- 1.0%
- Value
- $5m
- Shares
- 99,394
New
- IsharesEWO
- Share
- 1.0%
- Value
- $5m
- Shares
- 119,687
-2%
- Ishares TRIEI
- Share
- 1.0%
- Value
- $5m
- Shares
- 42,857
+10%
- Ishares TRMBB
- Share
- 1.0%
- Value
- $5m
- Shares
- 52,580
+10%
- IsharesEWP
- Share
- 1.0%
- Value
- $5m
- Shares
- 80,907
Held
- IsharesEWI
- Share
- 0.9%
- Value
- $4m
- Shares
- 73,883
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.9%
- Value
- $4m
- Shares
- 61,417
-4%
- IsharesEIS
- Share
- 0.9%
- Value
- $4m
- Shares
- 35,542
Held
- IsharesEWC
- Share
- 0.8%
- Value
- $4m
- Shares
- 70,250
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.6%
- Value
- $3m
- Shares
- 14,505
+39%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $3m
- Shares
- 8,206
+3%
- Ishares TRIWM
- Share
- 0.6%
- Value
- $3m
- Shares
- 9,284
New
- Janus Henderson Group
- Share
- 0.5%
- Value
- $3m
- Shares
- 50,278
-4%
- Ishares TREFA
- Share
- 0.5%
- Value
- $3m
- Shares
- 24,310
New
- IsharesEWT
- Share
- 0.5%
- Value
- $2m
- Shares
- 21,751
Held
- Ishares TREPOL
- Share
- 0.4%
- Value
- $2m
- Shares
- 49,396
Held
- Invesco Exchange Traded FD TRSPT
- Share
- 0.4%
- Value
- $2m
- Shares
- 29,199
-9%
- IsharesTHD
- Share
- 0.4%
- Value
- $2m
- Shares
- 24,466
New
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $1m
- Shares
- 2
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CaterpillarCAT | 2.4% | $12m | 11,280 | -18% |
| MicrosoftMSFT | 2.3% | $12m | 31,231 | +2% |
| Comfort Systems USAFIX | 2.3% | $11m | 5,796 | -4% |
| Ishares TRIWF | 2.1% | $10m | 84,048 | +22% |
| AppleAAPL | 2.0% | $10m | 34,072 | +2% |
| Ishares TRITOT | 1.9% | $9m | 56,958 | -3% |
| EMCOR GroupEME | 1.8% | $9m | 10,518 | -3% |
| Dell TechnologiesDELL | 1.7% | $9m | 20,059 | -4% |
| Applied MaterialsAMAT | 1.7% | $8m | 11,713 | +3% |
| AlphabetGOOGL | 1.7% | $8m | 23,169 | +7% |
| Ishares TRIWB | 1.6% | $8m | 19,735 | Held |
| Ishares TRIWO | 1.6% | $8m | 19,586 | New |
| Ishares TRSOXX | 1.5% | $7m | 11,694 | New |
| Lam ResearchLRCX | 1.4% | $7m | 16,529 | Held |
| Invesco QQQ TRQQQ | 1.3% | $6m | 8,742 | -2% |
| AmphenolAPH | 1.2% | $6m | 34,752 | -3% |
| Ishares TRIHE | 1.2% | $6m | 60,787 | New |
| WalmartWMT | 1.2% | $6m | 51,594 | Held |
| First TR Exchange-Traded FDFXR | 1.2% | $6m | 63,826 | Held |
| Ishares TRIAT | 1.2% | $6m | 92,951 | New |
| Caseys General StoresCASY | 1.2% | $6m | 7,270 | -5% |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $6m | 7,460 | +476% |
| Ishares TREMB | 1.1% | $6m | 57,241 | +9% |
| Ishares TRITA | 1.1% | $5m | 22,661 | +5% |
| Ralph LaurenRL | 1.1% | $5m | 13,471 | -4% |
| Vanguard Scottsdale FDSVCIT | 1.1% | $5m | 64,161 | +9% |
| JabilJBL | 1.0% | $5m | 13,383 | -2% |
| Ishares TRFLOT | 1.0% | $5m | 99,394 | New |
| IsharesEWO | 1.0% | $5m | 119,687 | -2% |
| Ishares TRIEI | 1.0% | $5m | 42,857 | +10% |
| Ishares TRMBB | 1.0% | $5m | 52,580 | +10% |
| IsharesEWP | 1.0% | $5m | 80,907 | Held |
| Cardinal HealthCAH | 0.9% | $5m | 19,560 | Held |
| Johnson & JohnsonJNJ | 0.9% | $5m | 18,097 | +6% |
| KLAKLAC | 0.9% | $5m | 15,207 | +564% |
| MastecMTZ | 0.9% | $5m | 11,017 | -3% |
| ExelixisEXEL | 0.9% | $4m | 80,989 | -2% |
| IsharesEWI | 0.9% | $4m | 73,883 | Held |
| Vanguard Tax-Managed FDSVEA | 0.9% | $4m | 61,417 | -4% |
| IsharesEIS | 0.9% | $4m | 35,542 | Held |
| TapestryTPR | 0.8% | $4m | 27,721 | -2% |
| IsharesEWC | 0.8% | $4m | 70,250 | Held |
| Carpenter TechnologyCRS | 0.8% | $4m | 6,430 | Held |
| JPMorgan ChaseJPM | 0.8% | $4m | 12,063 | +5% |
| NvidiaNVDA | 0.8% | $4m | 19,664 | Held |
| Trane TechnologiesTT | 0.8% | $4m | 7,926 | Held |
| Quanta ServicesPWR | 0.8% | $4m | 5,259 | -4% |
| Mgic InvestmentMTG | 0.8% | $4m | 133,864 | -2% |
| Ross StoresROST | 0.7% | $4m | 16,765 | +1623% |
| BroadcomAVGO | 0.7% | $3m | 9,080 | +10% |
| Southwest AirlinesLUV | 0.7% | $3m | 64,856 | New |
| NucorNUE | 0.7% | $3m | 14,671 | +298% |
| FirstCash HoldingsFCFS | 0.7% | $3m | 14,983 | -3% |
| Valero EnergyVLO | 0.6% | $3m | 12,365 | +9% |
| Invesco Exchange Traded FD TRSP | 0.6% | $3m | 14,505 | +39% |
| Hartford Insurance GroupHIG | 0.6% | $3m | 23,216 | -2% |
| Steel DynamicsSTLD | 0.6% | $3m | 13,279 | +753% |
| Vanguard Index FDSVTI | 0.6% | $3m | 8,206 | +3% |
| Eli LillyLLY | 0.6% | $3m | 2,528 | +5% |
| Micron TechnologyMU | 0.6% | $3m | 2,575 | +95% |
| TimkenTKR | 0.6% | $3m | 20,299 | New |
| Coca-Cola Europacific PartnersCCEP | 0.6% | $3m | 29,199 | -4% |
| MerckMRK | 0.6% | $3m | 22,665 | +3% |
| Mercury GeneralMCY | 0.6% | $3m | 26,478 | New |
| Amazon.comAMZN | 0.6% | $3m | 11,780 | +11% |
| Ishares TRIWM | 0.6% | $3m | 9,284 | New |
| C. H. Robinson WorldwideCHRW | 0.6% | $3m | 14,552 | Held |
| Allison Transmission HoldingsALSN | 0.5% | $3m | 23,892 | -2% |
| Procter & GamblePG | 0.5% | $3m | 18,143 | +7% |
| EvercoreEVR | 0.5% | $3m | 7,676 | +7% |
| Janus Henderson Group | 0.5% | $3m | 50,278 | -4% |
| Ishares TREFA | 0.5% | $3m | 24,310 | New |
| Ryder SystemR | 0.5% | $2m | 9,428 | New |
| BorgwarnerBWA | 0.5% | $2m | 36,443 | New |
| Ferguson EnterprisesFERG | 0.5% | $2m | 10,138 | Held |
| IsharesEWT | 0.5% | $2m | 21,751 | Held |
| NetAppNTAP | 0.4% | $2m | 14,392 | New |
| VisaV | 0.4% | $2m | 6,217 | +12% |
| W.W. GraingerGWW | 0.4% | $2m | 1,544 | Held |
| Cisco SystemsCSCO | 0.4% | $2m | 17,180 | +13% |
| FedExFDX | 0.4% | $2m | 6,444 | +7% |
| ExxonMobil HoldingsXOM | 0.4% | $2m | 14,531 | +4% |
| Ishares TREPOL | 0.4% | $2m | 49,396 | Held |
| Invesco Exchange Traded FD TRSPT | 0.4% | $2m | 29,199 | -9% |
| Seagate Technology HoldingsSTX | 0.4% | $2m | 1,883 | +38% |
| IsharesTHD | 0.4% | $2m | 24,466 | New |
| Western DigitalWDC | 0.3% | $2m | 2,624 | +8% |
| AbbVieABBV | 0.3% | $2m | 6,503 | +5% |
| Meta PlatformsMETA | 0.3% | $2m | 2,866 | +12% |
| Coca-ColaKO | 0.3% | $2m | 19,842 | +6% |
| AlphabetGOOG | 0.3% | $2m | 4,428 | +16% |
| Gilead SciencesGILD | 0.3% | $2m | 12,267 | -56% |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $1m | 2 | Held |
| Berkshire HathawayBRK-B | 0.3% | $1m | 2,960 | +180% |
| Home DepotHD | 0.3% | $1m | 4,197 | Held |
| HF SinclairDINO | 0.3% | $1m | 21,077 | New |
| American Electric PowerAEP | 0.3% | $1m | 9,996 | Held |
| Consolidated EdisonED | 0.3% | $1m | 12,243 | +7% |
| MckessonMCK | 0.3% | $1m | 1,782 | -68% |
| Philip Morris InternationalPM | 0.3% | $1m | 6,984 | +8% |
Showing the largest 100 of 262.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 29.5% since 30 June 2025.
Where the money is
Technology17.3%
Industrials15.8%
Financial services6.9%
Health care5.8%
Retail & consumer5.8%
Everyday goods4.5%
Media & telecom2.6%
Energy2.0%
Materials1.8%
Utilities1.3%
Real estate1.1%
Other35.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.