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Monument Capital Management Portfolio
$479.9M across 255 positions as of 2026-09-30, with 21% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.7%
-3.8% a year vs the S&P 500
3 years
+16.5%
-4.8% a year vs the S&P 500
5 years
+9.0%
-3.2% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -4.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $16.2M | 3.4% | 31,647 |
| AAPLApple Inc | $11.4M | 2.4% | 34,342 |
| DELLDell Technologies Inc | $10.6M | 2.2% | 19,703 |
| IWMiShares Russell 2000 Index Fund | $9.9M | 2.1% | 35,497 |
| FIXComfort Systems USA Inc | $9.5M | 2.0% | 5,723 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $9.3M | 1.9% | 56,035 |
| CATCaterpillar Inc | $9M | 1.9% | 11,063 |
| IWDiShares Russell 1000 Value ETF | $8.4M | 1.8% | 34,034 |
| IWBiShares Russell 1000 ETF | $8.3M | 1.7% | 19,933 |
| GOOGLAlphabet Inc | $8.2M | 1.7% | 23,786 |
| MUMicron Technology Inc | $6.6M | 1.4% | 6,190 |
| QQQInvesco QQQ Trust, Series 1 | $6.4M | 1.3% | 8,669 |
| IBBiShares Nasdaq Biotechnology Index Fund | $6.1M | 1.3% | 28,887 |
| APHAmphenol Corp | $5.9M | 1.2% | 70,512 |
| IGViShares Expanded Tech-Software Sector ETF | $5.6M | 1.2% | 53,036 |
| ISHARES TR | $5.6M | 1.2% | 50,075 |
| IYZiShares U.S. Telecommunications ETF | $5.5M | 1.1% | 133,797 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.5M | 1.1% | 7,223 |
| LRCXLam Research Corp | $5.5M | 1.1% | 16,747 |
| FLOTiShares Floating Rate Bond ETF | $5.5M | 1.1% | 106,800 |
| WMTWalmart Inc | $5.4M | 1.1% | 51,833 |
| FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.1% | 64,860 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $5.2M | 1.1% | 57,499 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $5.2M | 1.1% | 65,889 |
| IEIiShares 3-7 Year Treasury Bond ETF | $5.1M | 1.1% | 45,044 |
| ISHARES INC | $5.1M | 1.1% | 119,691 |
| MBBiShares MBS ETF | $5.1M | 1.1% | 56,820 |
| VLOValero Energy Corp | $5M | 1.0% | 12,800 |
| JNJJohnson & Johnson | $4.9M | 1.0% | 18,534 |
| EXELExelixis Inc | $4.8M | 1.0% | 82,041 |
| ISHARES INC | $4.8M | 1.0% | 80,738 |
| RLRalph Lauren Corp | $4.7M | 1.0% | 13,271 |
| NVDANVIDIA Corp | $4.7M | 1.0% | 20,474 |
| CAHCardinal Health Inc | $4.4M | 0.9% | 19,624 |
| ISHARES INC | $4.4M | 0.9% | 74,156 |
| EWSiShares MSCI Singapore ETF | $4.3M | 0.9% | 129,410 |
| VEAVanguard FTSE Developed Markets ETF | $4.3M | 0.9% | 60,678 |
| MPCMarathon Petroleum Corp | $4.3M | 0.9% | 10,751 |
| EWCiShares MSCI Canada Index Fund | $4.2M | 0.9% | 71,340 |
| ROSTRoss Stores Inc | $4.1M | 0.9% | 17,522 |
| DINOHF Sinclair Corp | $4M | 0.8% | 37,658 |
| JPMJPMorgan Chase & Co | $4M | 0.8% | 12,147 |
| POPULAR INC | $4M | 0.8% | 25,435 |
| JBLJabil Inc | $3.9M | 0.8% | 13,730 |
| SANMINA CORP | $3.9M | 0.8% | 18,254 |
| TRANE TECHNOLOGIES PLC | $3.7M | 0.8% | 8,258 |
| NTAPNetApp Inc | $3.5M | 0.7% | 16,791 |
| NUENucor Corp | $3.5M | 0.7% | 14,837 |
| MTGMGIC Investment Corp | $3.4M | 0.7% | 133,043 |
| PSXPhillips 66 | $3.3M | 0.7% | 13,039 |
| MRKMerck & Co Inc | $3.3M | 0.7% | 22,830 |
| AMZNAmazon.com Inc | $3.2M | 0.7% | 12,993 |
| STLDSteel Dynamics Inc | $3.2M | 0.7% | 14,392 |
| AVGOBroadcom Inc | $3.2M | 0.7% | 9,072 |
| HALOHalozyme Therapeutics Inc | $3.1M | 0.7% | 28,511 |
| TRVTravelers Companies Inc | $3.1M | 0.6% | 8,648 |
| VTIVanguard Total Stock Market ETF | $3.1M | 0.6% | 8,190 |
| RSPInvesco S&P 500 Equal Weight ETF | $3M | 0.6% | 14,505 |
| LLYEli Lilly and Co | $3M | 0.6% | 2,591 |
| COCA-COLA EUROPACIFIC PARTNE | $3M | 0.6% | 29,064 |
| MEDPMedpace Holdings Inc | $2.9M | 0.6% | 4,668 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $2.9M | 0.6% | 25,407 |
| HIGHartford Insurance Group Inc | $2.8M | 0.6% | 23,231 |
| DILLARDS INC | $2.7M | 0.6% | 3,993 |
| MERCURY GENL CORP NEW | $2.6M | 0.5% | 26,650 |
| PWRQuanta Services Inc | $2.6M | 0.5% | 4,091 |
| PGProcter & Gamble Co | $2.6M | 0.5% | 17,833 |
| FIVEFive Below Inc | $2.6M | 0.5% | 11,755 |
| EFAiShares MSCI EAFE ETF | $2.5M | 0.5% | 24,221 |
| MMacy's Inc | $2.4M | 0.5% | 106,897 |
| XOMExxonmobil Holdings Corp | $2.4M | 0.5% | 14,902 |
| BBYBest Buy Co Inc | $2.4M | 0.5% | 26,958 |
| VVisa Inc | $2.4M | 0.5% | 6,612 |
| TKRTimken Co | $2.4M | 0.5% | 20,339 |
| CNCCentene Corp | $2.3M | 0.5% | 36,895 |
| IWFiShares Russell 1000 Growth ETF | $2.2M | 0.5% | 17,871 |
| ISHARES TR | $2.2M | 0.5% | 49,973 |
| CFCF Industries Holdings Inc | $2.2M | 0.5% | 19,222 |
| RRyder System Inc | $2.2M | 0.5% | 9,590 |
| ISHARES INC | $2.2M | 0.5% | 19,190 |
| WSMWilliams-Sonoma Inc | $2.1M | 0.4% | 9,419 |
| METAMeta Platforms Inc | $2M | 0.4% | 2,794 |
| GWWWW Grainger Inc | $1.9M | 0.4% | 1,544 |
| PMPhilip Morris International Inc | $1.9M | 0.4% | 9,971 |
| KOCoca-Cola Co | $1.9M | 0.4% | 21,822 |
| CSCOCisco Systems Inc | $1.8M | 0.4% | 17,096 |
| ISHARES INC | $1.8M | 0.4% | 25,880 |
| ABBVAbbVie Inc | $1.8M | 0.4% | 6,936 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $1.8M | 0.4% | 26,913 |
| GILDGilead Sciences, Inc | $1.8M | 0.4% | 11,885 |
| SEAGATE TECHNOLOGY HLDNGS PL | $1.6M | 0.3% | 1,765 |
| MCKMcKesson Corp | $1.6M | 0.3% | 1,835 |
| BMYBristol-Myers Squibb Co | $1.5M | 0.3% | 24,484 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.3% | 2 |
| GOOGAlphabet Inc | $1.5M | 0.3% | 4,330 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 0.3% | 2,952 |
| EDConsolidated Edison Inc | $1.3M | 0.3% | 12,695 |
| CVXChevron Corp | $1.2M | 0.3% | 6,051 |
| VONVVanguard Russell 1000 Value ETF | $1.2M | 0.3% | 11,127 |
| AMGNAmgen Inc | $1.2M | 0.2% | 2,769 |
| HDHome Depot Inc | $1.1M | 0.2% | 4,003 |
| IVViShares Core S&P 500 ETF | $1.1M | 0.2% | 1,479 |
| MUSAMurphy USA Inc. Common Stock | $1.1M | 0.2% | 2,202 |
| TFCTruist Financial Corp | $1.1M | 0.2% | 23,002 |
| TJXTJX Companies Inc | $1M | 0.2% | 7,902 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $1M | 0.2% | 29,077 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1M | 0.2% | 11,245 |
| WMWaste Management Inc | $1M | 0.2% | 5,013 |
| AEPAmerican Electric Power Company Inc | $1M | 0.2% | 8,503 |
| AMATApplied Materials Inc | $1M | 0.2% | 1,966 |
| MAMastercard Inc | $977.4K | 0.2% | 1,772 |
| WDCWestern Digital Corp | $967.1K | 0.2% | 2,128 |
| EEMiShares MSCI Emerging Index Fund | $960.8K | 0.2% | 14,386 |
| PLTRPalantir Technologies Inc | $953K | 0.2% | 5,095 |
| SCIService Corporation International | $948.2K | 0.2% | 12,452 |
| WFCWells Fargo & Co | $898.7K | 0.2% | 11,227 |
| GEGeneral Electric Co | $897.3K | 0.2% | 2,873 |
| DUKDuke Energy Corp | $874.9K | 0.2% | 7,674 |
| CCitigroup Inc | $827.5K | 0.2% | 6,391 |
| IRMIron Mountain Inc | $793.2K | 0.2% | 7,149 |
| COSTCostco Wholesale Corp | $788.4K | 0.2% | 866 |
| VTVanguard Total World Stock Index ETF | $780.7K | 0.2% | 4,946 |
| SPDR SERIES TRUST | $775K | 0.2% | 7,484 |
| HSBCHSBC Holdings PLC | $763.9K | 0.2% | 7,692 |
| NFLXNetflix Inc | $759.3K | 0.2% | 10,912 |
| VOOVanguard S&P 500 ETF | $757.9K | 0.2% | 1,081 |
| ORLYO'Reilly Automotive Inc | $755.9K | 0.2% | 8,850 |
| MOAltria Group Inc | $732K | 0.2% | 10,871 |
| GLDSPDR Gold Shares | $726.3K | 0.2% | 1,907 |
| KLACKLA Corp | $725.3K | 0.2% | 3,721 |
| EATON CORP PLC | $724.9K | 0.2% | 1,687 |
| EMEEMCOR Group Inc | $721.3K | 0.2% | 956 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $711.2K | 0.1% | 1,559 |
| TMOThermo Fisher Scientific Inc | $685.5K | 0.1% | 1,016 |
| SNPSSynopsys Inc | $685K | 0.1% | 1,575 |
| LMTLockheed Martin Corp | $685K | 0.1% | 1,345 |
| ARCCAres Capital Corp | $680.2K | 0.1% | 35,615 |
| AMDAdvanced Micro Devices Inc | $679.1K | 0.1% | 1,110 |
| RADIANT LOGISTICS INC | $664.8K | 0.1% | 76,500 |
| PGRProgressive Corp | $647.2K | 0.1% | 3,122 |
| GEVGE Vernova Inc | $640.6K | 0.1% | 674 |
| NVSNovartis AG | $634.2K | 0.1% | 4,448 |
| VZVerizon Communications Inc | $622.5K | 0.1% | 13,572 |
| TOTALENERGIES SE | $617.7K | 0.1% | 7,224 |
| PHMPultegroup Inc | $617.4K | 0.1% | 5,320 |
| MUBiShares National Muni Bond ETF | $587.5K | 0.1% | 5,811 |
| SCCOSouthern Copper Corp | $587K | 0.1% | 2,897 |
| URIUnited Rentals Inc | $577.5K | 0.1% | 577 |
| GSGoldman Sachs Group Inc | $575.7K | 0.1% | 639 |
| CORCencora Inc | $571.7K | 0.1% | 1,904 |
| SPDR INDEX SHS FDS | $564.3K | 0.1% | 6,524 |
| NEMNewmont Corporation | $561.4K | 0.1% | 4,867 |
| IUSViShares Core S&P U.S. Value ETF | $554.5K | 0.1% | 5,028 |
| ARCH CAP GROUP LTD | $553.4K | 0.1% | 5,992 |
| AGGiShares Core U.S. Aggregate Bond ETF | $506.3K | 0.1% | 5,355 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $489.5K | 0.1% | 11,012 |
| HTGCHercules Capital Inc | $483.3K | 0.1% | 28,750 |
| FIDUS INVT CORP | $482.9K | 0.1% | 25,059 |
| WELLWelltower Inc | $470.5K | 0.1% | 2,044 |
| MUELLER INDS INC | $466.6K | 0.1% | 7,698 |
| PHParker-Hannifin Corp | $465.6K | 0.1% | 487 |
| SPGSimon Property Group Inc | $464.4K | 0.1% | 2,313 |
| GBDCGolub Capital BDC Inc | $464.3K | 0.1% | 36,762 |
| BKNGBooking Holdings Inc | $461.4K | 0.1% | 2,832 |
| BLACKSTONE SECD LENDING FD | $460.5K | 0.1% | 19,203 |
| VICIVICI Properties Inc | $445.9K | 0.1% | 19,412 |
| ITWIllinois Tool Works Inc | $444.9K | 0.1% | 1,729 |
| BANK OF NY MELLON CORP | $443K | 0.1% | 3,063 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $440.6K | 0.1% | 7,891 |
| FIRST TR EXCHANGE-TRADED FD | $434K | 0.1% | 20,805 |
| INTCIntel Corp | $431.5K | 0.1% | 3,589 |
| APLEApple Hospitality REIT Inc | $421K | 0.1% | 26,053 |
| ORCLOracle Corp | $410.5K | 0.1% | 2,990 |
| COFCapital One Financial Corp | $407.5K | 0.1% | 2,110 |
| ROYAL CARIBBEAN GROUP | $404.6K | 0.1% | 1,522 |
| PKGPackaging Corp of America | $403.5K | 0.1% | 1,760 |
| UIUbiquiti Inc | $400.7K | 0.1% | 706 |
| AFLAflac Inc | $400.5K | 0.1% | 3,583 |
| TPRTapestry Inc | $392.2K | 0.1% | 3,409 |
| WECWEC Energy Group Inc | $391.3K | 0.1% | 3,883 |
| CUBECubeSmart | $382.6K | 0.1% | 10,180 |
| ANGLOGOLD ASHANTI PLC | $379.3K | 0.1% | 4,037 |
| ORealty Income Corp | $378.4K | 0.1% | 6,969 |
| AXPAmerican Express Co | $378.4K | 0.1% | 1,244 |
| INTERDIGITAL INC | $376.3K | 0.1% | 1,154 |
| CMICummins Inc | $369.9K | 0.1% | 716 |
| TSLATesla Inc | $365.8K | 0.1% | 1,031 |
| AZOAutozone Inc | $362.2K | 0.1% | 128 |
| BROADSTONE NET LEASE INC | $361.8K | 0.1% | 19,557 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $359.5K | 0.1% | 707 |
| CHUBB LIMITED | $359.3K | 0.1% | 1,105 |
| TOTLState Street DoubleLine Total Return Tactical ETF | $357.8K | 0.1% | 9,561 |
| WPCW.p. Carey Inc | $350.9K | 0.1% | 5,429 |
| SIXTH STREET SPECIALTY LENDI | $350.6K | 0.1% | 19,458 |
| WRBW. R. Berkley Corp | $344.5K | 0.1% | 5,101 |
| KRKroger Co | $340.6K | 0.1% | 5,811 |
| UNHUnitedHealth Group Inc | $338.6K | 0.1% | 922 |
| IWRiShares Russell Mid-Cap ETF | $336.7K | 0.1% | 3,155 |
| JKHYJack Henry & Associates Inc | $336.1K | 0.1% | 2,346 |
| CBOECboe Global Markets Inc | $334.2K | 0.1% | 1,214 |
| RIORio Tinto PLC | $333.8K | 0.1% | 3,545 |
| BACBank of America Corp | $331.9K | 0.1% | 6,099 |
| UNPUnion Pacific Corp | $328.9K | 0.1% | 1,208 |
| ASTRAZENECA PLC | $326.5K | 0.1% | 2,022 |
| EFViShares MSCI EAFE Value ETF | $324.6K | 0.1% | 4,101 |
| FBPFirst BanCorp | $320K | 0.1% | 12,147 |
| KMIKinder Morgan Inc | $310.8K | 0.1% | 10,309 |
| MARMarriott International Inc | $305.2K | 0.1% | 858 |
| CCICrown Castle Inc | $302.5K | 0.1% | 4,538 |
| LOWLowe's Companies Inc | $289.1K | 0.1% | 1,569 |
| HCAHCA Healthcare Inc | $286.9K | 0.1% | 672 |
| DHT HOLDINGS INC | $286.9K | 0.1% | 12,711 |
| IBMInternational Business Machines Corp | $285.7K | 0.1% | 1,299 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $283.3K | 0.1% | 3,747 |
| MCDMcDonald's Corp | $283.3K | 0.1% | 1,227 |
| IBPInstalled Building Products Inc | $277.3K | 0.1% | 1,445 |
| MURMurphy Oil Corporation Common Stock | $276.9K | 0.1% | 7,481 |
| CTASCintas Corp | $276.8K | 0.1% | 1,419 |
| NEENextera Energy Inc | $272.6K | 0.1% | 3,599 |
| COPConocoPhillips | $269.3K | 0.1% | 2,152 |
| ADPAutomatic Data Processing Inc | $262.5K | 0.1% | 1,017 |
| MMM3M Co | $257.2K | 0.1% | 1,567 |
| EMREmerson Electric Co | $257K | 0.1% | 1,657 |
| BLKBlackRock Inc | $256.3K | 0.1% | 242 |
| DLXDeluxe Corp | $254.9K | 0.1% | 11,097 |
| PEPPepsiCo Inc | $254.1K | 0.1% | 2,005 |
| VALEVale SA | $251.6K | 0.1% | 18,765 |
| GSKGSK plc | $249.7K | 0.1% | 5,183 |
| FANGDiamondback Energy Inc | $247K | 0.1% | 1,344 |
| LINDE PLC | $243K | 0.1% | 512 |
| FCXFreeport-McMoRan Inc | $242.5K | 0.1% | 3,464 |
| IWPiShares Russell Midcap Growth ETF | $241.9K | 0.1% | 1,757 |
| KTBKontoor Brands Inc | $241K | 0.1% | 3,823 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $237.9K | 0.0% | 10,135 |
| EBAYeBay Inc | $234.4K | 0.0% | 2,210 |
| MEDTRONIC PLC | $230.9K | 0.0% | 2,676 |
| USBUS Bancorp | $229K | 0.0% | 3,964 |
| VTRVentas Inc | $228.3K | 0.0% | 2,685 |
| VCSHVanguard Short-Term Corporate Bond ETF | $227.1K | 0.0% | 2,939 |
| COKECoca-Cola Consolidated Inc | $224.9K | 0.0% | 1,188 |
| BNDVanguard Total Bond Market ETF | $223.3K | 0.0% | 3,183 |
| SYFSynchrony Financial | $222.2K | 0.0% | 3,131 |
| AIGAmerican International Group Inc | $220K | 0.0% | 2,956 |
| AITApplied Industrial Technologies Inc | $215.7K | 0.0% | 649 |
| ESEversource Energy | $214.5K | 0.0% | 3,343 |
| SLBSLB NV | $214.4K | 0.0% | 4,401 |
| BXBlackstone Inc | $212.2K | 0.0% | 1,893 |
| CRWDCrowdStrike Holdings Inc | $209.7K | 0.0% | 792 |
| PFEPfizer Inc | $207.7K | 0.0% | 7,283 |
| MSIMotorola Solutions Inc | $206K | 0.0% | 462 |
| VOTVanguard Mid-Cap Growth ETF | $202.1K | 0.0% | 692 |
| ISHARES TR | $201.5K | 0.0% | 3,456 |
| VIRTUIX HOLDINGS INC. | $192.2K | 0.0% | 156,243 |
| RPC INC | $60K | 0.0% | 10,655 |
| ABEVAmbev SA | $38.1K | 0.0% | 13,046 |
Quarter ending 2026-09-30.
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