Institutional Manager · CIK 0001729428
Monument Capital Management
ALEXANDRIA, VA · File #028-18260
Latest AUM
$402.0M
Positions
220
Top-10 Concentration
32.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025220 pos · $402.0M
- 13F HOLDINGS REPORTQ/E Sep 2025226 pos · $400.0M
- 13F HOLDINGS REPORTQ/E Jun 2025219 pos · $383.9M
- 13F HOLDINGS REPORTQ/E Mar 2025193 pos · $325.3M
- 13F HOLDINGS REPORTQ/E Dec 2024198 pos · $362.6M
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $361.6M
- 13F HOLDINGS REPORTQ/E Jun 2024178 pos · $339.9M
- 13F HOLDINGS REPORTQ/E Mar 2024187 pos · $347.0M
- 13F HOLDINGS REPORTQ/E Dec 2023164 pos · $298.0M
- 13F HOLDINGS REPORTQ/E Sep 2023160 pos · $313.7M
- 13F HOLDINGS REPORTQ/E Jun 2023146 pos · $298.8M
- 13F HOLDINGS REPORTQ/E Mar 2023155 pos · $292.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 31,005 | $15.0M | 5.86% |
| 2 | APPLE INC | AAPL | 33,643 | $9.1M | 3.58% |
| 3 | ISHARES TR | 464287150 | 59,591 | $8.9M | 3.46% |
| 4 | CATERPILLAR INC | CAT | 14,418 | $8.3M | 3.23% |
| 5 | ISHARES TR | 464287614 | 17,217 | $8.1M | 3.19% |
| 6 | ISHARES TR | 464287622 | 19,829 | $7.4M | 2.90% |
| 7 | ISHARES TR | 464287481 | 50,810 | $7.0M | 2.72% |
| 8 | EMCOR GROUP INC | EME | 11,255 | $6.9M | 2.69% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C680 | 52,274 | $6.4M | 2.49% |
| 10 | WALMART INC | WMT | 53,103 | $5.9M | 2.31% |
| 11 | COMFORT SYS USA INC | 199908104 | 6,294 | $5.9M | 2.30% |
| 12 | ALPHABET INC | GOOG | 18,485 | $5.8M | 2.26% |
| 13 | FIRST TR EXCHANGE TRADED FD | 33734X135 | 92,440 | $5.6M | 2.18% |
| 14 | INVESCO QQQ TR | IVZ | 8,981 | $5.5M | 2.16% |
| 15 | SELECT SECTOR SPDR TR | 81369Y852 | 45,872 | $5.4M | 2.11% |
| 16 | ISHARES TR | 464288281 | 55,124 | $5.3M | 2.08% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 61,456 | $5.1M | 2.01% |
| 18 | RALPH LAUREN CORP | RL | 14,470 | $5.1M | 2.00% |
| 19 | FIRST TR EXCHANGE TRADED FD | 33734X150 | 63,920 | $5.1M | 2.00% |
| 20 | SELECT SECTOR SPDR TR | 81369Y803 | 34,386 | $5.0M | 1.94% |