Monument Capital Management
Sector Allocation
- Other33.2%$159.4M
- Technology21.5%$103.3M
- Financials8.7%$41.6M
- Consumer Discretionary7.7%$36.8M
- Industrials7.4%$35.5M
- Healthcare7.1%$33.9M
- Consumer Staples4.9%$23.6M
- Energy4.6%$22.2M
- Materials2.6%$12.3M
- Utilities1.1%$5.1M
AUM History
13fpro.ai/research/fund/monument-capital-management-1729428
Conviction and streaks
Concentrating · top 10 = 21.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$16.2MAAPL
$11.4MDELL
$10.6M- ISHARES$9.9M
FIX
$9.5M- ISHARES$9.3M
CAT
$9.0M- ISHARES$8.4M
- ISHARES$8.3M
GOOGL
$8.2MMU
$6.6MQQQ
$6.4M- ISHARES$6.1M
APH
$5.9M- ISHARES$5.6M
- ISHARES$5.6M
- ISHARES$5.5M
SPY
$5.5MLRCX
$5.5M- ISHARES$5.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/monument-capital-management-1729428
Monument Capital Management 13F holdings — Q3 2026
$479.9M portfolio (-3.5% QoQ) · 255 holdings · Q3 2026 13F · top 10 are 21% of the stock portfolio
$16.2M
3.4% of stocks
+1%This quarter-0.5%Since filed11+ qtrsHeld$11.4M
2.4% of stocks
+0.8%This quarter+2.2%Since filed11+ qtrsHeld$10.6M
2.2% of stocks
-2%This quarter-20.3%Since filed11+ qtrsHeldAIQuality71.1#190Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 4
ISHARES TR - RUSSELL 2000 ETF
$9.9M
2.1% of stocks
+282%This quarter—Since filed—HeldAIQuality—Est. buy— $9.5M
2.0% of stocks
-1%This quarter-27.5%Since filed6 qtrsHeld- 6
ISHARES TR - CORE S&P TTL STK
$9.3M
1.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
1.9% of stocks
-2%This quarter-13.5%Since filed11+ qtrsHeldAIQuality66.6#398Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row- 8
ISHARES TR - RUS 1000 VAL ETF
$8.4M
1.8% of stocks
+603%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS 1000 ETF
$8.3M
1.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $8.2M
1.7% of stocks
+3%This quarter-9.7%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $16.2M | 3.4% | +1% | -0.5% | 11+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $11.4M | 2.4% | +0.8% | +2.2% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $10.6M | 2.2% | -2% | -20.3% | 11+ qtrsTrimmed 2 qtrs in a row | 71.1#190 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - RUSSELL 2000 ETF | $9.9M | 2.1% | +282% | — | — | — | — | |
| 5 | $9.5M | 2.0% | -1% | -27.5% | 6 qtrsTrimmed 5 qtrs in a row | 81.3#22 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - CORE S&P TTL STK | $9.3M | 1.9% | -2% | — | — | — | — | |
| 7 | $9.0M | 1.9% | -2% | -13.5% | 11+ qtrsTrimmed 5 qtrs in a row | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - RUS 1000 VAL ETF | $8.4M | 1.8% | +603% | — | — | — | — | |
| 9 | ISHARES TR - RUS 1000 ETF | $8.3M | 1.7% | +1% | — | — | — | — | |
| 10 | $8.2M | 1.7% | +3% | -9.7% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Monument Capital Management (Q3 2026)
255 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICRON TECHNOLOGY INC | Technology | $6.6M | 1.4% | 6,190 | +140% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $6.4M | 1.3% | 8,669 | -0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - ISHARES BIOTECHetf/fund | — | $6.1M | 1.3% | 29K | New | — | — | 13F |
| 14 | AMPHENOL CORP /DE/ | Technology | $5.9M | 1.2% | 71K | +103% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - EXPANDED TECHetf/fund | — | $5.6M | 1.2% | 53K | New | — | — | 13F |
| 16 | — | ISHARES TR - US DIGI REAL ETFetf/fund | — | $5.6M | 1.2% | 50K | New | — | — | 13F |
| 17 | — | ISHARES TR - US TELECOM ETFetf/fund | — | $5.5M | 1.1% | 134K | New | — | — | 13F |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.5M | 1.1% | 7,223 | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | LAM RESEARCH CORP | Technology | $5.5M | 1.1% | 17K | +1% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $5.5M | 1.1% | 107K | +7% | — | — | 13F |
| 21 | Walmart Inc. | Consumer Staples | $5.4M | 1.1% | 52K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | — | $5.3M | 1.1% | 65K | +2% | — | — | 13F |
| 23 | — | ISHARES TR - JPMORGAN USD EMGetf/fund | — | $5.2M | 1.1% | 57K | +0.5% | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $5.2M | 1.1% | 66K | +3% | — | — | 13F |
| 25 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $5.1M | 1.1% | 45K | +5% | — | — | 13F |
| 26 | — | ISHARES INC - MSCI AUSTRIA ETF | — | $5.1M | 1.1% | 120K | +0.0% | |||
| 27 | — | ISHARES TR - MBS ETF | — | $5.1M | 1.1% | 57K | +8% | |||
| 28 | $VLO | VALERO ENERGY CORP/TX | Energy | $5.0M | 1.0% | 13K | +4% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.9M | 1.0% | 19K | +2% | |||
| 30 | $EXEL | EXELIXIS, INC. | Healthcare | $4.8M | 1.0% | 82K | +1% | |||
| 31 | — | ISHARES INC - MSCI SPAIN ETF | — | $4.8M | 1.0% | 81K | -0.2% | |||
| 32 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $4.7M | 1.0% | 13K | -1% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $4.7M | 1.0% | 20K | +4% | |||
| 34 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $4.4M | 0.9% | 20K | +0.3% | |||
| 35 | — | ISHARES INC - MSCI ITALY ETF | — | $4.4M | 0.9% | 74K | +0.4% | |||
| 36 | — | ISHARES INC - MSCI SINGPOR ETF | — | $4.3M | 0.9% | 129K | New | |||
| 37 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $4.3M | 0.9% | 61K | -1% | |||
| 38 | $MPC | Marathon Petroleum Corp | Energy | $4.3M | 0.9% | 11K | +275% | |||
| 39 | — | ISHARES INC - MSCI CDA ETF | — | $4.2M | 0.9% | 71K | +2% | |||
| 40 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $4.1M | 0.8% | 18K | +5% | |||
| 41 | $DINO | HF Sinclair Corp | Energy | $4.0M | 0.8% | 38K | +79% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $4.0M | 0.8% | 12K | +0.7% | |||
| 43 | $BPOP | POPULAR, INC. | Financials | $4.0M | 0.8% | 25K | New | |||
| 44 | $JBL | JABIL INC | Technology | $3.9M | 0.8% | 14K | +3% | |||
| 45 | $SANM | SANMINA CORP | Technology | $3.9M | 0.8% | 18K | New | |||
| 46 | $TT | Trane Technologies plc | Technology | $3.7M | 0.8% | 8,258 | +4% | |||
| 47 | $NTAP | NetApp, Inc. | Technology | $3.5M | 0.7% | 17K | +17% | |||
| 48 | $NUE | NUCOR CORP | Materials | $3.5M | 0.7% | 15K | +1% | |||
| 49 | $MTG | MGIC INVESTMENT CORP | Financials | $3.4M | 0.7% | 133K | -0.6% | |||
| 50 | $PSX | Phillips 66 | Energy | $3.3M | 0.7% | 13K | New | |||
| 51 | $MRK | Merck & Co., Inc. | Healthcare | $3.3M | 0.7% | 23K | +0.7% | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.2M | 0.7% | 13K | +10% | |||
| 53 | $STLD | STEEL DYNAMICS INC | Materials | $3.2M | 0.7% | 14K | +8% | |||
| 54 | $AVGO | Broadcom Inc. | Technology | $3.2M | 0.7% | 9,072 | -0.1% | |||
| 55 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $3.1M | 0.7% | 29K | New | |||
| 56 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $3.1M | 0.6% | 8,648 | +488% | |||
| 57 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.1M | 0.6% | 8,190 | -0.2% | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $3.0M | 0.6% | 15K | — | |||
| 59 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.6% | 2,591 | +2% | |||
| 60 | $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | Consumer Staples | $3.0M | 0.6% | 29K | -0.5% | |||
| 61 | $MEDP | Medpace Holdings, Inc. | Healthcare | $2.9M | 0.6% | 4,668 | New | |||
| 62 | $ALSN | Allison Transmission Holdings Inc | Industrials | $2.9M | 0.6% | 25K | +6% | |||
| 63 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $2.8M | 0.6% | 23K | +0.1% | |||
| 64 | $DDS | DILLARD'S, INC. | Consumer Discretionary | $2.7M | 0.6% | 3,993 | New | |||
| 65 | $MCY | MERCURY GENERAL CORP | Financials | $2.6M | 0.6% | 27K | +0.6% | |||
| 66 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.6M | 0.6% | 4,091 | -22% | |||
| 67 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.6M | 0.5% | 18K | -2% | |||
| 68 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $2.6M | 0.5% | 12K | New | |||
| 69 | — | ISHARES TR - MSCI EAFE ETF | — | $2.5M | 0.5% | 24K | -0.4% | |||
| 70 | $M | Macy's, Inc. | Consumer Discretionary | $2.4M | 0.5% | 107K | New | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.4M | 0.5% | 15K | +3% | |||
| 72 | $BBY | BEST BUY CO INC | Consumer Discretionary | $2.4M | 0.5% | 27K | New | |||
| 73 | $V | VISA INC. | Financials | $2.4M | 0.5% | 6,612 | +6% | |||
| 74 | $TKR | TIMKEN CO | Industrials | $2.4M | 0.5% | 20K | +0.2% | |||
| 75 | $CNC | CENTENE CORP | Healthcare | $2.3M | 0.5% | 37K | New | |||
| 76 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.2M | 0.5% | 18K | -79% | |||
| 77 | — | ISHARES TR - MSCI POLAND ETF | — | $2.2M | 0.5% | 50K | +1% | |||
| 78 | $CF | CF Industries Holdings, Inc. | Materials | $2.2M | 0.5% | 19K | New | |||
| 79 | $R | RYDER SYSTEM INC | Consumer Discretionary | $2.2M | 0.5% | 9,590 | +2% | |||
| 80 | — | ISHARES INC - MSCI TAIWAN ETF | — | $2.2M | 0.5% | 19K | -12% | |||
| 81 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $2.1M | 0.5% | 9,419 | New | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.4% | 2,794 | -3% | |||
| 83 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.9M | 0.4% | 1,544 | — | |||
| 84 | $PM | Philip Morris International Inc. | Consumer Staples | $1.9M | 0.4% | 9,971 | +43% | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $1.9M | 0.4% | 22K | +10% | |||
| 86 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.4% | 17K | -0.5% | |||
| 87 | — | ISHARES INC - MSCI THAILND ETF | — | $1.8M | 0.4% | 26K | +6% | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.4% | 6,936 | +7% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.4% | 27K | -8% | |||
| 90 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.8M | 0.4% | 12K | -3% | |||
| 91 | $STX | Seagate Technology Holdings plc | Technology | $1.6M | 0.3% | 1,765 | -6% | |||
| 92 | $MCK | MCKESSON CORP | Consumer Staples | $1.6M | 0.3% | 1,835 | +3% | |||
| 93 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.5M | 0.3% | 24K | +90% | |||
| 94 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 95 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.3% | 4,330 | -2% | |||
| 96 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2,952 | -0.3% | |||
| 97 | $ED | CONSOLIDATED EDISON INC | Utilities | $1.3M | 0.3% | 13K | +4% | |||
| 98 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.3% | 6,051 | +2% | |||
| 99 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.2M | 0.3% | 11K | -2% | |||
| 100 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.2% | 2,769 | +6% | |||
| 101 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.2% | 4,003 | -5% | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.2% | 1,479 | +8% | |||
| 103 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $1.1M | 0.2% | 2,202 | — | |||
| 104 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.1M | 0.2% | 23K | +0.4% | |||
| 105 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.0M | 0.2% | 7,902 | +3% | |||
| 106 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.0M | 0.2% | 29K | -3% | |||
| 107 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.0M | 0.2% | 11K | +8% | |||
| 108 | $WM | WASTE MANAGEMENT INC | Utilities | $1.0M | 0.2% | 5,013 | +0.5% | |||
| 109 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.0M | 0.2% | 8,503 | -15% | |||
| 110 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.0M | 0.2% | 1,966 | -83% | |||
| 111 | $MA | Mastercard Inc | Financials | $977K | 0.2% | 1,772 | +8% | |||
| 112 | $WDC | WESTERN DIGITAL CORP | Technology | $967K | 0.2% | 2,128 | -19% | |||
| 113 | — | ISHARES TR - MSCI EMG MKT ETF | — | $961K | 0.2% | 14K | -2% | |||
| 114 | $PLTR | Palantir Technologies Inc. | Technology | $953K | 0.2% | 5,095 | -1% | |||
| 115 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $948K | 0.2% | 12K | -0.1% | |||
| 116 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $899K | 0.2% | 11K | -4% | |||
| 117 | $GE | GENERAL ELECTRIC CO | Industrials | $897K | 0.2% | 2,873 | — | |||
| 118 | $DUK | Duke Energy CORP | Utilities | $875K | 0.2% | 7,674 | +8% | |||
| 119 | $C | CITIGROUP INC | Financials | $828K | 0.2% | 6,391 | +0.2% | |||
| 120 | $IRM | IRON MOUNTAIN INC | Real Estate | $793K | 0.2% | 7,149 | — | |||
| 121 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $788K | 0.2% | 866 | -1% | |||
| 122 | $DOV | DOVER Corp | Industrials | $781K | 0.2% | 4,946 | +5% | |||
| 123 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $775K | 0.2% | 7,484 | -0.3% | |||
| 124 | $HSBC | HSBC HOLDINGS PLC | Financials | $764K | 0.2% | 7,692 | +0.7% | |||
| 125 | $NFLX | NETFLIX INC | Communication Services | $759K | 0.2% | 11K | +1% | |||
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $758K | 0.2% | 1,081 | +92% | |||
| 127 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $756K | 0.2% | 8,850 | -5% | |||
| 128 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $732K | 0.1% | 11K | +13% | |||
| 129 | $GLD | SPDR GOLD TRUST | Financials | $726K | 0.1% | 1,907 | -0.4% | |||
| 130 | $KLAC | KLA CORP | Technology | $725K | 0.1% | 3,721 | -76% | |||
| 131 | $ETN | Eaton Corp plc | Industrials | $725K | 0.1% | 1,687 | +0.2% | |||
| 132 | $EME | EMCOR Group, Inc. | Industrials | $721K | 0.1% | 956 | -91% | |||
| 133 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $711K | 0.1% | 1,559 | +20% | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $686K | 0.1% | 1,016 | +21% | |||
| 135 | $SNPS | SYNOPSYS INC | Technology | $685K | 0.1% | 1,575 | -0.4% | |||
| 136 | $LMT | LOCKHEED MARTIN CORP | Industrials | $685K | 0.1% | 1,345 | +39% | |||
| 137 | $ARCC | ARES CAPITAL CORP | Other | $680K | 0.1% | 36K | +0.1% | |||
| 138 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $679K | 0.1% | 1,110 | +26% | |||
| 139 | $RLGT | RADIANT LOGISTICS, INC | Industrials | $665K | 0.1% | 77K | — | |||
| 140 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $647K | 0.1% | 3,122 | +2% | |||
| 141 | $GEV | GE Vernova Inc. | Industrials | $641K | 0.1% | 674 | -4% | |||
| 142 | $NVS | NOVARTIS AG | Healthcare | $634K | 0.1% | 4,448 | -12% | |||
| 143 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $623K | 0.1% | 14K | +39% | |||
| 144 | $TTE | TotalEnergies SE | Energy | $618K | 0.1% | 7,224 | +1% | |||
| 145 | $PHM | PULTEGROUP INC/MI/ | Industrials | $617K | 0.1% | 5,320 | +0.0% | |||
| 146 | — | ISHARES TR - NATIONAL MUN ETF | — | $587K | 0.1% | 5,811 | +5% | |||
| 147 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $587K | 0.1% | 2,897 | +20% | |||
| 148 | $URI | UNITED RENTALS, INC. | Industrials | $577K | 0.1% | 577 | +11% | |||
| 149 | $GS | GOLDMAN SACHS GROUP INC | Financials | $576K | 0.1% | 639 | +0.3% | |||
| 150 | $COR | Cencora, Inc. | Consumer Staples | $572K | 0.1% | 1,904 | +7% |
What changed in Q3 2026
Against the previous quarter's 13F: 26 new, 111 added to, 95 trimmed, 33 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
- ISHARES TR - ISHARES BIOTECH$6.1M
first bought this quarter
- ISHARES TR - EXPANDED TECH$5.6M
first bought this quarter
- ISHARES TR - US DIGI REAL ETF$5.6M
first bought this quarter
- ISHARES TR - US TELECOM ETF$5.5M
first bought this quarter
- ISHARES INC - MSCI SINGPOR ETF$4.3M
first bought this quarter
$BPOPPOPULAR, INC.$4.0M
first bought this quarter
+20 more in the Excel export
Added to (111)
- ISHARES TR - RUSSELL 2000 ETF+282%
now $9.9M
- ISHARES TR - RUS 1000 VAL ETF+603%
now $8.4M
now $6.6M · held 3 qtrs, 3 adds in a row
$MPCMarathon Petroleum Corp+275%
now $4.3M · held 11+ qtrs, 2 adds in a row
now $5.9M · held 6 qtrs
$TRVTRAVELERS COMPANIES, INC.+488%
now $3.1M · held 11+ qtrs, 2 adds in a row
+105 more in the Excel export
Trimmed (95)
- ISHARES TR - RUS 1000 GRW ETF-79%
now $2.2M
$EMEEMCOR Group, Inc.-91%
now $721K · held 11+ qtrs, 5 trims in a row
$AMATAPPLIED MATERIALS INC /DE-83%
now $1.0M · held 4 qtrs
$TPRTAPESTRY, INC.-88%
now $392K · held 6 qtrs, 3 trims in a row
$KLACKLA CORP-76%
now $725K · held 7 qtrs
$PWRQUANTA SERVICES, INC.-22%
now $2.6M · held 11+ qtrs, 3 trims in a row
+89 more in the Excel export
Sold out (33)
- ISHARES TR - RUS 2000 GRW ETFwas $7.7M
- ISHARES TR - ISHARES SEMICDTRwas $7.5M
- ISHARES TR - U.S. PHARMA ETFwas $6.0M
- ISHARES TR - US REGNL BKS ETFwas $5.8M
$CASYCASEYS GENERAL STORES INCwas $5.8M
held 10+ qtrs
- ISHARES TR - US AER DEF ETFwas $5.5M
+27 more in the Excel export
Holdings by quarter
Every 13F Monument Capital Management has filed, 35 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Monument Capital Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-9.7%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 69% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Monument Capital Management disclosed 255 positions worth $479.9M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 3.4% of the equity portfolio, followed by $AAPL and $DELL. During the quarter the fund opened 26 new positions and exited 33. The portfolio is most concentrated in Other (33.2% of disclosed assets). All figures are sourced directly from Monument Capital Management’s Form 13F-HR filing with the SEC under CIK 1729428.
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AI-Powered Hedge Fund Analysis: Monument Capital Management
13F Pro is an AI hedge fund tracker and stock research platform. For Monument Capital Management (SEC CIK: 1729428), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Monument Capital Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.