Monument Capital Management Reduced Holdings in Q3 2025

Monument Capital Management

  • $393 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMI
Badger Meter Inc

Technology
-14.5K
- 92.72%
$172.32 - $245.81 $2.49M - $3.55M
1.14K $202K
GWW
W.W. Grainger, Inc.

Industrials
-51
- 1.03%
$932.44 - $1059.49 $47.6K - $54K
4.88K $4.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 0.56%
$5364.25 - $5815.92 $26.8K - $29.1K
890 $4.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.86K
- 7.43%
$137.51 - $145.26 $531K - $561K
48.1K $6.85M
PM
Philip Morris International Inc.

Consumer Defensive
-604
- 4.82%
$157.77 - $183.27 $95.3K - $111K
11.9K $1.93M
PGR
Progressive Corp

Financial Services
-203
- 1.43%
$238.61 - $264.3 $48.4K - $53.7K
14K $3.46M
EXEL
Exelixis, Inc.

Healthcare
-1.53K
- 1.76%
$36.22 - $46.25 $55.3K - $70.6K
85K $3.51M
PG
Procter & Gamble CO

Consumer Defensive
-1.22K
- 6.01%
$150.47 - $161.22 $183K - $196K
19K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.81K
- 14.75%
$181.56 - $190.33 $328K - $344K
10.4K $1.98M
CAH
Cardinal Health Inc

Healthcare
-63
- 0.32%
$146.04 - $167.63 $9.2K - $10.6K
19.7K $3.1M
FOXA
Fox Corp

Communication Services
-5.27K
- 34.31%
$53.87 - $63.06 $284K - $332K
10.1K $635K
CALM
Cal Maine Foods Inc

Consumer Defensive
-636
- 2.24%
$94.1 - $119.16 $59.8K - $75.8K
27.8K $2.62M
FICO
Fair Isaac Corp

Technology
-42
- 10.66%
$1311.26 - $1869.83 $55.1K - $78.5K
352 $526K
KO
Coca Cola CO

Consumer Defensive
-1.34K
- 5.75%
$65.67 - $71.67 $88.1K - $96.2K
22K $1.46M
LLY
Eli Lilly & CO

Healthcare
-174
- 6.72%
$625.65 - $812.69 $109K - $141K
2.42K $1.84M
TT
Trane Technologies PLC

Industrials
-71
- 0.88%
$398.96 - $472.54 $28.3K - $33.6K
7.97K $3.36M
WM
Waste Management Inc

Industrials
-434
- 7.76%
$213.88 - $237.1 $92.8K - $103K
5.16K $1.14M
XOM
Exxon Mobil Corp

Energy
-1.88K
- 11.54%
$105.83 - $117.22 $199K - $220K
14.4K $1.62M
EPOL
Ishares Tr Msci Poland ETF

ETFs
-3.85K
- 6.96%
$31.29 - $34.07 $121K - $131K
51.5K $1.66M
JKHY
Henry Jack & Associates Inc

Technology
-199
- 7.73%
$148.45 - $182.09 $29.5K - $36.2K
2.38K $353K
ETN
Eaton Corp PLC

Industrials
-386
- 16.36%
$342.99 - $392.76 $132K - $152K
1.97K $738K
FXR
First Trust Industrials/Produc

ETFs
-4.51K
- 6.9%
$75.64 - $80.06 $341K - $361K
60.8K $4.74M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-6.94K
- 7.26%
$55.81 - $60.32 $387K - $419K
88.6K $5.26M
EWO
Ishares Inc Msci Austria ETF

ETFs
-9.42K
- 7.36%
$28.99 - $32.37 $273K - $305K
119K $3.68M
AIG
American International Group, Inc.

Financial Services
-766
- 20.01%
$76.34 - $85.87 $58.5K - $65.8K
3.06K $240K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.57K
- 10.26%
$55.61 - $57.37 $87.5K - $90.3K
13.8K $786K
KMI
Kinder Morgan, Inc.

Energy
-2.53K
- 21.31%
$26.23 - $28.5 $66.2K - $72K
9.32K $263K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-95
- 0.31%
$86.67 - $100.17 $8.23K - $9.52K
30.3K $2.74M
MA
Mastercard Inc

Financial Services
-160
- 7.58%
$550.18 - $598.96 $88K - $95.8K
1.95K $1.11M
TRV
Travelers Companies, Inc.

Financial Services
-298
- 19.15%
$250.62 - $279.43 $74.7K - $83.3K
1.26K $351K
LMT
Lockheed Martin Corp

Industrials
-211
- 18.44%
$410.74 - $499.21 $86.7K - $105K
933 $465K
UNP
Union Pacific Corp

Industrials
-293
- 19.42%
$214.91 - $237.16 $63K - $69.5K
1.22K $287K
ADP
Automatic Data Processing Inc

Industrials
-135
- 9.95%
$288.69 - $310.94 $39K - $42K
1.22K $358K
CSCO
Cisco Systems, Inc.

Technology
-637
- 3.87%
$66.2 - $71.79 $42.2K - $45.7K
15.8K $1.08M
ABT
Abbott Laboratories

Healthcare
-358
- 8.51%
$120.51 - $136.62 $43.1K - $48.9K
3.85K $515K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.25%
$915.95 - $994.57 $1.83K - $1.99K
807 $746K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-1.35K
- 25.0%
$47.64 - $51.71 $64.4K - $69.9K
4.05K $208K
SNPS
Synopsys Inc

Technology
-35
- 2.16%
$387.78 - $645.35 $13.6K - $22.6K
1.58K $781K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-14
- 0.62%
$361.83 - $435.43 $5.07K - $6.1K
2.25K $874K
ADT
Adt Inc.

Industrials
-5.03K
- 28.2%
$8.27 - $8.85 $41.6K - $44.5K
12.8K $111K
WFC
Wells Fargo & Company

Financial Services
-921
- 9.12%
$77.05 - $85.16 $71K - $78.4K
9.18K $769K
NUE
Nucor Corp

Basic Materials
-473
- 11.15%
$133.3 - $150.33 $63.1K - $71.1K
3.77K $510K
CTAS
Cintas Corp

Industrials
-67
- 5.14%
$199.29 - $226.27 $13.4K - $15.2K
1.24K $253K
IRM
Iron Mountain Inc

Real Estate
-315
- 4.81%
$89.46 - $104.46 $28.2K - $32.9K
6.24K $636K
EPR
Epr Properties

Real Estate
-595
- 10.99%
$52.58 - $61.21 $31.3K - $36.4K
4.82K $279K
MET
Metlife Inc

Financial Services
-507
- 13.6%
$73.82 - $82.37 $37.4K - $41.8K
3.22K $265K
KLAC
Kla Corp

Technology
-82
- 27.52%
$843.9 - $1078.6 $69.2K - $88.4K
216 $232K
DLR
Digital Realty Trust, Inc.

Real Estate
-165
- 9.8%
$161.21 - $180.02 $26.6K - $29.7K
1.52K $262K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-4.5K
- 11.19%
$14.12 - $15.3 $63.6K - $68.9K
35.7K $542K
Activity Summary
Buys All Purchases 70 New Holdings 40 Increased Positions 30 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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