Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $393 Million
  • Q4 2025

Monument Capital Management has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $393 Million distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.7M, Utilities Sector Spdr with a value of $10.2M, Technology Sector Spdr with a value of $9.91M, Apple Inc. with a value of $9M, and Ishares Core S&P Total U.S. St with a value of $8.72M.

Examining the 13F form we can see an increase of $774K in the current position value, from $393M to 393M.

Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
ETFs: $144 Million
Technology: $55.2 Million
Industrials: $44.5 Million
Financial Services: $42.6 Million
Consumer Cyclical: $33.8 Million
Healthcare: $29.7 Million
Consumer Defensive: $15.4 Million
Communication Services: $11.5 Million
Other: $16.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$15.7 Million 4.0% of portfolio
31,005
Q4 2025 Added 0.36%
$4.3T
$9 Million 2.29% of portfolio
33,643
Q4 2025 Added 1.19%
$291B
$7.96 Million 2.02% of portfolio
14,418
Q4 2025 Reduced 2.19%
$279B
$5.47 Million 1.39% of portfolio
53,103
Q4 2025 Reduced 0.34%
$1.65T
$5.11 Million 1.3% of portfolio
18,485
Q4 2025 Added 92.21%
$881B
$3.74 Million 0.95% of portfolio
12,451
Q4 2025 Reduced 1.53%
$465B
$3.58 Million 0.91% of portfolio
19,203
Q4 2025 Added 1.71%
$522B
$3.14 Million 0.8% of portfolio
15,720
Q4 2025 Added 25.1%
$2.39T
$2.53 Million 0.64% of portfolio
10,796
Q4 2025 Added 5.03%
$346B
$2.5 Million 0.64% of portfolio
17,162
Q4 2025 Reduced 9.72%
$971B
$2.48 Million 0.63% of portfolio
2,428
Q4 2025 Added 0.5%
$533B
$1.96 Million 0.5% of portfolio
6,019
Q4 2025 Reduced 3.9%
$1.37T
$1.74 Million 0.44% of portfolio
2,852
Q4 2025 Reduced 2.19%
$235B
$1.74 Million 0.44% of portfolio
18,690
Q4 2025 Added 57.35%
$490B
$1.65 Million 0.42% of portfolio
13,995
Q4 2025 Reduced 2.87%
$367B
$1.59 Million 0.4% of portfolio
4,436
Q4 2025 Added 3.16%
$414B
$1.45 Million 0.37% of portfolio
6,211
Q3 2025 Reduced 4.75%
$306B
$1.35 Million 0.34% of portfolio
19,087
Q4 2025 Reduced 13.23%
$319B
$1.23 Million 0.31% of portfolio
15,807
Q4 2025 Reduced 0.15%
$593B
$1.22 Million 0.31% of portfolio
5,553
Q4 2025 Reduced 8.32%
$512B
$1.05 Million 0.27% of portfolio
1,965
Q4 2025 Added 0.67%
$1.74T
$1.07 Million 0.27% of portfolio
3,751
Q4 2025 Added 1.96%
$237B
$993,000 0.25% of portfolio
6,502
Q4 2025 Reduced 45.44%
$342B
$929,000 0.24% of portfolio
5,341
Q4 2025 Added 1.19%
$303B
$867,000 0.22% of portfolio
5,606
Q4 2025 Reduced 15.46%
$328B
$845,000 0.21% of portfolio
2,817
Q2 2025 Reduced 0.91%
$404B
$730,000 0.19% of portfolio
801
Q4 2025 Reduced 0.74%
$317B
$765,000 0.19% of portfolio
9,178
Q3 2025 Reduced 9.12%
$283B
$576,000 0.15% of portfolio
4,386
Q4 2025 Added 16.09%
$1.29T
$588,000 0.15% of portfolio
1,439
Q4 2025 Added 9.43%
$284B
$535,000 0.14% of portfolio
7,520
Q4 2025 Added 140.79%
$224B
$561,000 0.14% of portfolio
1,842
Q4 2025 Added 7.85%
$662B
$530,000 0.13% of portfolio
1,042
Q4 2025 Added 1.86%
$265B
$468,000 0.12% of portfolio
604
Q4 2025 Reduced 9.99%
$222B
$429,000 0.11% of portfolio
758
Q3 2025 Reduced 4.41%
$204B
$385,000 0.1% of portfolio
2,610
Q4 2025 Reduced 38.22%
$277B
$340,000 0.09% of portfolio
3,809
Q4 2025 Added 9.86%
$228B
$360,000 0.09% of portfolio
2,774
Q4 2025 Reduced 27.97%
$255B
$330,000 0.08% of portfolio
968
Q3 2025 Reduced 1.02%
$266B
$268,000 0.07% of portfolio
902
Q3 2025 Reduced 1.96%
$413B
$288,000 0.07% of portfolio
5,609
Q4 2025 Added 4.47%

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $393 Million
  • Prior Value $393 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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