Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $393 Million
  • Q3 2025

Monument Capital Management has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $393 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16M, Ishares Core S&P Total U.S. St with a value of $8.81M, Apple Inc. with a value of $8.47M, Ishares Russell 1000 Gr ETF with a value of $7.76M, and Emcor Group, Inc. with a value of $7.59M.

Examining the 13F form we can see an increase of $12M in the current position value, from $381M 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: $122 Million
Technology: $57.3 Million
Financial Services: $44.9 Million
Industrials: $44.3 Million
Consumer Cyclical: $40.4 Million
Consumer Defensive: $24.7 Million
Healthcare: $24.3 Million
Communication Services: $15.4 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.6B
$3.24 Million 0.83% of portfolio
24,314
Q3 2025 Added 0.35%
$38.8B
$3.16 Million 0.81% of portfolio
19,529
Q3 2025 Reduced 0.51%
$53.8B
$3.1 Million 0.79% of portfolio
19,730
Q3 2025 Reduced 0.32%
$57.9B
$3.01 Million 0.77% of portfolio
14,037
Q3 2025 Reduced 0.06%
$139B
$2.99 Million 0.76% of portfolio
9,054
Q3 2025 Reduced 14.23%
$13.6B
$2.98 Million 0.76% of portfolio
7,621
Q3 2025 New
$27.2B
$2.98 Million 0.76% of portfolio
13,738
Q3 2025 New
$5.7B
$2.97 Million 0.76% of portfolio
81,869
Q3 2025 Reduced 0.72%
$346B
$2.92 Million 0.74% of portfolio
19,009
Q3 2025 Reduced 6.01%
$41.3B
$2.74 Million 0.7% of portfolio
30,304
Q3 2025 Reduced 0.31%
$32.9B
$2.73 Million 0.7% of portfolio
38,489
Q3 2025 New
$3.99B
$2.62 Million 0.67% of portfolio
27,814
Q3 2025 Reduced 2.24%
$0
$2.6 Million 0.66% of portfolio
7,922
Q3 2025 Added 0.01%
$21.3B
$2.57 Million 0.65% of portfolio
13,477
Q3 2025 Added 1.48%
$7.74B
$2.55 Million 0.65% of portfolio
3,077
Q3 2025 New
$1.65T
$2.34 Million 0.6% of portfolio
9,617
Q3 2025 Added 11.04%
$61.4B
$2.33 Million 0.59% of portfolio
5,633
Q3 2025 Reduced 6.91%
$522B
$2.33 Million 0.59% of portfolio
12,566
Q3 2025 Added 109.02%
$2.39T
$2.26 Million 0.57% of portfolio
10,279
Q3 2025 Added 0.01%
$1.37T
$2.14 Million 0.55% of portfolio
2,916
Q3 2025 Added 10.58%
$533B
$2.14 Million 0.54% of portfolio
6,263
Q3 2025 Reduced 5.98%
$9.75B
$2.01 Million 0.51% of portfolio
27,468
Q3 2025 New
$0
$1.98 Million 0.5% of portfolio
10,440
Q3 2025 Reduced 14.75%
$237B
$1.93 Million 0.49% of portfolio
11,918
Q3 2025 Reduced 4.82%
$0
$1.89 Million 0.48% of portfolio
29,491
Q3 2025 Reduced 6.88%
$971B
$1.84 Million 0.47% of portfolio
2,416
Q3 2025 Reduced 6.72%
$0
$1.74 Million 0.44% of portfolio
26,404
Q3 2025 New
$367B
$1.74 Million 0.44% of portfolio
4,300
Q3 2025 Reduced 6.5%
$593B
$1.7 Million 0.43% of portfolio
6,057
Q3 2025 Reduced 1.62%
$0
$1.66 Million 0.42% of portfolio
51,539
Q3 2025 Reduced 6.96%
$490B
$1.62 Million 0.41% of portfolio
14,408
Q3 2025 Reduced 11.54%
$453B
$1.51 Million 0.38% of portfolio
2
Q1 2025 New
$414B
$1.44 Million 0.37% of portfolio
6,211
Q3 2025 Reduced 4.75%
$306B
$1.46 Million 0.37% of portfolio
21,997
Q3 2025 Reduced 5.75%
$104B
$1.27 Million 0.32% of portfolio
19,236
Q3 2025 Added 53.48%
$85.9B
$1.14 Million 0.29% of portfolio
5,159
Q3 2025 Reduced 7.76%
$156B
$1.09 Million 0.28% of portfolio
9,814
Q3 2025 Added 6.19%
$512B
$1.11 Million 0.28% of portfolio
1,952
Q3 2025 Reduced 7.58%
$319B
$1.08 Million 0.28% of portfolio
15,831
Q3 2025 Reduced 3.87%
$12.6B
$1.06 Million 0.27% of portfolio
12,694
Q3 2025 Reduced 2.81%
$170B
$1.06 Million 0.27% of portfolio
7,351
Q3 2025 Reduced 13.63%
$6.2B
$1.03 Million 0.26% of portfolio
9,549
Q3 2025 Added 3.0%
$303B
$1.03 Million 0.26% of portfolio
6,631
Q3 2025 Added 39.84%
$59.5B
$1.02 Million 0.26% of portfolio
22,280
Q3 2024 Reduced 0.11%
$36B
$997,000 0.25% of portfolio
9,921
Q3 2025 Added 72.57%
$235B
$996,000 0.25% of portfolio
11,878
Q3 2025 Added 95.27%
$342B
$962,000 0.25% of portfolio
5,278
Q3 2025 Added 4.97%
$1.74T
$896,000 0.23% of portfolio
3,679
Q3 2025 Added 15.26%
$0
$886,000 0.23% of portfolio
1,331
Q3 2025 Reduced 10.13%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $393 Million
  • Prior Value $381 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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