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
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