Monument Capital Management

Institutional manager (13F) · CIK 1729428

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $256M

#	Issuer	Value	Shares
1	MICROSOFT CORP	$11M	30,529
2	CATERPILLAR INC	$10M	13,806
3	APPLE INC	$8M	33,306
4	ISHARES TR	$8M	58,982
5	COMFORT SYS USA INC	$8M	6,032
6	EMCOR GROUP INC	$8M	10,874
7	ISHARES TR	$7M	17,282
8	ISHARES TR	$7M	19,833
9	ISHARES TR	$7M	45,930
10	WALMART INC	$7M	52,363
11	ALPHABET INC	$6M	21,590
12	UBIQUITI INC	$6M	7,422
13	ISHARES TR	$6M	196,934
14	CASEYS GEN STORES INC	$6M	7,650
15	FIRST TR EXCHANGE-TRADED FD	$5M	63,885
16	INVESCO QQQ TR	$5M	8,960
17	SELECT SECTOR SPDR TR	$5M	46,033
18	ISHARES TR	$5M	79,801
19	ANGLOGOLD ASHANTI PLC	$5M	50,957
20	ISHARES TR	$5M	52,620
21	VANGUARD SCOTTSDALE FDS	$5M	58,841
22	MCKESSON CORP	$5M	5,609
23	RALPH LAUREN CORP	$5M	14,047
24	ISHARES TR	$5M	21,667
25	ISHARES TR	$5M	39,048
26	ISHARES TR	$5M	47,809
27	AMPHENOL CORP	$5M	35,840
28	ISHARES INC	$4M	82,362
29	ISHARES TR	$4M	51,521
30	ISHARES INC	$4M	122,287
31	ISHARES INC	$4M	36,071
32	JOHNSON & JOHNSON	$4M	17,109
33	VANGUARD TAX-MANAGED FDS	$4M	64,298
34	CARDINAL HEALTH INC	$4M	19,428
35	TAPESTRY INC	$4M	28,392
36	ISHARES INC	$4M	74,742
37	GILEAD SCIENCES INC	$4M	27,946
38	APPLIED MATLS INC	$4M	11,341
39	ISHARES INC	$4M	70,274
40	MASTEC INC	$4M	11,352
41	JABIL INC	$4M	13,690
42	MGIC INVT CORP WIS	$4M	137,258
43	EXELIXIS INC	$4M	82,857
44	LAM RESEARCH CORP	$4M	16,549
45	DELL TECHNOLOGIES INC	$3M	20,996
46	NVIDIA CORPORATION	$3M	19,656
47	JPMORGAN CHASE & CO	$3M	11,520
48	TRANE TECHNOLOGIES PLC	$3M	7,973
49	HARTFORD INSURANCE GROUP INC	$3M	23,736
50	PROGRESSIVE CORP	$3M	16,154

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.