Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $381 Million
  • Q2 2025

Monument Capital Management has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Ishares Core S&P Total U.S. St with a value of $8.29M, Ishares Russell 1000 Gr ETF with a value of $7.67M, Ishares Russell Mid Cap Growth with a value of $7.21M, and Ishares Tr Russell 1000 ETF with a value of $6.91M.

Examining the 13F form we can see an increase of $58.1M in the current position value, from $322M to 381M.

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

Portfolio value $381 Million
ETFs: $122 Million
Technology: $56.2 Million
Financial Services: $42.2 Million
Industrials: $41.3 Million
Consumer Cyclical: $37.9 Million
Consumer Defensive: $29.9 Million
Healthcare: $19.9 Million
Communication Services: $14 Million
Other: $17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$15.5 Million 4.07% of portfolio
31,121
Q2 2025 Added 0.61%
$0
$8.29 Million 2.18% of portfolio
61,353
Q2 2025 Reduced 2.52%
$0
$7.67 Million 2.02% of portfolio
18,069
Q2 2025 Added 0.76%
$0
$7.21 Million 1.89% of portfolio
51,991
Q2 2025 Added 0.64%
$0
$6.91 Million 1.82% of portfolio
20,347
Q2 2025 Added 1.02%
$3.84T
$6.81 Million 1.79% of portfolio
33,195
Q2 2025 Reduced 1.43%
$29.4B
$6.38 Million 1.68% of portfolio
11,922
Q2 2025 Added 2.21%
$238B
$5.9 Million 1.55% of portfolio
15,205
Q2 2025 Added 0.85%
$0
$5.55 Million 1.46% of portfolio
10,053
Q2 2025 Reduced 2.87%
$283B
$5.36 Million 1.41% of portfolio
54,859
Q2 2025 Reduced 0.26%
$0
$5.36 Million 1.41% of portfolio
95,578
Q2 2025 Added 0.4%
$0
$5.2 Million 1.37% of portfolio
56,150
Q2 2025 Reduced 14.72%
$0
$5.18 Million 1.36% of portfolio
62,498
Q2 2025 Reduced 14.09%
$0
$5.16 Million 1.36% of portfolio
47,545
Q2 2025 Added 0.78%
$221B
$5.18 Million 1.36% of portfolio
895
Q2 2025 Added 3.59%
$50.4B
$5.13 Million 1.35% of portfolio
4,931
Q2 2025 Reduced 0.38%
$0
$4.84 Million 1.27% of portfolio
65,259
Q2 2025 Added 1.28%
$0
$4.79 Million 1.26% of portfolio
127,608
Q2 2025 Reduced 21.21%
$0
$4.79 Million 1.26% of portfolio
93,977
Q2 2025 New
$0
$4.78 Million 1.26% of portfolio
58,511
Q2 2025 Added 0.8%
$547B
$4.68 Million 1.23% of portfolio
3,492
Q2 2025 Added 248.16%
$0
$4.52 Million 1.19% of portfolio
20,803
Q2 2025 New
$82.4B
$4.21 Million 1.11% of portfolio
13,433
Q2 2025 Added 571.31%
$99.5B
$4.15 Million 1.09% of portfolio
5,670
Q2 2025 Added 239.11%
$13.1B
$4.14 Million 1.09% of portfolio
15,081
Q2 2025 Reduced 0.27%
$20.7B
$4.14 Million 1.09% of portfolio
8,107
Q2 2025 Added 3.02%
$0
$4.01 Million 1.05% of portfolio
70,252
Q2 2025 Reduced 5.06%
$8.5B
$3.97 Million 1.04% of portfolio
142,682
Q2 2025 Reduced 0.28%
$914B
$3.93 Million 1.03% of portfolio
13,541
Q2 2025 Reduced 3.08%
$0
$3.83 Million 1.01% of portfolio
86,998
Q2 2025 Added 0.38%
$5.05B
$3.82 Million 1.0% of portfolio
15,588
Q2 2025 Added 0.39%
$143B
$3.79 Million 1.0% of portfolio
14,217
Q2 2025 Added 0.92%
$13B
$3.81 Million 1.0% of portfolio
86,522
Q2 2025 Added 4.83%
$70.4B
$3.76 Million 0.99% of portfolio
38,108
Q2 2025 New
$0
$3.76 Million 0.99% of portfolio
128,016
Q2 2025 Added 0.66%
$0
$3.71 Million 0.98% of portfolio
77,139
Q2 2025 Added 0.75%
$0
$3.68 Million 0.97% of portfolio
86,901
Q2 2025 Added 0.73%
$8.46B
$3.67 Million 0.97% of portfolio
60,846
Q2 2025 Added 5.0%
$6.5B
$3.65 Million 0.96% of portfolio
19,321
Q2 2025 Added 3.17%
$22.5B
$3.65 Million 0.96% of portfolio
20,294
Q2 2025 Added 4.72%
$211B
$3.64 Million 0.96% of portfolio
125,624
Q2 2025 Added 259.79%
$27.3B
$3.63 Million 0.95% of portfolio
6,767
Q2 2025 New
$92.4B
$3.52 Million 0.92% of portfolio
8,037
Q2 2025 Added 7.45%
$36.7B
$3.45 Million 0.91% of portfolio
8,387
Q2 2025 Added 578.01%
$0
$3.45 Million 0.91% of portfolio
80,508
Q2 2025 New
$39B
$3.33 Million 0.87% of portfolio
19,793
Q2 2025 Added 355.95%
$380B
$3.22 Million 0.85% of portfolio
20,224
Q2 2025 Reduced 2.11%
$424B
$3.18 Million 0.84% of portfolio
20,123
Q2 2025 Reduced 0.93%
$184B
$3.21 Million 0.84% of portfolio
34,385
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $381 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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