Monument Capital Management has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $340 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.8M, Vanguard Ftse Developed Market with a value of $13.8M, Microsoft Corp with a value of $13M, Invesco Qqq Trust, Series 1 with a value of $11.7M, and Ishares Tr Broad Usd High Yiel with a value of $9.51M.

Examining the 13F form we can see an increase of $31.2M in the current position value, from $309M to 340M.

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

Portfolio value $340 Million
ETFs: $116 Million
Industrials: $53.2 Million
Consumer Cyclical: $43.5 Million
Technology: $42.9 Million
Financial Services: $26.9 Million
Energy: $13 Million
Consumer Defensive: $12.9 Million
Healthcare: $11.2 Million
Other: $20.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 187
  • Current Value $340 Million
  • Prior Value $309 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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