Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $322 Million
  • Q1 2025

Monument Capital Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.6M, Ishares Core S&P Total U.S. St with a value of $7.68M, Apple Inc. with a value of $7.48M, Ishares Russell 1000 Gr ETF with a value of $6.48M, and Ishares Tr Russell 1000 ETF with a value of $6.18M.

Examining the 13F form we can see an decrease of $34.2M in the current position value, from $357M to 322M.

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

Portfolio value $322 Million
ETFs: $108 Million
Financial Services: $38.1 Million
Consumer Cyclical: $37.4 Million
Technology: $36.9 Million
Industrials: $34 Million
Consumer Defensive: $27.2 Million
Healthcare: $13.6 Million
Communication Services: $11.8 Million
Other: $15.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$11.6 Million 3.6% of portfolio
30,932
Q1 2025 Reduced 1.56%
$0
$7.68 Million 2.38% of portfolio
62,939
Q1 2025 Reduced 72.19%
$3.23T
$7.48 Million 2.32% of portfolio
33,678
Q1 2025 Reduced 2.08%
$0
$6.48 Million 2.01% of portfolio
17,932
Q1 2025 Added 1,855.51%
$0
$6.18 Million 1.92% of portfolio
20,142
Q1 2025 New
$0
$6.07 Million 1.88% of portfolio
51,661
Q1 2025 New
$0
$5.96 Million 1.85% of portfolio
161,967
Q1 2025 Added 0.9%
$0
$5.96 Million 1.85% of portfolio
65,842
Q1 2025 Added 0.37%
$0
$5.95 Million 1.84% of portfolio
72,747
Q1 2025 Added 2.67%
$0
$5.89 Million 1.83% of portfolio
52,993
Q1 2025 New
$933M
$5.34 Million 1.66% of portfolio
3,955
Q1 2025 Added 0.25%
$0
$5.05 Million 1.56% of portfolio
95,197
Q1 2025 Reduced 3.02%
$9.22B
$5.01 Million 1.55% of portfolio
10,658
Q1 2025 Added 1.45%
$203B
$4.97 Million 1.54% of portfolio
15,077
Q1 2025 Added 1.03%
$52B
$4.89 Million 1.52% of portfolio
4,950
Q1 2025 Added 0.98%
$0
$4.85 Million 1.51% of portfolio
10,350
Q1 2025 Reduced 65.09%
$0
$4.58 Million 1.42% of portfolio
58,048
Q1 2025 New
$0
$4.55 Million 1.41% of portfolio
47,175
Q1 2025 Reduced 1.63%
$0
$4.49 Million 1.39% of portfolio
64,436
Q1 2025 Reduced 1.62%
$24B
$4.35 Million 1.35% of portfolio
42,352
Q1 2025 Reduced 0.15%
$25.3B
$4.31 Million 1.34% of portfolio
11,664
Q1 2025 Reduced 1.64%
$1.65T
$4.19 Million 1.3% of portfolio
7,275
Q1 2025 Added 248.42%
$154B
$3.99 Million 1.24% of portfolio
14,087
Q1 2025 Added 2.36%
$226B
$3.98 Million 1.23% of portfolio
864
Q1 2025 Added 0.93%
$0
$3.76 Million 1.17% of portfolio
73,996
Q1 2025 Reduced 77.15%
$8.4B
$3.55 Million 1.1% of portfolio
143,080
Q1 2025 Added 1.12%
$379B
$3.52 Million 1.09% of portfolio
20,659
Q1 2025 Reduced 1.79%
$28.2B
$3.49 Million 1.08% of portfolio
19,380
Q1 2025 Reduced 1.04%
$18.9B
$3.42 Million 1.06% of portfolio
7,869
Q1 2025 Reduced 2.21%
$842B
$3.43 Million 1.06% of portfolio
13,972
Q1 2025 Reduced 1.38%
$11.9B
$3.34 Million 1.04% of portfolio
15,122
Q1 2025 Reduced 0.11%
$0
$3.3 Million 1.02% of portfolio
86,669
Q1 2025 New
$0
$3.24 Million 1.0% of portfolio
76,566
Q1 2025 New
$5.9B
$3.24 Million 1.0% of portfolio
18,727
Q1 2025 Reduced 0.11%
$0
$3.2 Million 0.99% of portfolio
86,275
Q1 2025 New
$0
$3.19 Million 0.99% of portfolio
127,178
Q1 2025 New
$0
$3.15 Million 0.98% of portfolio
74,816
Q1 2025 New
$10.5B
$3.15 Million 0.98% of portfolio
57,820
Q1 2025 Added 3.89%
$33B
$3.15 Million 0.98% of portfolio
32,395
Q1 2025 Added 1.01%
$17.3B
$3.12 Million 0.97% of portfolio
55,171
Q1 2025 New
$52.9B
$3.1 Million 0.96% of portfolio
14,969
Q1 2025 Added 4.8%
$14.1B
$3.05 Million 0.94% of portfolio
82,533
Q1 2025 New
$109B
$3.04 Million 0.94% of portfolio
18,177
Q1 2025 Reduced 14.27%
$7.2B
$2.95 Million 0.92% of portfolio
15,528
Q1 2025 Added 0.82%
$40.5B
$2.96 Million 0.92% of portfolio
43,770
Q1 2025 New
$18.7B
$2.92 Million 0.91% of portfolio
10,111
Q1 2025 Added 2.87%
$20.1B
$2.9 Million 0.9% of portfolio
5,170
Q1 2025 Added 3.3%
$39.7B
$2.87 Million 0.89% of portfolio
23,201
Q1 2025 Added 4.37%
$9.07B
$2.81 Million 0.87% of portfolio
17,374
Q1 2025 Added 3.04%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $322 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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