Monument Capital Management Purchases in Q1 2025

Monument Capital Management

  • $322 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
300
New
$636.62 - $777.63 $191K - $233K
300 $203K
YUM
Yum Brands Inc

Consumer Cyclical
1.28K
New
$123.25 - $162.53 $158K - $208K
1.28K $201K
MTG
Mgic Investment Corp

Financial Services
1.59K
+ 1.12%
$22.56 - $25.71 $35.9K - $40.9K
143K $3.55M
MCK
Mckesson Corp

Healthcare
2
+ 0.12%
$566.21 - $672.99 $1.13K - $1.35K
1.67K $1.13M
EMB
Ishares Tr

ETFs
243
+ 0.37%
$88.64 - $92.03 $21.5K - $22.4K
65.8K $5.96M
ADT
Adt Inc.

Industrials
14.3K
New
$6.87 - $8.23 $98.1K - $118K
14.3K $116K
GE
General Electric CO

Industrials
57
+ 2.05%
$168.59 - $212.13 $9.61K - $12.1K
2.84K $569K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 5.81%
$442.66 - $534.52 $23.5K - $28.3K
965 $513K
AFL
Aflac Inc

Financial Services
513
+ 13.4%
$100.99 - $111.19 $51.8K - $57K
4.34K $482K
ABT
Abbott Laboratories

Healthcare
306
+ 15.52%
$111.1 - $140.22 $34K - $42.9K
2.28K $302K
UNP
Union Pacific Corp

Industrials
222
+ 19.82%
$225.21 - $254.42 $50K - $56.5K
1.34K $317K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.44K
+ 0.9%
$36.63 - $37.45 $52.7K - $53.9K
162K $5.96M
PAYX
Paychex Inc

Industrials
200
+ 11.67%
$136.06 - $154.52 $27.2K - $30.9K
1.91K $295K
MA
Mastercard Inc

Financial Services
17
+ 0.88%
$504.67 - $576.31 $8.58K - $9.8K
1.96K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 3.28%
$890.62 - $1076.86 $24K - $29.1K
850 $803K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.85%
$279.74 - $321.29 $4.2K - $4.82K
1.78K $555K
CBOE
Cboe Global Markets, Inc.

Financial Services
33
+ 2.82%
$190.84 - $226.29 $6.3K - $7.47K
1.2K $272K
BSX
Boston Scientific Corp

Healthcare
41
+ 1.23%
$89.38 - $106.18 $3.66K - $4.35K
3.36K $339K
VLO
Valero Energy Corp

Energy
71
+ 2.77%
$121.76 - $142.99 $8.64K - $10.2K
2.64K $348K
UI
Ubiquiti Inc.

Technology
172
+ 16.15%
$300.93 - $431.11 $51.8K - $74.2K
1.24K $383K
CBT
Cabot Corp

Basic Materials
3.12K
+ 10.94%
$81.12 - $92.51 $253K - $289K
31.6K $2.63M
IDCC
Inter Digital, Inc.

Communication Services
35
+ 2.93%
$171.68 - $225.72 $6.01K - $7.9K
1.23K $254K
TJX
Tjx Companies Inc

Consumer Cyclical
46
+ 0.55%
$112.81 - $126.16 $5.19K - $5.8K
8.42K $1.03M
ABC
Amerisourcebergen Corp

Healthcare
49
+ 3.16%
N/A
1.6K $296K
PLTK
Playtika Holding Corp.

Communication Services
6.5K
+ 48.05%
$4.01 - $7.45 $26.1K - $48.4K
20K $103K
FFIN
First Financial Bankshares Inc

Financial Services
218
+ 2.47%
$34.78 - $38.52 $7.58K - $8.4K
9.06K $325K
HON
Honeywell International Inc

Industrials
83
+ 8.92%
$202.75 - $226.52 $16.8K - $18.8K
1.01K $214K
STLD
Steel Dynamics Inc

Basic Materials
25
+ 1.32%
N/A
1.92K $188K
MLI
Mueller Industries Inc

Industrials
206
+ 4.39%
$76.14 - $82.67 $15.7K - $17K
4.9K $372K
MRK
Merck & Co., Inc.

Healthcare
789
+ 10.44%
$83.01 - $101.02 $65.5K - $79.7K
8.34K $748K
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 4.22%
$551.42 - $612.93 $33.1K - $36.8K
1.48K $829K
CALM
Cal Maine Foods Inc

Consumer Defensive
195
+ 6.17%
$80.87 - $115.8 $15.8K - $22.6K
3.36K $305K
TT
Trane Technologies PLC

Industrials
514
+ 7.38%
$332.0 - $400.86 $171K - $206K
7.48K $2.52M
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.22%
$271.18 - $303.12 $4.61K - $5.15K
7.92K $2.18M
HLI
Houlihan Lokey, Inc.

Financial Services
513
+ 3.04%
$154.43 - $187.4 $79.2K - $96.1K
17.4K $2.81M
RGA
Reinsurance Group Of America Inc

Financial Services
424
+ 3.17%
$186.01 - $231.1 $78.9K - $98K
13.8K $2.72M
LII
Lennox International Inc

Industrials
165
+ 3.3%
$553.05 - $666.93 $91.3K - $110K
5.17K $2.9M
PCAR
Paccar Inc

Industrials
323
+ 1.01%
$96.91 - $112.51 $31.3K - $36.3K
32.4K $3.15M
MUSA
Murphy Usa Inc.

Consumer Cyclical
152
+ 1.45%
$435.02 - $515.95 $66.1K - $78.4K
10.7K $5.01M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 0.93%
$4295.4 - $5141.88 $34.4K - $41.1K
864 $3.98M
GWW
W.W. Grainger, Inc.

Industrials
48
+ 0.98%
$953.54 - $1132.42 $45.8K - $54.4K
4.95K $4.89M
BMI
Badger Meter Inc

Technology
126
+ 0.82%
$189.49 - $221.51 $23.9K - $27.9K
15.5K $2.95M
CAT
Caterpillar Inc

Industrials
153
+ 1.03%
$326.75 - $407.63 $50K - $62.4K
15.1K $4.97M
Activity Summary
Buys All Purchases 94 New Holdings 34 Increased Positions 60 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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