Monument Capital Management Incresed Positions in Q4 2025

Monument Capital Management

  • $393 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
60.1K
+ 109.63%
$87.89 - $92.9 $5.28M - $5.58M
115K $10.2M
GOOGL
Alphabet Inc.

Communication Services
8.87K
+ 92.21%
$236.57 - $291.31 $2.1M - $2.58M
18.5K $5.11M
DDS
Dillard'S, Inc.

Consumer Cyclical
3.74K
+ 818.6%
$579.32 - $664.06 $2.17M - $2.48M
4.2K $2.67M
JNJ
Johnson & Johnson

Healthcare
3.15K
+ 25.1%
$185.98 - $199.58 $587K - $629K
15.7K $3.14M
MRK
Merck & Co., Inc.

Healthcare
6.81K
+ 57.35%
$82.49 - $92.93 $562K - $633K
18.7K $1.74M
LLY
Eli Lilly & CO

Healthcare
12
+ 0.5%
$799.57 - $1025.28 $9.59K - $12.3K
2.43K $2.48M
GILD
Gilead Sciences, Inc.

Healthcare
3.98K
+ 40.55%
$110.56 - $125.2 $440K - $498K
13.8K $1.71M
AMGN
Amgen Inc

Healthcare
1.41K
+ 102.62%
$290.13 - $341.71 $410K - $482K
2.79K $952K
AAPL
Apple Inc.

Technology
395
+ 1.19%
$245.27 - $275.25 $96.9K - $109K
33.6K $9M
EWH
Ishares Msci Hong Kong ETF

ETFs
9.67K
+ 6.23%
$20.66 - $23.14 $200K - $224K
165K $3.76M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.75K
+ 5.04%
$97.88 - $107.14 $171K - $188K
36.5K $3.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
654
+ 3.95%
$459.47 - $491.71 $300K - $322K
17.2K $8.11M
EWP
Ishares Inc Msci Spain ETF

ETFs
3.04K
+ 3.78%
$48.33 - $52.52 $147K - $160K
83.5K $4.31M
HSBC
Hsbc Holdings PLC

Financial Services
4.4K
+ 140.79%
$65.67 - $73.49 $289K - $323K
7.52K $535K
AMZN
Amazon Com Inc

Consumer Cyclical
517
+ 5.03%
$213.04 - $254.0 $110K - $131K
10.8K $2.53M
EWI
Ishares Inc Msci Italy ETF

ETFs
3.36K
+ 4.7%
$50.31 - $54.12 $169K - $182K
74.9K $3.99M
EWO
Ishares Inc Msci Austria ETF

ETFs
5.23K
+ 4.41%
$30.48 - $32.31 $159K - $169K
124K $3.93M
AEP
American Electric Power CO Inc

Utilities
1.01K
+ 13.11%
$112.75 - $122.73 $114K - $124K
8.69K $1.05M
SPG
Simon Property Group Inc

Real Estate
1.04K
+ 45.77%
$173.35 - $185.76 $181K - $194K
3.33K $607K
GOOG
Alphabet Inc.

Communication Services
72
+ 1.96%
$237.49 - $291.74 $17.1K - $21K
3.75K $1.07M
EZA
Ishares Msci South Africa ETF

ETFs
1.21K
+ 4.1%
$61.44 - $68.08 $74.3K - $82.4K
30.7K $2.06M
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.8K
+ 4.29%
$55.79 - $59.43 $212K - $226K
92.4K $5.37M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.68K
+ 5.57%
$136.84 - $145.3 $367K - $390K
50.8K $6.95M
ED
Consolidated Edison Inc

Utilities
856
+ 8.63%
$96.11 - $102.39 $82.3K - $87.6K
10.8K $1.1M
IBP
Installed Building Products, Inc.

Consumer Cyclical
370
+ 37.37%
$235.14 - $271.47 $87K - $100K
1.36K $340K
NVS
Novartis Ag

Healthcare
608
+ 16.09%
$121.8 - $132.39 $74.1K - $80.5K
4.39K $576K
VALE
Vale S.A.

Basic Materials
5.85K
+ 45.34%
$10.75 - $12.48 $62.9K - $73.1K
18.8K $228K
FXR
First Trust Industrials/Produc

ETFs
3.17K
+ 5.21%
$75.49 - $80.01 $239K - $253K
63.9K $4.83M
AZN
Astrazeneca PLC

Healthcare
342
+ 9.86%
$81.15 - $89.4 $27.8K - $30.6K
3.81K $340K
NVDA
Nvidia Corp

Technology
322
+ 1.71%
$179.83 - $207.04 $57.9K - $66.7K
19.2K $3.58M
FOXA
Fox Corp

Communication Services
536
+ 5.32%
$57.0 - $66.71 $30.6K - $35.8K
10.6K $688K
MUR
Murphy Oil Corp

Energy
1.12K
+ 15.11%
$26.57 - $30.68 $29.6K - $34.2K
8.5K $258K
VICI
Vici Properties Inc.

Real Estate
2.02K
+ 29.99%
$29.52 - $32.91 $59.5K - $66.3K
8.74K $265K
MCD
Mcdonalds Corp

Consumer Cyclical
134
+ 7.85%
$293.81 - $310.11 $39.4K - $41.6K
1.84K $561K
PH
Parker Hannifin Corp

Industrials
5
+ 1.02%
$716.66 - $857.93 $3.58K - $4.29K
497 $413K
DUK
Duke Energy Corp

Utilities
167
+ 2.65%
$121.57 - $129.03 $20.3K - $21.5K
6.46K $808K
MLI
Mueller Industries Inc

Industrials
40
+ 0.95%
$96.96 - $109.12 $3.88K - $4.36K
4.24K $452K
TRV
Travelers Companies, Inc.

Financial Services
53
+ 4.21%
$261.57 - $287.42 $13.9K - $15.2K
1.31K $376K
MMM
3 M CO

Industrials
23
+ 1.35%
$148.75 - $171.6 $3.42K - $3.95K
1.73K $285K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
334
+ 8.24%
$50.43 - $53.13 $16.8K - $17.7K
4.39K $227K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
219
+ 0.72%
$86.2 - $93.3 $18.9K - $20.4K
30.5K $2.76M
KMI
Kinder Morgan, Inc.

Energy
975
+ 10.46%
$25.84 - $28.46 $25.2K - $27.7K
10.3K $282K
VT
Vanguard Total World Stk Index

ETFs
79
+ 1.8%
$135.16 - $141.78 $10.7K - $11.2K
4.46K $620K
TJX
Tjx Companies Inc

Consumer Cyclical
32
+ 0.44%
$138.56 - $147.63 $4.43K - $4.72K
7.38K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 1.86%
$475.68 - $513.11 $9.04K - $9.75K
1.04K $530K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.03%
$321.8 - $337.95 $644 - $676
7.92K $2.61M
BAC
Bank Of America Corp

Financial Services
240
+ 4.47%
$48.65 - $54.11 $11.7K - $13K
5.61K $288K
C
Citigroup Inc

Financial Services
267
+ 4.69%
$93.93 - $102.87 $25.1K - $27.5K
5.96K $585K
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 9.43%
$401.99 - $468.37 $49.8K - $58.1K
1.44K $588K
Activity Summary
Buys All Purchases 95 New Holdings 23 Increased Positions 72 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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