Monument Capital Management Incresed Positions in Q3 2025

Monument Capital Management

  • $393 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
26.5K
+ 959.68%
$86.48 - $116.14 $2.29M - $3.07M
29.2K $3.31M
AAPL
Apple Inc.

Technology
53
+ 0.16%
$202.38 - $256.87 $10.7K - $13.6K
33.2K $8.47M
JNJ
Johnson & Johnson

Healthcare
6.55K
+ 109.02%
$155.17 - $185.42 $1.02M - $1.22M
12.6K $2.33M
GOOGL
Alphabet Inc.

Communication Services
956
+ 11.04%
$174.36 - $254.72 $167K - $244K
9.62K $2.34M
MO
Altria Group, Inc.

Consumer Defensive
6.7K
+ 53.48%
$57.75 - $67.68 $387K - $454K
19.2K $1.27M
MRK
Merck & Co., Inc.

Healthcare
5.8K
+ 95.27%
$77.6 - $87.37 $450K - $506K
11.9K $996K
ED
Consolidated Edison Inc

Utilities
4.17K
+ 72.57%
$95.57 - $105.36 $399K - $440K
9.92K $997K
HTGC
Hercules Capital, Inc.

Financial Services
18.9K
+ 121.75%
$18.34 - $19.53 $347K - $369K
34.4K $651K
CVX
Chevron Corp

Energy
1.89K
+ 39.84%
$145.57 - $161.83 $275K - $306K
6.63K $1.03M
GOOG
Alphabet Inc.

Communication Services
487
+ 15.26%
$175.16 - $255.24 $85.3K - $124K
3.68K $896K
ARCC
Ares Capital Corp

Financial Services
16.1K
+ 69.5%
$20.41 - $23.25 $328K - $374K
39.2K $800K
PLTR
Palantir Technologies Inc.

Technology
250
+ 4.97%
$130.68 - $186.97 $32.7K - $46.7K
5.28K $962K
TSLA
Tesla, Inc.

Consumer Cyclical
233
+ 21.53%
$293.94 - $444.72 $68.5K - $104K
1.32K $584K
UBER
Uber Technologies, Inc

Technology
452
+ 1.31%
$86.91 - $99.57 $39.3K - $45K
34.8K $3.41M
META
Meta Platforms, Inc.

Communication Services
279
+ 10.58%
$695.21 - $791.73 $194K - $221K
2.92K $2.14M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
278
+ 3.0%
$89.32 - $107.82 $24.8K - $30K
9.55K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$303.93 - $329.86 $304 - $330
7.92K $2.6M
HIG
Hartford Financial Services Group, Inc.

Financial Services
85
+ 0.35%
$119.73 - $134.7 $10.2K - $11.4K
24.3K $3.24M
AEP
American Electric Power CO Inc

Utilities
654
+ 9.3%
$103.26 - $115.0 $67.5K - $75.2K
7.69K $864K
T
At&T Inc.

Communication Services
6.81K
+ 5.42%
$26.94 - $29.62 $183K - $202K
132K $3.74M
VTR
Ventas, Inc.

Real Estate
854
+ 15.13%
$62.76 - $69.99 $53.6K - $59.8K
6.5K $454K
GILD
Gilead Sciences, Inc.

Healthcare
572
+ 6.19%
$108.22 - $120.47 $61.9K - $68.9K
9.81K $1.09M
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.23%
$128.41 - $138.03 $1.28K - $1.38K
4.38K $603K
BAC
Bank Of America Corp

Financial Services
237
+ 4.62%
$44.92 - $52.42 $10.6K - $12.4K
5.37K $276K
MMM
3 M CO

Industrials
9
+ 0.53%
$144.41 - $160.2 $1.3K - $1.44K
1.7K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.01%
$211.65 - $238.24 $212 - $238
10.3K $2.26M
Blackrock Inc
230
+ 104.07%
N/A
451 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
197
+ 1.48%
$184.73 - $220.27 $36.4K - $43.4K
13.5K $2.57M
NFLX
Netflix Inc

Communication Services
101
+ 2.89%
$1147.87 - $1297.18 $116K - $131K
3.59K $4.31M
Activity Summary
Buys All Purchases 70 New Holdings 40 Increased Positions 30 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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