Monument Capital Management Reduced Holdings in Q2 2025

Monument Capital Management

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-1.65K
- 41.8%
$105.72 - $1416.0 $175K - $2.34M
2.3K $257K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-8.39K
- 78.74%
$388.56 - $520.27 $3.26M - $4.37M
2.27K $921K
PHM
Pultegroup Inc

Consumer Cyclical
-37K
- 87.39%
$92.02 - $106.54 $3.41M - $3.94M
5.34K $563K
PCAR
Paccar Inc

Industrials
-30K
- 92.52%
$86.4 - $99.09 $2.59M - $2.97M
2.42K $230K
FOXA
Fox Corp

Communication Services
-39.8K
- 72.18%
$47.21 - $57.04 $1.88M - $2.27M
15.3K $860K
META
Meta Platforms, Inc.

Communication Services
-4.64K
- 63.75%
$484.66 - $738.09 $2.25M - $3.42M
2.64K $1.95M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-34.4K
- 21.21%
$35.3 - $37.51 $1.21M - $1.29M
128K $4.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.2K
- 14.09%
$79.56 - $82.92 $815K - $850K
62.5K $5.18M
EMB
Ishares Tr

ETFs
-9.69K
- 14.72%
$86.54 - $92.62 $839K - $898K
56.2K $5.2M
AAPL
Apple Inc.

Technology
-483
- 1.43%
$172.42 - $223.89 $83.3K - $108K
33.2K $6.81M
PG
Procter & Gamble CO

Consumer Defensive
-435
- 2.11%
$157.66 - $172.39 $68.6K - $75K
20.2K $3.22M
XOM
Exxon Mobil Corp

Energy
-769
- 4.51%
$99.93 - $119.04 $76.8K - $91.5K
16.3K $1.76M
ALL
Allstate Corp

Financial Services
-924
- 6.17%
$180.53 - $212.64 $167K - $196K
14K $2.83M
MRK
Merck & Co., Inc.

Healthcare
-2.26K
- 27.09%
$73.47 - $87.12 $166K - $197K
6.08K $481K
CVX
Chevron Corp

Energy
-761
- 13.83%
$133.73 - $168.51 $102K - $128K
4.74K $679K
LLY
Eli Lilly & CO

Healthcare
-107
- 3.97%
$713.71 - $898.95 $76.4K - $96.2K
2.59K $2.02M
HD
Home Depot, Inc.

Consumer Cyclical
-458
- 9.06%
$335.24 - $380.78 $154K - $174K
4.6K $1.69M
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.52%
$170.16 - $206.27 $5.79K - $7.01K
6.52K $1.21M
AVGO
Broadcom Inc.

Technology
-7.62K
- 41.93%
$146.29 - $275.65 $1.11M - $2.1M
10.6K $2.91M
AMGN
Amgen Inc

Healthcare
-182
- 11.23%
$262.28 - $309.85 $47.7K - $56.4K
1.44K $401K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-58
- 6.82%
$390.26 - $489.06 $22.6K - $28.4K
793 $321K
VLO
Valero Energy Corp

Energy
-682
- 25.88%
$104.69 - $141.77 $71.4K - $96.7K
1.95K $262K
FFIN
First Financial Bankshares Inc

Financial Services
-2.13K
- 23.53%
$31.3 - $37.48 $66.7K - $79.9K
6.93K $249K
VTR
Ventas, Inc.

Real Estate
-467
- 7.64%
$62.45 - $70.08 $29.2K - $32.7K
5.65K $356K
AFL
Aflac Inc

Financial Services
-353
- 8.13%
$99.77 - $112.45 $35.2K - $39.7K
3.99K $420K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-956
- 5.86%
$51.14 - $57.0 $48.9K - $54.5K
15.3K $872K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-7.4K
- 15.53%
$11.52 - $14.55 $85.3K - $108K
40.2K $572K
DHT
Dht Holdings, Inc.

Energy
-5.99K
- 25.9%
$9.45 - $12.15 $56.6K - $72.7K
17.1K $185K
MPC
Marathon Petroleum Corp

Energy
-679
- 20.09%
$118.55 - $170.08 $80.5K - $115K
2.7K $448K
ACGL
Arch Capital Group Ltd.

Financial Services
-44
- 0.7%
$84.99 - $96.82 $3.74K - $4.26K
6.26K $569K
BXSL
Blackstone Secured Lending Fund

Financial Services
-571
- 5.47%
$26.88 - $32.74 $15.3K - $18.7K
9.87K $303K
HTGC
Hercules Capital, Inc.

Financial Services
-887
- 5.4%
$16.24 - $19.1 $14.4K - $16.9K
15.5K $283K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-103
- 12.19%
$376.48 - $440.65 $38.8K - $45.4K
742 $326K
WELL
Welltower Inc.

Real Estate
-181
- 5.25%
$136.49 - $155.22 $24.7K - $28.1K
3.27K $502K
BAC
Bank Of America Corp

Financial Services
-1.28K
- 19.9%
$34.39 - $47.46 $43.8K - $60.5K
5.13K $242K
ARCC
Ares Capital Corp

Financial Services
-892
- 3.71%
$18.91 - $22.43 $16.9K - $20K
23.1K $507K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-733
- 5.65%
$152.93 - $181.74 $112K - $133K
12.2K $2.23M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1.91K
- 11.83%
$153.22 - $199.8 $292K - $381K
14.2K $2.66M
IBOC
International Bancshares Corp

Financial Services
-472
- 11.93%
$56.4 - $66.7 $26.6K - $31.5K
3.48K $231K
IT
Gartner Inc

Technology
-4
- 0.38%
$377.5 - $449.52 $1.51K - $1.8K
1.04K $420K
FICO
Fair Isaac Corp

Technology
-6
- 1.5%
$1503.62 - $2206.01 $9.02K - $13.2K
394 $720K
MSI
Motorola Solutions, Inc.

Technology
-18
- 3.61%
$394.72 - $440.39 $7.1K - $7.93K
480 $201K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.8%
$3478.38 - $3880.15 $3.48K - $3.88K
124 $460K
AROC
Archrock, Inc.

Energy
-42
- 0.45%
$21.0 - $27.11 $882 - $1.14K
9.29K $230K
UMBF
Umb Financial Corp

Financial Services
-221
- 9.35%
$86.4 - $107.99 $19.1K - $23.9K
2.14K $225K
STLD
Steel Dynamics Inc

Basic Materials
-46
- 2.39%
N/A
1.88K $184K
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 4.82%
$908.13 - $1056.85 $37.2K - $43.3K
809 $800K
PIZ
Invesco Exchange Traded Fd Tr
-1.69K
- 9.68%
N/A
15.8K $0
LMT
Lockheed Martin Corp

Industrials
-42
- 3.54%
$430.82 - $486.45 $18.1K - $20.4K
1.14K $529K
Activity Summary
Buys All Purchases 126 New Holdings 44 Increased Positions 82 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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