Monument Capital Management Reduced Holdings in Q2 2025

Monument Capital Management

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RYT
Invesco S&P 500 Equal Weight T

ETFs
-4.86K
- 11.85%
N/A
36.1K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-3.85K
- 35.92%
N/A
6.87K $0
SYK
Stryker Corp

Healthcare
-33
- 5.14%
$337.37 - $395.63 $11.1K - $13.1K
609 $240K
NUE
Nucor Corp

Basic Materials
-282
- 6.23%
$103.22 - $131.43 $29.1K - $37.1K
4.24K $549K
BSX
Boston Scientific Corp

Healthcare
-41
- 1.22%
$89.7 - $107.41 $3.68K - $4.4K
3.32K $356K
DELL
Dell Technologies Inc.

Technology
-844
- 21.35%
$71.63 - $125.98 $60.5K - $106K
3.11K $381K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.72K
- 5.36%
$81.84 - $93.53 $141K - $161K
30.4K $2.82M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-12
- 0.22%
$37.93 - $47.69 $455 - $572
5.4K $257K
VT
Vanguard Total World Stk Index

ETFs
-141
- 3.13%
$103.16 - $128.52 $14.5K - $18.1K
4.37K $561K
AXP
American Express CO

Financial Services
-19
- 1.91%
$231.39 - $318.98 $4.4K - $6.06K
978 $311K
RS
Reliance Steel & Aluminum CO

Basic Materials
-663
- 6.56%
$262.08 - $316.81 $174K - $210K
9.45K $2.97M
KLAC
Kla Corp

Technology
-2
- 0.67%
$576.53 - $902.94 $1.15K - $1.81K
298 $266K
GOOG
Alphabet Inc.

Communication Services
-26
- 0.81%
$146.58 - $180.01 $3.81K - $4.68K
3.19K $566K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.07%
$496.48 - $617.85 $496 - $618
1.48K $915K
EBAY
Ebay Inc

Consumer Cyclical
-2.33K
- 5.33%
$59.52 - $79.36 $139K - $185K
41.4K $3.09M
GE
General Electric CO

Industrials
-26
- 0.91%
$166.81 - $257.39 $4.34K - $6.69K
2.82K $725K
HLI
Houlihan Lokey, Inc.

Financial Services
-850
- 4.89%
$141.59 - $182.75 $120K - $155K
16.5K $2.97M
RDN
Radian Group Inc

Financial Services
-1.35K
- 1.61%
$30.48 - $36.53 $41.2K - $49.4K
82.5K $2.97M
GWW
W.W. Grainger, Inc.

Industrials
-19
- 0.38%
$919.93 - $1101.66 $17.5K - $20.9K
4.93K $5.13M
PLTR
Palantir Technologies Inc.

Technology
-230
- 4.37%
$74.01 - $144.25 $17K - $33.2K
5.03K $685K
VEA
Vanguard Ftse Developed Market

ETFs
-3.74K
- 5.06%
$45.65 - $57.01 $171K - $213K
70.3K $4.01M
ORCL
Oracle Corp

Technology
-422
- 6.41%
$122.82 - $218.63 $51.8K - $92.3K
6.16K $1.35M
MTG
Mgic Investment Corp

Financial Services
-398
- 0.28%
$22.43 - $28.1 $8.93K - $11.2K
143K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
-431
- 3.08%
$210.28 - $289.91 $90.6K - $125K
13.5K $3.93M
WMT
Walmart Inc.

Consumer Defensive
-145
- 0.26%
$81.79 - $99.98 $11.9K - $14.5K
54.9K $5.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.59K
- 2.52%
$108.12 - $135.04 $171K - $214K
61.4K $8.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-297
- 2.87%
$416.06 - $551.64 $124K - $164K
10.1K $5.55M
PWR
Quanta Services, Inc.

Industrials
-111
- 1.8%
$239.47 - $381.26 $26.6K - $42.3K
6.05K $2.29M
RL
Ralph Lauren Corp

Consumer Cyclical
-41
- 0.27%
$182.34 - $286.22 $7.48K - $11.7K
15.1K $4.14M
NVDA
Nvidia Corp

Technology
-189
- 0.93%
$94.31 - $157.99 $17.8K - $29.9K
20.1K $3.18M
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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