Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $381 Million
  • Q2 2025

Monument Capital Management has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Ishares Core S&P Total U.S. St with a value of $8.29M, Ishares Russell 1000 Gr ETF with a value of $7.67M, Ishares Russell Mid Cap Growth with a value of $7.21M, and Ishares Tr Russell 1000 ETF with a value of $6.91M.

Examining the 13F form we can see an increase of $58.1M in the current position value, from $322M to 381M.

Below you can find more details about Monument Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $381 Million
ETFs: $122 Million
Technology: $56.2 Million
Financial Services: $42.2 Million
Industrials: $41.3 Million
Consumer Cyclical: $37.9 Million
Consumer Defensive: $29.9 Million
Healthcare: $19.9 Million
Communication Services: $14 Million
Other: $17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$15.5 Million 4.07% of portfolio
31,121
Q2 2025 Added 0.61%
$3.69T
$6.81 Million 1.79% of portfolio
33,195
Q2 2025 Reduced 1.43%
$30.2B
$6.38 Million 1.68% of portfolio
11,922
Q2 2025 Added 2.21%
$218B
$5.9 Million 1.55% of portfolio
15,205
Q2 2025 Added 0.85%
$281B
$5.36 Million 1.41% of portfolio
54,859
Q2 2025 Reduced 0.26%
$217B
$5.18 Million 1.36% of portfolio
895
Q2 2025 Added 3.59%
$48.5B
$5.13 Million 1.35% of portfolio
4,931
Q2 2025 Reduced 0.38%
$545B
$4.68 Million 1.23% of portfolio
3,492
Q2 2025 Added 248.16%
$79.9B
$4.21 Million 1.11% of portfolio
13,433
Q2 2025 Added 571.31%
$94.7B
$4.15 Million 1.09% of portfolio
5,670
Q2 2025 Added 239.11%
$12.8B
$4.14 Million 1.09% of portfolio
15,081
Q2 2025 Reduced 0.27%
$19.4B
$4.14 Million 1.09% of portfolio
8,107
Q2 2025 Added 3.02%
$8.35B
$3.97 Million 1.04% of portfolio
142,682
Q2 2025 Reduced 0.28%
$859B
$3.93 Million 1.03% of portfolio
13,541
Q2 2025 Reduced 3.08%
$5.63B
$3.82 Million 1.0% of portfolio
15,588
Q2 2025 Added 0.39%
$142B
$3.79 Million 1.0% of portfolio
14,217
Q2 2025 Added 0.92%
$66.5B
$3.76 Million 0.99% of portfolio
38,108
Q2 2025 New
$11.3B
$3.67 Million 0.97% of portfolio
60,846
Q2 2025 Added 5.0%
$6.17B
$3.65 Million 0.96% of portfolio
19,321
Q2 2025 Added 3.17%
$22B
$3.65 Million 0.96% of portfolio
20,294
Q2 2025 Added 4.72%
$203B
$3.64 Million 0.96% of portfolio
125,624
Q2 2025 Added 259.79%
$25.7B
$3.63 Million 0.95% of portfolio
6,767
Q2 2025 New
$102B
$3.52 Million 0.92% of portfolio
8,037
Q2 2025 Added 7.45%
$28.7B
$3.45 Million 0.91% of portfolio
8,387
Q2 2025 Added 578.01%
$38.3B
$3.33 Million 0.87% of portfolio
19,793
Q2 2025 Added 355.95%
$368B
$3.22 Million 0.85% of portfolio
20,224
Q2 2025 Reduced 2.11%
$456B
$3.18 Million 0.84% of portfolio
20,123
Q2 2025 Reduced 0.93%
$182B
$3.21 Million 0.84% of portfolio
34,385
Q2 2025 New
$36.8B
$3.15 Million 0.83% of portfolio
19,630
Q2 2025 New
$41B
$3.07 Million 0.81% of portfolio
24,229
Q2 2025 Added 4.43%
$4.19B
$3.08 Million 0.81% of portfolio
56,878
Q2 2025 New
$53.3B
$3.09 Million 0.81% of portfolio
41,436
Q2 2025 Reduced 5.33%
$5.6B
$2.97 Million 0.78% of portfolio
82,459
Q2 2025 Reduced 1.61%
$16.9B
$2.97 Million 0.78% of portfolio
9,448
Q2 2025 Reduced 6.56%
$9.58B
$2.97 Million 0.78% of portfolio
16,524
Q2 2025 Reduced 4.89%
$8.86B
$2.91 Million 0.77% of portfolio
17,944
Q2 2025 New
$11.8B
$2.91 Million 0.77% of portfolio
64,773
Q2 2025 Added 12.03%
$52.6B
$2.9 Million 0.76% of portfolio
40,447
Q2 2025 New
$25.1B
$2.89 Million 0.76% of portfolio
13,280
Q2 2025 New
$127B
$2.91 Million 0.76% of portfolio
10,556
Q2 2025 Reduced 41.93%
$12.5B
$2.84 Million 0.75% of portfolio
14,317
Q2 2025 Added 3.69%
$4.76B
$2.83 Million 0.74% of portfolio
28,450
Q2 2025 Added 747.23%
$42.6B
$2.82 Million 0.74% of portfolio
30,399
Q2 2025 Reduced 5.36%
$55.9B
$2.83 Million 0.74% of portfolio
14,045
Q2 2025 Reduced 6.17%
$11.8B
$2.66 Million 0.7% of portfolio
14,198
Q2 2025 Reduced 11.83%
$551B
$2.36 Million 0.62% of portfolio
6,661
Q2 2025 Added 3.27%
$261B
$2.28 Million 0.6% of portfolio
12,522
Q2 2025 Added 68.42%
$56B
$2.29 Million 0.6% of portfolio
6,051
Q2 2025 Reduced 1.8%
$2.26T
$2.25 Million 0.59% of portfolio
10,278
Q2 2025 Added 1.79%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $381 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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