Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $322 Million
  • Q1 2025

Monument Capital Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.6M, Ishares Core S&P Total U.S. St with a value of $7.68M, Apple Inc. with a value of $7.48M, Ishares Russell 1000 Gr ETF with a value of $6.48M, and Ishares Tr Russell 1000 ETF with a value of $6.18M.

Examining the 13F form we can see an decrease of $34.2M in the current position value, from $357M to 322M.

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

Portfolio value $322 Million
ETFs: $108 Million
Financial Services: $38.1 Million
Consumer Cyclical: $37.4 Million
Technology: $36.9 Million
Industrials: $34 Million
Consumer Defensive: $27.2 Million
Healthcare: $13.6 Million
Communication Services: $11.8 Million
Other: $15.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$11.6 Million 3.6% of portfolio
30,932
Q1 2025 Reduced 1.56%
$3.39T
$7.48 Million 2.32% of portfolio
33,678
Q1 2025 Reduced 2.08%
$948M
$5.34 Million 1.66% of portfolio
3,955
Q1 2025 Added 0.25%
$9.58B
$5.01 Million 1.55% of portfolio
10,658
Q1 2025 Added 1.45%
$212B
$4.97 Million 1.54% of portfolio
15,077
Q1 2025 Added 1.03%
$52.8B
$4.89 Million 1.52% of portfolio
4,950
Q1 2025 Added 0.98%
$263B
$4.83 Million 1.5% of portfolio
55,004
Q1 2025 Added 94.23%
$25.9B
$4.35 Million 1.35% of portfolio
42,352
Q1 2025 Reduced 0.15%
$26B
$4.31 Million 1.34% of portfolio
11,664
Q1 2025 Reduced 1.64%
$1.62T
$4.19 Million 1.3% of portfolio
7,275
Q1 2025 Added 248.42%
$147B
$3.99 Million 1.24% of portfolio
14,087
Q1 2025 Added 2.36%
$225B
$3.98 Million 1.23% of portfolio
864
Q1 2025 Added 0.93%
$8.07B
$3.55 Million 1.1% of portfolio
143,080
Q1 2025 Added 1.12%
$373B
$3.52 Million 1.09% of portfolio
20,659
Q1 2025 Reduced 1.79%
$27.4B
$3.49 Million 1.08% of portfolio
19,380
Q1 2025 Reduced 1.04%
$19.5B
$3.42 Million 1.06% of portfolio
7,869
Q1 2025 Reduced 2.21%
$12.5B
$3.34 Million 1.04% of portfolio
15,122
Q1 2025 Reduced 0.11%
$5.49B
$3.24 Million 1.0% of portfolio
18,727
Q1 2025 Reduced 0.11%
$10.7B
$3.15 Million 0.98% of portfolio
57,820
Q1 2025 Added 3.89%
$34.3B
$3.15 Million 0.98% of portfolio
32,395
Q1 2025 Added 1.01%
$16.9B
$3.12 Million 0.97% of portfolio
55,171
Q1 2025 New
$52.5B
$3.1 Million 0.96% of portfolio
14,969
Q1 2025 Added 4.8%
$14.2B
$3.05 Million 0.94% of portfolio
82,533
Q1 2025 New
$113B
$3.04 Million 0.94% of portfolio
18,177
Q1 2025 Reduced 14.27%
$7.02B
$2.95 Million 0.92% of portfolio
15,528
Q1 2025 Added 0.82%
$41.9B
$2.96 Million 0.92% of portfolio
43,770
Q1 2025 New
$19.4B
$2.92 Million 0.91% of portfolio
10,111
Q1 2025 Added 2.87%
$21.3B
$2.9 Million 0.9% of portfolio
5,170
Q1 2025 Added 3.3%
$38.8B
$2.87 Million 0.89% of portfolio
23,201
Q1 2025 Added 4.37%
$9.4B
$2.81 Million 0.87% of portfolio
17,374
Q1 2025 Added 3.04%
$43.8B
$2.8 Million 0.87% of portfolio
32,122
Q1 2025 New
$10.7B
$2.8 Million 0.87% of portfolio
57,946
Q1 2025 New
$5.66B
$2.77 Million 0.86% of portfolio
83,810
Q1 2025 Added 6.38%
$13.1B
$2.72 Million 0.84% of portfolio
13,807
Q1 2025 Added 3.17%
$12.5B
$2.68 Million 0.83% of portfolio
16,103
Q1 2025 New
$4.44B
$2.63 Million 0.82% of portfolio
31,636
Q1 2025 Added 10.94%
$100B
$2.52 Million 0.78% of portfolio
7,480
Q1 2025 Added 7.38%
$585B
$2.26 Million 0.7% of portfolio
6,450
Q1 2025 Added 1.51%
$26.8B
$2.26 Million 0.7% of portfolio
13,453
Q1 2025 New
$748B
$2.23 Million 0.69% of portfolio
2,697
Q1 2025 Reduced 0.77%
$406B
$2.2 Million 0.68% of portfolio
20,312
Q1 2025 Reduced 3.63%
$474B
$2.03 Million 0.63% of portfolio
17,056
Q1 2025 Reduced 9.09%
$2.27T
$1.92 Million 0.6% of portfolio
10,097
Q1 2025 Reduced 0.08%
$380B
$1.85 Million 0.57% of portfolio
5,057
Q1 2025 Reduced 0.96%
$432B
$1.6 Million 0.49% of portfolio
2
Q1 2025 New
$54.7B
$1.57 Million 0.49% of portfolio
6,162
Q4 2024 Reduced 0.36%
$300B
$1.46 Million 0.45% of portfolio
20,396
Q1 2025 Added 5.05%
$337B
$1.37 Million 0.43% of portfolio
6,555
Q1 2025 Reduced 0.03%
$1.07T
$1.28 Million 0.4% of portfolio
8,246
Q1 2025 Reduced 7.45%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $322 Million
  • Prior Value $357 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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