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
$92.7B
$1.26 Million 0.39% of portfolio
5,448
Q1 2025 Reduced 2.26%
$276B
$1.18 Million 0.37% of portfolio
7,435
Q1 2025 Added 15.83%
$105B
$1.13 Million 0.35% of portfolio
1,672
Q1 2025 Added 0.12%
$539B
$1.07 Million 0.33% of portfolio
1,958
Q1 2025 Added 0.88%
$146B
$1.03 Million 0.32% of portfolio
8,420
Q1 2025 Added 0.55%
$12.9B
$1.05 Million 0.32% of portfolio
13,061
Q1 2025 Reduced 0.11%
$200B
$987,000 0.31% of portfolio
34,916
Q1 2025 Added 53.51%
$573B
$935,000 0.29% of portfolio
1,003
Q1 2025 Added 2.56%
$300B
$920,000 0.29% of portfolio
5,503
Q1 2025 Added 74.09%
$636B
$919,000 0.29% of portfolio
6,579
Q1 2025 Reduced 1.94%
$59.9B
$916,000 0.28% of portfolio
22,280
Q3 2024 Reduced 0.11%
$142B
$913,000 0.28% of portfolio
8,150
Q1 2025 Added 13.92%
$284B
$861,000 0.27% of portfolio
13,954
Q1 2025 Reduced 0.73%
$5.81B
$869,000 0.27% of portfolio
607
Q1 2025 Reduced 0.65%
$435B
$803,000 0.25% of portfolio
850
Q1 2025 Added 3.28%
$53.3B
$765,000 0.24% of portfolio
4,612
Q1 2025 Reduced 6.28%
$40.2B
$737,000 0.23% of portfolio
400
Q1 2025 Reduced 1.72%
$310B
$715,000 0.22% of portfolio
9,962
Q4 2024 Added 0.79%
$283B
$677,000 0.21% of portfolio
1,294
Q1 2025 Reduced 27.63%
$409B
$690,000 0.21% of portfolio
4,165
Q1 2025 Added 96.18%
$84.2B
$693,000 0.21% of portfolio
1,618
Q1 2025 Reduced 1.28%
$143B
$641,000 0.2% of portfolio
2,360
Q1 2025 Reduced 2.28%
$32.5B
$605,000 0.19% of portfolio
6,299
Q4 2023 Added 0.16%
$43B
$598,000 0.19% of portfolio
4,341
Q4 2024 Reduced 2.67%
$35.4B
$586,000 0.18% of portfolio
5,303
Q1 2025 Reduced 0.53%
$71.4B
$591,000 0.18% of portfolio
4,612
Q1 2025 Added 45.58%
$274B
$569,000 0.18% of portfolio
2,843
Q1 2025 Added 2.05%
$35.9B
$544,000 0.17% of portfolio
4,526
Q1 2025 Reduced 1.11%
$216B
$555,000 0.17% of portfolio
1,778
Q1 2025 Added 0.85%
$0
$532,000 0.16% of portfolio
24,022
Q1 2025 Reduced 8.25%
$1.08T
$502,000 0.16% of portfolio
3,218
Q1 2025 Reduced 9.73%
$631B
$513,000 0.16% of portfolio
965
Q1 2025 Added 5.81%
$70.5B
$528,000 0.16% of portfolio
3,447
Q1 2025 Reduced 12.09%
$159B
$504,000 0.16% of portfolio
1,620
Q1 2025 Reduced 7.06%
$121B
$529,000 0.16% of portfolio
1,186
Q1 2025 Reduced 11.82%
$89.4B
$492,000 0.15% of portfolio
3,380
Q1 2025 Reduced 1.37%
$71B
$476,000 0.15% of portfolio
125
Q4 2024 Reduced 2.34%
$300M
$470,000 0.15% of portfolio
76,500
Q4 2021 Reduced 3.16%
$64.4B
$482,000 0.15% of portfolio
4,340
Q1 2025 Added 13.4%
$79.8B
$483,000 0.15% of portfolio
1,951
Q1 2025 Reduced 3.32%
$281B
$443,000 0.14% of portfolio
5,258
Q1 2025 Reduced 5.91%
$13.1B
$464,000 0.14% of portfolio
2,543
Q3 2024 Reduced 2.0%
$31.2B
$438,000 0.14% of portfolio
1,045
Q4 2024 Reduced 0.85%
$53.8B
$427,000 0.13% of portfolio
3,908
Q1 2025 New
$25.1B
$420,000 0.13% of portfolio
6,112
Q1 2025 New
$165B
$423,000 0.13% of portfolio
851
Q4 2024 Reduced 1.62%
$85.1B
$411,000 0.13% of portfolio
2,001
Q3 2024 Reduced 8.92%
$4.82B
$372,000 0.12% of portfolio
4,898
Q1 2025 Added 4.39%
$59.8B
$383,000 0.12% of portfolio
1,450
Q1 2025 Reduced 5.6%

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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