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
$24.4B
$383,000 0.12% of portfolio
1,237
Q1 2025 Added 16.15%
$3.3B
$351,000 0.11% of portfolio
10,401
Q1 2025 New
$19.1B
$354,000 0.11% of portfolio
1,788
Q1 2025 Reduced 0.22%
$128B
$362,000 0.11% of portfolio
1,187
Q1 2025 Reduced 0.42%
$32.9B
$363,000 0.11% of portfolio
3,337
Q4 2024 Added 0.09%
$147B
$339,000 0.11% of portfolio
3,361
Q1 2025 Added 1.23%
$57.5B
$348,000 0.11% of portfolio
2,635
Q1 2025 Added 2.77%
$32.8B
$360,000 0.11% of portfolio
3,954
Q1 2025 Reduced 7.29%
$63.2B
$321,000 0.1% of portfolio
3,699
Q1 2025 Reduced 1.15%
$5.14B
$337,000 0.1% of portfolio
10,438
Q1 2025 Reduced 12.39%
$103B
$324,000 0.1% of portfolio
5,408
Q1 2025 New
$2.36B
$315,000 0.1% of portfolio
16,421
Q1 2025 Reduced 4.31%
$145B
$317,000 0.1% of portfolio
1,342
Q1 2025 Added 19.82%
$5.29B
$325,000 0.1% of portfolio
9,057
Q1 2025 Added 2.47%
$52.6B
$295,000 0.09% of portfolio
1,914
Q1 2025 Added 11.67%
$28.9B
$305,000 0.09% of portfolio
3,553
Q1 2025 Reduced 60.03%
$140B
$286,000 0.09% of portfolio
1,228
Q1 2025 Reduced 9.17%
$4.48B
$305,000 0.09% of portfolio
3,358
Q1 2025 Added 6.17%
$90.9B
$306,000 0.09% of portfolio
504
Q1 2025 Reduced 0.4%
$233B
$302,000 0.09% of portfolio
2,278
Q1 2025 Added 15.52%
$4.04B
$243,000 0.08% of portfolio
12,690
Q1 2025 Reduced 2.53%
$22.4B
$251,000 0.08% of portfolio
760
Q1 2025 Reduced 91.14%
$55.7B
$264,000 0.08% of portfolio
422
Q1 2025 Reduced 90.92%
$6.72B
$254,000 0.08% of portfolio
1,230
Q1 2025 Added 2.93%
$1.78B
$242,000 0.08% of portfolio
23,113
Q1 2025 New
$166B
$259,000 0.08% of portfolio
3,653
Q1 2025 Reduced 19.41%
$22B
$259,000 0.08% of portfolio
1,264
Q1 2025 Reduced 0.94%
$24.6B
$272,000 0.08% of portfolio
1,204
Q1 2025 Added 2.82%
$376B
$267,000 0.08% of portfolio
6,407
Q1 2025 Reduced 13.8%
$3.65B
$244,000 0.08% of portfolio
9,332
Q1 2025 Reduced 1.65%
$237B
$268,000 0.08% of portfolio
997
Q1 2025 Reduced 5.05%
$2.81B
$247,000 0.08% of portfolio
3,590
Q1 2025 Reduced 5.33%
$4.36B
$249,000 0.08% of portfolio
3,955
Q4 2024 Added 12.1%
$5.91B
$210,000 0.07% of portfolio
6,060
Q1 2025 New
$3.32B
$215,000 0.07% of portfolio
2,683
Q1 2025 New
$14.8B
$223,000 0.07% of portfolio
2,696
Q1 2025 Reduced 55.59%
$69.7B
$218,000 0.07% of portfolio
498
Q1 2025 Reduced 2.92%
$51.4B
$213,000 0.07% of portfolio
5,100
Q1 2025 New
$26.9B
$220,000 0.07% of portfolio
2,669
Q3 2024 New
$20.8B
$220,000 0.07% of portfolio
1,767
Q1 2025 Reduced 13.85%
$5.35B
$238,000 0.07% of portfolio
2,363
Q1 2025 Reduced 19.08%
$148B
$238,000 0.07% of portfolio
642
Q3 2024 Reduced 0.47%
$160B
$214,000 0.07% of portfolio
1,014
Q1 2025 Added 8.92%
$260B
$223,000 0.07% of portfolio
899
Q1 2025 New
$934B
$215,000 0.07% of portfolio
833
Q1 2025 Reduced 1.88%
$2.58B
$219,000 0.07% of portfolio
6,416
Q1 2025 New
$131B
$203,000 0.06% of portfolio
300
Q1 2025 New
$42.9B
$201,000 0.06% of portfolio
1,282
Q1 2025 New
$17.2B
$188,000 0.06% of portfolio
1,923
Q1 2025 Added 1.32%

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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