Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $358 Million
  • Q3 2024

Monument Capital Management has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $358 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $29M, Vanguard Ftse Developed Market with a value of $17.2M, Invesco Qqq Trust, Series 1 with a value of $14.8M, Microsoft Corp with a value of $12.9M, and Apple Inc. with a value of $7.21M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $331M to 358M.

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

Portfolio value $358 Million
ETFs: $122 Million
Industrials: $49.6 Million
Consumer Cyclical: $44.6 Million
Technology: $42.6 Million
Financial Services: $39.5 Million
Consumer Defensive: $20.1 Million
Healthcare: $11.1 Million
Basic Materials: $11 Million
Other: $17.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50B
$206,000 0.06% of portfolio
2,008
Q3 2024 New
$27.4B
$215,000 0.06% of portfolio
2,669
Q3 2024 New
$139B
$231,000 0.06% of portfolio
642
Q3 2024 Reduced 0.47%
$143B
$223,000 0.06% of portfolio
906
Q3 2024 Reduced 6.21%
$3.84B
$214,000 0.06% of portfolio
2,864
Q3 2024 New
$96.6B
$216,000 0.06% of portfolio
625
Q2 2024 Added 2.46%
$82.3B
$207,000 0.06% of portfolio
5,588
Q3 2024 New
$3.85B
$210,000 0.06% of portfolio
3,528
Q3 2024 New
$75.7B
$223,000 0.06% of portfolio
498
Q3 2024 New
$50.1B
$220,000 0.06% of portfolio
1,642
Q3 2024 New
$5.29B
$224,000 0.06% of portfolio
1,591
Q3 2024 New
$17.2B
$191,000 0.05% of portfolio
1,952
Q3 2024 Reduced 13.01%
$79.5B
$155,000 0.04% of portfolio
1,241
Q3 2024 New
$45.6M
$55,000 0.02% of portfolio
32,421
Q1 2024 Reduced 1.42%
$2.85B
$79,000 0.02% of portfolio
10,064
Q3 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 8.86%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $358 Million
  • Prior Value $331 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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