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