Monument Capital Management has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Ishares Core S&P Total U.S. St with a value of $8.29M, Ishares Russell 1000 Gr ETF with a value of $7.67M, Ishares Russell Mid Cap Growth with a value of $7.21M, and Ishares Tr Russell 1000 ETF with a value of $6.91M.

Examining the 13F form we can see an increase of $58.1M in the current position value, from $322M to 381M.

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

Portfolio value $381 Million
ETFs: $122 Million
Technology: $56.2 Million
Financial Services: $42.2 Million
Industrials: $41.3 Million
Consumer Cyclical: $37.9 Million
Consumer Defensive: $29.9 Million
Healthcare: $19.9 Million
Communication Services: $14 Million
Other: $17 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $381 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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