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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.22B
$5.01 Million 1.55% of portfolio
10,658
Q1 2025 Added 1.45%
$8.4B
$3.55 Million 1.1% of portfolio
143,080
Q1 2025 Added 1.12%
$5.9B
$3.24 Million 1.0% of portfolio
18,727
Q1 2025 Reduced 0.11%
$7.2B
$2.95 Million 0.92% of portfolio
15,528
Q1 2025 Added 0.82%
$9.07B
$2.81 Million 0.87% of portfolio
17,374
Q1 2025 Added 3.04%
$5.81B
$2.77 Million 0.86% of portfolio
83,810
Q1 2025 Added 6.38%
$4.3B
$2.63 Million 0.82% of portfolio
31,636
Q1 2025 Added 10.94%
$5.66B
$869,000 0.27% of portfolio
607
Q1 2025 Reduced 0.65%
$4.53B
$372,000 0.12% of portfolio
4,898
Q1 2025 Added 4.39%
$3.19B
$351,000 0.11% of portfolio
10,401
Q1 2025 New
$5.18B
$337,000 0.1% of portfolio
10,438
Q1 2025 Reduced 12.39%
$2.31B
$315,000 0.1% of portfolio
16,421
Q1 2025 Reduced 4.31%
$5.15B
$325,000 0.1% of portfolio
9,057
Q1 2025 Added 2.47%
$4.38B
$305,000 0.09% of portfolio
3,358
Q1 2025 Added 6.17%
$3.88B
$243,000 0.08% of portfolio
12,690
Q1 2025 Reduced 2.53%
$6.65B
$254,000 0.08% of portfolio
1,230
Q1 2025 Added 2.93%
$2.71B
$247,000 0.08% of portfolio
3,590
Q1 2025 Reduced 5.33%
$4.14B
$249,000 0.08% of portfolio
3,955
Q4 2024 Added 12.1%
$5.99B
$210,000 0.07% of portfolio
6,060
Q1 2025 New
$3.27B
$215,000 0.07% of portfolio
2,683
Q1 2025 New
$5.12B
$238,000 0.07% of portfolio
2,363
Q1 2025 Reduced 19.08%
$2.5B
$219,000 0.07% of portfolio
6,416
Q1 2025 New
$7.24B
$116,000 0.04% of portfolio
14,283
Q1 2025 New

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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