Monument Capital Management Portfolio Holdings

Monument Capital Management

  • $381 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.35B
$3.97 Million 1.04% of portfolio
142,682
Q2 2025 Reduced 0.28%
$5.63B
$3.82 Million 1.0% of portfolio
15,588
Q2 2025 Added 0.39%
$6.17B
$3.65 Million 0.96% of portfolio
19,321
Q2 2025 Added 3.17%
$4.19B
$3.08 Million 0.81% of portfolio
56,878
Q2 2025 New
$5.6B
$2.97 Million 0.78% of portfolio
82,459
Q2 2025 Reduced 1.61%
$9.58B
$2.97 Million 0.78% of portfolio
16,524
Q2 2025 Reduced 4.89%
$8.86B
$2.91 Million 0.77% of portfolio
17,944
Q2 2025 New
$4.76B
$2.83 Million 0.74% of portfolio
28,450
Q2 2025 Added 747.23%
$8.77B
$921,000 0.24% of portfolio
2,266
Q2 2025 Reduced 78.74%
$6.4B
$835,000 0.22% of portfolio
9,271
Q2 2025 Added 1,427.35%
$5.28B
$438,000 0.12% of portfolio
5,513
Q2 2025 Added 12.56%
$3.96B
$338,000 0.09% of portfolio
16,274
Q2 2025 Added 28.24%
$4B
$315,000 0.08% of portfolio
5,413
Q2 2025 New
$8.11B
$300,000 0.08% of portfolio
1,340
Q2 2025 Added 8.94%
$4.98B
$303,000 0.08% of portfolio
9,867
Q2 2025 Reduced 5.47%
$3.8B
$271,000 0.07% of portfolio
4,900
Q2 2025 New
$4.99B
$249,000 0.07% of portfolio
6,926
Q2 2025 Reduced 23.53%
$2.45B
$283,000 0.07% of portfolio
15,534
Q2 2025 Reduced 5.4%
$6.14B
$261,000 0.07% of portfolio
7,045
Q2 2025 Added 16.25%
$3.67B
$274,000 0.07% of portfolio
3,642
Q2 2025 New
$3.2B
$258,000 0.07% of portfolio
8,450
Q2 2025 New
$2.79B
$284,000 0.07% of portfolio
6,264
Q2 2025 New
$3.37B
$251,000 0.07% of portfolio
3,587
Q2 2025 New
$2.57B
$243,000 0.06% of portfolio
7,137
Q2 2025 Added 11.24%
$5.53B
$225,000 0.06% of portfolio
2,142
Q2 2025 Reduced 9.35%
$3.9B
$244,000 0.06% of portfolio
3,704
Q2 2025 New
$3.73B
$230,000 0.06% of portfolio
9,290
Q2 2025 Reduced 0.45%
$4.41B
$231,000 0.06% of portfolio
3,483
Q2 2025 Reduced 11.93%
$7.31B
$151,000 0.04% of portfolio
17,837
Q2 2025 Added 24.88%

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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