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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4B
$2.8 Million 0.87% of portfolio
32,122
Q1 2025 New
$10.4B
$2.8 Million 0.87% of portfolio
57,946
Q1 2025 New
$5.81B
$2.77 Million 0.86% of portfolio
83,810
Q1 2025 Added 6.38%
$13.2B
$2.72 Million 0.84% of portfolio
13,807
Q1 2025 Added 3.17%
$12.6B
$2.68 Million 0.83% of portfolio
16,103
Q1 2025 New
$4.3B
$2.63 Million 0.82% of portfolio
31,636
Q1 2025 Added 10.94%
$101B
$2.52 Million 0.78% of portfolio
7,480
Q1 2025 Added 7.38%
$581B
$2.26 Million 0.7% of portfolio
6,450
Q1 2025 Added 1.51%
$26B
$2.26 Million 0.7% of portfolio
13,453
Q1 2025 New
$0
$2.25 Million 0.7% of portfolio
12,979
Q1 2025 Reduced 1.0%
$741B
$2.23 Million 0.69% of portfolio
2,697
Q1 2025 Reduced 0.77%
$394B
$2.2 Million 0.68% of portfolio
20,312
Q1 2025 Reduced 3.63%
$0
$2.18 Million 0.68% of portfolio
7,921
Q1 2025 Added 0.22%
$449B
$2.03 Million 0.63% of portfolio
17,056
Q1 2025 Reduced 9.09%
$2.24T
$1.92 Million 0.6% of portfolio
10,097
Q1 2025 Reduced 0.08%
$375B
$1.85 Million 0.57% of portfolio
5,057
Q1 2025 Reduced 0.96%
$54.5B
$1.57 Million 0.49% of portfolio
6,162
Q4 2024 Reduced 0.36%
$0
$1.54 Million 0.48% of portfolio
55,002
Q1 2025 New
$0
$1.53 Million 0.47% of portfolio
51,227
Q1 2025 New
$0
$1.5 Million 0.46% of portfolio
27,528
Q1 2025 New
$306B
$1.46 Million 0.45% of portfolio
20,396
Q1 2025 Added 5.05%
$328B
$1.37 Million 0.43% of portfolio
6,555
Q1 2025 Reduced 0.03%
$1.07T
$1.28 Million 0.4% of portfolio
8,246
Q1 2025 Reduced 7.45%
$93.9B
$1.26 Million 0.39% of portfolio
5,448
Q1 2025 Reduced 2.26%
$282B
$1.18 Million 0.37% of portfolio
7,435
Q1 2025 Added 15.83%
$0
$1.17 Million 0.36% of portfolio
19,531
Q1 2025 Reduced 12.59%
$105B
$1.13 Million 0.35% of portfolio
1,672
Q1 2025 Added 0.12%
$536B
$1.07 Million 0.33% of portfolio
1,958
Q1 2025 Added 0.88%
$143B
$1.03 Million 0.32% of portfolio
8,420
Q1 2025 Added 0.55%
$12.9B
$1.05 Million 0.32% of portfolio
13,061
Q1 2025 Reduced 0.11%
$206B
$987,000 0.31% of portfolio
34,916
Q1 2025 Added 53.51%
$596B
$935,000 0.29% of portfolio
1,003
Q1 2025 Added 2.56%
$0
$931,000 0.29% of portfolio
16,303
Q1 2025 Reduced 12.56%
$280B
$920,000 0.29% of portfolio
5,503
Q1 2025 Added 74.09%
$589B
$919,000 0.29% of portfolio
6,579
Q1 2025 Reduced 1.94%
$57B
$916,000 0.28% of portfolio
22,280
Q3 2024 Reduced 0.11%
$139B
$913,000 0.28% of portfolio
8,150
Q1 2025 Added 13.92%
$285B
$861,000 0.27% of portfolio
13,954
Q1 2025 Reduced 0.73%
$5.66B
$869,000 0.27% of portfolio
607
Q1 2025 Reduced 0.65%
$0
$829,000 0.26% of portfolio
1,482
Q1 2025 Added 4.22%
$438B
$803,000 0.25% of portfolio
850
Q1 2025 Added 3.28%
$52.6B
$765,000 0.24% of portfolio
4,612
Q1 2025 Reduced 6.28%
$201B
$748,000 0.23% of portfolio
8,343
Q1 2025 Added 10.44%
$45.9B
$737,000 0.23% of portfolio
400
Q1 2025 Reduced 1.72%
$304B
$715,000 0.22% of portfolio
9,962
Q4 2024 Added 0.79%
$292B
$677,000 0.21% of portfolio
1,294
Q1 2025 Reduced 27.63%
$399B
$690,000 0.21% of portfolio
4,165
Q1 2025 Added 96.18%
$78.4B
$693,000 0.21% of portfolio
1,618
Q1 2025 Reduced 1.28%
$142B
$641,000 0.2% of portfolio
2,360
Q1 2025 Reduced 2.28%

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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