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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.8B
$3.15 Million 0.83% of portfolio
19,630
Q2 2025 New
$42.8B
$3.07 Million 0.81% of portfolio
24,229
Q2 2025 Added 4.43%
$4.42B
$3.08 Million 0.81% of portfolio
56,878
Q2 2025 New
$51.1B
$3.09 Million 0.81% of portfolio
41,436
Q2 2025 Reduced 5.33%
$5.71B
$2.97 Million 0.78% of portfolio
82,459
Q2 2025 Reduced 1.61%
$17.4B
$2.97 Million 0.78% of portfolio
9,448
Q2 2025 Reduced 6.56%
$9.81B
$2.97 Million 0.78% of portfolio
16,524
Q2 2025 Reduced 4.89%
$9B
$2.91 Million 0.77% of portfolio
17,944
Q2 2025 New
$10.5B
$2.91 Million 0.77% of portfolio
64,773
Q2 2025 Added 12.03%
$48.6B
$2.9 Million 0.76% of portfolio
40,447
Q2 2025 New
$25.7B
$2.89 Million 0.76% of portfolio
13,280
Q2 2025 New
$124B
$2.91 Million 0.76% of portfolio
10,556
Q2 2025 Reduced 41.93%
$13.2B
$2.84 Million 0.75% of portfolio
14,317
Q2 2025 Added 3.69%
$4.99B
$2.83 Million 0.74% of portfolio
28,450
Q2 2025 Added 747.23%
$39.9B
$2.82 Million 0.74% of portfolio
30,399
Q2 2025 Reduced 5.36%
$56.3B
$2.83 Million 0.74% of portfolio
14,045
Q2 2025 Reduced 6.17%
$0
$2.41 Million 0.63% of portfolio
7,921
Q1 2025 Added 0.22%
$574B
$2.36 Million 0.62% of portfolio
6,661
Q2 2025 Added 3.27%
$250B
$2.28 Million 0.6% of portfolio
12,522
Q2 2025 Added 68.42%
$53.8B
$2.29 Million 0.6% of portfolio
6,051
Q2 2025 Reduced 1.8%
$2.4T
$2.25 Million 0.59% of portfolio
10,278
Q2 2025 Added 1.79%
$0
$2.23 Million 0.58% of portfolio
12,246
Q2 2025 Reduced 5.65%
$706B
$2.02 Million 0.53% of portfolio
2,590
Q2 2025 Reduced 3.97%
$1.65T
$1.95 Million 0.51% of portfolio
2,637
Q2 2025 Reduced 63.75%
$0
$1.79 Million 0.47% of portfolio
55,392
Q2 2025 Added 0.71%
$468B
$1.76 Million 0.46% of portfolio
16,287
Q2 2025 Reduced 4.51%
$0
$1.72 Million 0.45% of portfolio
23,999
Q2 2025 New
$0
$1.7 Million 0.45% of portfolio
31,670
Q2 2025 New
$421B
$1.69 Million 0.44% of portfolio
4,599
Q2 2025 Reduced 9.06%
$295B
$1.65 Million 0.43% of portfolio
23,339
Q2 2025 Added 14.43%
$1.26T
$1.53 Million 0.4% of portfolio
8,661
Q2 2025 Added 5.03%
$456B
$1.46 Million 0.38% of portfolio
2
Q1 2025 New
$601B
$1.35 Million 0.35% of portfolio
6,157
Q2 2025 Reduced 6.41%
$92.3B
$1.28 Million 0.34% of portfolio
5,593
Q2 2025 Added 2.66%
$377B
$1.21 Million 0.32% of portfolio
6,521
Q2 2025 Reduced 0.52%
$568B
$1.19 Million 0.31% of portfolio
2,112
Q2 2025 Added 7.87%
$279B
$1.14 Million 0.3% of portfolio
16,468
Q2 2025 Added 18.02%
$12.4B
$1.06 Million 0.28% of portfolio
13,061
Q1 2025 Reduced 0.11%
$164B
$1.05 Million 0.28% of portfolio
8,511
Q2 2025 Added 1.08%
$141B
$1.02 Million 0.27% of portfolio
9,242
Q2 2025 Added 13.4%
$62.5B
$957,000 0.25% of portfolio
22,280
Q3 2024 Reduced 0.11%
$0
$915,000 0.24% of portfolio
1,481
Q2 2025 Reduced 0.07%
$8.44B
$921,000 0.24% of portfolio
2,266
Q2 2025 Reduced 78.74%
$467B
$918,000 0.24% of portfolio
6,012
Q2 2025 Added 44.35%
$0
$872,000 0.23% of portfolio
15,347
Q2 2025 Reduced 5.86%
$18.6B
$860,000 0.23% of portfolio
15,348
Q2 2025 Reduced 72.18%
$92B
$829,000 0.22% of portfolio
1,618
Q1 2025 Reduced 1.28%
$6.6B
$835,000 0.22% of portfolio
9,271
Q2 2025 Added 1,427.35%
$139B
$842,000 0.22% of portfolio
2,360
Q1 2025 Reduced 2.28%

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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