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
$423B
$800,000 0.21% of portfolio
809
Q2 2025 Reduced 4.82%
$311B
$809,000 0.21% of portfolio
10,099
Q2 2025 Added 1.38%
$93.1B
$742,000 0.2% of portfolio
6,293
Q2 2025 New
$119B
$734,000 0.19% of portfolio
12,533
Q2 2025 Added 131.75%
$38.4B
$720,000 0.19% of portfolio
394
Q2 2025 Reduced 1.5%
$55.8B
$729,000 0.19% of portfolio
7,032
Q2 2025 Added 79.94%
$308B
$725,000 0.19% of portfolio
2,817
Q2 2025 Reduced 0.91%
$26.5B
$672,000 0.18% of portfolio
6,554
Q2 2025 Added 84.46%
$309B
$679,000 0.18% of portfolio
4,742
Q2 2025 Reduced 13.83%
$307B
$685,000 0.18% of portfolio
5,028
Q2 2025 Reduced 4.37%
$1.42T
$566,000 0.15% of portfolio
3,192
Q2 2025 Reduced 0.81%
$34.1B
$569,000 0.15% of portfolio
6,255
Q2 2025 Reduced 0.7%
$34.7B
$576,000 0.15% of portfolio
5,749
Q2 2025 Added 8.41%
$0
$561,000 0.15% of portfolio
4,367
Q2 2025 Reduced 3.13%
$233B
$572,000 0.15% of portfolio
4,209
Q2 2025 Added 84.77%
$0
$572,000 0.15% of portfolio
40,242
Q2 2025 Reduced 15.53%
$233B
$523,000 0.14% of portfolio
1,792
Q2 2025 Added 0.79%
$37.2B
$549,000 0.14% of portfolio
4,244
Q2 2025 Reduced 6.23%
$120B
$529,000 0.14% of portfolio
1,144
Q2 2025 Reduced 3.54%
$188B
$508,000 0.13% of portfolio
5,979
Q2 2025 Added 63.67%
$0
$497,000 0.13% of portfolio
3,311
Q2 2025 Added 0.03%
$0
$507,000 0.13% of portfolio
23,130
Q2 2025 Reduced 3.71%
$256B
$503,000 0.13% of portfolio
711
Q2 2025 New
$652B
$496,000 0.13% of portfolio
1,023
Q2 2025 Added 6.01%
$77.7B
$502,000 0.13% of portfolio
3,266
Q2 2025 Reduced 5.25%
$81.6B
$498,000 0.13% of portfolio
2,018
Q2 2025 Added 3.43%
$213B
$481,000 0.13% of portfolio
6,083
Q2 2025 Reduced 27.09%
$320M
$465,000 0.12% of portfolio
76,500
Q4 2021 Reduced 3.16%
$89.2B
$448,000 0.12% of portfolio
2,701
Q2 2025 Reduced 20.09%
$80.3B
$460,000 0.12% of portfolio
124
Q2 2025 Reduced 0.8%
$5.54B
$438,000 0.12% of portfolio
5,513
Q2 2025 Added 12.56%
$11.8B
$463,000 0.12% of portfolio
2,575
Q2 2025 Added 1.26%
$33.9B
$471,000 0.12% of portfolio
4,525
Q2 2025 Added 35.6%
$68.6B
$420,000 0.11% of portfolio
3,987
Q2 2025 Reduced 8.13%
$18.7B
$420,000 0.11% of portfolio
1,041
Q2 2025 Reduced 0.38%
$65.5B
$416,000 0.11% of portfolio
1,556
Q2 2025 Added 7.31%
$150B
$401,000 0.11% of portfolio
1,438
Q2 2025 Reduced 11.23%
$125B
$418,000 0.11% of portfolio
1,357
Q2 2025 Added 14.32%
$80.9B
$378,000 0.1% of portfolio
2,671
Q2 2025 New
$59.4B
$366,000 0.1% of portfolio
2,281
Q2 2025 Reduced 50.54%
$0
$394,000 0.1% of portfolio
11,012
Q3 2022 Reduced 1.98%
$32.8B
$381,000 0.1% of portfolio
3,110
Q2 2025 Reduced 21.35%
$100B
$372,000 0.1% of portfolio
4,059
Q2 2025 New
$164B
$338,000 0.09% of portfolio
1,525
Q2 2025 Added 24.19%
$27.1B
$356,000 0.09% of portfolio
5,645
Q2 2025 Reduced 7.64%
$62.1B
$327,000 0.09% of portfolio
3,828
Q2 2025 Added 3.49%
$137B
$347,000 0.09% of portfolio
1,509
Q2 2025 Added 12.44%
$20.3B
$340,000 0.09% of portfolio
1,807
Q2 2025 Added 1.06%
$60B
$348,000 0.09% of portfolio
11,849
Q2 2025 New

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
Track This Portfolio

Track Monument Capital Management Portfolio

Follow Monument Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email