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
$0
$630,000 0.2% of portfolio
47,643
Q1 2025 Reduced 10.87%
$33.4B
$605,000 0.19% of portfolio
6,299
Q4 2023 Added 0.16%
$43.8B
$598,000 0.19% of portfolio
4,341
Q4 2024 Reduced 2.67%
$35.6B
$586,000 0.18% of portfolio
5,303
Q1 2025 Reduced 0.53%
$70.1B
$591,000 0.18% of portfolio
4,612
Q1 2025 Added 45.58%
$281B
$569,000 0.18% of portfolio
2,843
Q1 2025 Added 2.05%
$33.3B
$544,000 0.17% of portfolio
4,526
Q1 2025 Reduced 1.11%
$215B
$555,000 0.17% of portfolio
1,778
Q1 2025 Added 0.85%
$0
$532,000 0.16% of portfolio
24,022
Q1 2025 Reduced 8.25%
$1.08T
$502,000 0.16% of portfolio
3,218
Q1 2025 Reduced 9.73%
$632B
$513,000 0.16% of portfolio
965
Q1 2025 Added 5.81%
$0
$522,000 0.16% of portfolio
4,508
Q1 2025 Reduced 2.28%
$71.2B
$528,000 0.16% of portfolio
3,447
Q1 2025 Reduced 12.09%
$149B
$504,000 0.16% of portfolio
1,620
Q1 2025 Reduced 7.06%
$121B
$529,000 0.16% of portfolio
1,186
Q1 2025 Reduced 11.82%
$82.8B
$492,000 0.15% of portfolio
3,380
Q1 2025 Reduced 1.37%
$302M
$470,000 0.15% of portfolio
76,500
Q4 2021 Reduced 3.16%
$66.6B
$482,000 0.15% of portfolio
4,340
Q1 2025 Added 13.4%
$76B
$483,000 0.15% of portfolio
1,951
Q1 2025 Reduced 3.32%
$257B
$443,000 0.14% of portfolio
5,258
Q1 2025 Reduced 5.91%
$13B
$464,000 0.14% of portfolio
2,543
Q3 2024 Reduced 2.0%
$31.9B
$438,000 0.14% of portfolio
1,045
Q4 2024 Reduced 0.85%
$53.3B
$427,000 0.13% of portfolio
3,908
Q1 2025 New
$25.2B
$420,000 0.13% of portfolio
6,112
Q1 2025 New
$0
$420,000 0.13% of portfolio
3,310
Q4 2024 Reduced 13.31%
$159B
$423,000 0.13% of portfolio
851
Q4 2024 Reduced 1.62%
$78.9B
$411,000 0.13% of portfolio
2,001
Q3 2024 Reduced 8.92%
$4.53B
$372,000 0.12% of portfolio
4,898
Q1 2025 Added 4.39%
$62.7B
$383,000 0.12% of portfolio
1,450
Q1 2025 Reduced 5.6%
$24.3B
$383,000 0.12% of portfolio
1,237
Q1 2025 Added 16.15%
$3.19B
$351,000 0.11% of portfolio
10,401
Q1 2025 New
$0
$354,000 0.11% of portfolio
845
Q2 2024 Reduced 37.17%
$17.8B
$354,000 0.11% of portfolio
1,788
Q1 2025 Reduced 0.22%
$128B
$362,000 0.11% of portfolio
1,187
Q1 2025 Reduced 0.42%
$32.9B
$363,000 0.11% of portfolio
3,337
Q4 2024 Added 0.09%
$154B
$339,000 0.11% of portfolio
3,361
Q1 2025 Added 1.23%
$0
$363,000 0.11% of portfolio
11,012
Q3 2022 Reduced 1.98%
$51.8B
$348,000 0.11% of portfolio
2,635
Q1 2025 Added 2.77%
$31.8B
$360,000 0.11% of portfolio
3,954
Q1 2025 Reduced 7.29%
$65.1B
$321,000 0.1% of portfolio
3,699
Q1 2025 Reduced 1.15%
$5.18B
$337,000 0.1% of portfolio
10,438
Q1 2025 Reduced 12.39%
$105B
$324,000 0.1% of portfolio
5,408
Q1 2025 New
$2.31B
$315,000 0.1% of portfolio
16,421
Q1 2025 Reduced 4.31%
$141B
$317,000 0.1% of portfolio
1,342
Q1 2025 Added 19.82%
$5.15B
$325,000 0.1% of portfolio
9,057
Q1 2025 Added 2.47%
$52.4B
$295,000 0.09% of portfolio
1,914
Q1 2025 Added 11.67%
$29.7B
$305,000 0.09% of portfolio
3,553
Q1 2025 Reduced 60.03%
$38.4B
$296,000 0.09% of portfolio
1,599
Q1 2025 Added 3.16%
$138B
$286,000 0.09% of portfolio
1,228
Q1 2025 Reduced 9.17%

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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