MC
| |
Monument Capital Management13F | |
| Monument Capital Management | |
| Last update 2026-04-16 | 217 Stocks (31 new) |
| Value $399.00 Mil | Turnover 19 % |
Monument Capital Management Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 30,529 | 11,301.0 | -1.54% | 2.830 | -0.06% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
CAT | Caterpillar Inc | 13,806 | 9,780.8 | -4.24% | 2.450 | -0.09% | 0.000 | +42.12% | +74.86% | 459,426.7 | Farm & Heavy Construction Machinery | |
AAPL | Apple Inc | 33,306 | 8,452.7 | -1.00% | 2.120 | -0.02% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 58,982 | 8,400.8 | -1.02% | 2.100 | -0.02% | 0.010 | +14.07% | +8.69% | 91,238.9 | ||
FIX | Comfort Systems USA Inc | 6,032 | 8,318.4 | -4.16% | 2.080 | -0.06% | 0.020 | +36.53% | +98.86% | 65,273.4 | Construction | |
EME | EMCOR Group Inc | 10,874 | 8,028.6 | -3.39% | 2.010 | -0.06% | 0.020 | +9.94% | +30.60% | 35,467.8 | Construction | |
IWF | iShares Russell 1000 Growth ETF | 17,282 | 7,369.2 | +0.38% | 1.850 | +0.01% | 0.010 | +12.84% | +0.79% | 122,896.9 | ||
IWB | iShares Russell 1000 ETF | 19,833 | 7,071.5 | +0.02% | 1.770 | 0% | 0.020 | +13.29% | +7.64% | 47,283.6 | ||
IWS | iShares Russell Mid-Cap Value ETF | 45,930 | 6,693.8 | New Holding | 1.680 | +1.68% | 0.050 | +14.42% | +17.80% | 15,769.9 | ||
WMT | Walmart Inc | 52,363 | 6,507.7 | -1.39% | 1.630 | -0.02% | 0.000 | -5.13% | +4.25% | 920,670.2 | Retail - Defensive |
Monument Capital Management's Historical Top Holdings Breakdowns
Monument Capital Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWP | iShares Russell Mid-Cap Growth ETF | 2026-03-31 | Sold Out Sold Out | -1.73% | 123.62 ($135.32) 141.88 | $141.62 | 4.66% | Sold Out | 0 | -50,810 | |
IWS | iShares Russell Mid-Cap Value ETF | 2026-03-31 | New Buy New Buy | +1.68% | 142.28 ($148.43) 154.35 | $165.13 | 11.25% | New holding | 45,930 | 45,930 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2026-03-31 | Sold Out Sold Out | -1.58% | 105.72 ($116.84) 122.81 | $122.12 | 4.52% | Sold Out | 0 | -52,274 | |
IEZ |
iShares U.S. Oil Equipment & Services ETF
iShares U.S. Oil Equipment & Services ETF
| 2026-03-31 | New Buy New Buy | +1.43% | 21.68 ($26.61) 29.81 | $27.18 | 2.14% | New holding | 196,934 | 196,934 | |
FXO |
First Trust Financials AlphaDEX Fund
First Trust Financials AlphaDEX Fund
| 2026-03-31 | Sold Out Sold Out | -1.39% | 54.46 ($59.34) 62.21 | $62.49 | 5.31% | Sold Out | 0 | -92,440 | |
IGE |
iShares North American Natural Resources ETF
iShares North American Natural Resources ETF
| 2026-03-31 | New Buy New Buy | +1.26% | 51.12 ($58.66) 63.55 | $57.06 | -2.73% | New holding | 79,801 | 79,801 | |
XLK |
State Street Technology Select Sector SPDR ETF
State Street Technology Select Sector SPDR ETF
| 2026-03-31 | Sold Out Sold Out | -1.23% | 127.5 ($140.92) 149.23 | $181.11 | 28.52% | Sold Out | 0 | -34,386 | |
XLU |
State Street Utilities Select Sector SPDR ETF
State Street Utilities Select Sector SPDR ETF
| 2026-03-31 | Sold Out Sold Out | -1.22% | 41.87 ($44.86) 47.73 | $46.20 | 2.99% | Sold Out | 0 | -114,825 | |
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 2026-03-31 | New Buy New Buy | +1.19% | 210.79 ($233.94) 250.58 | $236.78 | 1.21% | New holding | 21,667 | 21,667 | |
FLOT | iShares Floating Rate Bond ETF | 2026-03-31 | Sold Out Sold Out | -1.18% | 50.76 ($50.93) 51.04 | $51.05 | 0.24% | Sold Out | 0 | -93,040 |
Monument Capital Management Total Holding History ($B)
Monument Capital Management's Asset Allocation
Monument Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Monument Capital Management's Hypothetical Growth since 2026-03-31
Monument Capital Management's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Monument Capital Management's Holdings Heat Map
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Monument Capital Management's Holdings Bubble Chart
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