Monument Capital Management

13F filer · CIK 0001729428

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$497MU.S. long equity reported on 13F

Positions20835 new · 13 closed

Net flow last quarter+$10.3MBuys minus sells

Top 10 positions weight18.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026208 positions
CATCaterpillar Inc	$12M	2.42%	0.00%	-18.3%	Q4 2017
MSFTMicrosoft Corp	$11.6M	2.34%	0.00%	+2.3%	Q4 2017
FIXComfort Systems USA Inc	$11.5M	2.31%	0.02%	-3.9%	Q3 2024
AAPLApple Inc.	$9.86M	1.98%	0.00%	+2.3%	Q4 2017
EMEEMCOR Group, Inc.	$8.73M	1.76%	0.02%	-3.3%	Q2 2023
DELLDell Technologies Inc.	$8.65M	1.74%	0.00%	-4.5%	Q3 2023
AMATApplied Materials Inc	$8.47M	1.70%	0.00%	+3.3%	Q3 2021
GOOGLAlphabet Inc.	$8.28M	1.67%	0.00%	+7.3%	Q4 2017
LRCXLam Research Corp	$7.16M	1.44%	0.00%	-0.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$6.44M	1.29%	Not reported	-2.4%	Q2 2018
APHAmphenol Corp	$6.13M	1.23%	0.00%	-3.0%	Q2 2025
WMTWalmart Inc.	$5.84M	1.18%	0.00%	-1.5%	Q4 2017
CASYCaseys General Stores Inc	$5.78M	1.16%	0.02%	-5.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.57M	1.12%	Not reported	+475.6%	Q4 2017
RLRalph Lauren Corp	$5.41M	1.09%	Not reported	-4.1%	Q1 2024
JBLJabil Inc	$5.16M	1.04%	0.01%	-2.2%	Q3 2023
CAHCardinal Health Inc	$4.65M	0.93%	0.01%	+0.7%	Q1 2021
JNJJohnson & Johnson	$4.6M	0.92%	0.00%	+5.8%	Q4 2017
KLACKla Corp	$4.59M	0.92%	0.00%	+564.1%	Q2 2023
MTZMastec Inc	$4.58M	0.92%	0.01%	-3.0%	Q1 2026
EXELExelixis, Inc.	$4.41M	0.89%	0.03%	-2.3%	Q1 2025
EISItt Educational Services Inc	$4.29M	0.86%	0.15%	-1.5%	Q3 2025
TPRTapestry, Inc.	$4.06M	0.82%	0.01%	-2.4%	Q2 2025
CRSCarpenter Technology Corp	$3.97M	0.80%	0.01%	-1.9%	Q1 2026
JPMJPMorgan Chase & Co	$3.95M	0.79%	0.00%	+4.7%	Q2 2021
NVDANvidia Corp	$3.93M	0.79%	0.00%	0.0%	Q3 2020
TTTrane Technologies plc	$3.89M	0.78%	0.00%	-0.6%	Q1 2024
PWRQuanta Services, Inc.	$3.79M	0.76%	0.00%	-3.8%	Q3 2020
MTGMgic Investment Corp	$3.77M	0.76%	0.06%	-2.5%	Q3 2018
ROSTRoss Stores, Inc.	$3.57M	0.72%	0.01%	+1623.0%	Q1 2024
AVGOBroadcom Inc.	$3.43M	0.69%	0.00%	+10.4%	Q2 2021
LUVSouthwest Airlines Co	$3.33M	0.67%	0.01%	Not reported	Q3 2018
NUENucor Corp	$3.27M	0.66%	0.01%	+298.0%	Q3 2020
FCFSFirstCash Holdings, Inc.	$3.24M	0.65%	0.03%	-2.8%	Q3 2018
VLOValero Energy Corp	$3.22M	0.65%	0.00%	+8.7%	Q4 2022
HIGHartford Insurance Group, Inc.	$3.08M	0.62%	0.01%	-2.2%	Q3 2024
STLDSteel Dynamics Inc	$3.05M	0.61%	0.01%	+752.9%	Q1 2022
LLYELI LILLY & Co	$3.03M	0.61%	0.00%	+4.6%	Q4 2017
MUMicron Technology Inc	$2.97M	0.60%	0.00%	+95.4%	Q1 2026
TKRTimken Co	$2.95M	0.59%	0.03%	New	Q2 2026
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.92M	0.59%	0.01%	-4.3%	Q1 2025
MRKMerck & Co., Inc.	$2.91M	0.59%	0.00%	+3.2%	Q4 2017
MCYMercury General Corp	$2.82M	0.57%	0.05%	New	Q2 2026
AMZNAmazon Com Inc	$2.81M	0.56%	0.00%	+11.3%	Q1 2018
CHRWC. H. Robinson Worldwide, Inc.	$2.74M	0.55%	0.01%	-0.2%	Q4 2025
ALSNAllison Transmission Holdings Inc	$2.69M	0.54%	0.03%	-2.2%	Q1 2026
PGPROCTER & GAMBLE Co	$2.66M	0.54%	0.00%	+6.7%	Q4 2017
EVREvercore Inc.	$2.62M	0.53%	Not reported	+7.0%	Q2 2021
RRyder System Inc	$2.49M	0.50%	0.02%	New	Q2 2026
BWABorgwarner Inc	$2.42M	0.49%	0.02%	Not reported	Q2 2023

Q1 2026Reported Apr 16, 2026185 positions
MSFTMicrosoft Corp	$11.3M	2.83%	0.00%	-1.5%	Q4 2017
CATCaterpillar Inc	$9.78M	2.45%	0.00%	-4.2%	Q4 2017
AAPLApple Inc.	$8.45M	2.12%	0.00%	-1.0%	Q4 2017
FIXComfort Systems USA Inc	$8.32M	2.08%	0.02%	-4.2%	Q3 2024
EMEEMCOR Group, Inc.	$8.03M	2.01%	0.02%	-3.4%	Q2 2023
IWSImageware Systems Inc	$6.69M	1.68%	Not reported	New	Q1 2026
WMTWalmart Inc.	$6.51M	1.63%	0.00%	-1.4%	Q4 2017
GOOGLAlphabet Inc.	$6.21M	1.56%	0.00%	+16.8%	Q4 2017
UIUbiquiti Inc.	$5.87M	1.47%	0.01%	-5.9%	Q4 2024
CASYCaseys General Stores Inc	$5.57M	1.40%	0.02%	-1.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$5.17M	1.30%	Not reported	-0.2%	Q2 2018
AUAngloGold Ashanti PLC	$4.96M	1.24%	0.01%	+0.7%	Q3 2025
MCKMckesson Corp	$4.85M	1.22%	0.00%	-0.5%	Q3 2022
RLRalph Lauren Corp	$4.83M	1.21%	Not reported	-2.9%	Q1 2024
APHAmphenol Corp	$4.53M	1.13%	0.00%	-1.9%	Q2 2025
EISItt Educational Services Inc	$4.19M	1.05%	0.15%	-1.1%	Q3 2025
JNJJohnson & Johnson	$4.18M	1.05%	0.00%	+8.8%	Q4 2017
CAHCardinal Health Inc	$4.11M	1.03%	0.01%	-1.2%	Q1 2021
TPRTapestry, Inc.	$4.01M	1.00%	0.01%	-2.0%	Q2 2025
GILDGilead Sciences, Inc.	$3.89M	0.98%	0.00%	+102.6%	Q3 2018
AMATApplied Materials Inc	$3.88M	0.97%	0.00%	-0.6%	Q3 2021
MTZMastec Inc	$3.65M	0.92%	0.01%	New	Q1 2026
JBLJabil Inc	$3.64M	0.91%	0.01%	+0.1%	Q3 2023
MTGMgic Investment Corp	$3.6M	0.90%	0.06%	-1.1%	Q3 2018
EXELExelixis, Inc.	$3.55M	0.89%	0.03%	-0.9%	Q1 2025
LRCXLam Research Corp	$3.54M	0.89%	0.00%	+0.9%	Q4 2021
DELLDell Technologies Inc.	$3.45M	0.86%	0.00%	+709.7%	Q3 2023
NVDANvidia Corp	$3.43M	0.86%	0.00%	+2.4%	Q3 2020
JPMJPMorgan Chase & Co	$3.39M	0.85%	0.00%	-7.5%	Q2 2021
TTTrane Technologies plc	$3.32M	0.83%	0.00%	+0.5%	Q1 2024
HIGHartford Insurance Group, Inc.	$3.21M	0.80%	0.01%	-1.3%	Q3 2024
PGRProgressive Corp	$3.2M	0.80%	0.00%	+14.5%	Q2 2022
PWRQuanta Services, Inc.	$3M	0.75%	0.00%	-2.6%	Q3 2020
FCFSFirstCash Holdings, Inc.	$2.9M	0.73%	0.04%	Not reported	Q3 2018
ALSNAllison Transmission Holdings Inc	$2.86M	0.72%	0.03%	New	Q1 2026
VLOValero Energy Corp	$2.81M	0.70%	0.00%	+496.3%	Q4 2022
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.77M	0.69%	0.01%	0.0%	Q1 2025
OSKOshkosh Corp	$2.72M	0.68%	0.03%	Not reported	Q2 2019
INCYIncyte Corp	$2.69M	0.67%	0.01%	+0.8%	Q4 2025
MRKMerck & Co., Inc.	$2.64M	0.66%	0.00%	+17.5%	Q4 2017
CRSCarpenter Technology Corp	$2.58M	0.65%	0.01%	New	Q1 2026
AVGOBroadcom Inc.	$2.55M	0.64%	0.00%	-3.4%	Q2 2021
FLSFlowserve Corp	$2.51M	0.63%	0.03%	+36.8%	Q4 2025
PGPROCTER & GAMBLE Co	$2.46M	0.62%	0.00%	-1.0%	Q4 2017
CHRWC. H. Robinson Worldwide, Inc.	$2.42M	0.61%	0.01%	+2.5%	Q4 2025
FERGFerguson Enterprises Inc.	$2.38M	0.60%	0.01%	New	Q1 2026
XOMExxonMobil Holdings Corp	$2.38M	0.60%	0.00%	+0.3%	Q4 2017
DDSDillard'S, Inc.	$2.31M	0.58%	Not reported	-3.7%	Q1 2024
LLYELI LILLY & Co	$2.22M	0.56%	0.00%	-0.4%	Q4 2017
AMZNAmazon Com Inc	$2.2M	0.55%	0.00%	-2.0%	Q1 2018

Q4 2025Reported Jan 26, 2026185 positions
MSFTMicrosoft Corp	$15M	3.73%	0.00%	+0.4%	Q4 2017
AAPLApple Inc.	$9.15M	2.28%	0.00%	+1.2%	Q4 2017
CATCaterpillar Inc	$8.26M	2.05%	0.00%	-2.2%	Q4 2017
EMEEMCOR Group, Inc.	$6.89M	1.71%	0.03%	-3.7%	Q2 2023
WMTWalmart Inc.	$5.92M	1.47%	0.00%	-0.3%	Q4 2017
FIXComfort Systems USA Inc	$5.87M	1.46%	0.02%	-3.4%	Q3 2024
GOOGLAlphabet Inc.	$5.79M	1.44%	0.00%	+92.2%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$5.52M	1.37%	Not reported	-6.5%	Q2 2018
RLRalph Lauren Corp	$5.12M	1.27%	Not reported	-2.4%	Q1 2024
APHAmphenol Corp	$4.94M	1.23%	0.00%	-2.0%	Q2 2025
MCKMckesson Corp	$4.62M	1.15%	0.00%	-0.6%	Q3 2022
UIUbiquiti Inc.	$4.37M	1.09%	0.01%	-2.6%	Q4 2024
AUAngloGold Ashanti PLC	$4.32M	1.07%	0.01%	+1.3%	Q3 2025
CASYCaseys General Stores Inc	$4.3M	1.07%	0.02%	-2.3%	Q4 2023
MTGMgic Investment Corp	$4.05M	1.01%	0.06%	-2.2%	Q3 2018
CAHCardinal Health Inc	$4.04M	1.01%	0.01%	-0.3%	Q1 2021
EISItt Educational Services Inc	$4.01M	1.00%	0.15%	+5.0%	Q3 2025
JPMJPMorgan Chase & Co	$4.01M	1.00%	0.00%	-1.5%	Q2 2021
TPRTapestry, Inc.	$3.7M	0.92%	0.01%	-0.9%	Q2 2025
EXELExelixis, Inc.	$3.67M	0.91%	0.03%	-1.6%	Q1 2025
EBAYEbay Inc	$3.6M	0.89%	0.01%	-0.1%	Q3 2020
NVDANvidia Corp	$3.58M	0.89%	0.00%	+1.7%	Q3 2020
PEGAPegasystems Inc	$3.37M	0.84%	0.03%	-0.4%	Q2 2025
AWIArmstrong World Industries Inc	$3.34M	0.83%	0.04%	-1.2%	Q2 2025
HIGHartford Insurance Group, Inc.	$3.31M	0.82%	0.01%	-1.1%	Q3 2024
JNJJohnson & Johnson	$3.25M	0.81%	0.00%	+25.1%	Q4 2017
PGRProgressive Corp	$3.21M	0.80%	0.00%	+0.7%	Q2 2022
SYFSynchrony Financial	$3.2M	0.80%	0.01%	-0.3%	Q3 2024
BLDTopBuild Corp	$3.13M	0.78%	0.03%	-1.4%	Q3 2020
JBLJabil Inc	$3.12M	0.78%	0.01%	-0.4%	Q3 2023
NRGNRG Energy, Inc.	$3.1M	0.77%	0.01%	-0.2%	Q2 2024
TTTrane Technologies plc	$3.09M	0.77%	0.00%	-0.4%	Q1 2024
AVGOBroadcom Inc.	$2.95M	0.73%	0.00%	-5.9%	Q2 2021
RDNRadian Group Inc	$2.94M	0.73%	0.06%	-0.1%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.94M	0.73%	Not reported	Not reported	Q4 2019
AMATApplied Materials Inc	$2.93M	0.73%	0.00%	Not reported	Q3 2021
ALLAllstate Corp	$2.92M	0.73%	0.01%	0.0%	Q3 2024
HLIHoulihan Lokey, Inc.	$2.85M	0.71%	2.78%	0.0%	Q3 2024
LRCXLam Research Corp	$2.81M	0.70%	0.00%	+822.6%	Q4 2021
INCYIncyte Corp	$2.8M	0.70%	0.01%	New	Q4 2025
EXPEExpedia Group, Inc.	$2.78M	0.69%	0.01%	Not reported	Q1 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.77M	0.69%	0.01%	+0.7%	Q1 2025
LLYELI LILLY & Co	$2.61M	0.65%	0.00%	+0.5%	Q4 2017
DDSDillard'S, Inc.	$2.55M	0.63%	Not reported	+818.6%	Q1 2024
AMZNAmazon Com Inc	$2.49M	0.62%	0.00%	+5.0%	Q1 2018
PGPROCTER & GAMBLE Co	$2.46M	0.61%	0.00%	-9.7%	Q4 2017
EVREvercore Inc.	$2.42M	0.60%	Not reported	+2.5%	Q2 2021
PWRQuanta Services, Inc.	$2.37M	0.59%	0.00%	-0.3%	Q3 2020
CHRWC. H. Robinson Worldwide, Inc.	$2.29M	0.57%	0.01%	New	Q4 2025
VVisa Inc.	$2.11M	0.53%	0.00%	-3.9%	Q4 2017

Q3 2025Reported Oct 14, 2025193 positions
MSFTMicrosoft Corp	$16M	4.00%	0.00%	-0.7%	Q4 2017
AAPLApple Inc.	$8.47M	2.12%	0.00%	+0.2%	Q4 2017
EMEEMCOR Group, Inc.	$7.59M	1.90%	0.03%	-2.0%	Q2 2023
CATCaterpillar Inc	$7.03M	1.76%	0.00%	-3.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$5.76M	1.44%	Not reported	-4.5%	Q2 2018
WMTWalmart Inc.	$5.49M	1.37%	0.00%	-2.9%	Q4 2017
FIXComfort Systems USA Inc	$5.38M	1.34%	0.02%	-3.7%	Q3 2024
UIUbiquiti Inc.	$5.35M	1.34%	0.01%	-3.4%	Q4 2024
BKNGBooking Holdings Inc.	$4.8M	1.20%	0.00%	-0.6%	Q3 2018
GWWW.W. Grainger, Inc.	$4.65M	1.16%	0.01%	-1.0%	Q1 2021
RLRalph Lauren Corp	$4.65M	1.16%	Not reported	-1.7%	Q1 2024
APHAmphenol Corp	$4.61M	1.15%	0.00%	-2.2%	Q2 2025
CASYCaseys General Stores Inc	$4.5M	1.12%	0.02%	-1.9%	Q4 2023
MCKMckesson Corp	$4.38M	1.09%	0.00%	0.0%	Q3 2022
NFLXNetflix Inc	$4.31M	1.08%	0.00%	+2.9%	Q4 2017
RCLRoyal Caribbean Cruises Ltd	$4.3M	1.07%	0.00%	-1.1%	Q4 2023
LOPEGrand Canyon Education, Inc.	$4.2M	1.05%	0.07%	-1.0%	Q4 2023
MTGMgic Investment Corp	$4.02M	1.01%	0.06%	-0.6%	Q3 2018
JPMJPMorgan Chase & Co	$3.99M	1.00%	0.00%	-6.6%	Q2 2021
EBAYEbay Inc	$3.76M	0.94%	0.01%	-0.3%	Q3 2020
TAt&T Inc.	$3.74M	0.94%	0.00%	+5.4%	Q4 2017
NVDANvidia Corp	$3.52M	0.88%	0.00%	-6.2%	Q3 2020
AUAngloGold Ashanti PLC	$3.52M	0.88%	0.01%	New	Q3 2025
EXELExelixis, Inc.	$3.51M	0.88%	0.03%	-1.8%	Q1 2025
EISItt Educational Services Inc	$3.48M	0.87%	0.14%	New	Q3 2025
AWIArmstrong World Industries Inc	$3.46M	0.87%	0.04%	-1.5%	Q2 2025
PGRProgressive Corp	$3.46M	0.87%	0.00%	-1.4%	Q2 2022
UBERUber Technologies, Inc	$3.41M	0.85%	0.00%	+1.3%	Q2 2025
TTTrane Technologies plc	$3.36M	0.84%	0.00%	-0.9%	Q1 2024
HLIHoulihan Lokey, Inc.	$3.35M	0.84%	2.78%	-1.2%	Q3 2024
TPRTapestry, Inc.	$3.31M	0.83%	0.01%	+959.7%	Q2 2025
PEGAPegasystems Inc	$3.26M	0.81%	0.03%	-0.5%	Q2 2025
HIGHartford Insurance Group, Inc.	$3.24M	0.81%	0.01%	+0.4%	Q3 2024
NRGNRG Energy, Inc.	$3.16M	0.79%	0.01%	-0.5%	Q2 2024
CAHCardinal Health Inc	$3.1M	0.77%	0.01%	-0.3%	Q1 2021
ALLAllstate Corp	$3.01M	0.75%	0.01%	-0.1%	Q3 2024
AVGOBroadcom Inc.	$2.99M	0.75%	0.00%	-14.2%	Q2 2021
JBLJabil Inc	$2.98M	0.75%	0.01%	Not reported	Q3 2023
BLDTopBuild Corp	$2.98M	0.74%	0.03%	Not reported	Q3 2020
RDNRadian Group Inc	$2.97M	0.74%	0.06%	-0.7%	Q3 2024
PGPROCTER & GAMBLE Co	$2.92M	0.73%	0.00%	-6.0%	Q4 2017
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.74M	0.68%	0.01%	-0.3%	Q1 2025
SYFSynchrony Financial	$2.73M	0.68%	0.01%	Not reported	Q3 2024
CALMCal-Maine Foods Inc	$2.62M	0.65%	0.06%	-2.2%	Q3 2024
DRIDarden Restaurants Inc	$2.57M	0.64%	0.01%	+1.5%	Q2 2023
NEUNewmarket Corp	$2.55M	0.64%	0.03%	New	Q3 2025
EVREvercore Inc.	$2.34M	0.59%	Not reported	Not reported	Q2 2021
GOOGLAlphabet Inc.	$2.34M	0.58%	0.00%	+11.0%	Q4 2017
PWRQuanta Services, Inc.	$2.33M	0.58%	0.00%	-6.9%	Q3 2020
JNJJohnson & Johnson	$2.33M	0.58%	0.00%	+109.0%	Q4 2017

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