Monument Capital Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Monument Capital Management reported 262 stock positions worth $497.2 million. Its top holding was Caterpillar (CAT) at 2.4% of the portfolio, followed by Microsoft (MSFT, 2.3%) and Comfort Systems USA (FIX, 2.3%). Compared with Q1 2026, it opened 66 new positions, sold out of 21, added to 97 and reduced 75. The biggest buy was a new position in iShares Russell 2000 Growth (IWO) and the biggest sale an exit from iShares Russell Mid-Cap Valu (IWS).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $497.2M (Q2 2026)
- SEC Filing
- 0001729428-26-000005 ↗ filed Jul 22, 2026
Holdings Value
Holdings 262 stocks · $497.2M
| CAT Caterpillar Inc. | 2.42% | 11,280 | $12.0M | Reduce -18.3% |
| MSFT Microsoft Corp. | 2.34% | 31,231 | $11.6M | Add +2.3% |
| FIX Comfort Systems USA Inc. | 2.31% | 5,796 | $11.5M | Reduce -3.9% |
| IWF iShares Russell 1000 Growth | 2.10% | 84,048 | $10.4M | Add +21.6% |
| AAPL Apple Inc. | 1.98% | 34,072 | $9.9M | Add +2.3% |
| ITOT iShares Core S&P Total U.S. | 1.88% | 56,958 | $9.4M | Reduce -3.4% |
| EME Emcor Group Inc. | 1.76% | 10,518 | $8.7M | Reduce -3.3% |
| DELL Dell Technologies -C | 1.74% | 20,059 | $8.7M | Reduce -4.5% |
| AMAT Applied Materials Inc. | 1.70% | 11,713 | $8.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 1.67% | 23,169 | $8.3M | Add +7.3% |
| IWB iShares Russell 1000 ETF | 1.63% | 19,735 | $8.1M | Reduce -0.5% |
| IWO iShares Russell 2000 Growth | 1.55% | 19,586 | $7.7M | New |
| SOXX iShares Semiconductor ETF | 1.51% | 11,694 | $7.5M | New |
| LRCX Lam Research Corp. | 1.44% | 16,529 | $7.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 8,742 | $6.4M | Reduce -2.4% |
| APH Amphenol Corp. Class A | 1.23% | 34,752 | $6.1M | Reduce -3.0% |
| IHE iShares US Pharmaceuticals E | 1.21% | 60,787 | $6.0M | New |
| WMT Walmart Inc. | 1.18% | 51,594 | $5.8M | Reduce -1.5% |
| FXR First Trust Indst/Producers | 1.17% | 63,826 | $5.8M | Reduce -0.1% |
| IAT iShares US Regional Banks Et | 1.16% | 92,951 | $5.8M | New |
| CASY Casey's General Stores Inc. | 1.16% | 7,270 | $5.8M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 7,460 | $5.6M | Add +475.6% |
| EMB iShares JP Morgan Usd Emergi | 1.11% | 57,241 | $5.5M | Add +8.8% |
| ITA iShares U.S. Aerospace & Def | 1.10% | 22,661 | $5.5M | Add +4.6% |
| RL Ralph Lauren Corp. | 1.09% | 13,471 | $5.4M | Reduce -4.1% |
| VCIT Vanguard Int-Term Corporate | 1.07% | 64,161 | $5.3M | Add +9.0% |
| JBL Jabil Inc. | 1.04% | 13,383 | $5.2M | Reduce -2.2% |
| FLOT iShares Floating Rate Bond E | 1.02% | 99,394 | $5.1M | New |
| EWO iShares MSCI Austria ETF | 1.02% | 119,687 | $5.1M | Reduce -2.1% |
| IEI iShares 3-7 Year Treasury Bo | 1.01% | 42,857 | $5.0M | Add +9.8% |
| MBB iShares MBS ETF | 1.00% | 52,580 | $5.0M | Add +10.0% |
| EWP iShares MSCI Spain ETF | 0.97% | 80,907 | $4.8M | Reduce -1.8% |
| CAH Cardinal Health Inc. | 0.93% | 19,560 | $4.6M | Add +0.7% |
| JNJ Johnson & Johnson | 0.92% | 18,097 | $4.6M | Add +5.8% |
| KLAC KLA Corp. | 0.92% | 15,207 | $4.6M | Add +564.1% |
| MTZ Mastec Inc. | 0.92% | 11,017 | $4.6M | Reduce -3.0% |
| EXEL Exelixis Inc. | 0.89% | 80,989 | $4.4M | Reduce -2.3% |
| EWI iShares MSCI Italy ETF | 0.88% | 73,883 | $4.4M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 0.88% | 61,417 | $4.4M | Reduce -4.5% |
| EIS iShares MSCI Israel ETF | 0.86% | 35,542 | $4.3M | Reduce -1.5% |
| TPR Tapestry Inc. | 0.82% | 27,721 | $4.1M | Reduce -2.4% |
| EWC iShares MSCI Canada ETF | 0.81% | 70,250 | $4.0M | Reduce -0.0% |
| CRS Carpenter Technology | 0.80% | 6,430 | $4.0M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.79% | 12,063 | $3.9M | Add +4.7% |
| NVDA Nvidia Corp. | 0.79% | 19,664 | $3.9M | Add +0.0% |
| TT Trane Technologies PLC | 0.78% | 7,926 | $3.9M | Reduce -0.6% |
| PWR Quanta Services Inc. | 0.76% | 5,259 | $3.8M | Reduce -3.8% |
| MTG Mgic Investment Corp. | 0.76% | 133,864 | $3.8M | Reduce -2.5% |
| ROST Ross Stores Inc. | 0.72% | 16,765 | $3.6M | Add +1623.0% |
| AVGO Broadcom Inc. | 0.69% | 9,080 | $3.4M | Add +10.4% |
| LUV Southwest Airlines Co. | 0.67% | 64,856 | $3.3M | New |
| NUE Nucor Corp. | 0.66% | 14,671 | $3.3M | Add +298.0% |
| FCFS Firstcash Holdings Inc. | 0.65% | 14,983 | $3.2M | Reduce -2.8% |
| VLO Valero Energy Corp. | 0.65% | 12,365 | $3.2M | Add +8.7% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 14,505 | $3.1M | Add +39.0% |
| HIG Hartford Insurance Group Inc. | 0.62% | 23,216 | $3.1M | Reduce -2.2% |
| STLD Steel Dynamics Inc. | 0.61% | 13,279 | $3.0M | Add +752.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 8,206 | $3.0M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.61% | 2,528 | $3.0M | Add +4.5% |
| MU Micron Technology Inc. | 0.60% | 2,575 | $3.0M | Add +95.4% |
| TKR Timken Co. | 0.59% | 20,299 | $2.9M | New |
| CCEP Coca-Cola Europacific Partne | 0.59% | 29,199 | $2.9M | Reduce -4.3% |
| MRK Merck & Co. Inc. | 0.59% | 22,665 | $2.9M | Add +3.2% |
| MCY Mercury General Corp. | 0.57% | 26,478 | $2.8M | New |
| AMZN Amazon.com Inc. | 0.56% | 11,780 | $2.8M | Add +11.3% |
| IWM iShares Russell 2000 ETF | 0.56% | 9,284 | $2.8M | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.55% | 14,552 | $2.7M | Reduce -0.2% |
| ALSN Allison Transmission Holding | 0.54% | 23,892 | $2.7M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.54% | 18,143 | $2.7M | Add +6.7% |
| EVR Evercore Inc. Class A | 0.53% | 7,676 | $2.6M | Add +7.0% |
| JHG Janus Henderson Group PLC | 0.53% | 50,278 | $2.6M | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.51% | 24,310 | $2.5M | New |
| R Ryder System Inc. | 0.50% | 9,428 | $2.5M | New |
| BWA Borgwarner Inc. | 0.49% | 36,443 | $2.4M | New |
| FERG Ferguson Enterprises Inc. | 0.48% | 10,138 | $2.4M | Reduce -0.8% |
| EWT iShares MSCI Taiwan ETF | 0.48% | 21,751 | $2.4M | Add +0.2% |
| NTAP Netapp Inc. | 0.45% | 14,392 | $2.2M | New |
| V Visa Inc. Class A | 0.43% | 6,217 | $2.1M | Add +12.2% |
| GWW WW Grainger Inc. | 0.42% | 1,544 | $2.1M | No change |
| CSCO Cisco Systems Inc. | 0.41% | 17,180 | $2.0M | Add +12.9% |
| FDX FedEx Corp. | 0.41% | 6,444 | $2.0M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.40% | 14,531 | $2.0M | Add +3.5% |
| EPOL iShares MSCI Poland ETF | 0.38% | 49,396 | $1.9M | Reduce -0.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.38% | 29,199 | $1.9M | Reduce -8.7% |
| STX Seagate Technology Holdings | 0.37% | 1,883 | $1.8M | Add +38.3% |
| THD iShares MSCI Thailand ETF | 0.36% | 24,466 | $1.8M | New |
| WDC Western Digital Corp. | 0.34% | 2,624 | $1.7M | Add +8.3% |
| ABBV Abbvie Inc. | 0.33% | 6,503 | $1.6M | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.32% | 2,866 | $1.6M | Add +11.7% |
| KO The Coca-Cola Co. | 0.32% | 19,842 | $1.6M | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.31% | 4,428 | $1.6M | Add +16.4% |
| GILD Gilead Sciences Inc. | 0.31% | 12,267 | $1.5M | Reduce -56.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 2 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 2,960 | $1.5M | Add +180.3% |
| HD Home Depot Inc. | 0.30% | 4,197 | $1.5M | Reduce -1.2% |
| DINO HF Sinclair Corp. | 0.30% | 21,077 | $1.5M | New |
| AEP American Electric Power | 0.28% | 9,996 | $1.4M | Add +0.8% |
| ED Consolidated Edison Inc. | 0.27% | 12,243 | $1.4M | Add +7.3% |
| MCK McKesson Corp. | 0.27% | 1,782 | $1.3M | Reduce -68.2% |
| PM Philip Morris International | 0.25% | 6,984 | $1.3M | Add +7.5% |
Portfolio Sells Q1 2026 → Q2 2026
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −1.68 |
| IEZ iShares U.S. Oil Equipment & | Sold out | 0.00% | −1.43 |
| UI Ubiquiti Inc. | Reduce -89.5% | 0.08% | −1.39 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −1.28 |
| IGE iShares North American Natur | Sold out | 0.00% | −1.26 |
| AU Anglogold Ashanti PLC | Reduce -92.6% | 0.06% | −1.18 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.12 |
| MCK McKesson Corp. | Reduce -68.2% | 0.27% | −0.95 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.68 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.67 |
| PGR Progressive Corp. | Reduce -81.1% | 0.13% | −0.67 |
| GILD Gilead Sciences Inc. | Reduce -56.1% | 0.31% | −0.66 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.63 |
| DDS Dillards Inc. Class A | Sold out | 0.00% | −0.58 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.54 |
| HCA HCA Healthcare Inc. | Reduce -86.3% | 0.05% | −0.49 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.46 |
| WMT Walmart Inc. | Reduce -1.5% | 1.18% | −0.46 |
| EME Emcor Group Inc. | Reduce -3.3% | 1.76% | −0.26 |
| CASY Casey's General Stores Inc. | Reduce -5.0% | 1.16% | −0.23 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.4% | 1.88% | −0.22 |
| TPR Tapestry Inc. | Reduce -2.4% | 0.82% | −0.19 |
| EIS iShares MSCI Israel ETF | Reduce -1.5% | 0.86% | −0.19 |
| HIG Hartford Insurance Group Inc. | Reduce -2.2% | 0.62% | −0.19 |
| ALSN Allison Transmission Holding | Reduce -2.2% | 0.54% | −0.17 |
| EWP iShares MSCI Spain ETF | Reduce -1.8% | 0.97% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.5% | 0.88% | −0.15 |
| EWC iShares MSCI Canada ETF | Reduce -0.0% | 0.81% | −0.15 |
| IWB iShares Russell 1000 ETF | Reduce -0.5% | 1.63% | −0.15 |
| JHG Janus Henderson Group PLC | Reduce -3.5% | 0.53% | −0.15 |
| MTG Mgic Investment Corp. | Reduce -2.5% | 0.76% | −0.14 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.14 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.14 |
| FXR First Trust Indst/Producers | Reduce -0.1% | 1.17% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -43.8% | 0.08% | −0.14 |
| RL Ralph Lauren Corp. | Reduce -4.1% | 1.09% | −0.12 |
| EWI iShares MSCI Italy ETF | Reduce -1.1% | 0.88% | −0.12 |
| NFLX Netflix Inc. | Reduce -3.9% | 0.15% | −0.12 |
| FERG Ferguson Enterprises Inc. | Reduce -0.8% | 0.48% | −0.11 |
| FTRI First Trust Indxx Global Nat | Sold out | 0.00% | −0.11 |
| PIZ Invesco Dorsey Wright Develo | Sold out | 0.00% | −0.11 |
| CCEP Coca-Cola Europacific Partne | Reduce -4.3% | 0.59% | −0.11 |
| T AT&T Inc. | Sold out | 0.00% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.4% | 0.12% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -9.1% | 0.16% | −0.08 |
| FCFS Firstcash Holdings Inc. | Reduce -2.8% | 0.65% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -21.9% | 0.11% | −0.07 |
| EPOL iShares MSCI Poland ETF | Reduce -0.2% | 0.38% | −0.07 |
| EWO iShares MSCI Austria ETF | Reduce -2.1% | 1.02% | −0.07 |
| WM Waste Management Inc. | Reduce -0.4% | 0.22% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| IWO iShares Russell 2000 Growth | New | 1.55% | +1.55 |
| SOXX iShares Semiconductor ETF | New | 1.51% | +1.51 |
| IHE iShares US Pharmaceuticals E | New | 1.21% | +1.21 |
| IAT iShares US Regional Banks Et | New | 1.16% | +1.16 |
| FLOT iShares Floating Rate Bond E | New | 1.02% | +1.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +475.6% | 1.12% | +0.91 |
| KLAC KLA Corp. | Add +564.1% | 0.92% | +0.84 |
| AMAT Applied Materials Inc. | Add +3.3% | 1.70% | +0.73 |
| LUV Southwest Airlines Co. | New | 0.67% | +0.67 |
| ROST Ross Stores Inc. | Add +1623.0% | 0.72% | +0.66 |
| TKR Timken Co. | New | 0.59% | +0.59 |
| MCY Mercury General Corp. | New | 0.57% | +0.57 |
| IWM iShares Russell 2000 ETF | New | 0.56% | +0.56 |
| STLD Steel Dynamics Inc. | Add +752.9% | 0.61% | +0.54 |
| EFA iShares MSCI Eafe ETF | New | 0.51% | +0.51 |
| NUE Nucor Corp. | Add +298.0% | 0.66% | +0.50 |
| R Ryder System Inc. | New | 0.50% | +0.50 |
| BWA Borgwarner Inc. | New | 0.49% | +0.49 |
| MU Micron Technology Inc. | Add +95.4% | 0.60% | +0.49 |
| NTAP Netapp Inc. | New | 0.45% | +0.45 |
| THD iShares MSCI Thailand ETF | New | 0.36% | +0.36 |
| DINO HF Sinclair Corp. | New | 0.30% | +0.30 |
| IWF iShares Russell 1000 Growth | Add +21.6% | 2.10% | +0.25 |
| VONV Vanguard Russell 1000 Value | New | 0.24% | +0.24 |
| STX Seagate Technology Holdings | Add +38.3% | 0.37% | +0.23 |
| IVV iShares Core S&P 500 ETF | New | 0.21% | +0.21 |
| SCHG Schwab US Large-Cap Growth | New | 0.20% | +0.20 |
| EEM iShares MSCI Emerging Market | New | 0.20% | +0.20 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.19% | +0.19 |
| SO The Southern Co. | New | 0.19% | +0.19 |
| IWD iShares Russell 1000 Value E | Add +393.6% | 0.24% | +0.18 |
| WDC Western Digital Corp. | Add +8.3% | 0.34% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +180.3% | 0.30% | +0.17 |
| XME SS SPDR S&P Metals Mining | New | 0.16% | +0.16 |
| AGG iShares Core U.S. Aggregate | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | New | 0.14% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.13% | +0.13 |
| GLW Corning Inc. | New | 0.12% | +0.12 |
| MUB iShares National Muni Bond E | New | 0.12% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +39.0% | 0.62% | +0.12 |
| VICI Vici Properties Inc. | New | 0.11% | +0.11 |
| SPGM State Street SPDR Portfolio | New | 0.11% | +0.11 |
| IUSV iShares Core S&P U.S. Value | New | 0.11% | +0.11 |
| CSCO Cisco Systems Inc. | Add +12.9% | 0.41% | +0.11 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +7.3% | 1.67% | +0.11 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| IRM Iron Mountain Inc. | Add +101.4% | 0.18% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 262 | $497.2M | CAT, MSFT, FIX, IWF, AAPL |
| Q1 2026 | 217 | $399.1M | MSFT, CAT, AAPL, ITOT, FIX |
| Q4 2025 | 220 | $402.0M | MSFT, AAPL, ITOT, CAT, IWF |
| Q3 2025 | 226 | $400.0M | MSFT, ITOT, AAPL, IWF, EME |
| Q2 2025 | 219 | $383.9M | MSFT, ITOT, IWF, IWP, IWB |
| Q1 2025 | 193 | $325.3M | MSFT, ITOT, AAPL, IWF, IWB |
| Q4 2024 | 198 | $362.6M | ITOT, VEA, QQQ, MSFT, AAPL |
| Q3 2024 | 194 | $361.6M | ITOT, VEA, QQQ, MSFT, AAPL |
| Q2 2024 | 178 | $339.9M | ITOT, VEA, QQQ, MSFT, RSPT |
| Q1 2024 | 187 | $347.0M | ITOT, VEA, MSFT, QQQ, USHY |