Monument Capital Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Monument Capital Management reported 187 stock positions worth $347.0 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.0%) and Microsoft (MSFT, 3.7%). Compared with Q4 2023, it opened 24 new positions, sold out of 14, added to 56 and reduced 89. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +135%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $347.0M (Q1 2024)
- SEC Filing
- 0001729428-24-000002 ↗ filed Apr 19, 2024
Holdings Value
Holdings 187 stocks · $347.0M
| ITOT iShares Core S&P Total U.S. | 6.58% | 198,076 | $22.8M | Add +134.8% |
| VEA Vanguard Ftse Developed ETF | 3.97% | 274,913 | $13.8M | Add +170.3% |
| MSFT Microsoft Corp. | 3.74% | 30,844 | $13.0M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.37% | 26,366 | $11.7M | Add +104.2% |
| USHY iShares Broad Usd High Yield | 2.74% | 259,880 | $9.5M | Add +66.2% |
| EMB iShares JP Morgan Usd Emergi | 2.08% | 80,492 | $7.2M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.76% | 11,688 | $6.1M | Reduce -69.1% |
| AAPL Apple Inc. | 1.62% | 32,781 | $5.6M | Reduce -6.6% |
| CAT Caterpillar Inc. | 1.60% | 15,135 | $5.5M | Reduce -3.4% |
| BLDR Builders Firstsource Inc. | 1.58% | 26,331 | $5.5M | Reduce -1.5% |
| RSPT Invesco S&P 500 Equal Weight | 1.54% | 152,035 | $5.4M | Add +108.4% |
| PHM Pultegroup Inc. | 1.47% | 42,230 | $5.1M | Reduce -1.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.44% | 4,927 | $5.0M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 1.38% | 59,472 | $4.8M | Add +43.0% |
| SMCI Super Micro Computer Inc. | 1.37% | 4,701 | $4.7M | Reduce -43.4% |
| WSM Williams-Sonoma Inc. | 1.31% | 14,326 | $4.5M | Reduce -8.3% |
| MUSA Murphy USA Inc. | 1.28% | 10,598 | $4.4M | Reduce -5.3% |
| EME Emcor Group Inc. | 1.23% | 12,197 | $4.3M | Add +1.4% |
| PCAR Paccar Inc. | 1.15% | 32,083 | $4.0M | Reduce -5.9% |
| AVGO Broadcom Inc. | 1.14% | 2,980 | $4.0M | Add +1.9% |
| FXR First Trust Indst/Producers | 1.14% | 54,097 | $3.9M | Add +418.3% |
| FXD First Trust Consumer Discret | 1.12% | 60,062 | $3.9M | Add +439.2% |
| FXO First Trust Financial Alphad | 1.11% | 81,366 | $3.9M | Add +459.6% |
| IUSG iShares Core S&P U.S. Growth | 1.09% | 32,414 | $3.8M | Reduce -81.0% |
| XLC SS Comm Select Sector SPDR | 1.05% | 44,701 | $3.7M | New |
| PG The Procter & Gamble Co. | 1.03% | 22,112 | $3.6M | Reduce -4.3% |
| MPC Marathon Petroleum Corp. | 1.02% | 17,607 | $3.5M | Add +3.1% |
| HUBB Hubbell Inc. | 1.02% | 8,507 | $3.5M | Reduce -5.4% |
| GOOGL Alphabet Inc. Class A | 0.97% | 22,392 | $3.4M | Add +40.0% |
| EVR Evercore Inc. Class A | 0.97% | 17,444 | $3.4M | Reduce -8.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 44,987 | $3.3M | Reduce -71.6% |
| IUSV iShares Core S&P U.S. Value | 0.96% | 36,916 | $3.3M | Reduce -65.3% |
| COKE Coca-Cola Consolidated Inc. | 0.94% | 3,861 | $3.3M | Add +0.6% |
| URI United Rentals Inc. | 0.93% | 4,489 | $3.2M | Reduce -0.2% |
| PSX Phillips 66 | 0.92% | 19,444 | $3.2M | Reduce -7.4% |
| EXP Eagle Materials Inc. | 0.91% | 11,629 | $3.2M | Reduce -1.1% |
| MTG Mgic Investment Corp. | 0.91% | 140,781 | $3.1M | Reduce -5.7% |
| RS Reliance Inc. | 0.90% | 9,341 | $3.1M | Reduce -5.8% |
| DHI D.R. Horton Inc. | 0.89% | 18,725 | $3.1M | Add +1.9% |
| LECO Lincoln Electric Holdings | 0.88% | 11,984 | $3.1M | Reduce -7.0% |
| WOR Worthington Enterprises Inc. | 0.83% | 46,314 | $2.9M | Add +28.9% |
| DECK Deckers Outdoor Corp. | 0.82% | 3,030 | $2.9M | Add +39.7% |
| BLD Topbuild Corp. | 0.81% | 6,408 | $2.8M | New |
| JBL Jabil Inc. | 0.81% | 20,996 | $2.8M | Add +1.1% |
| BKNG Booking Holdings Inc. | 0.81% | 772 | $2.8M | Add +5.3% |
| COP Conocophillips | 0.79% | 21,624 | $2.8M | Reduce -3.2% |
| PGR Progressive Corp. | 0.79% | 13,291 | $2.7M | Add +414.2% |
| RL Ralph Lauren Corp. | 0.77% | 14,286 | $2.7M | New |
| CLH Clean Harbors Inc. | 0.75% | 12,961 | $2.6M | Add +16.7% |
| SNA Snap-on Inc. | 0.74% | 8,656 | $2.6M | Reduce -4.1% |
| PAG Penske Automotive Group Inc. | 0.72% | 15,462 | $2.5M | Reduce -2.7% |
| CBT Cabot Corp. | 0.72% | 27,102 | $2.5M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.72% | 12,464 | $2.5M | Add +20.7% |
| CASY Casey's General Stores Inc. | 0.72% | 7,821 | $2.5M | Add +40.8% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.72% | 50,593 | $2.5M | Add +6.5% |
| RGA Reinsurance Group of America | 0.71% | 12,788 | $2.5M | Reduce -3.9% |
| RSP Invesco S&P 500 Equal Weight | 0.71% | 14,541 | $2.5M | Reduce -1.4% |
| FCFS Firstcash Holdings Inc. | 0.71% | 19,208 | $2.4M | Reduce -2.5% |
| BMI Badger Meter Inc. | 0.70% | 15,104 | $2.4M | Reduce -3.0% |
| LPLA LPL Financial Holdings Inc. | 0.70% | 9,154 | $2.4M | Add +6.9% |
| LOPE Grand Canyon Education Inc. | 0.66% | 16,881 | $2.3M | Add +22.5% |
| LLY Eli Lilly & Co. | 0.65% | 2,916 | $2.3M | Add +1.3% |
| HD Home Depot Inc. | 0.61% | 5,497 | $2.1M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 7,604 | $2.0M | No change |
| V Visa Inc. Class A | 0.50% | 6,208 | $1.7M | Add +1.4% |
| WMT Walmart Inc. | 0.49% | 28,022 | $1.7M | Reduce -58.8% |
| NVDA Nvidia Corp. | 0.48% | 1,853 | $1.7M | Add +1.8% |
| PWR Quanta Services Inc. | 0.46% | 6,184 | $1.6M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.44% | 13,106 | $1.5M | Reduce -13.8% |
| FTSM First Trust Enh Short Mat FD | 0.43% | 25,127 | $1.5M | Reduce -18.2% |
| ACN Accenture PLC Class A | 0.40% | 3,994 | $1.4M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.38% | 25,301 | $1.3M | Reduce -40.8% |
| AMZN Amazon.com Inc. | 0.37% | 7,065 | $1.3M | Add +0.5% |
| ABBV Abbvie Inc. | 0.34% | 6,472 | $1.2M | Reduce -1.2% |
| PFF iShares Preferred & Income S | 0.34% | 36,236 | $1.2M | Reduce -4.4% |
| WM Waste Management Inc. | 0.33% | 5,451 | $1.2M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.33% | 8,768 | $1.2M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.32% | 22,233 | $1.1M | Reduce -23.4% |
| SNPS Synopsys Inc. | 0.31% | 1,880 | $1.1M | Add +1.1% |
| CVX Chevron Corp. | 0.31% | 6,795 | $1.1M | Add +22.6% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,106 | $1.0M | Reduce -27.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 20,733 | $1.0M | Reduce -68.1% |
| TLT iShares 20+ Year Treasury BD | 0.29% | 10,660 | $1.0M | Reduce -6.2% |
| SCI Service Corp. International | 0.28% | 13,061 | $969K | Reduce -0.2% |
| NUE Nucor Corp. | 0.27% | 4,782 | $946K | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.27% | 1,917 | $923K | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.26% | 15,023 | $919K | Reduce -20.4% |
| MCK McKesson Corp. | 0.26% | 1,705 | $915K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.26% | 3,210 | $905K | Reduce -7.5% |
| ORCL Oracle Corp. | 0.25% | 7,033 | $883K | Reduce -6.9% |
| TFC Truist Financial Corp. | 0.25% | 22,304 | $869K | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 8,467 | $859K | Reduce -6.7% |
| SPG Simon Property Group Inc. | 0.23% | 5,070 | $793K | Reduce -2.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.23% | 9,813 | $787K | Reduce -3.0% |
| FTRI First Trust Indxx Global Nat | 0.22% | 57,698 | $766K | Reduce -3.8% |
| ETN Eaton Corp. PLC | 0.22% | 2,415 | $755K | No change |
| RSPS Invesco S&P 500 Equal Weight | 0.20% | 21,571 | $710K | Reduce -37.8% |
| GILD Gilead Sciences Inc. | 0.20% | 9,692 | $710K | Reduce -11.6% |
| ORLY O'reilly Automotive Inc. | 0.20% | 602 | $680K | No change |
| PIZ Invesco Dorsey Wright Develo | 0.19% | 19,383 | $668K | Reduce -23.0% |
Portfolio Sells Q4 2023 → Q1 2024
| IUSG iShares Core S&P U.S. Growth | Reduce -81.0% | 1.09% | −4.61 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -69.1% | 1.76% | −4.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -71.6% | 0.96% | −2.63 |
| IUSV iShares Core S&P U.S. Value | Reduce -65.3% | 0.96% | −1.92 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.96 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -68.1% | 0.29% | −0.74 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.72 |
| WMT Walmart Inc. | Reduce -58.8% | 0.49% | −0.67 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.65 |
| AAPL Apple Inc. | Reduce -6.6% | 1.62% | −0.56 |
| WS Worthington Steel Inc. | Sold out | 0.00% | −0.32 |
| IEMG iShares Core MSCI Emerging | Reduce -40.8% | 0.38% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -27.7% | 0.30% | −0.19 |
| FXN First Trust Energy Alphadex | Sold out | 0.00% | −0.18 |
| FTSM First Trust Enh Short Mat FD | Reduce -18.2% | 0.43% | −0.16 |
| CSCO Cisco Systems Inc. | Reduce -23.4% | 0.32% | −0.15 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -37.8% | 0.20% | −0.15 |
| KRG Kite Realty Group Trust | Sold out | 0.00% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -35.5% | 0.17% | −0.13 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.12 |
| SNA Snap-on Inc. | Reduce -4.1% | 0.74% | −0.10 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.10 |
| PAG Penske Automotive Group Inc. | Reduce -2.7% | 0.72% | −0.10 |
| UPS United Parcel Service Class B | Reduce -22.1% | 0.18% | −0.09 |
| KO The Coca-Cola Co. | Reduce -20.4% | 0.26% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -11.6% | 0.20% | −0.08 |
| EVR Evercore Inc. Class A | Reduce -8.4% | 0.97% | −0.08 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.2% | 0.29% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -7.5% | 0.26% | −0.07 |
| BMI Badger Meter Inc. | Reduce -3.0% | 0.70% | −0.07 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.07 |
| PM Philip Morris International | Sold out | 0.00% | −0.07 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.07 |
| PIZ Invesco Dorsey Wright Develo | Reduce -23.0% | 0.19% | −0.06 |
| SBUX Starbucks Corp. | Reduce -23.8% | 0.12% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 1.03% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -13.8% | 0.44% | −0.05 |
| ADBE Adobe Inc. | Reduce -11.5% | 0.09% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -4.4% | 0.34% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.3% | 3.74% | −0.04 |
| PEP Pepsico Inc. | Reduce -20.5% | 0.12% | −0.04 |
| COP Conocophillips | Reduce -3.2% | 0.79% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.4% | 0.71% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -17.8% | 0.10% | −0.03 |
| DOW Dow Inc. | Reduce -18.0% | 0.12% | −0.03 |
| FTRI First Trust Indxx Global Nat | Reduce -3.8% | 0.22% | −0.03 |
| AMGN Amgen Inc. | Reduce -3.4% | 0.18% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| ITOT iShares Core S&P Total U.S. | Add +134.8% | 6.58% | +3.73 |
| VEA Vanguard Ftse Developed ETF | Add +170.3% | 3.97% | +2.41 |
| QQQ Invesco QQQ Trust Series 1 | Add +104.2% | 3.37% | +1.67 |
| XLC SS Comm Select Sector SPDR | New | 1.05% | +1.05 |
| FXR First Trust Indst/Producers | Add +418.3% | 1.14% | +0.92 |
| FXO First Trust Financial Alphad | Add +459.6% | 1.11% | +0.91 |
| USHY iShares Broad Usd High Yield | Add +66.2% | 2.74% | +0.91 |
| FXD First Trust Consumer Discret | Add +439.2% | 1.12% | +0.91 |
| BLD Topbuild Corp. | New | 0.81% | +0.81 |
| RSPT Invesco S&P 500 Equal Weight | Add +108.4% | 1.54% | +0.78 |
| RL Ralph Lauren Corp. | New | 0.77% | +0.77 |
| PGR Progressive Corp. | Add +414.2% | 0.79% | +0.66 |
| EME Emcor Group Inc. | Add +1.4% | 1.23% | +0.40 |
| DECK Deckers Outdoor Corp. | Add +39.7% | 0.82% | +0.36 |
| VCIT Vanguard Int-Term Corporate | Add +43.0% | 1.38% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +40.0% | 0.97% | +0.26 |
| CASY Casey's General Stores Inc. | Add +40.8% | 0.72% | +0.23 |
| MPC Marathon Petroleum Corp. | Add +3.1% | 1.02% | +0.21 |
| NVDA Nvidia Corp. | Add +1.8% | 0.48% | +0.19 |
| IJR iShares Core S&P Small-Cap E | New | 0.17% | +0.17 |
| WOR Worthington Enterprises Inc. | Add +28.9% | 0.83% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +20.7% | 0.72% | +0.15 |
| ED Consolidated Edison Inc. | New | 0.14% | +0.14 |
| CLH Clean Harbors Inc. | Add +16.7% | 0.75% | +0.13 |
| MAC The Macerich Co. | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.65% | +0.11 |
| HTGC Hercules Capital Inc. | New | 0.10% | +0.10 |
| SLG SL Green Realty Corp. | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +1.9% | 1.14% | +0.09 |
| DDS Dillards Inc. Class A | New | 0.08% | +0.08 |
| LOPE Grand Canyon Education Inc. | Add +22.5% | 0.66% | +0.08 |
| ROST Ross Stores Inc. | New | 0.08% | +0.08 |
| LPLA LPL Financial Holdings Inc. | Add +6.9% | 0.70% | +0.07 |
| TT Trane Technologies PLC | New | 0.07% | +0.07 |
| SYK Stryker Corp. | New | 0.07% | +0.07 |
| BCC Boise Cascade Co. | New | 0.07% | +0.07 |
| MAR Marriott International Class A | New | 0.07% | +0.07 |
| EMR Emerson Electric Co. | New | 0.07% | +0.07 |
| CTAS Cintas Corp. | New | 0.06% | +0.06 |
| CI The Cigna Group | New | 0.06% | +0.06 |
| AXP American Express Co. | New | 0.06% | +0.06 |
| EOG EOG Resources Inc. | New | 0.06% | +0.06 |
| M D C HLDGS INC | New | 0.06% | +0.06 |
| NVR NVR Inc. | New | 0.06% | +0.06 |
| BSX Boston Scientific Corp. | New | 0.06% | +0.06 |
| MUR Murphy Oil Corp. | New | 0.06% | +0.06 |
| VGR Vector Group Ltd. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +22.6% | 0.31% | +0.04 |
| META Meta Platforms Inc. Class A | Add +18.6% | 0.12% | +0.04 |
| GE General Electric | Add +2.1% | 0.13% | +0.03 |
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 |