Monument Capital Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Monument Capital Management reported 198 stock positions worth $362.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 8.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.3%) and Invesco QQQ Trust Series 1 (QQQ, 4.2%). Compared with Q3 2024, it opened 26 new positions, sold out of 22, added to 92 and reduced 59. The biggest buy was a new position in Vanguard Total Intl Bond ETF (BNDX) and the biggest sale an exit from iShares 20+ Year Treasury BD (TLT).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $362.6M (Q4 2024)
- SEC Filing
- 0001729428-25-000001 ↗ filed Jan 31, 2025
Holdings Value
Holdings 198 stocks · $362.6M
| ITOT iShares Core S&P Total U.S. | 8.03% | 226,358 | $29.1M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 4.27% | 323,896 | $15.5M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.18% | 29,647 | $15.2M | Reduce -1.9% |
| MSFT Microsoft Corp. | 3.65% | 31,421 | $13.2M | Add +5.0% |
| AAPL Apple Inc. | 2.38% | 34,393 | $8.6M | Add +11.1% |
| USHY iShares Broad Usd High Yield | 1.63% | 160,529 | $5.9M | Reduce -4.3% |
| EMB iShares JP Morgan Usd Emergi | 1.61% | 65,599 | $5.8M | Reduce -4.2% |
| VCIT Vanguard Int-Term Corporate | 1.57% | 70,854 | $5.7M | Reduce -3.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.52% | 112,507 | $5.5M | New |
| CAT Caterpillar Inc. | 1.49% | 14,924 | $5.4M | Add +0.3% |
| EME Emcor Group Inc. | 1.48% | 11,858 | $5.4M | Reduce -0.7% |
| FXO First Trust Financial Alphad | 1.47% | 98,157 | $5.3M | Reduce -2.8% |
| MUSA Murphy USA Inc. | 1.45% | 10,506 | $5.3M | Add +0.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.42% | 4,902 | $5.2M | Add +0.0% |
| COKE Coca-Cola Consolidated Inc. | 1.37% | 3,945 | $5.0M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.36% | 21,203 | $4.9M | Reduce -21.5% |
| FXR First Trust Indst/Producers | 1.35% | 65,499 | $4.9M | Reduce -2.5% |
| XLC SS Comm Select Sector SPDR | 1.28% | 47,958 | $4.6M | New |
| EVR Evercore Inc. Class A | 1.28% | 16,724 | $4.6M | Reduce -2.4% |
| PHM Pultegroup Inc. | 1.27% | 42,416 | $4.6M | Add +0.8% |
| XLK SS Technology Select Sector | 1.25% | 19,551 | $4.5M | New |
| XLY SS Consumer Disc Select Sect | 1.25% | 20,256 | $4.5M | New |
| BKNG Booking Holdings Inc. | 1.17% | 856 | $4.3M | Add +1.4% |
| FIX Comfort Systems USA Inc. | 1.14% | 9,753 | $4.1M | Add +0.7% |
| DECK Deckers Outdoor Corp. | 1.07% | 19,106 | $3.9M | Add +0.6% |
| GDDY GoDaddy Inc. Class A | 1.07% | 19,584 | $3.9M | Add +3.4% |
| HUBB Hubbell Inc. | 0.99% | 8,578 | $3.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.97% | 21,035 | $3.5M | Add +1.8% |
| RL Ralph Lauren Corp. | 0.96% | 15,139 | $3.5M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.94% | 14,168 | $3.4M | Add +0.8% |
| MTG Mgic Investment Corp. | 0.93% | 141,489 | $3.4M | Add +0.1% |
| PCAR Paccar Inc. | 0.92% | 32,072 | $3.3M | Add +1.5% |
| PGR Progressive Corp. | 0.91% | 13,762 | $3.3M | Add +0.3% |
| URI United Rentals Inc. | 0.90% | 4,650 | $3.3M | Add +1.7% |
| BMI Badger Meter Inc. | 0.90% | 15,402 | $3.3M | Reduce -0.5% |
| KTB Kontoor Brands Inc. | 0.89% | 37,701 | $3.2M | Add +1033.5% |
| CASY Casey's General Stores Inc. | 0.88% | 8,047 | $3.2M | Reduce -0.9% |
| CLH Clean Harbors Inc. | 0.86% | 13,623 | $3.1M | Add +1.6% |
| LOPE Grand Canyon Education Inc. | 0.85% | 18,747 | $3.1M | Add +2.6% |
| LII Lennox International Inc. | 0.84% | 5,005 | $3.0M | New |
| EXP Eagle Materials Inc. | 0.82% | 12,083 | $3.0M | Add +1.2% |
| HLI Houlihan Lokey Inc. | 0.81% | 16,861 | $2.9M | Add +3.5% |
| SYF Synchrony Financial | 0.79% | 44,230 | $2.9M | Add +3.1% |
| RGA Reinsurance Group of America | 0.79% | 13,383 | $2.9M | Add +1.4% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.78% | 53,715 | $2.8M | Add +2.0% |
| NVDA Nvidia Corp. | 0.78% | 21,078 | $2.8M | Add +14.4% |
| LAZ Lazard Inc. | 0.77% | 54,563 | $2.8M | New |
| NRG NRG Energy Inc. | 0.76% | 30,588 | $2.8M | Add +8.8% |
| ALL Allstate Corp. | 0.76% | 14,284 | $2.8M | Add +7.9% |
| RS Reliance Inc. | 0.73% | 9,829 | $2.6M | Add +2.1% |
| CBT Cabot Corp. | 0.72% | 28,516 | $2.6M | Add +1.7% |
| TT Trane Technologies PLC | 0.71% | 6,966 | $2.6M | Add +6.7% |
| WMT Walmart Inc. | 0.71% | 28,319 | $2.6M | Reduce -0.1% |
| PPC Pilgrim's Pride Corp. | 0.70% | 55,655 | $2.5M | Add +4.4% |
| RDN Radian Group Inc. | 0.69% | 78,784 | $2.5M | Add +4.6% |
| HIG Hartford Insurance Group Inc. | 0.67% | 22,229 | $2.4M | Add +4.5% |
| LPX Louisiana-Pacific Corp. | 0.66% | 23,007 | $2.4M | New |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 13,110 | $2.3M | Reduce -0.8% |
| NTAP Netapp Inc. | 0.63% | 19,749 | $2.3M | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 7,904 | $2.3M | No change |
| AMZN Amazon.com Inc. | 0.61% | 10,105 | $2.2M | Add +41.5% |
| LLY Eli Lilly & Co. | 0.58% | 2,718 | $2.1M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.56% | 18,762 | $2.0M | Add +8.5% |
| V Visa Inc. Class A | 0.55% | 6,354 | $2.0M | Add +3.3% |
| HD Home Depot Inc. | 0.55% | 5,106 | $2.0M | Add +0.2% |
| CSL Carlisle Cos Inc. | 0.54% | 5,335 | $2.0M | Add +8.9% |
| PWR Quanta Services Inc. | 0.54% | 6,162 | $1.9M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.47% | 8,910 | $1.7M | Reduce -61.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.43% | 41,452 | $1.6M | Add +0.0% |
| FTSM First Trust Enh Short Mat FD | 0.37% | 22,344 | $1.3M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.34% | 2,088 | $1.2M | Add +167.3% |
| KO The Coca-Cola Co. | 0.33% | 19,415 | $1.2M | Add +13.9% |
| ABBV Abbvie Inc. | 0.32% | 6,557 | $1.2M | Add +0.0% |
| WM Waste Management Inc. | 0.31% | 5,574 | $1.1M | Add +2.3% |
| ORCL Oracle Corp. | 0.31% | 6,709 | $1.1M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 18,644 | $1.1M | Add +2.4% |
| SCI Service Corp. International | 0.29% | 13,076 | $1.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.28% | 1,941 | $1.0M | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 8,374 | $1.0M | Add +0.0% |
| TFC Truist Financial Corp. | 0.27% | 22,280 | $967K | No change |
| MCK McKesson Corp. | 0.26% | 1,670 | $952K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.26% | 8,889 | $934K | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,788 | $904K | Reduce -22.3% |
| NFLX Netflix Inc. | 0.24% | 978 | $872K | New |
| SPG Simon Property Group Inc. | 0.23% | 4,921 | $848K | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,422 | $833K | Reduce -10.3% |
| CSCO Cisco Systems Inc. | 0.23% | 14,056 | $832K | Add +26.5% |
| FICO Fair Isaac Corp. | 0.22% | 407 | $810K | No change |
| ETN Eaton Corp. PLC | 0.22% | 2,415 | $801K | No change |
| SNPS Synopsys Inc. | 0.22% | 1,639 | $796K | Reduce -4.4% |
| PM Philip Morris International | 0.21% | 6,419 | $773K | Add +103.0% |
| COST Costco Wholesale Corp. | 0.21% | 823 | $754K | Reduce -2.1% |
| MRK Merck & Co. Inc. | 0.21% | 7,554 | $751K | Reduce -6.0% |
| ORLY O'reilly Automotive Inc. | 0.20% | 611 | $725K | Add +4.4% |
| WFC Wells Fargo & Co. | 0.19% | 9,962 | $700K | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.19% | 3,565 | $679K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.18% | 7,154 | $661K | Add +16.6% |
| LMT Lockheed Martin Corp. | 0.18% | 1,345 | $654K | Add +2.9% |
| PIZ Invesco Dorsey Wright Develo | 0.18% | 17,717 | $643K | Add +0.3% |
| FTRI First Trust Indxx Global Nat | 0.18% | 53,455 | $643K | Add +2.1% |
Portfolio Sells Q3 2024 → Q4 2024
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.68 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.39 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −1.32 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −1.31 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −1.18 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −1.00 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.79 |
| GOOGL Alphabet Inc. Class A | Reduce -61.0% | 0.47% | −0.58 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 4.27% | −0.49 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.16 |
| EMB iShares JP Morgan Usd Emergi | Reduce -4.2% | 1.61% | −0.16 |
| VGR Vector Group Ltd. | Sold out | 0.00% | −0.15 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.4% | 1.57% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -22.3% | 0.25% | −0.12 |
| USHY iShares Broad Usd High Yield | Reduce -4.3% | 1.63% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -3.9% | 0.58% | −0.11 |
| NHI Natl Health Investors Inc. | Sold out | 0.00% | −0.11 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.10 |
| CTRE Caretrust REIT Inc. | Sold out | 0.00% | −0.10 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.10 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.08 |
| COKE Coca-Cola Consolidated Inc. | Reduce -0.9% | 1.37% | −0.08 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.08 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.07 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.07 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Reduce -17.1% | 0.13% | −0.06 |
| CI The Cigna Group | Sold out | 0.00% | −0.06 |
| DOW Dow Inc. | Sold out | 0.00% | −0.06 |
| AEP American Electric Power | Sold out | 0.00% | −0.06 |
| FXR First Trust Indst/Producers | Reduce -2.5% | 1.35% | −0.06 |
| NUE Nucor Corp. | Reduce -1.4% | 0.15% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.21% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -34.6% | 0.06% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -31.7% | 0.07% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -2.4% | 0.26% | −0.04 |
| BLDR Builders Firstsource Inc. | Reduce -9.6% | 0.08% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -28.7% | 0.06% | −0.03 |
| BMI Badger Meter Inc. | Reduce -0.5% | 0.90% | −0.03 |
| OMC Omnicom Group | Reduce -1.5% | 0.14% | −0.03 |
| FBP First Bancorp Puerto Rico | Reduce -22.3% | 0.07% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -4.8% | 0.13% | −0.03 |
| HUBB Hubbell Inc. | Reduce -0.2% | 0.99% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.12% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.3% | 0.23% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.63% | −0.02 |
| SNPS Synopsys Inc. | Reduce -4.4% | 0.22% | −0.02 |
| GE General Electric | Reduce -0.6% | 0.13% | −0.02 |
| VLO Valero Energy Corp. | Reduce -8.3% | 0.09% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BNDX Vanguard Total Intl Bond ETF | New | 1.52% | +1.52 |
| XLC SS Comm Select Sector SPDR | New | 1.28% | +1.28 |
| XLK SS Technology Select Sector | New | 1.25% | +1.25 |
| XLY SS Consumer Disc Select Sect | New | 1.25% | +1.25 |
| LII Lennox International Inc. | New | 0.84% | +0.84 |
| KTB Kontoor Brands Inc. | Add +1033.5% | 0.89% | +0.81 |
| LAZ Lazard Inc. | New | 0.77% | +0.77 |
| LPX Louisiana-Pacific Corp. | New | 0.66% | +0.66 |
| AAPL Apple Inc. | Add +11.1% | 2.38% | +0.38 |
| GDDY GoDaddy Inc. Class A | Add +3.4% | 1.07% | +0.24 |
| AMZN Amazon.com Inc. | Add +41.5% | 0.61% | +0.24 |
| NFLX Netflix Inc. | New | 0.24% | +0.24 |
| DECK Deckers Outdoor Corp. | Add +0.6% | 1.07% | +0.23 |
| META Meta Platforms Inc. Class A | Add +167.3% | 0.34% | +0.21 |
| SYF Synchrony Financial | Add +3.1% | 0.79% | +0.20 |
| BKNG Booking Holdings Inc. | Add +1.4% | 1.17% | +0.19 |
| NVDA Nvidia Corp. | Add +14.4% | 0.78% | +0.16 |
| RL Ralph Lauren Corp. | Add +0.6% | 0.96% | +0.16 |
| T AT&T Inc. | New | 0.14% | +0.14 |
| LOPE Grand Canyon Education Inc. | Add +2.6% | 0.85% | +0.13 |
| KMI Kinder Morgan Inc. | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.94% | +0.12 |
| PM Philip Morris International | Add +103.0% | 0.21% | +0.11 |
| IPAR Interparfums Inc. | New | 0.10% | +0.10 |
| UI Ubiquiti Inc. | New | 0.10% | +0.10 |
| HLI Houlihan Lokey Inc. | Add +3.5% | 0.81% | +0.10 |
| VNO Vornado Realty Trust | New | 0.10% | +0.10 |
| FIX Comfort Systems USA Inc. | Add +0.7% | 1.14% | +0.10 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +5.0% | 3.65% | +0.09 |
| V Visa Inc. Class A | Add +3.3% | 0.55% | +0.09 |
| HP Helmerich & Payne | New | 0.08% | +0.08 |
| MAC The Macerich Co. | New | 0.08% | +0.08 |
| BOH Bank of Hawaii Corp. | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +26.5% | 0.23% | +0.07 |
| AROC Archrock Inc. | New | 0.07% | +0.07 |
| ALL Allstate Corp. | Add +7.9% | 0.76% | +0.07 |
| IDCC Interdigital Inc. | New | 0.06% | +0.06 |
| EMR Emerson Electric Co. | New | 0.06% | +0.06 |
| CMI Cummins Inc. | New | 0.06% | +0.06 |
| HON Honeywell International Inc. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| PCAR Paccar Inc. | Add +1.5% | 0.92% | +0.06 |
| BMY Bristol-Myers Squibb Co. | New | 0.06% | +0.06 |
| MTB M & T Bank Corp. | New | 0.06% | +0.06 |
| NRG NRG Energy Inc. | Add +8.8% | 0.76% | +0.05 |
| BKE The Buckle Inc. | Add +36.8% | 0.13% | +0.05 |
| GILD Gilead Sciences Inc. | Add +16.6% | 0.18% | +0.04 |
| WFC Wells Fargo & Co. | Add +0.8% | 0.19% | +0.04 |
| MA Mastercard Inc. Class A | Add +6.0% | 0.28% | +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 |