Monument Capital Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Monument Capital Management reported 193 stock positions worth $325.3 million. Its top holding was Microsoft (MSFT) at 3.6% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 2.4%) and Apple (AAPL, 2.3%). Compared with Q4 2024, it opened 34 new positions, sold out of 39, added to 60 and reduced 78. The biggest buy was a new position in iShares Russell 1000 ETF (IWB) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $325.3M (Q1 2025)
- SEC Filing
- 0001729428-25-000002 ↗ filed Apr 25, 2025
Holdings Value
Holdings 193 stocks · $325.3M
| MSFT Microsoft Corp. | 3.57% | 30,932 | $11.6M | Reduce -1.6% |
| ITOT iShares Core S&P Total U.S. | 2.36% | 62,939 | $7.7M | Reduce -72.2% |
| AAPL Apple Inc. | 2.30% | 33,678 | $7.5M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 1.99% | 17,932 | $6.5M | Add +1855.5% |
| IWB iShares Russell 1000 ETF | 1.90% | 20,142 | $6.2M | New |
| IWP iShares Russell Mid-Cap Grow | 1.87% | 51,661 | $6.1M | New |
| EMB iShares JP Morgan Usd Emergi | 1.83% | 65,842 | $6.0M | Add +0.4% |
| USHY iShares Broad Usd High Yield | 1.83% | 161,967 | $6.0M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 1.83% | 72,747 | $5.9M | Add +2.7% |
| TIP iShares Tips Bond ETF | 1.81% | 52,993 | $5.9M | New |
| COKE Coca-Cola Consolidated Inc. | 1.64% | 3,955 | $5.3M | Add +0.3% |
| FXO First Trust Financial Alphad | 1.55% | 95,197 | $5.0M | Reduce -3.0% |
| MUSA Murphy USA Inc. | 1.54% | 10,658 | $5.0M | Add +1.4% |
| CAT Caterpillar Inc. | 1.53% | 15,077 | $5.0M | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.50% | 4,950 | $4.9M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.49% | 10,350 | $4.9M | Reduce -65.1% |
| WMT Walmart Inc. | 1.48% | 55,004 | $4.8M | Add +94.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.41% | 58,048 | $4.6M | New |
| XLC SS Comm Select Sector SPDR | 1.40% | 47,175 | $4.6M | Reduce -1.6% |
| FXR First Trust Indst/Producers | 1.38% | 64,436 | $4.5M | Reduce -1.6% |
| PHM Pultegroup Inc. | 1.34% | 42,352 | $4.4M | Reduce -0.1% |
| EME Emcor Group Inc. | 1.33% | 11,664 | $4.3M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.29% | 7,275 | $4.2M | Add +248.4% |
| PGR Progressive Corp. | 1.23% | 14,087 | $4.0M | Add +2.4% |
| BKNG Booking Holdings Inc. | 1.22% | 864 | $4.0M | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 1.16% | 73,996 | $3.8M | Reduce -77.2% |
| MTG Mgic Investment Corp. | 1.09% | 143,080 | $3.5M | Add +1.1% |
| PG The Procter & Gamble Co. | 1.08% | 20,659 | $3.5M | Reduce -1.8% |
| GDDY GoDaddy Inc. Class A | 1.07% | 19,380 | $3.5M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.05% | 13,972 | $3.4M | Reduce -1.4% |
| CASY Casey's General Stores Inc. | 1.05% | 7,869 | $3.4M | Reduce -2.2% |
| RL Ralph Lauren Corp. | 1.03% | 15,122 | $3.3M | Reduce -0.1% |
| EWP iShares MSCI Spain ETF | 1.01% | 86,669 | $3.3M | New |
| EWI iShares MSCI Italy ETF | 1.00% | 76,566 | $3.2M | New |
| LOPE Grand Canyon Education Inc. | 1.00% | 18,727 | $3.2M | Reduce -0.1% |
| EWG iShares MSCI Germany ETF | 0.98% | 86,275 | $3.2M | New |
| EWO iShares MSCI Austria ETF | 0.98% | 127,178 | $3.2M | New |
| PCAR Paccar Inc. | 0.97% | 32,395 | $3.2M | Add +1.0% |
| PPC Pilgrim's Pride Corp. | 0.97% | 57,820 | $3.2M | Add +3.9% |
| EWD iShares MSCI Sweden ETF | 0.97% | 74,816 | $3.1M | New |
| FOXA Fox Corp. Class A | 0.96% | 55,171 | $3.1M | New |
| ALL Allstate Corp. | 0.95% | 14,969 | $3.1M | Add +4.8% |
| EXEL Exelixis Inc. | 0.94% | 82,533 | $3.0M | New |
| AVGO Broadcom Inc. | 0.94% | 18,177 | $3.0M | Reduce -14.3% |
| EBAY eBay Inc. | 0.91% | 43,770 | $3.0M | New |
| BMI Badger Meter Inc. | 0.91% | 15,528 | $3.0M | Add +0.8% |
| RS Reliance Inc. | 0.90% | 10,111 | $2.9M | Add +2.9% |
| LII Lennox International Inc. | 0.89% | 5,170 | $2.9M | Add +3.3% |
| HIG Hartford Insurance Group Inc. | 0.88% | 23,201 | $2.9M | Add +4.4% |
| HLI Houlihan Lokey Inc. | 0.86% | 17,374 | $2.8M | Add +3.0% |
| CNM Core & Main Inc. Class A | 0.86% | 57,946 | $2.8M | New |
| CCEP Coca-Cola Europacific Partne | 0.86% | 32,122 | $2.8M | New |
| RDN Radian Group Inc. | 0.85% | 83,810 | $2.8M | Add +6.4% |
| RGA Reinsurance Group of America | 0.84% | 13,807 | $2.7M | Add +3.2% |
| TXRH Texas Roadhouse Inc. | 0.82% | 16,103 | $2.7M | New |
| CBT Cabot Corp. | 0.81% | 31,636 | $2.6M | Add +10.9% |
| TT Trane Technologies PLC | 0.77% | 7,480 | $2.5M | Add +7.4% |
| EXPE Expedia Group Inc. | 0.70% | 13,453 | $2.3M | New |
| V Visa Inc. Class A | 0.69% | 6,450 | $2.3M | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 0.69% | 12,979 | $2.2M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.68% | 2,697 | $2.2M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.68% | 20,312 | $2.2M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 7,921 | $2.2M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.62% | 17,056 | $2.0M | Reduce -9.1% |
| AMZN Amazon.com Inc. | 0.59% | 10,097 | $1.9M | Reduce -0.1% |
| HD Home Depot Inc. | 0.57% | 5,057 | $1.9M | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 2 | $1.6M | New |
| PWR Quanta Services Inc. | 0.48% | 6,162 | $1.6M | No change |
| EPOL iShares MSCI Poland ETF | 0.47% | 55,002 | $1.5M | New |
| ECH iShares MSCI Chile ETF | 0.47% | 51,227 | $1.5M | New |
| MCHI iShares MSCI China ETF | 0.46% | 27,528 | $1.5M | New |
| KO The Coca-Cola Co. | 0.45% | 20,396 | $1.5M | Add +5.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.43% | 40,991 | $1.4M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.42% | 6,555 | $1.4M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.39% | 8,246 | $1.3M | Reduce -7.5% |
| WM Waste Management Inc. | 0.39% | 5,448 | $1.3M | Reduce -2.3% |
| PM Philip Morris International | 0.36% | 7,435 | $1.2M | Add +15.8% |
| FTSM First Trust Enh Short Mat FD | 0.36% | 19,531 | $1.2M | Reduce -12.6% |
| MCK McKesson Corp. | 0.35% | 1,672 | $1.1M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.33% | 1,958 | $1.1M | Add +0.9% |
| SCI Service Corp. International | 0.32% | 13,061 | $1.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 8,420 | $1.0M | Add +0.6% |
| T AT&T Inc. | 0.30% | 34,916 | $987K | Add +53.5% |
| NFLX Netflix Inc. | 0.29% | 1,003 | $935K | Add +2.6% |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 16,303 | $932K | Reduce -12.6% |
| CVX Chevron Corp. | 0.28% | 5,503 | $921K | Add +74.1% |
| ORCL Oracle Corp. | 0.28% | 6,579 | $920K | Reduce -1.9% |
| TFC Truist Financial Corp. | 0.28% | 22,280 | $917K | No change |
| GILD Gilead Sciences Inc. | 0.28% | 8,150 | $913K | Add +13.9% |
| ORLY O'reilly Automotive Inc. | 0.27% | 607 | $870K | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.26% | 13,954 | $861K | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,482 | $829K | Add +4.2% |
| COST Costco Wholesale Corp. | 0.25% | 850 | $804K | Add +3.3% |
| SPG Simon Property Group Inc. | 0.24% | 4,612 | $766K | Reduce -6.3% |
| MRK Merck & Co. Inc. | 0.23% | 8,343 | $749K | Add +10.4% |
| FICO Fair Isaac Corp. | 0.23% | 400 | $738K | Reduce -1.7% |
| WFC Wells Fargo & Co. | 0.22% | 9,962 | $715K | No change |
| SNPS Synopsys Inc. | 0.21% | 1,618 | $694K | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.21% | 4,165 | $691K | Add +96.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,294 | $678K | Reduce -27.6% |
Portfolio Sells Q4 2024 → Q1 2025
| ITOT iShares Core S&P Total U.S. | Reduce -72.2% | 2.36% | −5.67 |
| VEA Vanguard Ftse Developed ETF | Reduce -77.2% | 1.16% | −3.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -65.1% | 1.49% | −2.69 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −1.52 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −1.28 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.25 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −1.25 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −1.14 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −1.07 |
| HUBB Hubbell Inc. | Reduce -91.1% | 0.08% | −0.91 |
| KTB Kontoor Brands Inc. | Sold out | 0.00% | −0.89 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.86 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.82 |
| URI United Rentals Inc. | Reduce -90.9% | 0.08% | −0.82 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.79 |
| HRB H&R Block Inc. | Sold out | 0.00% | −0.78 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.77 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.76 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −0.66 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.63 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.54 |
| AVGO Broadcom Inc. | Reduce -14.3% | 0.94% | −0.42 |
| IRM Iron Mountain Inc. | Reduce -60.0% | 0.09% | −0.16 |
| EME Emcor Group Inc. | Reduce -1.6% | 1.33% | −0.16 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.13 |
| BKE The Buckle Inc. | Sold out | 0.00% | −0.13 |
| UE Urban Edge Properties | Sold out | 0.00% | −0.12 |
| NVDA Nvidia Corp. | Reduce -3.6% | 0.68% | −0.10 |
| IPAR Interparfums Inc. | Sold out | 0.00% | −0.10 |
| VNO Vornado Realty Trust | Sold out | 0.00% | −0.10 |
| SLG SL Green Realty Corp. | Sold out | 0.00% | −0.09 |
| AKR Acadia Realty Trust | Sold out | 0.00% | −0.09 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.08 |
| MAC The Macerich Co. | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.6% | 3.57% | −0.08 |
| CNS Cohen & Steers Inc. | Sold out | 0.00% | −0.08 |
| OMC Omnicom Group | Reduce -55.6% | 0.07% | −0.08 |
| AAPL Apple Inc. | Reduce -2.1% | 2.30% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 0.39% | −0.07 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.07 |
| NVR NVR Inc. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.06 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.06 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.06 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| IWB iShares Russell 1000 ETF | New | 1.90% | +1.90 |
| IWF iShares Russell 1000 Growth | Add +1855.5% | 1.99% | +1.89 |
| IWP iShares Russell Mid-Cap Grow | New | 1.87% | +1.87 |
| TIP iShares Tips Bond ETF | New | 1.81% | +1.81 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 1.41% | +1.41 |
| EWP iShares MSCI Spain ETF | New | 1.01% | +1.01 |
| EWI iShares MSCI Italy ETF | New | 1.00% | +1.00 |
| EWG iShares MSCI Germany ETF | New | 0.98% | +0.98 |
| EWO iShares MSCI Austria ETF | New | 0.98% | +0.98 |
| EWD iShares MSCI Sweden ETF | New | 0.97% | +0.97 |
| FOXA Fox Corp. Class A | New | 0.96% | +0.96 |
| META Meta Platforms Inc. Class A | Add +248.4% | 1.29% | +0.95 |
| EXEL Exelixis Inc. | New | 0.94% | +0.94 |
| EBAY eBay Inc. | New | 0.91% | +0.91 |
| CNM Core & Main Inc. Class A | New | 0.86% | +0.86 |
| CCEP Coca-Cola Europacific Partne | New | 0.86% | +0.86 |
| TXRH Texas Roadhouse Inc. | New | 0.82% | +0.82 |
| WMT Walmart Inc. | Add +94.2% | 1.48% | +0.78 |
| EXPE Expedia Group Inc. | New | 0.70% | +0.70 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.49% | +0.49 |
| EPOL iShares MSCI Poland ETF | New | 0.47% | +0.47 |
| ECH iShares MSCI Chile ETF | New | 0.47% | +0.47 |
| MCHI iShares MSCI China ETF | New | 0.46% | +0.46 |
| PGR Progressive Corp. | Add +2.4% | 1.23% | +0.32 |
| PPC Pilgrim's Pride Corp. | Add +3.9% | 0.97% | +0.27 |
| COKE Coca-Cola Consolidated Inc. | Add +0.3% | 1.64% | +0.27 |
| VCIT Vanguard Int-Term Corporate | Add +2.7% | 1.83% | +0.26 |
| EMB iShares JP Morgan Usd Emergi | Add +0.4% | 1.83% | +0.22 |
| HIG Hartford Insurance Group Inc. | Add +4.4% | 0.88% | +0.21 |
| USHY iShares Broad Usd High Yield | Add +0.9% | 1.83% | +0.20 |
| ALL Allstate Corp. | Add +4.8% | 0.95% | +0.19 |
| RS Reliance Inc. | Add +2.9% | 0.90% | +0.17 |
| MTG Mgic Investment Corp. | Add +1.1% | 1.09% | +0.17 |
| RDN Radian Group Inc. | Add +6.4% | 0.85% | +0.16 |
| T AT&T Inc. | Add +53.5% | 0.30% | +0.16 |
| CVX Chevron Corp. | Add +74.1% | 0.28% | +0.16 |
| PM Philip Morris International | Add +15.8% | 0.36% | +0.15 |
| V Visa Inc. Class A | Add +1.5% | 0.69% | +0.14 |
| AEP American Electric Power | New | 0.13% | +0.13 |
| VTR Ventas Inc. | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | Add +96.2% | 0.21% | +0.13 |
| KO The Coca-Cola Co. | Add +5.0% | 0.45% | +0.12 |
| SKT Tanger Inc. | New | 0.11% | +0.11 |
| MO Altria Group Inc. | New | 0.10% | +0.10 |
| GILD Gilead Sciences Inc. | Add +13.9% | 0.28% | +0.10 |
| CBT Cabot Corp. | Add +10.9% | 0.81% | +0.09 |
| MUSA Murphy USA Inc. | Add +1.4% | 1.54% | +0.09 |
| MCK McKesson Corp. | Add +0.1% | 0.35% | +0.08 |
| GWW WW Grainger Inc. | Add +1.0% | 1.50% | +0.08 |
| EOG EOG Resources Inc. | Add +45.6% | 0.18% | +0.07 |
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 |