Monument Capital Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Monument Capital Management reported 219 stock positions worth $383.9 million. Its top holding was Microsoft (MSFT) at 4.0% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 2.2%) and iShares Russell 1000 Growth (IWF, 2.0%). Compared with Q1 2025, it opened 44 new positions, sold out of 18, added to 82 and reduced 81. The biggest buy was a new position in iShares 3-7 Year Treasury Bo (IEI) and the biggest sale an exit from iShares Tips Bond ETF (TIP).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $383.9M (Q2 2025)
- SEC Filing
- 0001729428-25-000008 ↗ filed Jul 24, 2025
Holdings Value
Holdings 219 stocks · $383.9M
| MSFT Microsoft Corp. | 4.03% | 31,121 | $15.5M | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 2.16% | 61,353 | $8.3M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 2.00% | 18,069 | $7.7M | Add +0.8% |
| IWP iShares Russell Mid-Cap Grow | 1.88% | 51,991 | $7.2M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 1.80% | 20,347 | $6.9M | Add +1.0% |
| AAPL Apple Inc. | 1.77% | 33,195 | $6.8M | Reduce -1.4% |
| EME Emcor Group Inc. | 1.66% | 11,922 | $6.4M | Add +2.2% |
| CAT Caterpillar Inc. | 1.54% | 15,205 | $5.9M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.44% | 10,053 | $5.5M | Reduce -2.9% |
| WMT Walmart Inc. | 1.40% | 54,859 | $5.4M | Reduce -0.3% |
| FXO First Trust Financial Alphad | 1.40% | 95,578 | $5.4M | Add +0.4% |
| EMB iShares JP Morgan Usd Emergi | 1.35% | 56,150 | $5.2M | Reduce -14.7% |
| BKNG Booking Holdings Inc. | 1.35% | 895 | $5.2M | Add +3.6% |
| VCIT Vanguard Int-Term Corporate | 1.35% | 62,498 | $5.2M | Reduce -14.1% |
| XLC SS Comm Select Sector SPDR | 1.34% | 47,545 | $5.2M | Add +0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.34% | 4,931 | $5.1M | Reduce -0.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.29% | 41,542 | $4.9M | New |
| FXR First Trust Indst/Producers | 1.26% | 65,259 | $4.8M | Add +1.3% |
| FLOT iShares Floating Rate Bond E | 1.25% | 93,977 | $4.8M | New |
| USHY iShares Broad Usd High Yield | 1.25% | 127,608 | $4.8M | Reduce -21.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.24% | 58,511 | $4.8M | Add +0.8% |
| NFLX Netflix Inc. | 1.22% | 3,492 | $4.7M | Add +248.2% |
| XLY SS Consumer Disc Select Sect | 1.18% | 20,803 | $4.5M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.10% | 13,433 | $4.2M | Add +571.3% |
| MCK McKesson Corp. | 1.08% | 5,670 | $4.2M | Add +239.1% |
| CASY Casey's General Stores Inc. | 1.08% | 8,107 | $4.1M | Add +3.0% |
| RL Ralph Lauren Corp. | 1.08% | 15,081 | $4.1M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 1.04% | 70,252 | $4.0M | Reduce -5.1% |
| MTG Mgic Investment Corp. | 1.03% | 142,682 | $4.0M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.02% | 13,541 | $3.9M | Reduce -3.1% |
| EWP iShares MSCI Spain ETF | 1.00% | 86,998 | $3.8M | Add +0.4% |
| BMI Badger Meter Inc. | 0.99% | 15,588 | $3.8M | Add +0.4% |
| EXEL Exelixis Inc. | 0.99% | 86,522 | $3.8M | Add +4.8% |
| PGR Progressive Corp. | 0.99% | 14,217 | $3.8M | Add +0.9% |
| EWO iShares MSCI Austria ETF | 0.98% | 128,016 | $3.8M | Add +0.7% |
| APH Amphenol Corp. Class A | 0.98% | 38,108 | $3.8M | New |
| EWI iShares MSCI Italy ETF | 0.97% | 77,139 | $3.7M | Add +0.8% |
| EWG iShares MSCI Germany ETF | 0.96% | 86,901 | $3.7M | Add +0.7% |
| CNM Core & Main Inc. Class A | 0.96% | 60,846 | $3.7M | Add +5.0% |
| GDDY GoDaddy Inc. Class A | 0.95% | 20,294 | $3.7M | Add +4.7% |
| LOPE Grand Canyon Education Inc. | 0.95% | 19,321 | $3.7M | Add +3.2% |
| T AT&T Inc. | 0.95% | 125,624 | $3.6M | Add +259.8% |
| FIX Comfort Systems USA Inc. | 0.95% | 6,767 | $3.6M | New |
| TT Trane Technologies PLC | 0.92% | 8,037 | $3.5M | Add +7.5% |
| UI Ubiquiti Inc. | 0.90% | 8,387 | $3.5M | Add +578.0% |
| EWQ iShares MSCI France ETF | 0.90% | 80,508 | $3.4M | New |
| CAH Cardinal Health Inc. | 0.87% | 19,793 | $3.3M | Add +355.9% |
| PG The Procter & Gamble Co. | 0.84% | 20,224 | $3.2M | Reduce -2.1% |
| UBER Uber Technologies Inc. | 0.84% | 34,385 | $3.2M | New |
| NVDA Nvidia Corp. | 0.83% | 20,123 | $3.2M | Reduce -0.9% |
| NRG NRG Energy Inc. | 0.82% | 19,630 | $3.2M | New |
| EBAY eBay Inc. | 0.80% | 41,436 | $3.1M | Reduce -5.3% |
| PEGA Pegasystems Inc. | 0.80% | 56,878 | $3.1M | New |
| HIG Hartford Insurance Group Inc. | 0.80% | 24,229 | $3.1M | Add +4.4% |
| HLI Houlihan Lokey Inc. | 0.77% | 16,524 | $3.0M | Reduce -4.9% |
| RDN Radian Group Inc. | 0.77% | 82,459 | $3.0M | Reduce -1.6% |
| RS Reliance Inc. | 0.77% | 9,448 | $3.0M | Reduce -6.6% |
| AWI Armstrong World Industries | 0.76% | 17,944 | $2.9M | New |
| PPC Pilgrim's Pride Corp. | 0.76% | 64,773 | $2.9M | Add +12.0% |
| AVGO Broadcom Inc. | 0.76% | 10,556 | $2.9M | Reduce -41.9% |
| KR Kroger Co. | 0.76% | 40,447 | $2.9M | New |
| DRI Darden Restaurants Inc. | 0.75% | 13,280 | $2.9M | New |
| RGA Reinsurance Group of America | 0.74% | 14,317 | $2.8M | Add +3.7% |
| CALM Cal-Maine Foods Inc. | 0.74% | 28,450 | $2.8M | Add +747.2% |
| ALL Allstate Corp. | 0.74% | 14,045 | $2.8M | Reduce -6.2% |
| CCEP Coca-Cola Europacific Partne | 0.73% | 30,399 | $2.8M | Reduce -5.4% |
| TXRH Texas Roadhouse Inc. | 0.69% | 14,198 | $2.7M | Reduce -11.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 7,921 | $2.4M | No change |
| V Visa Inc. Class A | 0.62% | 6,661 | $2.4M | Add +3.3% |
| PWR Quanta Services Inc. | 0.60% | 6,051 | $2.3M | Reduce -1.8% |
| PM Philip Morris International | 0.59% | 12,522 | $2.3M | Add +68.4% |
| AMZN Amazon.com Inc. | 0.59% | 10,278 | $2.3M | Add +1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.58% | 12,246 | $2.2M | Reduce -5.7% |
| LLY Eli Lilly & Co. | 0.53% | 2,590 | $2.0M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.51% | 2,637 | $1.9M | Reduce -63.8% |
| EPOL iShares MSCI Poland ETF | 0.47% | 55,392 | $1.8M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.46% | 16,287 | $1.8M | Reduce -4.5% |
| EWY iShares MSCI South Korea ETF | 0.45% | 23,999 | $1.7M | New |
| EZA iShares MSCI South Africa Et | 0.44% | 31,670 | $1.7M | New |
| HD Home Depot Inc. | 0.44% | 4,599 | $1.7M | Reduce -9.1% |
| KO The Coca-Cola Co. | 0.43% | 23,339 | $1.7M | Add +14.4% |
| GOOGL Alphabet Inc. Class A | 0.40% | 8,661 | $1.5M | Add +5.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.38% | 36,133 | $1.5M | Reduce -11.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | No change |
| ORCL Oracle Corp. | 0.35% | 6,157 | $1.3M | Reduce -6.4% |
| WM Waste Management Inc. | 0.33% | 5,593 | $1.3M | Add +2.7% |
| ABBV Abbvie Inc. | 0.32% | 6,521 | $1.2M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.31% | 2,112 | $1.2M | Add +7.9% |
| CSCO Cisco Systems Inc. | 0.30% | 16,468 | $1.1M | Add +18.0% |
| SCI Service Corp. International | 0.28% | 13,061 | $1.1M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 8,511 | $1.1M | Add +1.1% |
| GILD Gilead Sciences Inc. | 0.27% | 9,242 | $1.0M | Add +13.4% |
| TFC Truist Financial Corp. | 0.25% | 22,280 | $958K | No change |
| MUSA Murphy USA Inc. | 0.24% | 2,266 | $922K | Reduce -78.7% |
| JNJ Johnson & Johnson | 0.24% | 6,012 | $918K | Add +44.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,481 | $915K | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 15,347 | $872K | Reduce -5.9% |
| FOXA Fox Corp. Class A | 0.22% | 15,348 | $860K | Reduce -72.2% |
| ETN Eaton Corp. PLC | 0.22% | 2,360 | $842K | No change |
| ORLY O'reilly Automotive Inc. | 0.22% | 9,271 | $836K | Add +1.8% |
Portfolio Sells Q1 2025 → Q2 2025
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −1.81 |
| COKE Coca-Cola Consolidated Inc. | Reduce -94.2% | 0.07% | −1.57 |
| MUSA Murphy USA Inc. | Reduce -78.7% | 0.24% | −1.30 |
| PHM Pultegroup Inc. | Reduce -87.4% | 0.15% | −1.19 |
| EWD iShares MSCI Sweden ETF | Sold out | 0.00% | −0.97 |
| PCAR Paccar Inc. | Reduce -92.5% | 0.06% | −0.91 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.89 |
| CBT Cabot Corp. | Sold out | 0.00% | −0.81 |
| META Meta Platforms Inc. Class A | Reduce -63.8% | 0.51% | −0.78 |
| FOXA Fox Corp. Class A | Reduce -72.2% | 0.22% | −0.74 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.70 |
| USHY iShares Broad Usd High Yield | Reduce -21.2% | 1.25% | −0.59 |
| AAPL Apple Inc. | Reduce -1.4% | 1.77% | −0.53 |
| EMB iShares JP Morgan Usd Emergi | Reduce -14.7% | 1.35% | −0.48 |
| VCIT Vanguard Int-Term Corporate | Reduce -14.1% | 1.35% | −0.48 |
| ECH iShares MSCI Chile ETF | Sold out | 0.00% | −0.47 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.46 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.36 |
| PG The Procter & Gamble Co. | Reduce -2.1% | 0.84% | −0.24 |
| ALL Allstate Corp. | Reduce -6.2% | 0.74% | −0.22 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.21 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.5% | 2.16% | −0.20 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.18 |
| AVGO Broadcom Inc. | Reduce -41.9% | 0.76% | −0.18 |
| GWW WW Grainger Inc. | Reduce -0.4% | 1.34% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -4.5% | 0.46% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.53% | −0.16 |
| SPG Simon Property Group Inc. | Reduce -50.5% | 0.10% | −0.14 |
| TXRH Texas Roadhouse Inc. | Reduce -11.8% | 0.69% | −0.13 |
| HD Home Depot Inc. | Reduce -9.1% | 0.44% | −0.13 |
| CCEP Coca-Cola Europacific Partne | Reduce -5.4% | 0.73% | −0.13 |
| RS Reliance Inc. | Reduce -6.6% | 0.77% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.1% | 1.04% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.7% | 0.58% | −0.11 |
| SKT Tanger Inc. | Sold out | 0.00% | −0.11 |
| EBAY eBay Inc. | Reduce -5.3% | 0.80% | −0.11 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.32% | −0.11 |
| CVX Chevron Corp. | Reduce -13.8% | 0.18% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -27.1% | 0.13% | −0.10 |
| HLI Houlihan Lokey Inc. | Reduce -4.9% | 0.77% | −0.09 |
| WMT Walmart Inc. | Reduce -0.3% | 1.40% | −0.09 |
| RDN Radian Group Inc. | Reduce -1.6% | 0.77% | −0.08 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.08 |
| BOH Bank of Hawaii Corp. | Sold out | 0.00% | −0.08 |
| OMC Omnicom Group | Sold out | 0.00% | −0.07 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.07 |
| OTTR Otter Tail Corp. | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.07 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.9% | 0.23% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| IEI iShares 3-7 Year Treasury Bo | New | 1.29% | +1.29 |
| FLOT iShares Floating Rate Bond E | New | 1.25% | +1.25 |
| XLY SS Consumer Disc Select Sect | New | 1.18% | +1.18 |
| APH Amphenol Corp. Class A | New | 0.98% | +0.98 |
| RCL Royal Caribbean Cruises Ltd. | Add +571.3% | 1.10% | +0.97 |
| FIX Comfort Systems USA Inc. | New | 0.95% | +0.95 |
| NFLX Netflix Inc. | Add +248.2% | 1.22% | +0.93 |
| EWQ iShares MSCI France ETF | New | 0.90% | +0.90 |
| UBER Uber Technologies Inc. | New | 0.84% | +0.84 |
| NRG NRG Energy Inc. | New | 0.82% | +0.82 |
| PEGA Pegasystems Inc. | New | 0.80% | +0.80 |
| UI Ubiquiti Inc. | Add +578.0% | 0.90% | +0.78 |
| AWI Armstrong World Industries | New | 0.76% | +0.76 |
| KR Kroger Co. | New | 0.76% | +0.76 |
| DRI Darden Restaurants Inc. | New | 0.75% | +0.75 |
| MCK McKesson Corp. | Add +239.1% | 1.08% | +0.74 |
| CAH Cardinal Health Inc. | Add +355.9% | 0.87% | +0.68 |
| CALM Cal-Maine Foods Inc. | Add +747.2% | 0.74% | +0.64 |
| T AT&T Inc. | Add +259.8% | 0.95% | +0.64 |
| MSFT Microsoft Corp. | Add +0.6% | 4.03% | +0.46 |
| EWY iShares MSCI South Korea ETF | New | 0.45% | +0.45 |
| EZA iShares MSCI South Africa Et | New | 0.44% | +0.44 |
| EME Emcor Group Inc. | Add +2.2% | 1.66% | +0.34 |
| PM Philip Morris International | Add +68.4% | 0.59% | +0.23 |
| DUK Duke Energy Corp. | New | 0.19% | +0.19 |
| TT Trane Technologies PLC | Add +7.5% | 0.92% | +0.14 |
| GS Goldman Sachs Group Inc. | New | 0.13% | +0.13 |
| BKNG Booking Holdings Inc. | Add +3.6% | 1.35% | +0.13 |
| APO Apollo Global Management Inc. | New | 0.10% | +0.10 |
| SO The Southern Co. | New | 0.10% | +0.10 |
| CNM Core & Main Inc. Class A | Add +5.0% | 0.96% | +0.10 |
| MO Altria Group Inc. | Add +131.8% | 0.19% | +0.09 |
| KMI Kinder Morgan Inc. | New | 0.09% | +0.09 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| BMI Badger Meter Inc. | Add +0.4% | 0.99% | +0.09 |
| COF Capital One Financial Corp. | New | 0.08% | +0.08 |
| EPR Epr Properties | New | 0.08% | +0.08 |
| IRM Iron Mountain Inc. | Add +84.5% | 0.18% | +0.08 |
| ARES Ares Management Corp. Class A | New | 0.08% | +0.08 |
| MET Metlife Inc. | New | 0.08% | +0.08 |
| DLR Digital Realty Trust Inc. | New | 0.08% | +0.08 |
| BKE The Buckle Inc. | New | 0.07% | +0.07 |
| SBRA Sabra Health Care REIT Inc. | New | 0.07% | +0.07 |
| CNS Cohen & Steers Inc. | New | 0.07% | +0.07 |
| STEP Stepstone Group Inc. Class A | New | 0.07% | +0.07 |
| CL Colgate-Palmolive Co. | New | 0.07% | +0.07 |
| CTRE Caretrust REIT Inc. | New | 0.07% | +0.07 |
| MMM 3M Co. | New | 0.07% | +0.07 |
| NHI Natl Health Investors Inc. | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | New | 0.06% | +0.06 |
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 |