Monument Capital Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Monument Capital Management reported 220 stock positions worth $402.0 million. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Apple (AAPL, 2.3%) and iShares Core S&P Total U.S. (ITOT, 2.2%). Compared with Q3 2025, it opened 22 new positions, sold out of 28, added to 72 and reduced 90. The biggest buy was a new position in Vanguard Russell 1000 Growth (VONG) and the biggest sale an exit from iShares Broad Usd High Yield (USHY).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $402.0M (Q4 2025)
- SEC Filing
- 0001729428-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 220 stocks · $402.0M
| MSFT Microsoft Corp. | 3.73% | 31,005 | $15.0M | Add +0.4% |
| AAPL Apple Inc. | 2.28% | 33,643 | $9.1M | Add +1.2% |
| ITOT iShares Core S&P Total U.S. | 2.20% | 59,591 | $8.9M | Reduce -1.5% |
| CAT Caterpillar Inc. | 2.05% | 14,418 | $8.3M | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 2.03% | 17,217 | $8.1M | Add +4.0% |
| IWB iShares Russell 1000 ETF | 1.84% | 19,829 | $7.4M | Add +5.0% |
| IWP iShares Russell Mid-Cap Grow | 1.73% | 50,810 | $7.0M | Add +5.6% |
| EME Emcor Group Inc. | 1.71% | 11,255 | $6.9M | Reduce -3.7% |
| VONG Vanguard Russell 1000 Growth | 1.58% | 52,274 | $6.4M | New |
| WMT Walmart Inc. | 1.47% | 53,103 | $5.9M | Reduce -0.3% |
| FIX Comfort Systems USA Inc. | 1.46% | 6,294 | $5.9M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 1.44% | 18,485 | $5.8M | Add +92.2% |
| FXO First Trust Financial Alphad | 1.39% | 92,440 | $5.6M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 8,981 | $5.5M | Reduce -6.5% |
| XLC SS Comm Select Sector SPDR | 1.34% | 45,872 | $5.4M | Add +4.2% |
| EMB iShares JP Morgan Usd Emergi | 1.32% | 55,124 | $5.3M | Reduce -1.2% |
| VCIT Vanguard Int-Term Corporate | 1.28% | 61,456 | $5.1M | Reduce -1.1% |
| RL Ralph Lauren Corp. | 1.27% | 14,470 | $5.1M | Reduce -2.4% |
| FXR First Trust Indst/Producers | 1.27% | 63,920 | $5.1M | Add +5.2% |
| XLK SS Technology Select Sector | 1.23% | 34,386 | $5.0M | New |
| APH Amphenol Corp. Class A | 1.23% | 36,533 | $4.9M | Reduce -2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.22% | 114,825 | $4.9M | Add +4.8% |
| IEI iShares 3-7 Year Treasury Bo | 1.21% | 40,903 | $4.9M | Reduce -1.0% |
| MBB iShares MBS ETF | 1.19% | 50,220 | $4.8M | New |
| FLOT iShares Floating Rate Bond E | 1.18% | 93,040 | $4.7M | Reduce -0.9% |
| MCK McKesson Corp. | 1.15% | 5,637 | $4.6M | Reduce -0.6% |
| EWP iShares MSCI Spain ETF | 1.12% | 83,457 | $4.5M | Add +3.8% |
| EWO iShares MSCI Austria ETF | 1.09% | 123,819 | $4.4M | Add +4.4% |
| UI Ubiquiti Inc. | 1.09% | 7,889 | $4.4M | Reduce -2.6% |
| AU Anglogold Ashanti PLC | 1.07% | 50,616 | $4.3M | Add +1.3% |
| CASY Casey's General Stores Inc. | 1.07% | 7,773 | $4.3M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 65,587 | $4.1M | Reduce -1.9% |
| EWI iShares MSCI Italy ETF | 1.01% | 74,919 | $4.1M | Add +4.7% |
| MTG Mgic Investment Corp. | 1.01% | 138,719 | $4.1M | Reduce -2.2% |
| CAH Cardinal Health Inc. | 1.01% | 19,662 | $4.0M | Reduce -0.3% |
| EIS iShares MSCI Israel ETF | 1.00% | 36,462 | $4.0M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 1.00% | 12,451 | $4.0M | Reduce -1.5% |
| TPR Tapestry Inc. | 0.92% | 28,959 | $3.7M | Reduce -0.9% |
| EXEL Exelixis Inc. | 0.91% | 83,627 | $3.7M | Reduce -1.6% |
| EBAY eBay Inc. | 0.89% | 41,283 | $3.6M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.89% | 19,203 | $3.6M | Add +1.7% |
| EWH iShares MSCI Hong Kong ETF | 0.87% | 164,968 | $3.5M | Add +6.2% |
| PEGA Pegasystems Inc. | 0.84% | 56,370 | $3.4M | Reduce -0.4% |
| AWI Armstrong World Industries | 0.83% | 17,459 | $3.3M | Reduce -1.2% |
| HIG Hartford Insurance Group Inc. | 0.82% | 24,047 | $3.3M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.81% | 15,720 | $3.3M | Add +25.1% |
| PGR Progressive Corp. | 0.80% | 14,110 | $3.2M | Add +0.7% |
| SYF Synchrony Financial | 0.80% | 38,367 | $3.2M | Reduce -0.3% |
| BLD Topbuild Corp. | 0.78% | 7,512 | $3.1M | Reduce -1.4% |
| JBL Jabil Inc. | 0.78% | 13,678 | $3.1M | Reduce -0.4% |
| NRG NRG Energy Inc. | 0.77% | 19,488 | $3.1M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.77% | 7,933 | $3.1M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.73% | 8,517 | $2.9M | Reduce -5.9% |
| RDN Radian Group Inc. | 0.73% | 81,751 | $2.9M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.73% | 20,474 | $2.9M | New |
| AMAT Applied Materials Inc. | 0.73% | 11,413 | $2.9M | New |
| ALL Allstate Corp. | 0.73% | 14,040 | $2.9M | Add +0.0% |
| HLI Houlihan Lokey Inc. | 0.71% | 16,337 | $2.8M | Add +0.0% |
| LRCX Lam Research Corp. | 0.70% | 16,403 | $2.8M | Add +822.5% |
| INCY Incyte Corp. | 0.70% | 28,383 | $2.8M | New |
| EXPE Expedia Group Inc. | 0.69% | 9,817 | $2.8M | New |
| CCEP Coca-Cola Europacific Partne | 0.69% | 30,523 | $2.8M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 7,924 | $2.7M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.65% | 2,428 | $2.6M | Add +0.5% |
| DDS Dillards Inc. Class A | 0.63% | 4,198 | $2.5M | Add +818.6% |
| AMZN Amazon.com Inc. | 0.62% | 10,796 | $2.5M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.61% | 17,162 | $2.5M | Reduce -9.7% |
| EVR Evercore Inc. Class A | 0.60% | 7,114 | $2.4M | Add +2.5% |
| PWR Quanta Services Inc. | 0.59% | 5,615 | $2.4M | Reduce -0.3% |
| CHRW C.H. Robinson Worldwide Inc. | 0.57% | 14,222 | $2.3M | New |
| EZA iShares MSCI South Africa Et | 0.53% | 30,701 | $2.1M | Add +4.1% |
| V Visa Inc. Class A | 0.53% | 6,019 | $2.1M | Reduce -3.9% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 10,440 | $2.0M | No change |
| MRK Merck & Co. Inc. | 0.49% | 18,690 | $2.0M | Add +57.4% |
| ECH iShares MSCI Chile ETF | 0.47% | 47,224 | $1.9M | New |
| META Meta Platforms Inc. Class A | 0.47% | 2,852 | $1.9M | Reduce -2.2% |
| EWW iShares MSCI Mexico ETF | 0.46% | 26,783 | $1.9M | New |
| FLS Flowserve Corp. | 0.43% | 24,912 | $1.7M | New |
| GILD Gilead Sciences Inc. | 0.42% | 13,794 | $1.7M | Add +40.5% |
| XOM Exxon Mobil Corp. | 0.42% | 13,995 | $1.7M | Reduce -2.9% |
| GWW WW Grainger Inc. | 0.39% | 1,559 | $1.6M | Reduce -68.0% |
| HD Home Depot Inc. | 0.38% | 4,436 | $1.5M | Add +3.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.36% | 32,009 | $1.5M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.35% | 6,211 | $1.4M | No change |
| KO The Coca-Cola Co. | 0.33% | 19,087 | $1.3M | Reduce -13.2% |
| CSCO Cisco Systems Inc. | 0.30% | 15,807 | $1.2M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.29% | 3,751 | $1.2M | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 7,383 | $1.1M | Add +0.4% |
| WM Waste Management Inc. | 0.28% | 5,129 | $1.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.28% | 1,965 | $1.1M | Add +0.7% |
| TFC Truist Financial Corp. | 0.27% | 22,284 | $1.1M | Add +0.0% |
| NFLX Netflix Inc. | 0.27% | 11,573 | $1.1M | Reduce -67.8% |
| ORCL Oracle Corp. | 0.27% | 5,553 | $1.1M | Reduce -8.3% |
| ED Consolidated Edison Inc. | 0.27% | 10,777 | $1.1M | Add +8.6% |
| PM Philip Morris International | 0.26% | 6,502 | $1.0M | Reduce -45.4% |
| AEP American Electric Power | 0.25% | 8,694 | $1.0M | Add +13.1% |
| SCI Service Corp. International | 0.25% | 12,671 | $988K | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 5,341 | $949K | Add +1.2% |
| AMGN Amgen Inc. | 0.23% | 2,788 | $913K | Add +102.6% |
Portfolio Sells Q3 2025 → Q4 2025
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −1.20 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −1.17 |
| LOPE Grand Canyon Education Inc. | Sold out | 0.00% | −1.05 |
| BKNG Booking Holdings Inc. | Reduce -82.6% | 0.21% | −0.99 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -88.4% | 0.11% | −0.97 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.85 |
| T AT&T Inc. | Reduce -88.4% | 0.09% | −0.84 |
| NFLX Netflix Inc. | Reduce -67.8% | 0.27% | −0.81 |
| GWW WW Grainger Inc. | Reduce -68.0% | 0.39% | −0.77 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.64 |
| NEU Newmarket Corp. | Sold out | 0.00% | −0.64 |
| CALM Cal-Maine Foods Inc. | Reduce -90.3% | 0.05% | −0.60 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.50 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.43 |
| EPOL iShares MSCI Poland ETF | Sold out | 0.00% | −0.41 |
| UI Ubiquiti Inc. | Reduce -2.6% | 1.09% | −0.25 |
| PM Philip Morris International | Reduce -45.4% | 0.26% | −0.22 |
| EME Emcor Group Inc. | Reduce -3.7% | 1.71% | −0.18 |
| MO Altria Group Inc. | Reduce -48.2% | 0.14% | −0.17 |
| ORCL Oracle Corp. | Reduce -8.3% | 0.27% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -9.7% | 0.61% | −0.12 |
| IRM Iron Mountain Inc. | Reduce -43.2% | 0.07% | −0.09 |
| PIZ Invesco Dorsey Wright Develo | Reduce -43.8% | 0.11% | −0.08 |
| TT Trane Technologies PLC | Reduce -0.4% | 0.77% | −0.07 |
| BLK BlackRock Inc. | Reduce -49.0% | 0.06% | −0.07 |
| EPR Epr Properties | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.5% | 1.37% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 0.47% | −0.07 |
| MET Metlife Inc. | Sold out | 0.00% | −0.07 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.07 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.06 |
| SBRA Sabra Health Care REIT Inc. | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.06 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -2.3% | 1.07% | −0.06 |
| PEP Pepsico Inc. | Reduce -38.2% | 0.09% | −0.06 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.05 |
| K Kellanova | Sold out | 0.00% | −0.05 |
| VNO Vornado Realty Trust | Sold out | 0.00% | −0.05 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.05 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -26.6% | 0.14% | −0.05 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.05 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.05 |
| CUBE Cubesmart | Sold out | 0.00% | −0.05 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.05 |
| BMI Badger Meter Inc. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -2.9% | 0.21% | −0.05 |
| CVX Chevron Corp. | Reduce -15.5% | 0.21% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| VONG Vanguard Russell 1000 Growth | New | 1.58% | +1.58 |
| XLK SS Technology Select Sector | New | 1.23% | +1.23 |
| MBB iShares MBS ETF | New | 1.19% | +1.19 |
| GOOGL Alphabet Inc. Class A | Add +92.2% | 1.44% | +0.85 |
| VYM Vanguard High DVD Yield ETF | New | 0.73% | +0.73 |
| AMAT Applied Materials Inc. | New | 0.73% | +0.73 |
| INCY Incyte Corp. | New | 0.70% | +0.70 |
| EXPE Expedia Group Inc. | New | 0.69% | +0.69 |
| LRCX Lam Research Corp. | Add +822.5% | 0.70% | +0.64 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.57% | +0.57 |
| DDS Dillards Inc. Class A | Add +818.6% | 0.63% | +0.56 |
| ECH iShares MSCI Chile ETF | New | 0.47% | +0.47 |
| EWW iShares MSCI Mexico ETF | New | 0.46% | +0.46 |
| FLS Flowserve Corp. | New | 0.43% | +0.43 |
| MRK Merck & Co. Inc. | Add +57.4% | 0.49% | +0.24 |
| JNJ Johnson & Johnson | Add +25.1% | 0.81% | +0.23 |
| AU Anglogold Ashanti PLC | Add +1.3% | 1.07% | +0.20 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.65% | +0.19 |
| EWO iShares MSCI Austria ETF | Add +4.4% | 1.09% | +0.17 |
| AAPL Apple Inc. | Add +1.2% | 2.28% | +0.16 |
| GILD Gilead Sciences Inc. | Add +40.5% | 0.42% | +0.15 |
| NEE Nextera Energy Inc. | New | 0.14% | +0.14 |
| AMGN Amgen Inc. | Add +102.6% | 0.23% | +0.13 |
| EIS iShares MSCI Israel ETF | Add +5.0% | 1.00% | +0.13 |
| EWP iShares MSCI Spain ETF | Add +3.8% | 1.12% | +0.12 |
| IWB iShares Russell 1000 ETF | Add +5.0% | 1.84% | +0.12 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +140.8% | 0.15% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +4.0% | 2.03% | +0.09 |
| FXR First Trust Indst/Producers | Add +5.2% | 1.27% | +0.08 |
| EWI iShares MSCI Italy ETF | Add +4.7% | 1.01% | +0.08 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| FXO First Trust Financial Alphad | Add +4.3% | 1.39% | +0.07 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.29% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.0% | 0.62% | +0.06 |
| TTE Totalenergies SE | Add +73.6% | 0.12% | +0.06 |
| EZA iShares MSCI South Africa Et | Add +4.1% | 0.53% | +0.05 |
| COKE Coca-Cola Consolidated Inc. | New | 0.05% | +0.05 |
| ISRG Intuitive Surgical Inc. | New | 0.05% | +0.05 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| ES Eversource Energy | New | 0.05% | +0.05 |
| TQQQ Proshares Ultrapro QQQ | New | 0.05% | +0.05 |
| SPG Simon Property Group Inc. | Add +45.8% | 0.15% | +0.05 |
| MPT Medical Properties Trust Inc. | New | 0.04% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +4.2% | 1.34% | +0.04 |
| EWH iShares MSCI Hong Kong ETF | Add +6.2% | 0.87% | +0.04 |
| FOXA Fox Corp. Class A | Add +5.3% | 0.19% | +0.03 |
| AEP American Electric Power | Add +13.1% | 0.25% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +16.1% | 0.15% | +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 |