Monument Capital Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Monument Capital Management reported 217 stock positions worth $399.1 million. Its top holding was Microsoft (MSFT) at 2.8% of the portfolio, followed by Caterpillar (CAT, 2.5%) and Apple (AAPL, 2.1%). Compared with Q4 2025, it opened 30 new positions, sold out of 33, added to 62 and reduced 112. The biggest buy was a new position in iShares Russell Mid-Cap Valu (IWS) and the biggest sale an exit from iShares Russell Mid-Cap Grow (IWP).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0001729428
- Portfolio Value
- $399.1M (Q1 2026)
- SEC Filing
- 0001729428-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 217 stocks · $399.1M
| MSFT Microsoft Corp. | 2.83% | 30,529 | $11.3M | Reduce -1.5% |
| CAT Caterpillar Inc. | 2.45% | 13,806 | $9.8M | Reduce -4.2% |
| AAPL Apple Inc. | 2.12% | 33,306 | $8.5M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 2.10% | 58,982 | $8.4M | Reduce -1.0% |
| FIX Comfort Systems USA Inc. | 2.08% | 6,032 | $8.3M | Reduce -4.2% |
| EME Emcor Group Inc. | 2.01% | 10,874 | $8.0M | Reduce -3.4% |
| IWF iShares Russell 1000 Growth | 1.85% | 17,282 | $7.4M | Add +0.4% |
| IWB iShares Russell 1000 ETF | 1.77% | 19,833 | $7.1M | Add +0.0% |
| IWS iShares Russell Mid-Cap Valu | 1.68% | 45,930 | $6.7M | New |
| WMT Walmart Inc. | 1.63% | 52,363 | $6.5M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.56% | 21,590 | $6.2M | Add +16.8% |
| UI Ubiquiti Inc. | 1.47% | 7,422 | $5.9M | Reduce -5.9% |
| IEZ iShares U.S. Oil Equipment & | 1.43% | 196,934 | $5.7M | New |
| CASY Casey's General Stores Inc. | 1.40% | 7,650 | $5.6M | Reduce -1.6% |
| FXR First Trust Indst/Producers | 1.31% | 63,885 | $5.2M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.30% | 8,960 | $5.2M | Reduce -0.2% |
| XLC SS Comm Select Sector SPDR | 1.28% | 46,033 | $5.1M | Add +0.3% |
| IGE iShares North American Natur | 1.26% | 79,801 | $5.0M | New |
| AU Anglogold Ashanti PLC | 1.24% | 50,957 | $5.0M | Add +0.7% |
| EMB iShares JP Morgan Usd Emergi | 1.24% | 52,620 | $4.9M | Reduce -4.5% |
| VCIT Vanguard Int-Term Corporate | 1.22% | 58,841 | $4.9M | Reduce -4.3% |
| MCK McKesson Corp. | 1.22% | 5,609 | $4.9M | Reduce -0.5% |
| RL Ralph Lauren Corp. | 1.21% | 14,047 | $4.8M | Reduce -2.9% |
| ITA iShares U.S. Aerospace & Def | 1.19% | 21,667 | $4.7M | New |
| IEI iShares 3-7 Year Treasury Bo | 1.16% | 39,048 | $4.6M | Reduce -4.5% |
| MBB iShares MBS ETF | 1.14% | 47,809 | $4.5M | Reduce -4.8% |
| APH Amphenol Corp. Class A | 1.13% | 35,840 | $4.5M | Reduce -1.9% |
| EWP iShares MSCI Spain ETF | 1.12% | 82,362 | $4.5M | Reduce -1.3% |
| TLT iShares 20+ Year Treasury BD | 1.12% | 51,521 | $4.5M | New |
| EWO iShares MSCI Austria ETF | 1.09% | 122,287 | $4.3M | Reduce -1.2% |
| EIS iShares MSCI Israel ETF | 1.05% | 36,071 | $4.2M | Reduce -1.1% |
| JNJ Johnson & Johnson | 1.05% | 17,109 | $4.2M | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 1.03% | 64,298 | $4.1M | Reduce -2.0% |
| CAH Cardinal Health Inc. | 1.03% | 19,428 | $4.1M | Reduce -1.2% |
| TPR Tapestry Inc. | 1.00% | 28,392 | $4.0M | Reduce -2.0% |
| EWI iShares MSCI Italy ETF | 1.00% | 74,742 | $4.0M | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 0.98% | 27,946 | $3.9M | Add +102.6% |
| AMAT Applied Materials Inc. | 0.97% | 11,341 | $3.9M | Reduce -0.6% |
| EWC iShares MSCI Canada ETF | 0.96% | 70,274 | $3.9M | New |
| MTZ Mastec Inc. | 0.92% | 11,352 | $3.7M | New |
| JBL Jabil Inc. | 0.91% | 13,690 | $3.6M | Add +0.1% |
| MTG Mgic Investment Corp. | 0.90% | 137,258 | $3.6M | Reduce -1.1% |
| EXEL Exelixis Inc. | 0.89% | 82,857 | $3.6M | Reduce -0.9% |
| LRCX Lam Research Corp. | 0.89% | 16,549 | $3.5M | Add +0.9% |
| DELL Dell Technologies -C | 0.86% | 20,996 | $3.4M | Add +709.7% |
| NVDA Nvidia Corp. | 0.86% | 19,656 | $3.4M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 0.85% | 11,520 | $3.4M | Reduce -7.5% |
| TT Trane Technologies PLC | 0.83% | 7,973 | $3.3M | Add +0.5% |
| HIG Hartford Insurance Group Inc. | 0.80% | 23,736 | $3.2M | Reduce -1.3% |
| PGR Progressive Corp. | 0.80% | 16,154 | $3.2M | Add +14.5% |
| PWR Quanta Services Inc. | 0.75% | 5,468 | $3.0M | Reduce -2.6% |
| FCFS Firstcash Holdings Inc. | 0.73% | 15,418 | $2.9M | New |
| ALSN Allison Transmission Holding | 0.72% | 24,434 | $2.9M | New |
| VLO Valero Energy Corp. | 0.70% | 11,372 | $2.8M | Add +496.3% |
| CCEP Coca-Cola Europacific Partne | 0.69% | 30,521 | $2.8M | Reduce -0.0% |
| OSK Oshkosh Corp. | 0.68% | 18,467 | $2.7M | New |
| INCY Incyte Corp. | 0.67% | 28,605 | $2.7M | Add +0.8% |
| JHG Janus Henderson Group PLC | 0.67% | 52,122 | $2.7M | New |
| MRK Merck & Co. Inc. | 0.66% | 21,955 | $2.6M | Add +17.5% |
| CRS Carpenter Technology | 0.65% | 6,557 | $2.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 7,961 | $2.6M | Add +0.5% |
| AVGO Broadcom Inc. | 0.64% | 8,224 | $2.5M | Reduce -3.4% |
| FLS Flowserve Corp. | 0.63% | 34,083 | $2.5M | Add +36.8% |
| PG The Procter & Gamble Co. | 0.62% | 16,999 | $2.5M | Reduce -0.9% |
| CHRW C.H. Robinson Worldwide Inc. | 0.61% | 14,580 | $2.4M | Add +2.5% |
| FERG Ferguson Enterprises Inc. | 0.60% | 10,219 | $2.4M | New |
| XOM Exxon Mobil Corp. | 0.60% | 14,037 | $2.4M | Add +0.3% |
| DDS Dillards Inc. Class A | 0.58% | 4,042 | $2.3M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.56% | 2,418 | $2.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.55% | 10,581 | $2.2M | Reduce -2.0% |
| HCA HCA Healthcare Inc. | 0.54% | 4,585 | $2.2M | Add +830.0% |
| FDX FedEx Corp. | 0.54% | 6,049 | $2.2M | New |
| VYM Vanguard High DVD Yield ETF | 0.54% | 14,476 | $2.1M | Reduce -29.3% |
| EVR Evercore Inc. Class A | 0.54% | 7,171 | $2.1M | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 10,435 | $2.0M | Reduce -0.1% |
| EWZ iShares MSCI Brazil ETF | 0.46% | 47,701 | $1.8M | New |
| EPOL iShares MSCI Poland ETF | 0.45% | 49,473 | $1.8M | New |
| GWW WW Grainger Inc. | 0.42% | 1,544 | $1.7M | Reduce -1.0% |
| V Visa Inc. Class A | 0.42% | 5,543 | $1.7M | Reduce -7.9% |
| EWT iShares MSCI Taiwan ETF | 0.39% | 21,713 | $1.5M | New |
| META Meta Platforms Inc. Class A | 0.37% | 2,566 | $1.5M | Reduce -10.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.36% | 31,972 | $1.4M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 2 | $1.4M | No change |
| KO The Coca-Cola Co. | 0.36% | 18,647 | $1.4M | Reduce -2.3% |
| HD Home Depot Inc. | 0.35% | 4,248 | $1.4M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.34% | 6,183 | $1.3M | Reduce -0.5% |
| AEP American Electric Power | 0.33% | 9,919 | $1.3M | Add +14.1% |
| ED Consolidated Edison Inc. | 0.32% | 11,414 | $1.3M | Add +5.9% |
| CSCO Cisco Systems Inc. | 0.30% | 15,218 | $1.2M | Reduce -3.7% |
| CVX Chevron Corp. | 0.30% | 5,693 | $1.2M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 7,283 | $1.2M | Reduce -1.4% |
| WM Waste Management Inc. | 0.29% | 5,006 | $1.2M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 3,803 | $1.1M | Add +1.4% |
| MUSA Murphy USA Inc. | 0.27% | 2,202 | $1.1M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.27% | 11,196 | $1.1M | Reduce -3.3% |
| PM Philip Morris International | 0.27% | 6,495 | $1.1M | Reduce -0.1% |
| SCI Service Corp. International | 0.26% | 12,465 | $1.0M | Reduce -1.6% |
| TFC Truist Financial Corp. | 0.26% | 22,303 | $1.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.24% | 964 | $961K | Add +20.4% |
| AMGN Amgen Inc. | 0.23% | 2,666 | $938K | Reduce -4.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −1.73 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −1.58 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −1.39 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.23 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.22 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −1.18 |
| MSFT Microsoft Corp. | Reduce -1.5% | 2.83% | −0.90 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.89 |
| EWH iShares MSCI Hong Kong ETF | Sold out | 0.00% | −0.87 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.84 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.83 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.80 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.78 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.77 |
| RDN Radian Group Inc. | Sold out | 0.00% | −0.73 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.73 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.71 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.69 |
| EZA iShares MSCI South Africa Et | Sold out | 0.00% | −0.53 |
| ECH iShares MSCI Chile ETF | Sold out | 0.00% | −0.47 |
| EWW iShares MSCI Mexico ETF | Sold out | 0.00% | −0.46 |
| VYM Vanguard High DVD Yield ETF | Reduce -29.3% | 0.54% | −0.19 |
| AAPL Apple Inc. | Reduce -1.0% | 2.12% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -7.5% | 0.85% | −0.15 |
| ORCL Oracle Corp. | Reduce -28.0% | 0.15% | −0.12 |
| FOXA Fox Corp. Class A | Reduce -46.5% | 0.08% | −0.11 |
| MTG Mgic Investment Corp. | Reduce -1.1% | 0.90% | −0.11 |
| V Visa Inc. Class A | Reduce -7.9% | 0.42% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -10.0% | 0.37% | −0.10 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.0% | 2.10% | −0.10 |
| AVGO Broadcom Inc. | Reduce -3.4% | 0.64% | −0.10 |
| APH Amphenol Corp. Class A | Reduce -1.9% | 1.13% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.56% | −0.09 |
| SO The Southern Co. | Sold out | 0.00% | −0.09 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.09 |
| EMB iShares JP Morgan Usd Emergi | Reduce -4.5% | 1.24% | −0.08 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 1.30% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -18.7% | 0.13% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 0.55% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -20.9% | 0.07% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -13.1% | 0.21% | −0.07 |
| RL Ralph Lauren Corp. | Reduce -2.9% | 1.21% | −0.06 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.3% | 1.22% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.06 |
| MO Altria Group Inc. | Reduce -48.7% | 0.08% | −0.06 |
| XVV iShares ESG Select Screened | Sold out | 0.00% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -4.5% | 1.16% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| IWS iShares Russell Mid-Cap Valu | New | 1.68% | +1.68 |
| IEZ iShares U.S. Oil Equipment & | New | 1.43% | +1.43 |
| IGE iShares North American Natur | New | 1.26% | +1.26 |
| ITA iShares U.S. Aerospace & Def | New | 1.19% | +1.19 |
| TLT iShares 20+ Year Treasury BD | New | 1.12% | +1.12 |
| EWC iShares MSCI Canada ETF | New | 0.96% | +0.96 |
| MTZ Mastec Inc. | New | 0.92% | +0.92 |
| DELL Dell Technologies -C | Add +709.7% | 0.86% | +0.78 |
| FCFS Firstcash Holdings Inc. | New | 0.73% | +0.73 |
| ALSN Allison Transmission Holding | New | 0.72% | +0.72 |
| OSK Oshkosh Corp. | New | 0.68% | +0.68 |
| JHG Janus Henderson Group PLC | New | 0.67% | +0.67 |
| CRS Carpenter Technology | New | 0.65% | +0.65 |
| VLO Valero Energy Corp. | Add +496.3% | 0.70% | +0.63 |
| FERG Ferguson Enterprises Inc. | New | 0.60% | +0.60 |
| GILD Gilead Sciences Inc. | Add +102.6% | 0.98% | +0.55 |
| FDX FedEx Corp. | New | 0.54% | +0.54 |
| HCA HCA Healthcare Inc. | Add +830.0% | 0.54% | +0.49 |
| EWZ iShares MSCI Brazil ETF | New | 0.46% | +0.46 |
| EPOL iShares MSCI Poland ETF | New | 0.45% | +0.45 |
| EWT iShares MSCI Taiwan ETF | New | 0.39% | +0.39 |
| JNJ Johnson & Johnson | Add +8.8% | 1.05% | +0.24 |
| FLS Flowserve Corp. | Add +36.8% | 0.63% | +0.20 |
| LRCX Lam Research Corp. | Add +0.9% | 0.89% | +0.19 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.60% | +0.18 |
| MRK Merck & Co. Inc. | Add +17.5% | 0.66% | +0.17 |
| AU Anglogold Ashanti PLC | Add +0.7% | 1.24% | +0.17 |
| WDC Western Digital Corp. | New | 0.16% | +0.16 |
| BMY Bristol-Myers Squibb Co. | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | Add +115.4% | 0.22% | +0.14 |
| JBL Jabil Inc. | Add +0.1% | 0.91% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +16.8% | 1.56% | +0.12 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| NEM Newmont Corp. | Add +102.5% | 0.15% | +0.08 |
| CVX Chevron Corp. | Add +1.6% | 0.30% | +0.08 |
| SCCO Southern Copper Corp. | New | 0.08% | +0.08 |
| DLX Deluxe Corp. | New | 0.08% | +0.08 |
| AEP American Electric Power | Add +14.1% | 0.33% | +0.08 |
| COST Costco Wholesale Corp. | Add +20.4% | 0.24% | +0.07 |
| TT Trane Technologies PLC | Add +0.5% | 0.83% | +0.06 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.06% | +0.06 |
| ED Consolidated Edison Inc. | Add +5.9% | 0.32% | +0.06 |
| VTIX Virtuix Holdings Inc. Class A | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | Add +0.1% | 0.17% | +0.06 |
| STX Seagate Technology Holdings | Add +17.8% | 0.13% | +0.05 |
| AROC Archrock Inc. | New | 0.05% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.05% | +0.05 |
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 |