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CIK: 0001729428
Total reported value
$497.2M
$497.2M
194 檔
16.3%
In Q3 2024, Monument Capital Management's U.S. equity holdings reached a combined market value of $497.2M, distributed across 194 disclosed stock positions.
Monument Capital Management executed strategic sector rebalancing during Q3 2024, establishing 12 new positions while fully exiting 10 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.02% | -0.22% | -3.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.77% | -0.15% | -2.96% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.08% | -0.01% | -3.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.49% | -1.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.14% | -2.35% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.77% | -0.13% | -1.98% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.75% | — | -2.03% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.70% | -0.15% | -0.77% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.68% | -1.12% | EXIT | |
| 10 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.67% | -0.01% | +0.41% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | -0.03% | +0.72% | |
| 12 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.45% | -0.01% | -0.30% | |
| 13 | FXO | First Trust Financial Alphad | ETF-Other | 1.43% | — | -4.33% | |
| 14 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 1.42% | -0.03% | +0.31% | |
| 15 | EME | Emcor Group Inc | Stock-Industrials | 1.42% | -0.25% | +0.67% | |
| 16 | GWW | Ww Grainger Inc | Stock-Industrials | 1.41% | — | +1.01% | |
| 17 | FXR | First Trust Indst/producers | ETF-Other | 1.41% | -0.14% | -3.87% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.39% | — | — | |
| 19 | XLB | Ss Materials Select Sector | ETF-Other | 1.32% | — | -7.45% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.31% | — | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.05% | +856.23% | |
| 22 | EVR | Evercore Inc - A | Stock-Financials | 1.20% | -0.01% | -0.83% | |
| 23 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.18% | — | +91.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.11% | -3.48% | |
| 25 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.05% | +0.23% | — | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 1.02% | +0.05% | -0.09% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 1.02% | — | +1.54% | |
| 28 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.00% | — | +0.82% | |
| 29 | MTG | Mgic Investment CORP | Stock-Financials | 1.00% | -0.14% | -0.00% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.08% | -6.43% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | -0.03% | +1.81% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.96% | -0.67% | +1.85% | |
| 33 | EXP | Eagle Materials Inc | Stock-Materials | 0.95% | — | +1.72% | |
| 34 | BMI | Badger Meter Inc | Stock-Tech | 0.93% | — | +0.18% | |
| 35 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.93% | — | +0.96% | |
| 36 | CLH | Clean Harbors Inc | Stock-Industrials | 0.90% | — | +0.75% | |
| 37 | CBT | Cabot CORP | Stock-Materials | 0.87% | — | +2.06% | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.86% | — | -2.20% | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.24% | +0.54% | |
| 40 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.84% | — | +505.90% | |
| 41 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.82% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.06% | -1.90% | |
| 43 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.81% | -0.12% | +2.61% | |
| 44 | RGA | Reinsurance Group Of America | Stock-Financials | 0.80% | — | +1.45% | |
| 45 | BLD | Topbuild CORP | Stock-Industrials | 0.79% | — | +2.66% | |
| 46 | RS | Reliance Inc | Stock-Materials | 0.77% | — | +2.39% | |
| 47 | RDN | Radian Group Inc | Stock-Financials | 0.72% | — | — | |
| 48 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 0.72% | — | +2.55% | |
| 49 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.71% | — | — | |
| 50 | NRG | Nrg Energy Inc | Stock-Utilities | 0.71% | — | +4.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.7% | NEW | New buy |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.4% | NEW | New buy |
| 3 | XLRE | Ss Real Estate Select Sector | +1.3% | NEW | New buy |
| 4 | FIX | Comfort Systems USA Inc | +1.1% | NEW | New buy |
| 5 | GDDY | Godaddy Inc - Class A | +0.8% | NEW | New buy |
| 6 | RDN | Radian Group Inc | +0.7% | NEW | New buy |
| 7 | HLI | Houlihan Lokey Inc | +0.7% | NEW | New buy |
| 8 | ALL | Allstate CORP | +0.7% | NEW | New buy |
| 9 | HIG | Hartford Insurance Group Inc | +0.7% | NEW | New buy |
| 10 | PPC | Pilgrim's Pride CORP | +0.7% | NEW | New buy |
| 11 | TT | Trane Technologies plc | +0.6% | +732.91% | Add |
| 12 | CSL | Carlisle Cos Inc | +0.6% | NEW | New buy |
| 13 | SYF | Synchrony Financial | +0.6% | NEW | New buy |
| 14 | PHM | Pultegroup Inc | +0.3% | +0.41% | Add |
| 15 | DHI | Dr Horton Inc | +0.2% | +0.82% | Add |
| 16 | EXP | Eagle Materials Inc | +0.2% | +1.72% | Add |
| 17 | COKE | Coca-cola Consolidated Inc | +0.2% | -0.30% | Trim |
| 18 | CAT | Caterpillar Inc | +0.2% | +0.72% | Add |
| 19 | EME | Emcor Group Inc | +0.2% | +0.67% | Add |
| 20 | URI | United Rentals Inc | +0.2% | -0.09% | Trim |
| 21 | EVR | Evercore Inc - A | +0.1% | -0.83% | Trim |
| 22 | PGR | Progressive CORP | +0.1% | +1.85% | Add |
| 23 | CBT | Cabot CORP | +0.1% | +2.06% | Add |
| 24 | GWW | Ww Grainger Inc | +0.1% | +1.01% | Add |
| 25 | HUBB | Hubbell Inc | +0.1% | +1.54% | Add |
| 26 | MTG | Mgic Investment CORP | +0.1% | -0.00% | Trim |
| 27 | HRB | H&r Block Inc | +0.1% | +0.96% | Add |
| 28 | NRG | Nrg Energy Inc | +0.1% | +4.30% | Add |
| 29 | BMI | Badger Meter Inc | +0.1% | +0.18% | Add |
| 30 | WMT | Walmart Inc | +0.1% | +2.88% | Add |
| 31 | AAPL | Apple Inc | 0% | -2.35% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | -2.96% | Trim |
| 33 | ESRT | Empire State Realty Trust-a | -0.1% | EXIT | Sold out |
| 34 | CVX | Chevron CORP | -0.2% | -50.31% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.48% | Trim |
| 36 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -3.41% | Trim |
| 37 | MSFT | Microsoft CORP | -0.5% | -1.89% | Trim |
| 38 | FCFS | Firstcash Holdings Inc | -0.6% | EXIT | Sold out |
| 39 | WOR | Worthington Enterprises Inc | -0.6% | EXIT | Sold out |
| 40 | GAP | Gap Inc/the | -0.7% | EXIT | Sold out |
| 41 | JBL | Jabil Inc | -0.7% | EXIT | Sold out |
| 42 | LPLA | Lpl Financial Holdings Inc | -0.8% | EXIT | Sold out |
| 43 | MPC | Marathon Petroleum CORP | -0.8% | -80.24% | Trim |
| 44 | PSX | Phillips 66 | -0.8% | EXIT | Sold out |
| 45 | QCOM | Qualcomm Inc | -0.8% | -86.28% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.9% | -88.41% | Trim |
| 47 | SMCIUSD | Super Micro Computer Inc | -1.1% | EXIT | Sold out |
| 48 | XLC | Ss Comm Select Sector Spdr | -1.5% | EXIT | Sold out |
| 49 | RSPT | Invesco S&p 500 Equal Weight | -1.5% | -77.31% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $497.2M across 194 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VEA, QQQ) accounted for 16.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $6.1M
Top Position Liquidated / Trimmed
BIL
前期市值: $5.8M
During Q3 2024, Monument Capital Management's top holdings by market value included ITOT (8.0%)、VEA (4.8%)、QQQ (4.1%). The largest single position, ITOT, represented 8.0% of total portfolio value.
In Q3 2024, Monument Capital Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 14 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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