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CIK: 0001729428
Total reported value
$497.2M
$497.2M
198 檔
16.4%
According to the latest 13F quarterly dataset, Monument Capital Management managed an equity portfolio of $497.2M at the end of Q4 2024, spanning 198 distinct U.S. exchange-listed positions.
In Q4 2024, Monument Capital Management displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.03% | -0.22% | -1.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | -0.15% | -0.73% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.18% | -0.01% | -1.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.49% | +4.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.14% | +11.10% | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.63% | — | -4.31% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.61% | -0.13% | -4.21% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.57% | -0.15% | -3.35% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.52% | — | — | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.49% | -0.03% | +0.28% | |
| 11 | EME | Emcor Group Inc | Stock-Industrials | 1.48% | -0.25% | -0.70% | |
| 12 | FXO | First Trust Financial Alphad | ETF-Other | 1.47% | — | -2.79% | |
| 13 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 1.45% | -0.03% | +0.64% | |
| 14 | GWW | Ww Grainger Inc | Stock-Industrials | 1.42% | — | +0.04% | |
| 15 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.37% | -0.01% | -0.88% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.05% | -21.54% | |
| 17 | FXR | First Trust Indst/producers | ETF-Other | 1.35% | -0.14% | -2.45% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.28% | -1.28% | EXIT | |
| 19 | EVR | Evercore Inc - A | Stock-Financials | 1.28% | -0.01% | -2.35% | |
| 20 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.27% | -0.01% | +0.81% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.25% | — | — | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.25% | — | — | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.17% | -0.03% | +1.42% | |
| 24 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.14% | +0.23% | +0.72% | |
| 25 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.07% | — | +0.55% | |
| 26 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.07% | — | +3.37% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 0.99% | — | -0.16% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.08% | +1.79% | |
| 29 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.96% | -0.12% | +0.64% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.06% | +0.77% | |
| 31 | MTG | Mgic Investment CORP | Stock-Financials | 0.93% | -0.14% | +0.06% | |
| 32 | PCAR | Paccar Inc | Stock-Industrials | 0.92% | — | +1.48% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.91% | -0.67% | +0.32% | |
| 34 | URI | United Rentals Inc | Stock-Industrials | 0.90% | +0.05% | +1.71% | |
| 35 | BMI | Badger Meter Inc | Stock-Tech | 0.90% | — | -0.48% | |
| 36 | KTB | Kontoor Brands Inc | Stock-Consumer Disc | 0.89% | — | +1033.52% | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.88% | -0.24% | -0.90% | |
| 38 | CLH | Clean Harbors Inc | Stock-Industrials | 0.86% | — | +1.58% | |
| 39 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 0.85% | — | +2.56% | |
| 40 | LII | Lennox International Inc | Stock-Industrials | 0.84% | — | — | |
| 41 | EXP | Eagle Materials Inc | Stock-Materials | 0.82% | — | +1.18% | |
| 42 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.81% | — | +3.54% | |
| 43 | SYF | Synchrony Financial | Stock-Financials | 0.79% | +0.05% | NEW | |
| 44 | RGA | Reinsurance Group Of America | Stock-Financials | 0.79% | — | +1.41% | |
| 45 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.78% | — | +2.04% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.07% | +14.44% | |
| 47 | LAZ | Lazard Inc | Stock-Financials | 0.77% | — | — | |
| 48 | NRG | Nrg Energy Inc | Stock-Utilities | 0.76% | — | +8.80% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.76% | — | +7.89% | |
| 50 | RS | Reliance Inc | Stock-Materials | 0.73% | — | +2.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +1.5% | NEW | New buy |
| 2 | XLC | Ss Comm Select Sector Spdr | +1.3% | NEW | New buy |
| 3 | XLK | Ss Technology Select Sector | +1.3% | NEW | New buy |
| 4 | XLY | Ss Consumer Disc Select Sect | +1.3% | NEW | New buy |
| 5 | LII | Lennox International Inc | +0.8% | NEW | New buy |
| 6 | KTB | Kontoor Brands Inc | +0.8% | +1033.52% | Add |
| 7 | LAZ | Lazard Inc | +0.8% | NEW | New buy |
| 8 | LPX | Louisiana-pacific CORP | +0.7% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.4% | +11.10% | Add |
| 10 | GDDY | Godaddy Inc - Class A | +0.3% | +3.37% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +41.53% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 13 | DECK | Deckers Outdoor CORP | +0.2% | +0.55% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +167.35% | Add |
| 15 | SYF | Synchrony Financial | +0.2% | +3.08% | Add |
| 16 | BKNG | Booking Holdings Inc | +0.2% | +1.42% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | +14.44% | Add |
| 18 | RL | Ralph Lauren CORP | +0.2% | +0.64% | Add |
| 19 | T | At&t Inc | +0.1% | NEW | New buy |
| 20 | LOPE | Grand Canyon Education Inc | +0.1% | +2.56% | Add |
| 21 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +0.77% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.95% | Trim |
| 24 | PM | Philip Morris International | +0.1% | +103.00% | Add |
| 25 | IPAR | Interparfums Inc | +0.1% | NEW | New buy |
| 26 | MSFT | Microsoft CORP | +0.1% | +4.97% | Add |
| 27 | KLAC | Kla CORP | -0.1% | EXIT | Sold out |
| 28 | LLY | Eli Lilly & Co | -0.1% | -3.92% | Trim |
| 29 | NHI | Natl Health Investors Inc | -0.1% | EXIT | Sold out |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -22.29% | Trim |
| 31 | URI | United Rentals Inc | -0.1% | +1.71% | Add |
| 32 | USHY | Ishares Broad Usd High Yield | -0.1% | -4.31% | Trim |
| 33 | CAT | Caterpillar Inc | -0.1% | +0.28% | Add |
| 34 | EXP | Eagle Materials Inc | -0.1% | +1.18% | Add |
| 35 | VCIT | Vanguard Int-term Corporate | -0.1% | -3.35% | Trim |
| 36 | VGREUR | Vector Group LTD | -0.2% | EXIT | Sold out |
| 37 | CBT | Cabot CORP | -0.2% | +1.72% | Add |
| 38 | HRB | H&r Block Inc | -0.2% | +2.04% | Add |
| 39 | SILA | Sila Realty Trust Inc | -0.2% | EXIT | Sold out |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -4.21% | Trim |
| 41 | PHM | Pultegroup Inc | -0.4% | +0.81% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.5% | -0.73% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.6% | -61.03% | Trim |
| 44 | BLD | Topbuild CORP | -0.8% | EXIT | Sold out |
| 45 | DHI | Dr Horton Inc | -1% | EXIT | Sold out |
| 46 | WSM | Williams-sonoma Inc | -1.2% | EXIT | Sold out |
| 47 | XLRE | Ss Real Estate Select Sector | -1.3% | EXIT | Sold out |
| 48 | XLB | Ss Materials Select Sector | -1.3% | EXIT | Sold out |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.4% | EXIT | Sold out |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -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 198 disclosed positions in Q4 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 16.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BNDX
市值: $5.5M
Top Position Liquidated / Trimmed
TLT
前期市值: $6.1M
During Q4 2024, Monument Capital Management's top holdings by market value included ITOT (8.0%)、VEA (4.3%)、QQQ (4.2%). The largest single position, ITOT, represented 8.0% of total portfolio value.
In Q4 2024, Monument Capital Management made 50 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 11 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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