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CIK: 0001729428
Total reported value
$497.2M
$497.2M
193 檔
7.9%
As reported in its official Q1 2025 Form 13F filing, Monument Capital Management's tracked investment portfolio stood at $497.2M with 193 total positions.
In Q1 2025, Monument Capital Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | -0.49% | -1.56% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.36% | -0.22% | -72.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.14% | -2.08% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.99% | +0.25% | +1855.51% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.90% | -0.14% | — | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.87% | +0.05% | NEW | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.83% | -0.13% | +0.37% | |
| 8 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.83% | — | +0.90% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.83% | -0.15% | +2.67% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.81% | — | — | |
| 11 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.64% | -0.01% | +0.25% | |
| 12 | FXO | First Trust Financial Alphad | ETF-Other | 1.55% | — | -3.02% | |
| 13 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 1.54% | -0.03% | +1.45% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.53% | -0.03% | +1.03% | |
| 15 | GWW | Ww Grainger Inc | Stock-Industrials | 1.50% | — | +0.98% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | -0.01% | -65.09% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.45% | +94.23% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.41% | — | — | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.40% | -1.28% | EXIT | |
| 20 | FXR | First Trust Indst/producers | ETF-Other | 1.38% | -0.14% | -1.62% | |
| 21 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.34% | -0.01% | -0.15% | |
| 22 | EME | Emcor Group Inc | Stock-Industrials | 1.33% | -0.25% | -1.64% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.05% | +248.42% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 1.23% | -0.67% | +2.36% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.22% | -0.03% | +0.93% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.15% | -77.15% | |
| 27 | MTG | Mgic Investment CORP | Stock-Financials | 1.09% | -0.14% | +1.12% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.08% | -1.79% | |
| 29 | GDDY | Godaddy Inc - Class A | Stock-Tech | 1.07% | — | -1.04% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.06% | -1.38% | |
| 31 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.05% | -0.24% | -2.21% | |
| 32 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.03% | -0.12% | -0.11% | |
| 33 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.01% | -0.15% | — | |
| 34 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.00% | -0.12% | — | |
| 35 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.00% | — | -0.11% | |
| 36 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.98% | — | — | |
| 37 | EWO | Ishares Msci Austria ETF | ETF-Other | 0.98% | -0.07% | — | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.97% | — | +1.01% | |
| 39 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 0.97% | — | +3.89% | |
| 40 | EWD | Ishares Msci Sweden ETF | ETF-Other | 0.97% | — | — | |
| 41 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.96% | -0.03% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.95% | — | +4.80% | |
| 43 | EXEL | Exelixis Inc | Stock-Healthcare | 0.94% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.05% | -14.27% | |
| 45 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.91% | +0.05% | NEW | |
| 46 | BMI | Badger Meter Inc | Stock-Tech | 0.91% | — | +0.82% | |
| 47 | RS | Reliance Inc | Stock-Materials | 0.90% | — | +2.87% | |
| 48 | LII | Lennox International Inc | Stock-Industrials | 0.89% | — | +3.30% | |
| 49 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.88% | -0.18% | +4.37% | |
| 50 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.86% | — | +3.04% |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $497.2M across 193 disclosed positions in Q1 2025.
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 MSFT, ITOT, AAPL) accounted for 7.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $11.6M
During Q1 2025, Monument Capital Management's top holdings by market value included MSFT (3.6%)、ITOT (2.4%)、AAPL (2.3%). The largest single position, MSFT, represented 3.6% of total portfolio value.
In Q1 2025, Monument Capital Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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