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CIK: 0001729428
Total reported value
$497.2M
$497.2M
219 檔
9.2%
During the Q2 2025 filing period, Monument Capital Management (CIK: 0001729428) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $497.2M across 219 reported positions.
In Q2 2025, Monument Capital Management displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.49% | +0.61% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.16% | -0.22% | -2.52% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.00% | +0.25% | +0.76% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.88% | +0.05% | NEW | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.80% | -0.14% | +1.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.14% | -1.43% | |
| 7 | EME | Emcor Group Inc | Stock-Industrials | 1.66% | -0.25% | +2.21% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 1.54% | -0.03% | +0.85% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | -0.01% | -2.87% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.45% | -0.26% | |
| 11 | FXO | First Trust Financial Alphad | ETF-Other | 1.40% | — | +0.40% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.35% | -0.13% | -14.72% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.35% | -0.03% | +3.59% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.35% | -0.15% | -14.09% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -1.28% | EXIT | |
| 16 | GWW | Ww Grainger Inc | Stock-Industrials | 1.34% | — | -0.38% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.29% | -0.15% | — | |
| 18 | FXR | First Trust Indst/producers | ETF-Other | 1.26% | -0.14% | +1.28% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.25% | +1.02% | NEW | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.25% | — | -21.21% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.24% | — | +0.80% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.22% | -0.12% | +248.16% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.18% | — | — | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.10% | -0.01% | +571.31% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 1.08% | -0.95% | +239.11% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.08% | -0.24% | +3.02% | |
| 27 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.08% | -0.12% | -0.27% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.15% | -5.06% | |
| 29 | MTG | Mgic Investment CORP | Stock-Financials | 1.03% | -0.14% | -0.28% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.06% | -3.08% | |
| 31 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.00% | -0.15% | +0.38% | |
| 32 | BMI | Badger Meter Inc | Stock-Tech | 0.99% | — | +0.39% | |
| 33 | EXEL | Exelixis Inc | Stock-Healthcare | 0.99% | — | +4.83% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.99% | -0.67% | +0.92% | |
| 35 | EWO | Ishares Msci Austria ETF | ETF-Other | 0.98% | -0.07% | +0.66% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | +0.10% | — | |
| 37 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.97% | -0.12% | +0.75% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.96% | — | +0.73% | |
| 39 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.96% | — | +5.00% | |
| 40 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.95% | — | +4.72% | |
| 41 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 0.95% | — | +3.17% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.10% | EXIT | |
| 43 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.95% | +0.23% | — | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.92% | -0.05% | +7.45% | |
| 45 | UI | Ubiquiti Inc | Stock-Tech | 0.90% | -1.39% | +578.01% | |
| 46 | EWQ | Ishares Msci France ETF | ETF-Other | 0.90% | — | — | |
| 47 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.87% | -0.10% | +355.95% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.08% | -2.11% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.84% | — | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.07% | -0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +1.3% | NEW | New buy |
| 2 | FLOT | Ishares Floating Rate Bond E | +1.3% | NEW | New buy |
| 3 | XLY | Ss Consumer Disc Select Sect | +1.2% | NEW | New buy |
| 4 | APH | Amphenol Corp-cl A | +1% | NEW | New buy |
| 5 | RCL | Royal Caribbean Cruises Ltd. | +1% | +571.31% | Add |
| 6 | FIX | Comfort Systems USA Inc | +1% | NEW | New buy |
| 7 | NFLX | Netflix Inc | +0.9% | +248.16% | Add |
| 8 | EWQ | Ishares Msci France ETF | +0.9% | NEW | New buy |
| 9 | UBER | Uber Technologies Inc | +0.8% | NEW | New buy |
| 10 | NRG | Nrg Energy Inc | +0.8% | NEW | New buy |
| 11 | PEGA | Pegasystems Inc | +0.8% | NEW | New buy |
| 12 | UI | Ubiquiti Inc | +0.8% | +578.01% | Add |
| 13 | AWI | Armstrong World Industries | +0.8% | NEW | New buy |
| 14 | KR | Kroger Co | +0.8% | NEW | New buy |
| 15 | DRI | Darden Restaurants Inc | +0.8% | NEW | New buy |
| 16 | MCK | Mckesson CORP | +0.7% | +239.11% | Add |
| 17 | CAH | Cardinal Health Inc | +0.7% | +355.95% | Add |
| 18 | T | At&t Inc | +0.7% | +259.79% | Add |
| 19 | CALM | Cal-maine Foods Inc | +0.7% | +747.23% | Add |
| 20 | MSFT | Microsoft CORP | +0.5% | +0.61% | Add |
| 21 | EWY | Ishares Msci South Korea ETF | +0.5% | NEW | New buy |
| 22 | EZA | Ishares Msci South Africa Et | +0.4% | NEW | New buy |
| 23 | EME | Emcor Group Inc | +0.3% | +2.21% | Add |
| 24 | PM | Philip Morris International | +0.2% | +68.42% | Add |
| 25 | TT | Trane Technologies plc | +0.2% | +7.45% | Add |
| 26 | NVDA | Nvidia CORP | +0.2% | -0.93% | Trim |
| 27 | BKNG | Booking Holdings Inc | +0.1% | +3.59% | Add |
| 28 | CNM | Core & Main Inc-class A | +0.1% | +5.00% | Add |
| 29 | BMI | Badger Meter Inc | +0.1% | +0.39% | Add |
| 30 | RL | Ralph Lauren CORP | +0.1% | -0.27% | Trim |
| 31 | EXEL | Exelixis Inc | +0.1% | +4.83% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +0.76% | Add |
| 33 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.64% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +0.85% | Add |
| 35 | FTSM | First Trust Enh Short Mat Fd | -0.4% | EXIT | Sold out |
| 36 | MCHI | Ishares Msci China ETF | -0.5% | EXIT | Sold out |
| 37 | ECH | Ishares Msci Chile ETF | -0.5% | EXIT | Sold out |
| 38 | VCIT | Vanguard Int-term Corporate | -0.5% | -14.09% | Trim |
| 39 | USHY | Ishares Broad Usd High Yield | -0.6% | -21.21% | Trim |
| 40 | EXPE | Expedia Group Inc | -0.7% | EXIT | Sold out |
| 41 | FOXA | Fox CORP - Class A | -0.7% | -72.18% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.8% | -63.75% | Trim |
| 43 | CBT | Cabot CORP | -0.8% | EXIT | Sold out |
| 44 | LII | Lennox International Inc | -0.9% | EXIT | Sold out |
| 45 | PCAR | Paccar Inc | -0.9% | -92.52% | Trim |
| 46 | EWD | Ishares Msci Sweden ETF | -1% | EXIT | Sold out |
| 47 | PHM | Pultegroup Inc | -1.2% | -87.39% | Trim |
| 48 | MUSA | Murphy USA Inc | -1.3% | -78.74% | Trim |
| 49 | COKE | Coca-cola Consolidated Inc | -1.6% | -41.80% | Trim |
| 50 | TIP | Ishares Tips Bond ETF | -1.8% | 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 219 disclosed positions in Q2 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, IWF) accounted for 9.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEI
市值: $4.9M
Top Position Liquidated / Trimmed
TIP
前期市值: $5.9M
During Q2 2025, Monument Capital Management's top holdings by market value included MSFT (4.0%)、ITOT (2.2%)、IWF (2.0%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q2 2025, Monument Capital Management made 50 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 8 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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