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CIK: 0001729428
Total reported value
$497.2M
$497.2M
226 檔
9.8%
According to the latest 13F quarterly dataset, Monument Capital Management managed an equity portfolio of $497.2M at the end of Q3 2025, spanning 226 distinct U.S. exchange-listed positions.
In Q3 2025, Monument Capital Management displayed an active expansion posture, initiating 21 new positions and adding to 8 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.49% | -0.73% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.20% | -0.22% | -1.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.14% | +0.16% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.94% | +0.25% | -8.33% | |
| 5 | EME | Emcor Group Inc | Stock-Industrials | 1.90% | -0.25% | -1.98% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 1.76% | -0.03% | -3.05% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.73% | -0.14% | -7.21% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.71% | +0.05% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | -0.01% | -4.50% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | -0.45% | -2.87% | |
| 11 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.34% | +0.23% | -3.68% | |
| 12 | UI | Ubiquiti Inc | Stock-Tech | 1.34% | -1.39% | -3.40% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.33% | -0.13% | -0.60% | |
| 14 | FXO | First Trust Financial Alphad | ETF-Other | 1.32% | — | -7.26% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.31% | -0.15% | -0.61% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.30% | -1.28% | EXIT | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.23% | -0.15% | -0.53% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.20% | — | -0.29% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.20% | -0.03% | -0.56% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.20% | +1.02% | NEW | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.19% | — | -6.39% | |
| 22 | FXR | First Trust Indst/producers | ETF-Other | 1.19% | -0.14% | -6.90% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.17% | — | -6.52% | |
| 24 | GWW | Ww Grainger Inc | Stock-Industrials | 1.16% | — | -1.03% | |
| 25 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.16% | -0.12% | -1.68% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 1.15% | +0.10% | -2.15% | |
| 27 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.12% | -0.24% | -1.87% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 1.09% | -0.95% | -0.02% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.12% | +2.89% | |
| 30 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.07% | -0.01% | -1.09% | |
| 31 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.05% | — | -0.97% | |
| 32 | MTG | Mgic Investment CORP | Stock-Financials | 1.01% | -0.14% | -0.62% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | -0.15% | -4.89% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.06% | -6.62% | |
| 35 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.00% | -0.15% | -7.56% | |
| 36 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.94% | +0.05% | NEW | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.94% | -0.10% | EXIT | |
| 38 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.93% | -0.12% | -7.24% | |
| 39 | EWO | Ishares Msci Austria ETF | ETF-Other | 0.92% | -0.07% | -7.36% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.07% | -6.17% | |
| 41 | AU | AngloGold Ashanti plc | Stock-Materials | 0.88% | -1.18% | — | |
| 42 | EXEL | Exelixis Inc | Stock-Healthcare | 0.88% | — | -1.76% | |
| 43 | EIS | Ishares Msci Israel ETF | ETF-Other | 0.87% | -0.19% | — | |
| 44 | AWI | Armstrong World Industries | Stock-Industrials | 0.87% | — | -1.51% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.87% | -0.67% | -1.43% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | — | +1.31% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.84% | -0.05% | -0.88% | |
| 48 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.84% | — | -1.16% | |
| 49 | EWH | Ishares Msci Hong Kong ETF | ETF-Other | 0.84% | — | — | |
| 50 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.83% | -0.18% | +959.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UI | Ubiquiti Inc | +1.2% | -3.40% | Add |
| 2 | RCL | Royal Caribbean Cruises Ltd. | +0.9% | -1.09% | Add |
| 3 | NFLX | Netflix Inc | +0.8% | +2.89% | Add |
| 4 | MCK | Mckesson CORP | +0.8% | -0.02% | Add |
| 5 | T | At&t Inc | +0.6% | +5.42% | Add |
| 6 | CAH | Cardinal Health Inc | +0.6% | -0.32% | Add |
| 7 | EME | Emcor Group Inc | +0.6% | -1.98% | Add |
| 8 | CALM | Cal-maine Foods Inc | +0.6% | -2.24% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | -0.73% | Trim |
| 10 | CAT | Caterpillar Inc | +0.2% | -3.05% | Trim |
| 11 | META | Meta Platforms Inc-class A | -0.8% | +10.58% | Trim |
| 12 | FOXA | Fox CORP - Class A | -0.8% | -34.31% | Trim |
| 13 | BMI | Badger Meter Inc | -0.9% | -92.72% | Trim |
| 14 | PHM | Pultegroup Inc | -1.2% | — | Trim |
| 15 | MUSA | Murphy USA Inc | -1.3% | -0.62% | Trim |
| 16 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 17 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 18 | COKE | Coca-cola Consolidated Inc | — | EXIT | Sold out |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 20 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 21 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 22 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 23 | AU | AngloGold Ashanti plc | — | NEW | New buy |
| 24 | GDDY | Godaddy Inc - Class A | — | EXIT | Sold out |
| 25 | EIS | Ishares Msci Israel ETF | — | NEW | New buy |
| 26 | AWI | Armstrong World Industries | — | NEW | New buy |
| 27 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 28 | EWH | Ishares Msci Hong Kong ETF | — | NEW | New buy |
| 29 | TPR | Tapestry Inc | — | NEW | New buy |
| 30 | PEGA | Pegasystems Inc | — | NEW | New buy |
| 31 | EWG | Ishares Msci Germany ETF | — | EXIT | Sold out |
| 32 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 33 | PCAR | Paccar Inc | — | EXIT | Sold out |
| 34 | PPC | Pilgrim's Pride CORP | — | EXIT | Sold out |
| 35 | EWD | Ishares Msci Sweden ETF | — | EXIT | Sold out |
| 36 | JBL | Jabil Inc | — | NEW | New buy |
| 37 | BLD | Topbuild CORP | — | NEW | New buy |
| 38 | RS | Reliance Inc | — | EXIT | Sold out |
| 39 | LII | Lennox International Inc | — | EXIT | Sold out |
| 40 | CNM | Core & Main Inc-class A | — | EXIT | Sold out |
| 41 | SYF | Synchrony Financial | — | NEW | New buy |
| 42 | RGA | Reinsurance Group Of America | — | EXIT | Sold out |
| 43 | TXRH | Texas Roadhouse Inc | — | EXIT | Sold out |
| 44 | CBT | Cabot CORP | — | EXIT | Sold out |
| 45 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 46 | NEU | Newmarket CORP | — | NEW | New buy |
| 47 | EVR | Evercore Inc - A | — | NEW | New buy |
| 48 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 49 | HALO | Halozyme Therapeutics Inc | — | NEW | New buy |
| 50 | EZA | Ishares Msci South Africa Et | — | NEW | New buy |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $497.2M across 226 disclosed positions in Q3 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 9.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FIX
市值: $5.4M
Top Position Liquidated / Trimmed
TIP
前期市值: $5.9M
During Q3 2025, Monument Capital Management's top holdings by market value included MSFT (4.0%)、ITOT (2.2%)、AAPL (2.1%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q3 2025, Monument Capital Management made 50 total portfolio adjustments, initiating 21 new buys, adding to 8 positions, trimming 7 holdings, and fully liquidating 14 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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