Monument Capital Management — Q4 2025 13F Holdings

Name: Monument Capital Management — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729428

Total reported value

$399.1M

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Full holdings list this quarter

Showing top 200 holdings (of 220 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	3.73%	-0.90%	+0.36%
2	AAPL	Apple INC	Stock-Tech	2.28%	—	+1.19%
3	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.20%	—	-1.52%
4	CAT	Caterpillar INC	Stock-Industrials	2.05%	+0.40%	-2.19%
5	IWF	Ishares Russell 1000 Growth	ETF-Other	2.03%	—	+3.95%
6	IWB	Ishares Russell 1000 ETF	ETF-Other	1.84%	—	+5.02%
7	IWP	Ishares Russell Mid-cap Grow	ETF-Other	1.73%	-1.73%	EXIT
8	EME	Emcor Group INC	Stock-Industrials	1.71%	+0.30%	-3.69%
9	VONG	Vanguard Russell 1000 Growth	ETF-Other	1.58%	-1.58%	EXIT
10	WMT	Walmart INC	Stock-Consumer Staples	1.47%	—	-0.34%
11	FIX	Comfort Systems USA INC	Stock-Industrials	1.46%	+0.62%	-3.44%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.44%	—	+92.21%
13	FXO	First Trust Financial Alphad	ETF-Other	1.39%	-1.39%	EXIT
14	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.37%	—	-6.46%
15	XLC	Ss Comm Select Sector Spdr	ETF-Other	1.34%	—	+4.16%
16	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	1.32%	—	-1.23%
17	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.28%	—	-1.06%
18	RL	Ralph Lauren CORP	Stock-Consumer Disc	1.27%	—	-2.41%
19	FXR	First Trust Indst/producers	ETF-Other	1.27%	—	+5.21%
20	XLK	Ss Technology Select Sector	ETF-Tech	1.23%	-1.23%	EXIT
21	APH	Amphenol Corp-cl A	Stock-Tech	1.23%	—	-2.02%
22	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	1.22%	-1.22%	EXIT
23	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.21%	—	-1.01%
24	MBB	Ishares Mbs ETF	ETF-Other	1.19%	—	—
25	FLOT	Ishares Floating Rate Bond E	ETF-Other	1.18%	-1.18%	EXIT
26	MCK	Mckesson CORP	Stock-Healthcare	1.15%	—	-0.56%
27	EWP	Ishares Msci Spain ETF	ETF-Other	1.12%	—	+3.78%
28	EWO	Ishares Msci Austria ETF	ETF-Other	1.09%	—	+4.41%
29	UI	Ubiquiti INC	Stock-Tech	1.09%	+0.38%	-2.63%
30	AU	AngloGold Ashanti plc	Stock-Materials	1.07%	—	+1.27%
31	CASY	Casey's General Stores INC	Stock-Consumer Disc	1.07%	+0.33%	-2.29%
32	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.02%	—	-1.85%
33	EWI	Ishares Msci Italy ETF	ETF-Other	1.01%	—	+4.70%
34	MTG	Mgic Investment CORP	Stock-Financials	1.01%	—	-2.17%
35	CAH	Cardinal Health INC	Stock-Healthcare	1.01%	—	-0.34%
36	EIS	Ishares Msci Israel ETF	ETF-Other	1.00%	—	+5.04%
37	JPM	Jpmorgan Chase & Co	Stock-Financials	1.00%	—	-1.53%
38	TPR	Tapestry INC	Stock-Consumer Disc	0.92%	—	-0.91%
39	EXEL	Exelixis INC	Stock-Healthcare	0.91%	—	-1.61%
40	EBAY	Ebay INC	Stock-Consumer Disc	0.89%	-0.89%	EXIT
41	NVDA	Nvidia CORP	Stock-Tech	0.89%	—	+1.71%
42	EWH	Ishares Msci Hong Kong ETF	ETF-Other	0.87%	-0.87%	EXIT
43	PEGA	Pegasystems INC	Stock-Tech	0.84%	-0.84%	EXIT
44	AWI	Armstrong World Industries	Stock-Industrials	0.83%	-0.83%	EXIT
45	HIG	Hartford Insurance Group INC	Stock-Financials	0.82%	—	-1.10%
46	JNJ	Johnson & Johnson	Stock-Healthcare	0.81%	+0.24%	+25.10%
47	PGR	Progressive CORP	Stock-Financials	0.80%	—	+0.69%
48	SYF	Synchrony Financial	Stock-Financials	0.80%	-0.80%	EXIT
49	BLD	Topbuild CORP	Stock-Industrials	0.78%	-0.78%	EXIT
50	JBL	Jabil INC	Stock-Tech	0.78%	—	-0.44%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Monument Capital Management for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+0.9%	+92.21%	Add
2	LRCX	Lam Research CORP	+0.6%	+822.55%	Add
3	DDS	Dillards Inc-cl A	+0.6%	+818.60%	Add
4	CAT	Caterpillar INC	+0.3%	-2.19%	Trim
5	MRK	Merck & Co. INC.	+0.2%	+57.35%	Add
6	CAH	Cardinal Health INC	+0.2%	-0.34%	Trim
7	JNJ	Johnson & Johnson	+0.2%	+25.10%	Add
8	AU	AngloGold Ashanti plc	+0.2%	+1.27%	Add
9	LLY	Eli Lilly & Co	+0.2%	+0.50%	Add
10	EWO	Ishares Msci Austria ETF	+0.2%	+4.41%	Add
11	AAPL	Apple INC	+0.2%	+1.19%	Add
12	GILD	Gilead Sciences INC	+0.2%	+40.55%	Add
13	EIS	Ishares Msci Israel ETF	+0.1%	+5.04%	Add
14	AMGN	Amgen INC	+0.1%	+102.62%	Add
15	EWP	Ishares Msci Spain ETF	+0.1%	+3.78%	Add
16	IWB	Ishares Russell 1000 ETF	+0.1%	+5.02%	Add
17	HLI	Houlihan Lokey INC	-0.1%	+0.02%	Add
18	ORCL	Oracle CORP	-0.2%	-8.32%	Trim
19	MO	Altria Group INC	-0.2%	-48.19%	Trim
20	EME	Emcor Group INC	-0.2%	-3.69%	Trim
21	PM	Philip Morris International	-0.2%	-45.44%	Trim
22	UI	Ubiquiti INC	-0.3%	-2.63%	Trim
23	MSFT	Microsoft CORP	-0.3%	+0.36%	Add
24	CALM	Cal-maine Foods INC	-0.6%	-90.34%	Trim
25	GWW	Ww Grainger INC	-0.8%	-68.05%	Trim
26	NFLX	Netflix INC	-0.8%	+222.10%	Add
27	T	At&t INC	-0.9%	-88.42%	Trim
28	RCL	Royal Caribbean Cruises Ltd.	-1%	-88.41%	Trim
29	BKNG	Booking Holdings INC	-1%	-82.58%	Trim
30	VONG	Vanguard Russell 1000 Growth	—	NEW	New buy
31	XLK	Ss Technology Select Sector	—	NEW	New buy
32	USHY	Ishares Broad Usd High Yield	—	EXIT	Sold out
33	MBB	Ishares Mbs ETF	—	NEW	New buy
34	XLY	Ss Consumer Disc Select Sect	—	EXIT	Sold out
35	LOPE	Grand Canyon Education INC	—	EXIT	Sold out
36	UBER	Uber Technologies INC	—	EXIT	Sold out
37	VYM	Vanguard High Dvd Yield ETF	—	NEW	New buy
38	AMAT	Applied Materials INC	—	NEW	New buy
39	INCY	Incyte CORP	—	NEW	New buy
40	EXPE	Expedia Group INC	—	NEW	New buy
41	DRI	Darden Restaurants INC	—	EXIT	Sold out
42	NEU	Newmarket CORP	—	EXIT	Sold out
43	CHRW	C.h. Robinson Worldwide INC	—	NEW	New buy
44	HALO	Halozyme Therapeutics INC	—	EXIT	Sold out
45	ECH	Ishares Msci Chile ETF	—	NEW	New buy
46	EWW	Ishares Msci Mexico ETF	—	NEW	New buy
47	MCHI	Ishares Msci China ETF	—	EXIT	Sold out
48	FLS	Flowserve CORP	—	NEW	New buy
49	EPOL	Ishares Msci Poland ETF	—	EXIT	Sold out
50	NEE	Nextera Energy INC	—	NEW	New buy