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CIK: 0001729428
Total reported value
$497.2M
$497.2M
220 檔
9.9%
In Q4 2025, Monument Capital Management's U.S. equity holdings reached a combined market value of $497.2M, distributed across 220 disclosed stock positions.
In Q4 2025, Monument Capital Management displayed an active expansion posture, initiating 12 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.49% | +0.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.14% | +1.19% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.20% | -0.22% | -1.52% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 2.05% | -0.03% | -2.19% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.03% | +0.25% | +3.95% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.84% | -0.14% | +5.02% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.73% | +0.05% | NEW | |
| 8 | EME | Emcor Group Inc | Stock-Industrials | 1.71% | -0.25% | -3.69% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.58% | — | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.45% | -0.34% | |
| 11 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.46% | +0.23% | -3.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.11% | +92.21% | |
| 13 | FXO | First Trust Financial Alphad | ETF-Other | 1.39% | — | +4.29% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | -0.01% | -6.46% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -1.28% | EXIT | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.32% | -0.13% | -1.23% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.28% | -0.15% | -1.06% | |
| 18 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.27% | -0.12% | -2.41% | |
| 19 | FXR | First Trust Indst/producers | ETF-Other | 1.27% | -0.14% | +5.21% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.23% | — | — | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.23% | +0.10% | -2.02% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.22% | — | +109.63% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.15% | -1.01% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 1.19% | -0.14% | — | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.18% | +1.02% | NEW | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.15% | -0.95% | -0.56% | |
| 27 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.12% | -0.15% | +3.78% | |
| 28 | EWO | Ishares Msci Austria ETF | ETF-Other | 1.09% | -0.07% | +4.41% | |
| 29 | UI | Ubiquiti Inc | Stock-Tech | 1.09% | -1.39% | -2.63% | |
| 30 | AU | AngloGold Ashanti plc | Stock-Materials | 1.07% | -1.18% | +1.27% | |
| 31 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.07% | -0.24% | -2.29% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.15% | -1.85% | |
| 33 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.01% | -0.12% | +4.70% | |
| 34 | MTG | Mgic Investment CORP | Stock-Financials | 1.01% | -0.14% | -2.17% | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.01% | -0.10% | -0.34% | |
| 36 | EIS | Ishares Msci Israel ETF | ETF-Other | 1.00% | -0.19% | +5.04% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.06% | -1.53% | |
| 38 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.92% | -0.18% | -0.91% | |
| 39 | EXEL | Exelixis Inc | Stock-Healthcare | 0.91% | — | -1.61% | |
| 40 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.89% | +0.05% | NEW | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.07% | +1.71% | |
| 42 | EWH | Ishares Msci Hong Kong ETF | ETF-Other | 0.87% | — | +6.23% | |
| 43 | PEGA | Pegasystems Inc | Stock-Tech | 0.84% | — | -0.43% | |
| 44 | AWI | Armstrong World Industries | Stock-Industrials | 0.83% | — | -1.21% | |
| 45 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.82% | -0.18% | -1.10% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.13% | +25.10% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.80% | -0.67% | +0.69% | |
| 48 | SYF | Synchrony Financial | Stock-Financials | 0.80% | +0.05% | NEW | |
| 49 | BLD | Topbuild CORP | Stock-Industrials | 0.78% | — | -1.43% | |
| 50 | JBL | Jabil Inc | Stock-Tech | 0.78% | +0.13% | -0.44% |
| # | 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 |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $497.2M across 220 disclosed positions in Q4 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, AAPL, ITOT) accounted for 9.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
VONG
市值: $6.4M
Top Position Liquidated / Trimmed
USHY
前期市值: $4.8M
During Q4 2025, Monument Capital Management's top holdings by market value included MSFT (3.7%)、AAPL (2.3%)、ITOT (2.2%). The largest single position, MSFT, represented 3.7% of total portfolio value.
In Q4 2025, Monument Capital Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 17 positions, trimming 12 holdings, and fully liquidating 9 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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