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CIK: 0001729428
Total reported value
$497.2M
$497.2M
217 檔
9.3%
The Q1 2026 SEC filing reveals that Monument Capital Management held a total portfolio value of $497.2M, covering 217 public equity positions.
In Q1 2026, Monument Capital Management adopted a defensive or profit-taking posture, trimming 81 positions and completely liquidating 34 holdings to manage risk exposure.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.49% | -1.54% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | -0.03% | -4.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.14% | -1.00% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.10% | -0.22% | -1.02% | |
| 5 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.08% | +0.23% | -4.16% | |
| 6 | EME | Emcor Group Inc | Stock-Industrials | 2.01% | -0.25% | -3.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.85% | +0.25% | +0.38% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.77% | -0.14% | +0.02% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.68% | -1.68% | EXIT | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.63% | -0.45% | -1.39% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.11% | +16.80% | |
| 12 | UI | Ubiquiti Inc | Stock-Tech | 1.47% | -1.39% | -5.92% | |
| 13 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 1.43% | -1.43% | EXIT | |
| 14 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.40% | -0.24% | -1.58% | |
| 15 | FXR | First Trust Indst/producers | ETF-Other | 1.31% | -0.14% | -0.05% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -0.01% | -0.23% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.28% | -1.28% | EXIT | |
| 18 | IGE | Ishares North American Natur | ETF-Other | 1.26% | -1.26% | EXIT | |
| 19 | AU | AngloGold Ashanti plc | Stock-Materials | 1.24% | -1.18% | +0.67% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.24% | -0.13% | -4.54% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.22% | -0.15% | -4.26% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.22% | -0.95% | -0.50% | |
| 23 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.21% | -0.12% | -2.92% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.19% | -0.09% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.16% | -0.15% | -4.54% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 1.14% | -0.14% | -4.80% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.13% | +0.10% | -1.90% | |
| 28 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.12% | -0.15% | -1.31% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.12% | -1.12% | EXIT | |
| 30 | EWO | Ishares Msci Austria ETF | ETF-Other | 1.09% | -0.07% | -1.24% | |
| 31 | EIS | Ishares Msci Israel ETF | ETF-Other | 1.05% | -0.19% | -1.07% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.13% | +8.84% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | -0.15% | -1.97% | |
| 34 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.03% | -0.10% | -1.19% | |
| 35 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.00% | -0.18% | -1.96% | |
| 36 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.00% | -0.12% | -0.24% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.98% | -0.67% | +102.60% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +0.73% | -0.63% | |
| 39 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.96% | -0.15% | — | |
| 40 | MTZ | Mastec Inc | Stock-Industrials | 0.92% | — | — | |
| 41 | JBL | Jabil Inc | Stock-Tech | 0.91% | +0.13% | +0.09% | |
| 42 | MTG | Mgic Investment CORP | Stock-Financials | 0.90% | -0.14% | -1.05% | |
| 43 | EXEL | Exelixis Inc | Stock-Healthcare | 0.89% | — | -0.92% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.89% | +0.55% | +0.89% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.86% | +0.88% | +709.72% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.07% | +2.36% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.06% | -7.48% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | -0.05% | +0.50% | |
| 49 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.80% | -0.18% | -1.29% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.80% | -0.67% | +14.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.8% | +709.72% | Add |
| 2 | VLO | Valero Energy CORP | +0.6% | +496.33% | Add |
| 3 | FIX | Comfort Systems USA Inc | +0.6% | -4.16% | Trim |
| 4 | GILD | Gilead Sciences Inc | +0.6% | +102.60% | Add |
| 5 | HCA | Hca Healthcare Inc | +0.5% | +830.02% | Add |
| 6 | CAT | Caterpillar Inc | +0.4% | -4.24% | Trim |
| 7 | UI | Ubiquiti Inc | +0.4% | -5.92% | Trim |
| 8 | CASY | Casey's General Stores Inc | +0.3% | -1.58% | Trim |
| 9 | EME | Emcor Group Inc | +0.3% | -3.39% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.2% | -0.63% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.2% | +8.84% | Add |
| 12 | FLS | Flowserve CORP | +0.2% | +36.81% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | +0.89% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +0.30% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +17.47% | Add |
| 16 | AU | AngloGold Ashanti plc | +0.2% | +0.67% | Add |
| 17 | PWR | Quanta Services Inc | +0.2% | -2.62% | Trim |
| 18 | WMT | Walmart Inc | +0.2% | -1.39% | Trim |
| 19 | VZ | Verizon Communications Inc | +0.1% | +115.42% | Add |
| 20 | JBL | Jabil Inc | +0.1% | +0.09% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.80% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +1.55% | Add |
| 23 | NEM | Newmont CORP | +0.1% | +102.45% | Add |
| 24 | TPR | Tapestry Inc | +0.1% | -1.96% | Trim |
| 25 | AEP | American Electric Power | +0.1% | +14.09% | Add |
| 26 | COST | Costco Wholesale CORP | +0.1% | +20.35% | Add |
| 27 | MCK | Mckesson CORP | +0.1% | -0.50% | Trim |
| 28 | TT | Trane Technologies plc | +0.1% | +0.50% | Add |
| 29 | MPC | Marathon Petroleum CORP | +0.1% | +0.07% | Add |
| 30 | ED | Consolidated Edison Inc | +0.1% | +5.91% | Add |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +17.82% | Add |
| 32 | MUSA | Murphy USA Inc | +0.1% | -1.30% | Trim |
| 33 | EIS | Ishares Msci Israel ETF | +0.1% | -1.07% | Trim |
| 34 | TTE | TotalEnergies SE | 0% | -0.68% | Trim |
| 35 | NEE | Nextera Energy Inc | 0% | +13.56% | Add |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | +15.73% | Add |
| 37 | LMT | Lockheed Martin CORP | 0% | +6.49% | Add |
| 38 | CHRW | C.h. Robinson Worldwide Inc | 0% | +2.52% | Add |
| 39 | FXR | First Trust Indst/producers | 0% | -0.05% | Trim |
| 40 | GEV | GE Vernova Inc | 0% | +0.31% | Add |
| 41 | GWW | Ww Grainger Inc | 0% | -0.96% | Trim |
| 42 | KMI | Kinder Morgan, Inc. | 0% | +9.89% | Add |
| 43 | KO | Coca-cola Co/the | 0% | -2.31% | Trim |
| 44 | BLK | Blackrock Inc | 0% | +47.39% | Add |
| 45 | DHT | DHT Holdings, Inc. | 0% | -3.13% | Trim |
| 46 | IRM | Iron Mountain Inc | 0% | +0.11% | Add |
| 47 | CAH | Cardinal Health Inc | 0% | -1.19% | Trim |
| 48 | VALE | Vale Sa-sp Adr | 0% | +2.44% | Add |
| 49 | RES | Rpc Inc | 0% | +29.74% | Add |
| 50 | RLGT | Radiant Logistics Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $497.2M across 217 disclosed positions in Q1 2026.
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, CAT, AAPL) accounted for 9.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWS
市值: $6.7M
Top Position Liquidated / Trimmed
IWP
前期市值: $7.0M
During Q1 2026, Monument Capital Management's top holdings by market value included MSFT (2.8%)、CAT (2.5%)、AAPL (2.1%). The largest single position, MSFT, represented 2.8% of total portfolio value.
In Q1 2026, Monument Capital Management made 195 total portfolio adjustments, initiating 31 new buys, adding to 49 positions, trimming 81 holdings, and fully liquidating 34 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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