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CIK: 0001729428
Total reported value
$479.9M
$479.9M
262 檔
11.6%
At the close of Q2 2026, Monument Capital Management disclosed equity holdings valued at approximately $479.9M, spread across 262 reported holdings.
In Q2 2026, Monument Capital Management displayed an active expansion posture, initiating 66 new positions and adding to 65 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CAT, MSFT, FIX) accounted for 11.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWO
市值: $7.7M
Top Position Liquidated / Trimmed
IWS
前期市值: $6.7M
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 2.42% | -0.55% | -18.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | +1.04% | +2.30% | |
| 3 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.31% | -0.34% | -3.91% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.10% | -1.63% | +386.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.40% | +2.30% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.88% | +0.06% | -3.43% | |
| 7 | EME | Emcor Group Inc | Stock-Industrials | 1.76% | -1.61% | -3.27% | |
| 8 | DELL | Dell Technologies -c | Stock-Tech | 1.74% | +0.47% | -4.46% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | -1.49% | +3.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.04% | +7.31% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.63% | +0.10% | -0.49% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.55% | -1.55% | EXIT | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.51% | -1.51% | EXIT | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 1.44% | -0.29% | -0.12% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.05% | -2.43% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.23% | +0.01% | -3.04% | |
| 17 | IHE | Ishares US Pharmaceuticals E | ETF-Other | 1.21% | -1.21% | EXIT | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.18% | -0.06% | -1.47% | |
| 19 | FXR | First Trust Indst/producers | ETF-Other | 1.17% | -0.07% | -0.09% | |
| 20 | IAT | Ishares US Regional Banks Et | ETF-Other | 1.16% | -1.16% | EXIT | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.16% | -1.16% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.03% | +475.62% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.11% | -0.02% | +8.78% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.10% | -1.10% | EXIT | |
| 25 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.09% | -0.11% | -4.10% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | +0.01% | +9.04% | |
| 27 | JBL | Jabil Inc | Stock-Tech | 1.04% | -0.22% | -2.24% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.02% | +0.12% | — | |
| 29 | EWO | Ishares Msci Austria ETF | ETF-Other | 1.02% | +0.04% | -2.13% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.01% | +0.05% | +9.75% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 1.00% | +0.06% | +9.98% | |
| 32 | EWP | Ishares Msci Spain ETF | ETF-Other | 0.97% | +0.03% | -1.77% | |
| 33 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.93% | -0.02% | +0.68% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.10% | +5.77% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.92% | -0.77% | +6540.61% | |
| 36 | MTZ | Mastec Inc | Stock-Industrials | 0.92% | -0.92% | EXIT | |
| 37 | EXEL | Exelixis Inc | Stock-Healthcare | 0.89% | +0.11% | -2.25% | |
| 38 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.88% | +0.03% | -1.15% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.01% | -4.48% | |
| 40 | EIS | Ishares Msci Israel ETF | ETF-Other | 0.86% | -0.86% | EXIT | |
| 41 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.82% | -0.74% | -2.36% | |
| 42 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.81% | +0.06% | -0.03% | |
| 43 | CRS | Carpenter Technology | Stock-Industrials | 0.80% | -0.80% | EXIT | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.05% | +4.71% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.18% | +0.04% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.78% | — | -0.59% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.76% | -0.21% | -3.82% | |
| 48 | MTG | Mgic Investment CORP | Stock-Financials | 0.76% | -0.04% | -2.47% | |
| 49 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.72% | +0.13% | +1623.02% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.03% | +10.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWO | Ishares Russell 2000 Growth | +1.6% | NEW | New buy |
| 2 | SOXX | Ishares Semiconductor ETF | +1.5% | NEW | New buy |
| 3 | IHE | Ishares US Pharmaceuticals E | +1.2% | NEW | New buy |
| 4 | IAT | Ishares US Regional Banks Et | +1.2% | NEW | New buy |
| 5 | FLOT | Ishares Floating Rate Bond E | +1% | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +475.62% | Add |
| 7 | DELL | Dell Technologies -c | +0.9% | -4.46% | Trim |
| 8 | KLAC | Kla CORP | +0.8% | +6540.61% | Add |
| 9 | AMAT | Applied Materials Inc | +0.7% | +3.28% | Add |
| 10 | ROST | Ross Stores Inc | +0.7% | +1623.02% | Add |
| 11 | LUV | Southwest Airlines Co | +0.7% | NEW | New buy |
| 12 | TKR | Timken Co | +0.6% | NEW | New buy |
| 13 | MCY | Mercury General CORP | +0.6% | NEW | New buy |
| 14 | IWM | Ishares Russell 2000 ETF | +0.6% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.6% | -0.12% | Trim |
| 16 | STLD | Steel Dynamics Inc | +0.5% | +752.86% | Add |
| 17 | EFA | Ishares Msci Eafe ETF | +0.5% | NEW | New buy |
| 18 | NUE | Nucor CORP | +0.5% | +298.02% | Add |
| 19 | R | Ryder System Inc | +0.5% | NEW | New buy |
| 20 | MU | Micron Technology Inc | +0.5% | +95.37% | Add |
| 21 | BWA | Borgwarner Inc | +0.5% | NEW | New buy |
| 22 | NTAP | Netapp Inc | +0.5% | NEW | New buy |
| 23 | THD | Ishares Msci Thailand ETF | +0.4% | NEW | New buy |
| 24 | DINO | Hf Sinclair CORP | +0.3% | NEW | New buy |
| 25 | IWF | Ishares Russell 1000 Growth | +0.3% | +386.33% | Add |
| 26 | STX | Seagate Technology Holdings plc | +0.2% | +38.25% | Add |
| 27 | VONV | Vanguard Russell 1000 Value | +0.2% | NEW | New buy |
| 28 | FIX | Comfort Systems USA Inc | +0.2% | -3.91% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | New buy |
| 30 | SCHG | Schwab US Large-cap Growth | +0.2% | NEW | New buy |
| 31 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | New buy |
| 32 | IWD | Ishares Russell 1000 Value E | +0.2% | +393.58% | Add |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | NEW | New buy |
| 34 | SO | Southern Co/the | +0.2% | NEW | New buy |
| 35 | WDC | Western Digital CORP | +0.2% | +8.30% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +180.30% | Add |
| 37 | XME | Ss Spdr S&p Metals Mining | +0.2% | NEW | New buy |
| 38 | CRS | Carpenter Technology | +0.2% | -1.94% | Trim |
| 39 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | New buy |
| 40 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 41 | JBL | Jabil Inc | +0.1% | -2.24% | Trim |
| 42 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 43 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +39.00% | Add |
| 44 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 45 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.31% | Add |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +12.89% | Add |
| 48 | VICI | Vici Properties Inc | +0.1% | NEW | New buy |
| 49 | SPGM | State Street Spdr Portfolio | +0.1% | NEW | New buy |
| 50 | IUSV | Ishares Core S&p U.s. Value | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Monument Capital Management reported a total U.S. public equity portfolio value of $479.9M across 262 disclosed positions in Q2 2026.
During Q2 2026, Monument Capital Management's top holdings by market value included CAT (2.4%)、MSFT (2.3%)、FIX (2.3%). The largest single position, CAT, represented 2.4% of total portfolio value.
In Q2 2026, Monument Capital Management made 196 total portfolio adjustments, initiating 66 new buys, adding to 65 positions, trimming 45 holdings, and fully liquidating 20 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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