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Latest Monument Capital Management Stock Portfolio

Monument Capital Management Performance:
2025 Q4: -0.84%YTD: 9.05%2024: 14.32%
Performance for 2025 Q4 is -0.84%, and YTD is 9.05%, and 2024 is 14.32%.

About Monument Capital Management and 13F Hedge Fund Stock Holdings

Monument Capital Management is a hedge fund based in ALEXANDRIA, VA. On 15-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $399.8 Millions. In it's latest 13F Holdings report, Monument Capital Management reported an equity portfolio of $402 Millions as of 31 Dec, 2025.

The top stock holdings of Monument Capital Management are MSFT, AAPL, IJR. The fund has invested 3.7% of it's portfolio in MICROSOFT CORP and 2.3% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (BGRN), SELECT SECTOR SPDR TR (XLB) and GRAND CANYON ED INC (LOPE) stocks. They significantly reduced their stock positions in CAL MAINE FOODS INC (CALM), AT&T INC (T) and ROYAL CARIBBEAN GROUP (RCL). Monument Capital Management opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to LAM RESEARCH CORP (LRCX), DILLARDS INC (DDS) and NETFLIX INC (NFLX).

Monument Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Monument Capital Management made a return of -0.84% in the last quarter. In trailing 12 months, it's portfolio return was 9.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds6,364,360
select sector spdr tr4,950,620
ishares tr4,781,950
vanguard whitehall fds2,938,430
applied matls inc2,933,010
incyte corp2,803,390
expedia group inc2,781,250
c h robinson worldwide inc2,286,330
New stocks bought by Monument Capital Management

Additions

Ticker% Inc.
lam research corp822
dillards inc818
netflix inc222
hsbc hldgs plc140
select sector spdr tr109
amgen inc102
alphabet inc92.21
merck & co inc57.35
Additions to existing portfolio by Monument Capital Management

Reductions

Ticker% Reduced
cal maine foods inc-90.34
at&t inc-88.42
royal caribbean group-88.41
booking holdings inc-82.58
ww grainger inc-68.05
blackrock inc-49.00
altria group inc-48.19
philip morris intl inc-45.44
Monument Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-4,807,090
ishares tr-1,659,560
uber technologies inc-3,412,980
halozyme therapeutics inc-2,014,500
ishares tr-1,738,700
select sector spdr tr-4,660,300
grand canyon ed inc-4,200,080
darden restaurants inc-2,565,460
Monument Capital Management got rid off the above stocks

Sector Distribution

Monument Capital Management has about 37% of it's holdings in Others sector.

Sector%
Others37
Technology14.5
Industrials11.3
Financial Services10
Consumer Cyclical8.8
Healthcare7.2
Consumer Defensive3.2
Utilities3
Communication Services2.9

Market Cap. Distribution

Monument Capital Management has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED36.9
LARGE-CAP33.6
MEGA-CAP19.2
MID-CAP8.7
SMALL-CAP1.5

Stocks belong to which Index?

About 51% of the stocks held by Monument Capital Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others49
S&P 50046
RUSSELL 20005
Top 5 Winners (%)%
LLY
eli lilly & co
40.7 %
CAH
cardinal health inc
30.9 %
GOOG
alphabet inc
28.5 %
JKHY
henry jack & assoc inc
22.5 %
STLD
steel dynamics inc
21.5 %
Top 5 Winners ($)$
CAT
caterpillar inc
1.4 M
GOOG
alphabet inc
1.0 M
CAH
cardinal health inc
1.0 M
LLY
eli lilly & co
0.8 M
anglogold ashanti plc
0.8 M
Top 5 Losers (%)%
NFLX
netflix inc
-88.5 %
NOTV
inotiv inc
-61.2 %
XLB
select sector spdr tr
-43.5 %
ORCL
oracle corp
-29.4 %
KTB
kontoor brands inc
-22.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-8.4 M
XLB
select sector spdr tr
-3.8 M
MSFT
microsoft corp
-1.1 M
UI
ubiquiti inc
-0.9 M
HLI
houlihan lokey inc
-0.5 M

Monument Capital Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Monument Capital Management

Monument Capital Management has 220 stocks in it's portfolio. About 20.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Monument Capital Management last quarter.

Last Reported on: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions