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Latest Monument Capital Management Stock Portfolio

Monument Capital Management Performance:
2026 Q1: 1.96%YTD: 1.96%2025: 15.95%
Performance for 2026 Q1 is 1.96%, and YTD is 1.96%, and 2025 is 15.95%.

About Monument Capital Management and 13F Hedge Fund Stock Holdings

Monument Capital Management is a hedge fund based in Alexandria, VA. On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Capital Management reported an equity portfolio of $399.1 Millions as of 31 Mar, 2026.

The top stock holdings of Monument Capital Management are MSFT, CAT, AAPL. The fund has invested 2.8% of it's portfolio in MICROSOFT CORP and 2.5% of portfolio in CATERPILLAR INC.

The fund managers got completely rid off ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in ALTRIA GROUP INC (MO), FOX CORP (FOX) and BLACKSTONE SECD LENDING FD. Monument Capital Management opened new stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to HCA HEALTHCARE INC (HCA), DELL TECHNOLOGIES INC (DELL) and VALERO ENERGY CORP (VLO).

Monument Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Monument Capital Management made a return of 1.96% in the last quarter. In trailing 12 months, it's portfolio return was 20.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr6,693,840
ishares tr5,701,240
ishares tr5,022,680
ishares tr4,739,660
ishares tr4,466,360
ishares inc3,850,310
mastec inc3,652,390
firstcash holdings inc2,898,580
New stocks bought by Monument Capital Management

Additions

Ticker% Inc.
hca healthcare inc830
dell technologies inc709
valero energy corp496
verizon communications inc115
gilead sciences inc102
newmont corp102
blackrock inc47.39
flowserve corp36.81
Additions to existing portfolio by Monument Capital Management

Reductions

Ticker% Reduced
altria group inc-48.7
fox corp-46.53
blackstone secd lending fd-31.93
vanguard whitehall fds-29.3
autozone inc-28.23
oracle corp-28.02
buckle inc-24.71
wec energy group inc-24.46
Monument Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc-3,505,570
select sector spdr tr-4,901,880
ishares tr-4,732,010
first tr exchange traded fd-5,578,750
radian group inc-2,942,220
pegasystems inc-3,366,400
vanguard scottsdale fds-6,364,360
ishares tr-6,957,910
Monument Capital Management got rid off the above stocks

Sector Distribution

Monument Capital Management has about 36% of it's holdings in Others sector.

Sector%
Others36
Technology14.3
Industrials14.2
Healthcare8.4
Consumer Cyclical8.1
Financial Services7.8
Consumer Defensive3.4
Communication Services3
Energy2
Utilities1.6

Market Cap. Distribution

Monument Capital Management has about 59.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED35.9
LARGE-CAP34.5
MEGA-CAP24.6
MID-CAP4.6

Stocks belong to which Index?

About 50.3% of the stocks held by Monument Capital Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others49.7
S&P 50044.7
RUSSELL 20005.6
Top 5 Winners (%)%
MPC
marathon pete corp
50.1 %
DHT
dht holdings inc
48.9 %
FIX
comfort sys usa inc
46.8 %
UI
ubiquiti inc
41.5 %
XOM
exxon mobil corp
40.9 %
Top 5 Winners ($)$
FIX
comfort sys usa inc
2.7 M
CAT
caterpillar inc
1.9 M
UI
ubiquiti inc
1.8 M
EME
emcor group inc
1.4 M
CASY
caseys gen stores inc
1.4 M
Top 5 Losers (%)%
NOTV
inotiv inc
-51.5 %
FICO
fair isaac corp
-33.0 %
COF
capital one finl corp
-24.6 %
MSFT
microsoft corp
-23.3 %
HTGC
hercules capital inc
-21.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.5 M
IJR
ishares tr
-0.8 M
AAPL
apple inc
-0.6 M
GOOG
alphabet inc
-0.5 M
PGR
progressive corp
-0.4 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 217 stocks in it's portfolio. About 20.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FIX was the most profitable stock for Monument Capital Management last quarter.

Last Reported on: 16 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions