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Latest Monument Capital Management Stock Portfolio

$497Million | No. of Holdings #262

Monument Capital Management Performance

2026 Q2+8.49%
YTD+10.62%
2025+15.95%

About Monument Capital Management and 13F Hedge Fund Stock Holdings

Monument Capital Management is a hedge fund based in Alexandria, VA. On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Capital Management reported an equity portfolio of $497.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Monument Capital Management are CAT, MSFT, FIX. The fund has invested 2.4% of it's portfolio in CATERPILLAR INC and 2.3% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in ANGLOGOLD ASHANTI PLC, UBIQUITI INC (UI) and HCA HEALTHCARE INC (HCA). Monument Capital Management opened new stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to ROSS STORES INC (ROST), STEEL DYNAMICS INC (STLD) and KLA CORP (KLAC).
Monument Capital Management Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$497Million
  as of Jul 22, 2026

Monument Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Monument Capital Management made a return of 8.49% in the last quarter. In trailing 12 months, it's portfolio return was 20.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr7,716,100
ishares tr7,493,050
ishares tr6,018,520
ishares tr5,782,480
ishares tr5,074,060
southwest airls co3,334,900
timken co2,949,850
mercury genl corp new2,823,080
New stocks bought by Monument Capital Management

Additions

Ticker% Inc.
ross stores inc1,623
steel dynamics inc752
kla corp564
state str spdr s&p 500 etf t475
ishares tr393
ishares tr386
nucor corp298
berkshire hathaway inc del180
Additions to existing portfolio by Monument Capital Management

Reductions

Ticker% Reduced
anglogold ashanti plc-92.56
ubiquiti inc-89.46
hca healthcare inc-86.3
progressive corp-81.09
mckesson corp-68.23
gilead sciences inc-56.1
ventas inc-50.43
verizon communications inc-43.84
Monument Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-5,701,240
ishares tr-5,022,680
ishares tr-4,466,360
ishares inc-1,831,240
select sector spdr tr-5,103,260
ishares tr-6,693,840
flowserve corp-2,505,440
inotiv inc-8,835
Monument Capital Management got rid off the above stocks

Sector Distribution

Monument Capital Management has about 35.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Communication Services
  • Utilities
  • Energy
  • Basic Materials
  • Real Estate
Sector%
Others35.4
Technology17.1
Industrials14.6
Consumer Cyclical7.6
Financial Services7.3
Healthcare5.4
Consumer Defensive2.7
Communication Services2.7
Utilities2.6
Energy2
Basic Materials1.6
Real Estate1.1

Market Cap. Distribution

Monument Capital Management has about 57.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED35.3
LARGE-CAP33.3
MEGA-CAP24.4
MID-CAP6.6

Stocks belong to which Index?

About 52% of the stocks held by Monument Capital Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others47.9
S&P 50045.3
RUSSELL 20006.7
Top 5 Winners (%)%
DELL
dell technologies inc
159.2 %
WDC
western digital corp
124.4 %
MU
micron technology inc
114.9 %
AMAT
applied matls inc
107.8 %
STX
seagate technology hldngs pl
104.9 %
Top 5 Winners ($)$
DELL
dell technologies inc
5.5 M
CAT
caterpillar inc
4.5 M
AMAT
applied matls inc
4.4 M
LRCX
lam research corp
3.6 M
FIX
comfort sys usa inc
3.6 M
Top 5 Losers (%)%
IJR
ishares tr
-59.5 %
virtuix holdings inc.
-55.0 %
NFLX
netflix inc.
-25.2 %
MUR
murphy oil corp
-21.1 %
CVX
chevron corporation
-19.5 %
Top 5 Losers ($)$
IJR
ishares tr
-15.3 M
UI
ubiquiti inc
-1.1 M
WMT
walmart inc
-0.6 M
XOM
exxon mobil corp
-0.5 M
anglogold ashanti plc
-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 262 stocks in it's portfolio. About 19.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for Monument Capital Management last quarter.

$497.18MTotal Value
283Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Monument Capital Management, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.21%60,787
$6.02M
1.21%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.16%92,951
$5.78M
1.16%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.11%57,241
$5.52M
1.11%
increased 8.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.1%22,661
$5.49M
1.1%
increased 4.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.01%42,857
$5.03M
1.01%
increased 9.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1%52,580
$4.97M
1%
increased 9.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.12%5,513
$593.3K
0.12%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.07%4,415
$338.0K
0.07%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.06%3,747
$285.2K
0.06%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
Monument Capital Management's holding in Ambev Sa over time
0.01%11,171
$35.1K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
1.02%119,687
$5.07M
1.02%
decreased 2.13 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.97%80,907
$4.81M
0.97%
decreased 1.77 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.86%35,542
$4.29M
0.86%
decreased 1.47 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.81%70,250
$4.05M
0.81%
decreased 0.03 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.36%24,466
$1.77M
0.36%
new position