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Latest Monument Capital Management Stock Portfolio

$479Million | No. of Holdings #255

Monument Capital Management Performance

2026 Q3-1.83%
YTD+8.59%
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 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Monument Capital Management reported an equity portfolio of $479.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Monument Capital Management are MSFT, AAPL, DELL. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 2.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and CASEYS GEN STORES INC (CASY) stocks. They significantly reduced their stock positions in EMCOR GROUP INC (EME), TAPESTRY INC (TPR) and APPLIED MATLS INC (AMAT). Monument Capital Management opened new stock positions in ISHARES TR (IJR), ISHARES INC (EMGF) and POPULAR INC (BPOP). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), TRAVELERS COMPANIES INC (TRV) and VIRTUIX HOLDINGS INC..
Monument Capital Management Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$479Million
  as of Oct 09, 2026

Monument Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Monument Capital Management made a return of -1.83% in the last quarter. In trailing 12 months, it's portfolio return was 11.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr6,081,480
ishares tr5,647,320
ishares tr5,629,970
ishares tr5,509,780
ishares inc4,304,190
popular inc3,953,870
sanmina corp3,922,880
phillips 663,329,030
New stocks bought by Monument Capital Management

Additions

Ticker% Inc.
ishares tr602
travelers companies inc487
virtuix holdings inc.365
ishares tr282
marathon pete corp274
micron technology inc140
amphenol corp102
mueller inds inc98.66
Additions to existing portfolio by Monument Capital Management

Reductions

Ticker% Reduced
emcor group inc-90.91
tapestry inc-87.7
applied matls inc-83.22
ishares tr-78.74
kla corp-75.53
nextera energy inc-40.21
rpc inc-36.01
wec energy group inc-30.31
Monument Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-5,782,480
southwest airls co-3,334,900
ishares tr-6,018,520
janus henderson group plc-2,611,940
borgwarner inc-2,419,820
ishares inc-4,290,270
ishares tr-5,493,480
ishares tr-7,716,100
Monument Capital Management got rid off the above stocks

Sector Distribution

Monument Capital Management has about 35.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Consumer Defensive
  • Communication Services
  • Utilities
  • Basic Materials
Sector%
Others35.7
Technology18
Industrials8.3
Healthcare8
Consumer Cyclical7.7
Financial Services7
Energy4
Consumer Defensive2.9
Communication Services2.9
Utilities2.4
Basic Materials2.2

Market Cap. Distribution

Monument Capital Management has about 57.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED35.6
MEGA-CAP29
LARGE-CAP28.9
MID-CAP6.1

Stocks belong to which Index?

About 52.8% 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%
Others47.2
S&P 50045.7
RUSSELL 20007.1
Top 5 Winners (%)%
PLTR
palantir technologies inc
60.0 %
VLO
valero energy corp
47.6 %
DINO
hf sinclair corp
37.7 %
MSFT
microsoft corp
37.2 %
DHT
dht holdings inc
36.5 %
Top 5 Winners ($)$
MSFT
microsoft corp
4.4 M
DELL
dell technologies inc
2.1 M
VLO
valero energy corp
1.6 M
AAPL
apple inc
1.5 M
DINO
hf sinclair corp
1.1 M
Top 5 Losers (%)%
virtuix holdings inc.
-47.3 %
APH
amphenol corp
-44.9 %
MLI
mueller inds inc
-43.6 %
WDC
western digital corp
-26.1 %
JBL
jabil inc
-25.3 %
Top 5 Losers ($)$
APH
amphenol corp
-4.8 M
CAT
caterpillar inc
-2.8 M
FIX
comfort sys usa inc
-1.9 M
LRCX
lam research corp
-1.7 M
AMAT
applied matls inc
-1.4 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 255 stocks in it's portfolio. About 21% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Monument Capital Management last quarter.

$479.92MTotal Value
289Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Monument Capital Management, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.09%57,499
$5.22M
1.09%
increased 0.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.06%45,044
$5.11M
1.06%
increased 5.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
1.06%56,820
$5.09M
1.06%
increased 8.06 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.12%5,811
$587.5K
0.12%
increased 5.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.07%4,101
$324.6K
0.07%
decreased 7.11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Monument Capital Management's holding in Ishares Tr over time
0.06%3,747
$283.3K
0.06%
unchanged 0 percentunchanged
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
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
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%13,046
$38.1K
0.01%
increased 16.78 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
1.06%119,691
$5.09M
1.06%
unchanged 0 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
1%80,738
$4.78M
1%
decreased 0.21 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.87%71,340
$4.16M
0.87%
increased 1.55 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0.38%25,880
$1.82M
0.38%
increased 5.78 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Monument Capital Management's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off