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Monument Capital Management

Q1 2026 · 13F-HR

Monument Capital Managementholdings as filed

Filed 2026-04-16 · accession 0001729428-26-000003

$399.1M
Reported value
217
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$11.3M2.83%30,529CommonNONE
149123101CATCATERPILLAR INC$9.8M2.45%13,806CommonNONE
037833100AAPLAPPLE INC$8.5M2.12%33,306CommonNONE
464287150ITOTISHARES TR$8.4M2.10%58,982CommonNONE
199908104FIXCOMFORT SYS USA INC$8.3M2.08%6,032CommonNONE
29084Q100EMEEMCOR GROUP INC$8.0M2.01%10,874CommonNONE
464287614IWFISHARES TR$7.4M1.85%17,282CommonNONE
464287622IWBISHARES TR$7.1M1.77%19,833CommonNONE
464287473IWSISHARES TR$6.7M1.68%45,930CommonNONE
931142103WMTWALMART INC$6.5M1.63%52,363CommonNONE
02079K305GOOGLALPHABET INC$6.2M1.56%21,590CommonNONE
90353W103UIUBIQUITI INC$5.9M1.47%7,422CommonNONE
464288844IEZISHARES TR$5.7M1.43%196,934CommonNONE
147528103CASYCASEYS GEN STORES INC$5.6M1.40%7,650CommonNONE
33734X150FXRFIRST TR EXCHANGE-TRADED FD$5.2M1.31%63,885CommonNONE
46090E103QQQINVESCO QQQ TR$5.2M1.30%8,960CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$5.1M1.28%46,033CommonNONE
464287374IGEISHARES TR$5.0M1.26%79,801CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$5.0M1.24%50,957CommonNONE
464288281EMBISHARES TR$4.9M1.24%52,620CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.9M1.22%58,841CommonNONE
58155Q103MCKMCKESSON CORP$4.9M1.22%5,609CommonNONE
751212101RLRALPH LAUREN CORP$4.8M1.21%14,047CommonNONE
464288760ITAISHARES TR$4.7M1.19%21,667CommonNONE
464288661IEIISHARES TR$4.6M1.16%39,048CommonNONE
464288588MBBISHARES TR$4.5M1.14%47,809CommonNONE
032095101APHAMPHENOL CORP$4.5M1.13%35,840CommonNONE
464286764EWPISHARES INC$4.5M1.12%82,362CommonNONE
464287432TLTISHARES TR$4.5M1.12%51,521CommonNONE
464286202EWOISHARES INC$4.3M1.09%122,287CommonNONE
464286632EISISHARES INC$4.2M1.05%36,071CommonNONE
478160104JNJJOHNSON & JOHNSON$4.2M1.05%17,109CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.1M1.03%64,298CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.1M1.03%19,428CommonNONE
876030107TPRTAPESTRY INC$4.0M1.00%28,392CommonNONE
46434G830EWIISHARES INC$4.0M1.00%74,742CommonNONE
375558103GILDGILEAD SCIENCES INC$3.9M0.98%27,946CommonNONE
038222105AMATAPPLIED MATLS INC$3.9M0.97%11,341CommonNONE
464286509EWCISHARES INC$3.9M0.96%70,274CommonNONE
576323109MTZMASTEC INC$3.7M0.92%11,352CommonNONE
466313103JBLJABIL INC$3.6M0.91%13,690CommonNONE
552848103MTGMGIC INVT CORP WIS$3.6M0.90%137,258CommonNONE
30161Q104EXELEXELIXIS INC$3.6M0.89%82,857CommonNONE
512807306LRCXLAM RESEARCH CORP$3.5M0.89%16,549CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3.4M0.86%20,996CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.86%19,656CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.4M0.85%11,520CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.83%7,973CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$3.2M0.80%23,736CommonNONE
743315103PGRPROGRESSIVE CORP$3.2M0.80%16,154CommonNONE
74762E102QUREQUANTA SVCS INC$3.0M0.75%5,468CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$2.9M0.73%15,418CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.9M0.72%24,434CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.8M0.70%11,372CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2.8M0.69%30,521CommonNONE
688239201OSKOSHKOSH CORP$2.7M0.68%18,467CommonNONE
45337C102INCYINCYTE CORP$2.7M0.67%28,605CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.7M0.67%52,122CommonNONE
58933Y105MRKMERCK & CO INC$2.6M0.66%21,955CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$2.6M0.65%6,557CommonNONE
922908769VTIVANGUARD INDEX FDS$2.6M0.64%7,961CommonNONE
11135F101AVGOBROADCOM INC$2.5M0.64%8,224CommonNONE
34354P105FLSFLOWSERVE CORP$2.5M0.63%34,083CommonNONE
742718109PGPROCTER & GAMBLE CO$2.5M0.62%16,999CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$2.4M0.61%14,580CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$2.4M0.60%10,219CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M0.60%14,037CommonNONE
254067101DDSDILLARDS INC$2.3M0.58%4,042CommonNONE
532457108LLYELI LILLY & CO$2.2M0.56%2,418CommonNONE
023135106AMZNAMAZON COM INC$2.2M0.55%10,581CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.2M0.54%4,585CommonNONE
31428X106FDXFEDEX CORP$2.2M0.54%6,049CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.1M0.54%14,476CommonNONE
29977A105EVREVERCORE INC$2.1M0.54%7,171CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.50%10,435CommonNONE
464286400EWZISHARES INC$1.8M0.46%47,701CommonNONE
46429B606EPOLISHARES TR$1.8M0.45%49,473CommonNONE
384802104GWWWW GRAINGER INC$1.7M0.42%1,544CommonNONE
92826C839VVISA INC$1.7M0.42%5,543CommonNONE
46434G772EWTISHARES INC$1.5M0.39%21,713CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.37%2,566CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.4M0.36%31,972CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.36%2CommonNONE
191216100KOCOCA COLA CO$1.4M0.36%18,647CommonNONE
437076102HDHOME DEPOT INC$1.4M0.35%4,248CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.34%6,183CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.3M0.33%9,919CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.3M0.32%11,414CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.30%15,218CommonNONE
166764100CVXCHEVRON CORPORATION$1.2M0.30%5,693CommonNONE
872540109TJXTJX COS INC NEW$1.2M0.29%7,283CommonNONE
94106L109WMWASTE MGMT INC DEL$1.2M0.29%5,006CommonNONE
02079K107GOOGALPHABET INC$1.1M0.27%3,803CommonNONE
626755102MUSAMURPHY USA INC$1.1M0.27%2,202CommonNONE
64110L106NFLXNETFLIX INC.$1.1M0.27%11,196CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.27%6,495CommonNONE
817565104SCISERVICE CORP INTL$1.0M0.26%12,465CommonNONE
89832Q109TFCTRUIST FINL CORP$1.0M0.26%22,303CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$960,5200.24%964CommonNONE
031162100AMGNAMGEN INC$938,0210.24%2,666CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$874,3330.22%17,417CommonNONE
57636Q104MAMASTERCARD INCORPORATED$852,9150.21%1,707CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$846,4830.21%9,170CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$842,7010.21%1,296CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$823,5560.21%5,630CommonNONE
369604301GEGE AEROSPACE$815,2770.20%2,873CommonNONE
66987V109NVSNOVARTIS AG$775,3590.19%5,076CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$766,2610.19%5,852CommonNONE
949746101WMT2WELLS FARGO & CO$723,4160.18%9,087CommonNONE
65339F101NEENEXTERA ENERGY INC$716,2180.18%7,711CommonNONE
172967424CCITIGROUP INC$677,7380.17%5,976CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$662,7440.17%4,791CommonNONE
56585A102MPCMARATHON PETE CORP$660,0850.17%2,703CommonNONE
958102105WDCWESTERN DIGITAL CORP$655,3970.16%2,423CommonNONE
F92124100TTETOTALENERGIES SE$654,6920.16%7,196CommonNONE
04010L103ARCCARES CAPITAL CORP$645,1340.16%35,801CommonNONE
871607107SNPSSYNOPSYS INC$633,5750.16%1,598CommonNONE
404280406HSBCHSBC HLDGS PLC$627,0060.16%7,601CommonNONE
745867101PHMPULTE GROUP INC$625,2150.16%5,316CommonNONE
670346105NUENUCOR CORP$623,3160.16%3,686CommonNONE
651639106NEMNEWMONT CORP$616,9170.15%5,699CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$616,7260.15%3,306CommonNONE
539830109LMTLOCKHEED MARTIN CORP$594,5660.15%984CommonNONE
G29183103ETNEATON CORP PLC$592,6630.15%1,657CommonNONE
68389X105ORCLORACLE CORP$587,9380.15%3,997CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$579,3000.15%6,035CommonNONE
36828A101GEVGE VERNOVA INC$573,4950.14%657CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$562,4360.14%9,923CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$553,4310.14%9,125CommonNONE
464287671IUSGISHARES TR$550,8040.14%3,551CommonNONE
75025X100RLGTRADIANT LOGISTICS INC$539,3250.14%76,500CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$533,5770.13%1,362CommonNONE
580135101MCDMCDONALDS CORP$533,4910.13%1,717CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$530,6880.13%126CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$506,9440.13%599CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$506,0350.13%1,056CommonNONE
88160R101TSLATESLA INC$502,6060.13%1,352CommonNONE
03073E105CORCENCORA INC$487,8590.12%1,553CommonNONE
427096508HTGCHERCULES CAPITAL INC$455,9940.11%30,873CommonNONE
33734X838FTRIFIRST TR EXCHANGE-TRADED FD$451,3490.11%25,286CommonNONE
595112103MUMICRON TECHNOLOGY INC$445,2930.11%1,318CommonNONE
92276F100VTRVENTAS INC$442,8390.11%5,415CommonNONE
46138E875PIZINVESCO EXCH TRADED FD TR II$438,5160.11%8,855CommonNONE
701094104PHPARKER-HANNIFIN CORP$436,2480.11%487CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$427,9260.11%11,012CommonNONE
624756102MLIMUELLER INDS INC$426,4690.11%3,849CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$419,3740.11%1,524CommonNONE
95040Q104WELLWELLTOWER INC$416,9990.10%2,109CommonNONE
00206R102TAT&T INC$410,8460.10%14,172CommonNONE
452308109ITWILLINOIS TOOL WKS INC$410,0120.10%1,575CommonNONE
92939U106WECWEC ENERGY GROUP INC$395,7020.10%3,418CommonNONE
G0593M107AZNASTRAZENECA PLC$380,2400.10%1,928CommonNONE
49456B101KMIKINDER MORGAN INC DEL$379,4930.10%11,318CommonNONE
713448108PEPPEPSICO INC$377,9490.09%2,434CommonNONE
001055102AFLAFLAC INC$375,2820.09%3,421CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$373,8150.09%761CommonNONE
695156109PKGPACKAGING CORP AMER$373,5070.09%1,760CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$370,6800.09%1,398CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$366,9120.09%1,258CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$366,3840.09%2,318CommonNONE
46284V101IRMIRON MTN INC DEL$362,5030.09%3,549CommonNONE
45867G101IDCCINTERDIGITAL INC$354,8500.09%1,175CommonNONE
38173M102GBDCGOLUB CAP BDC INC$354,5310.09%28,004CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$347,9650.09%1,238CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$341,6330.09%14,421CommonNONE
02209S103MOALTRIA GROUP INC$337,3940.08%5,113CommonNONE
482480100KLACKLA CORP$337,1820.08%229CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$332,9350.08%18,114CommonNONE
316500107FDUSFIDUS INVT CORP$331,6590.08%19,039CommonNONE
35137L105FOXAFOX CORP$331,5370.08%5,677CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$327,4750.08%707CommonNONE
548661107LOWLOWES COS INC$326,2530.08%1,381CommonNONE
09290D101BLKBLACKROCK INC$326,1700.08%339CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$321,9240.08%1,871CommonNONE
064058100BKBANK NEW YORK MELLON CORP$317,7130.08%2,678CommonNONE
248019101DLXDELUXE CORP MEDIUM TERM NTS$314,7820.08%11,430CommonNONE
626717102MURMURPHY OIL CORP$308,5910.08%7,481CommonNONE
91912E105VALEVALE S A$305,8220.08%19,222CommonNONE
231021106CMICUMMINS INC$303,4430.08%564CommonNONE
053332102AZOAUTOZONE INC$300,6220.08%89CommonNONE
911363109URIUNITED RENTALS INC$295,0670.07%405CommonNONE
37733W204GSKGSK PLC$290,1340.07%5,257CommonNONE
14040H105COFCAPITAL ONE FINL CORP$287,9610.07%1,578CommonNONE
571903202MARMARRIOTT INTL INC NEW$285,5380.07%873CommonNONE
025816109AXPAMERICAN EXPRESS CO$284,1110.07%939CommonNONE
858119100STLDSTEEL DYNAMICS INC$280,2750.07%1,557CommonNONE
303250104FICOFAIR ISAAC CORP$270,0880.07%253CommonNONE
060505104BACBANK AMERICA CORP$263,9620.07%5,415CommonNONE
318672706FBPFIRST BANCORP CORPORATION$259,4600.07%12,147CommonNONE
767204100RIORIO TINTO PLC$245,9120.06%2,636CommonNONE
Y2065G121DHTDHT HOLDINGS INC$242,7350.06%13,286CommonNONE
88579Y101MMM3M CO$232,8040.06%1,603CommonNONE
907818108UNPUNION PAC CORP$231,3320.06%953CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$229,8500.06%948CommonNONE
118440106BKEBUCKLE INC$229,5910.06%4,559CommonNONE
191098102COKECOCA COLA CONS INC$227,8780.06%1,188CommonNONE
92835U101VTIXVIRTUIX HOLDINGS INC.$227,1670.06%33,555CommonNONE
756109104OREALTY INCOME CORP$225,3870.06%3,684CommonNONE
291011104EMREMERSON ELEC CO$219,9750.06%1,679CommonNONE
20030N101CMCSACOMCAST CORP NEW$218,6550.05%7,616CommonNONE
026874784AIGAMERICAN INTL GROUP INC$215,2230.05%2,860CommonNONE
30040W108ESEVERSOURCE ENERGY$213,5900.05%3,083CommonNONE
03957W106AROCARCHROCK INC$211,4450.05%6,076CommonNONE
778296103ROSTROSS STORES INC$210,8750.05%973CommonNONE
464287598IWDISHARES TR$209,6100.05%981CommonNONE
172908105CTASCINTAS CORP$209,5640.05%1,239CommonNONE
50050N103KTBKONTOOR BRANDS INC$208,7610.05%2,970CommonNONE
35671D857FCXFREEPORT MCMORAN INC$206,9820.05%3,521CommonNONE
G54950103LINLINDE PLC$204,7490.05%413CommonNONE
128030202CALMCAL MAINE FOODS INC$204,4440.05%2,583CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$203,6560.05%11,147CommonNONE
443201108HWMHOWMET AEROSPACE INC$202,5740.05%879CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$202,2300.05%466CommonNONE
03784Y200APLEAPPLE HOSPITALITY REIT INC$189,2700.05%16,444CommonNONE
749660106RESRPC INC$142,5980.04%20,141CommonNONE
02319V103ABEVAMBEV SA$32,6190.01%11,171CommonNONE
45783Q100NOTVINOTIV INC$8,8350.00%32,421CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.