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Monument Capital Management

Q2 2026 · 13F-HR

Monument Capital Managementholdings as filed

Filed 2026-07-22 · accession 0001729428-26-000005

$497.2M
Reported value
262
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
149123101CATCATERPILLAR INC$12.0M2.42%11,280CommonNONE
594918104MSFTMICROSOFT CORP$11.6M2.34%31,231CommonNONE
199908104FIXCOMFORT SYS USA INC$11.5M2.31%5,796CommonNONE
464287614IWFISHARES TR$10.4M2.10%84,048CommonNONE
037833100AAPLAPPLE INC$9.9M1.98%34,072CommonNONE
464287150ITOTISHARES TR$9.4M1.88%56,958CommonNONE
29084Q100EMEEMCOR GROUP INC$8.7M1.76%10,518CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$8.7M1.74%20,059CommonNONE
038222105AMATAPPLIED MATLS INC$8.5M1.70%11,713CommonNONE
02079K305GOOGLALPHABET INC$8.3M1.67%23,169CommonNONE
464287622IWBISHARES TR$8.1M1.63%19,735CommonNONE
464287648IWOISHARES TR$7.7M1.55%19,586CommonNONE
464287523SOXXISHARES TR$7.5M1.51%11,694CommonNONE
512807306LRCXLAM RESEARCH CORP$7.2M1.44%16,529CommonNONE
46090E103QQQINVESCO QQQ TR$6.4M1.29%8,742CommonNONE
032095101APHAMPHENOL CORP$6.1M1.23%34,752CommonNONE
464288836IHEISHARES TR$6.0M1.21%60,787CommonNONE
931142103WMTWALMART INC$5.8M1.18%51,594CommonNONE
33734X150FXRFIRST TR EXCHANGE-TRADED FD$5.8M1.17%63,826CommonNONE
464288778IATISHARES TR$5.8M1.16%92,951CommonNONE
147528103CASYCASEYS GEN STORES INC$5.8M1.16%7,270CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.6M1.12%7,460CommonNONE
464288281EMBISHARES TR$5.5M1.11%57,241CommonNONE
464288760ITAISHARES TR$5.5M1.10%22,661CommonNONE
751212101RLRALPH LAUREN CORP$5.4M1.09%13,471CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.3M1.07%64,161CommonNONE
466313103JBLJABIL INC$5.2M1.04%13,383CommonNONE
46429B655FLOTISHARES TR$5.1M1.02%99,394CommonNONE
464286202EWOISHARES INC$5.1M1.02%119,687CommonNONE
464288661IEIISHARES TR$5.0M1.01%42,857CommonNONE
464288588MBBISHARES TR$5.0M1.00%52,580CommonNONE
464286764EWPISHARES INC$4.8M0.97%80,907CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.6M0.93%19,560CommonNONE
478160104JNJJOHNSON & JOHNSON$4.6M0.92%18,097CommonNONE
482480100KLACKLA CORP$4.6M0.92%15,207CommonNONE
576323109MTZMASTEC INC$4.6M0.92%11,017CommonNONE
30161Q104EXELEXELIXIS INC$4.4M0.89%80,989CommonNONE
46434G830EWIISHARES INC$4.4M0.88%73,883CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.4M0.88%61,417CommonNONE
464286632EISISHARES INC$4.3M0.86%35,542CommonNONE
876030107TPRTAPESTRY INC$4.1M0.82%27,721CommonNONE
464286509EWCISHARES INC$4.0M0.81%70,250CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$4.0M0.80%6,430CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.9M0.79%12,063CommonNONE
67066G104NVDANVIDIA CORPORATION$3.9M0.79%19,664CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3.9M0.78%7,926CommonNONE
74762E102QUREQUANTA SVCS INC$3.8M0.76%5,259CommonNONE
552848103MTGMGIC INVT CORP WIS$3.8M0.76%133,864CommonNONE
778296103ROSTROSS STORES INC$3.6M0.72%16,765CommonNONE
11135F101AVGOBROADCOM INC$3.4M0.69%9,080CommonNONE
844741108LUVSOUTHWEST AIRLS CO$3.3M0.67%64,856CommonNONE
670346105NUENUCOR CORP$3.3M0.66%14,671CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$3.2M0.65%14,983CommonNONE
91913Y100VLOVALERO ENERGY CORP$3.2M0.65%12,365CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.1M0.62%14,505CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$3.1M0.62%23,216CommonNONE
858119100STLDSTEEL DYNAMICS INC$3.0M0.61%13,279CommonNONE
922908769VTIVANGUARD INDEX FDS$3.0M0.61%8,206CommonNONE
532457108LLYELI LILLY & CO$3.0M0.61%2,528CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.0M0.60%2,575CommonNONE
887389104TKRTIMKEN CO$2.9M0.59%20,299CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2.9M0.59%29,199CommonNONE
58933Y105MRKMERCK & CO INC$2.9M0.59%22,665CommonNONE
589400100MCYMERCURY GENL CORP NEW$2.8M0.57%26,478CommonNONE
023135106AMZNAMAZON COM INC$2.8M0.56%11,780CommonNONE
464287655IWMISHARES TR$2.8M0.56%9,284CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$2.7M0.55%14,552CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.7M0.54%23,892CommonNONE
742718109PGPROCTER & GAMBLE CO$2.7M0.54%18,143CommonNONE
29977A105EVREVERCORE INC$2.6M0.53%7,676CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.6M0.53%50,278CommonNONE
464287465EFAISHARES TR$2.5M0.51%24,310CommonNONE
783549108RRYDER SYS INC$2.5M0.50%9,428CommonNONE
099724106BWABORGWARNER INC$2.4M0.49%36,443CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$2.4M0.48%10,138CommonNONE
46434G772EWTISHARES INC$2.4M0.48%21,751CommonNONE
64110D104NTAPNETAPP INC$2.2M0.45%14,392CommonNONE
92826C839VVISA INC$2.1M0.43%6,217CommonNONE
384802104GWWWW GRAINGER INC$2.1M0.42%1,544CommonNONE
17275R102CSCOCISCO SYS INC$2.0M0.41%17,180CommonNONE
31428X106FDXFEDEX CORP$2.0M0.41%6,444CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.40%14,531CommonNONE
46429B606EPOLISHARES TR$1.9M0.38%49,396CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.9M0.38%29,199CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.8M0.37%1,883CommonNONE
464286624THDISHARES INC$1.8M0.36%24,466CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.7M0.34%2,624CommonNONE
00287Y109ABBVABBVIE INC$1.6M0.33%6,503CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.32%2,866CommonNONE
191216100KOCOCA COLA CO$1.6M0.32%19,842CommonNONE
02079K107GOOGALPHABET INC$1.6M0.31%4,428CommonNONE
375558103GILDGILEAD SCIENCES INC$1.5M0.31%12,267CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.30%2CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.30%2,960CommonNONE
437076102HDHOME DEPOT INC$1.5M0.30%4,197CommonNONE
403949100DINOHF SINCLAIR CORP$1.5M0.30%21,077CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.28%9,996CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.4M0.27%12,243CommonNONE
58155Q103MCKMCKESSON CORP$1.3M0.27%1,782CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.25%6,984CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.2M0.24%11,406CommonNONE
626755102MUSAMURPHY USA INC$1.2M0.24%2,202CommonNONE
464287598IWDISHARES TR$1.2M0.24%4,842CommonNONE
872540109TJXTJX COS INC NEW$1.2M0.23%7,691CommonNONE
89832Q109TFCTRUIST FINL CORP$1.1M0.23%22,908CommonNONE
94106L109WMWASTE MGMT INC DEL$1.1M0.22%4,987CommonNONE
369604301GEGE AEROSPACE$1.1M0.22%2,873CommonNONE
464287200IVVISHARES TR$1.0M0.21%1,369CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.0M0.20%29,829CommonNONE
464287234EEMISHARES TR$1.0M0.20%14,714CommonNONE
166764100CVXCHEVRON CORPORATION$988,0830.20%5,961CommonNONE
949746101WMT2WELLS FARGO & CO$963,0040.19%11,653CommonNONE
78468R663BILSPDR SERIES TRUST$953,6970.19%10,407CommonNONE
817565104SCISERVICE CORP INTL$946,8360.19%12,465CommonNONE
031162100AMGNAMGEN INC$946,5700.19%2,614CommonNONE
842587107SOSOUTHERN CO$923,2700.19%9,647CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$903,4010.18%7,137CommonNONE
46284V101IRMIRON MTN INC DEL$903,0010.18%7,149CommonNONE
172967424CCITIGROUP INC$892,8050.18%6,379CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$858,8310.17%9,326CommonNONE
57636Q104MAMASTERCARD INCORPORATED$845,5260.17%1,646CommonNONE
36828A101GEVGE VERNOVA INC$824,7520.17%702CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$819,4700.16%876CommonNONE
78464A755XMESPDR SERIES TRUST$802,4030.16%7,504CommonNONE
66987V109NVSNOVARTIS AG$795,5110.16%5,076CommonNONE
64110L106NFLXNETFLIX INC.$768,3350.15%10,761CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$741,3970.15%12,867CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$739,7030.15%4,713CommonNONE
56585A102MPCMARATHON PETE CORP$733,0760.15%2,867CommonNONE
745867101PHMPULTE GROUP INC$729,6830.15%5,318CommonNONE
464287226AGGISHARES TR$728,1050.15%7,356CommonNONE
404280406HSBCHSBC HLDGS PLC$726,1070.15%7,636CommonNONE
75025X100RLGTRADIANT LOGISTICS INC$723,6900.15%76,500CommonNONE
G29183103ETNEATON CORP PLC$717,1640.14%1,683CommonNONE
871607107SNPSSYNOPSYS INC$705,6830.14%1,582CommonNONE
78463V107GLDSPDR GOLD TR$705,0790.14%1,914CommonNONE
02209S103MOALTRIA GROUP INC$692,3610.14%9,623CommonNONE
231021106CMICUMMINS INC$684,6820.14%960CommonNONE
743315103PGRPROGRESSIVE CORP$667,3650.13%3,055CommonNONE
04010L103ARCCARES CAPITAL CORP$659,5280.13%35,592CommonNONE
92939U106WECWEC ENERGY GROUP INC$650,6420.13%5,572CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$644,5710.13%637CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$621,7960.13%1,302CommonNONE
219350105GLWCORNING INC$602,5590.12%2,359CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$601,5510.12%5,156CommonNONE
651639106NEMNEWMONT CORP$593,8370.12%6,358CommonNONE
464288414MUBISHARES TR$593,3090.12%5,513CommonNONE
68389X105ORCLORACLE CORP$592,2940.12%4,042CommonNONE
911363109URIUNITED RENTALS INC$590,2360.12%521CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$582,0690.12%5,997CommonNONE
925652109VICIVICI PPTYS INC$560,3640.11%21,106CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$558,9110.11%6,524CommonNONE
F92124100TTETOTALENERGIES SE$554,9730.11%7,137CommonNONE
464287663IUSVISHARES TR$554,7150.11%5,036CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$546,6980.11%9,838CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$544,3240.11%26,182CommonNONE
65339F101NEENEXTERA ENERGY INC$528,3070.11%6,019CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$512,3630.10%882CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$510,8850.10%2,284CommonNONE
88160R101TSLATESLA INC$509,3470.10%1,211CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$506,7440.10%2,843CommonNONE
316500107FDUSFIDUS INVT CORP$504,5920.10%26,460CommonNONE
03073E105CORCENCORA INC$502,5720.10%1,776CommonNONE
38173M102GBDCGOLUB CAP BDC INC$496,9490.10%38,583CommonNONE
539830109LMTLOCKHEED MARTIN CORP$492,6180.10%967CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$488,4920.10%11,012CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$485,9130.10%1,472CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$483,9160.10%1,524CommonNONE
427096508HTGCHERCULES CAPITAL INC$480,0700.10%30,442CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$479,4870.10%20,223CommonNONE
03784Y200APLEAPPLE HOSPITALITY REIT INC$479,1690.10%28,505CommonNONE
701094104PHPARKER-HANNIFIN CORP$476,6350.10%487CommonNONE
624756102MLIMUELLER INDS INC$476,3540.10%3,875CommonNONE
95040Q104WELLWELLTOWER INC$471,3220.09%2,077CommonNONE
756109104OREALTY INCOME CORP$462,9030.09%7,471CommonNONE
458140100INTCINTEL CORP$459,3450.09%3,290CommonNONE
452308109ITWILLINOIS TOOL WKS INC$453,0950.09%1,675CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$442,6270.09%21,414CommonNONE
229663109CUBECUBESMART$438,5040.09%11,026CommonNONE
G0593M107AZNASTRAZENECA PLC$425,3180.09%2,243CommonNONE
92936U109WPCWP CAREY INC$425,1390.09%5,946CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$421,4000.08%841CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$420,1410.08%2,411CommonNONE
695156109PKGPACKAGING CORP AMER$419,3730.08%1,760CommonNONE
14040H105COFCAPITAL ONE FINL CORP$418,7890.08%2,087CommonNONE
90353W103UIUBIQUITI INC$417,6110.08%782CommonNONE
001055102AFLAFLAC INC$414,7920.08%3,538CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$414,1280.08%9,781CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$392,5160.08%944CommonNONE
064058100BKBANK OF NY MELLON CORP$387,2920.08%2,678CommonNONE
922908363VOOVANGUARD INDEX FDS$386,3160.08%562CommonNONE
580135101MCDMCDONALDS CORP$385,8850.08%1,428CommonNONE
025816109AXPAMERICAN EXPRESS CO$380,2850.08%1,124CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$377,3730.08%9,561CommonNONE
22822V101CCICROWN CASTLE INC$374,6360.08%4,947CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$371,9420.07%712CommonNONE
464287499IWRISHARES TR$367,9170.07%3,335CommonNONE
053332102AZOAUTOZONE INC$367,5330.07%115CommonNONE
548661107LOWLOWES COS INC$366,4080.07%1,662CommonNONE
49456B101KMIKINDER MORGAN INC DEL$365,7370.07%11,440CommonNONE
H1467J104CBCHUBB LIMITED$355,6170.07%1,044CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$354,7840.07%20,663CommonNONE
767204100RIORIO TINTO PLC$341,4630.07%3,597CommonNONE
464288877EFVISHARES TR$337,9680.07%4,415CommonNONE
060505104BACBANK OF AMER CORP$334,3370.07%5,868CommonNONE
45867G101IDCCINTERDIGITAL INC$326,7320.07%1,154CommonNONE
571903202MARMARRIOTT INTL INC NEW$323,5320.07%873CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$323,1800.07%2,346CommonNONE
907818108UNPUNION PAC CORP$316,7370.06%1,164CommonNONE
318672706FBPFIRST BANCORP CORPORATION$316,6720.06%12,147CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$306,7350.06%3,792CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$300,4250.06%1,238CommonNONE
91912E105VALEVALE S A$289,0990.06%19,222CommonNONE
171779309CIENCIENA CORP$285,9960.06%583CommonNONE
880770102TERTERADYNE INC$285,4660.06%590CommonNONE
464288240ACWXISHARES TR$285,1840.06%3,747CommonNONE
37733W204GSKGSK PLC$275,5720.06%5,257CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$271,4420.05%965CommonNONE
084423102WRBBERKLEY W R CORP$271,3990.05%3,848CommonNONE
303250104FICOFAIR ISAAC CORP$268,8260.05%225CommonNONE
G54950103LINLINDE PLC$266,2160.05%513CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$261,7880.05%1,139CommonNONE
50050N103KTBKONTOOR BRANDS INC$260,2710.05%3,123CommonNONE
78464A284HYMBSPDR SERIES TRUST$260,2000.05%10,228CommonNONE
464287481IWPISHARES TR$257,2420.05%1,757CommonNONE
35137L105FOXAFOX CORP$254,9580.05%4,888CommonNONE
248019101DLXDELUXE CORP MEDIUM TERM NTS$253,1280.05%10,600CommonNONE
88579Y101MMM3M CO$249,0180.05%1,538CommonNONE
03957W106AROCARCHROCK INC$247,3540.05%6,076CommonNONE
40412C101HCAHCA HEALTHCARE INC$244,9960.05%628CommonNONE
09290D101BLKBLACKROCK INC$244,3870.05%254CommonNONE
626717102MURMURPHY OIL CORP$243,5810.05%7,481CommonNONE
291011104EMREMERSON ELEC CO$240,3400.05%1,679CommonNONE
30040W108ESEVERSOURCE ENERGY$240,0810.05%3,322CommonNONE
713448108PEPPEPSICO INC$239,0930.05%1,766CommonNONE
92276F100VTRVENTAS INC$238,3390.05%2,684CommonNONE
278642103EBAYEBAY INC.$238,2510.05%2,132CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$238,1130.05%3,131CommonNONE
443201108HWMHOWMET AEROSPACE INC$236,3280.05%879CommonNONE
806857108SLBSLB LIMITED$236,0810.05%5,078CommonNONE
902973304USBUS BANCORP$231,8760.05%3,839CommonNONE
191098102COKECOCA COLA CONS INC$226,9030.05%1,188CommonNONE
46436E569XVVISHARES TR$224,0930.05%3,946CommonNONE
20825C104COPCONOCOPHILLIPS$223,8170.05%2,153CommonNONE
026874784AIGAMERICAN INTL GROUP INC$220,6920.04%2,961CommonNONE
46428Q109SLVISHARES SILVER TR$220,0290.04%4,115CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$219,4590.04%649CommonNONE
47103U845JAAAJANUS DETROIT STR TR$219,2280.04%4,342CommonNONE
172908105CTASCINTAS CORP$219,0630.04%1,288CommonNONE
74347X831TQQQPROSHARES TR$217,9140.04%2,690CommonNONE
35671D857FCXFREEPORT MCMORAN INC$216,9260.04%3,449CommonNONE
02368W408MGNRAMERICAN BEACON SELECT FUNDS$213,5230.04%4,398CommonNONE
988498101YUMYUM BRANDS INC$212,2940.04%1,328CommonNONE
922908538VOTVANGUARD INDEX FDS$211,9600.04%692CommonNONE
717081103PFEPFIZER INC$210,9250.04%8,759CommonNONE
Y2065G121DHTDHT HOLDINGS INC$210,1130.04%12,711CommonNONE
902788108UMBFUMB FINL CORP$205,1460.04%1,437CommonNONE
855244109SBUXSTARBUCKS CORP$203,7670.04%1,994CommonNONE
194162103CLCOLGATE PALMOLIVE CO$201,6200.04%2,199CommonNONE
92835U101VTIXVIRTUIX HOLDINGS INC.$102,3430.02%33,555CommonNONE
749660106RESRPC INC$97,0810.02%16,652CommonNONE
02319V103ABEVAMBEV SA$35,0770.01%11,171CommonNONE

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.