Monument Capital Management Portfolio Holdings - 13F Filings | 13F Fund Database
Monument Capital Management 13F Holdings
CIK 0001729428 · ALEXANDRIA, VA
As of Sep 30, 2025, Monument Capital Management reported
226 positions worth $395.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 30,895 |
|
6.0M4.05% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 60,512 | $8.8M | 2.23% |
| APPLE INC | AAPL | Technology | 33,248 | $8.5M | 2.14% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 16,563 | $7.8M | 1.96% |
| EMCOR GROUP INC | EME | Industrials | 11,686 | $7.6M | 1.92% |
| CATERPILLAR INC | CAT | Industrials | 14,741 | $7.0M | 1.78% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 18,881 | $6.9M | 1.75% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 48,129 | $6.9M | 1.74% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,601 | $5.8M | 1.46% |
| WALMART INC | WMT | Consumer Defensive | 53,283 | $5.5M | 1.39% |
| COMFORT SYSTEMS USA INC | FIX | Industrials | 6,518 | $5.4M | 1.36% |
| UBIQUITI INC | UI | Technology | 8,102 | $5.4M | 1.35% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 55,812 | $5.3M | 1.34% |
| FIRST TRUST FINANCIALS ALPHADEX FUND | FXO | — | 88,639 | $5.3M | 1.33% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 62,117 | $5.2M | 1.32% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 44,042 | $5.2M | 1.32% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 41,321 | $4.9M | 1.25% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | USHY | — | 127,239 | $4.8M | 1.22% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 890 | $4.8M | 1.22% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 93,886 | $4.8M | 1.21% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 54,774 | $4.8M | 1.21% |
| FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | FXR | — | 60,754 | $4.7M | 1.20% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 19,447 | $4.7M | 1.18% |
| WW GRAINGER INC | GWW | Industrials | 4,880 | $4.7M | 1.18% |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 14,828 | $4.6M | 1.18% |