Monument Capital Management
CIK 1729428 · Holdings on Dec 31, 2025 · First reported Jan 26, 2026
Top ten holdings
Q4 2025- MSFT3.73%
- AAPL2.28%
- ITOT2.20%
- CAT2.05%
- IWF2.03%
- IWB1.84%
- IWP1.73%
- EME1.71%
- VONG1.58%
- WMT1.47%
Share classes counted separately20.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +0.86 pp0.58% → 1.44%Shares +8.87K (+92.21%)
- CATWeight increased · +0.29 pp1.76% → 2.05%Shares -323 (-2.19%)
- MSFTWeight decreased · -0.27 pp4.00% → 3.73%Shares +110 (+0.36%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $14.99M | 3.73% | 31.00K shares | 4.00% → 3.73%-0.27 pp +110 (+0.36%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $9.15M | 2.28% | 33.64K shares | 2.12% → 2.28%+0.16 pp +395 (+1.19%) | Added | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $8.86M | 2.20% | 59.59K shares | 2.20% → 2.20%+0.00 pp -921 (-1.52%) | Reduced | ↗▾ |
| 04 | CATCATERPILLAR INC View history and evidence | $8.26M | 2.05% | 14.42K shares | 1.76% → 2.05%+0.29 pp -323 (-2.19%) | Reduced | ↗▾ |
| 05 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $8.15M | 2.03% | 17.22K shares | 1.94% → 2.03%+0.09 pp +654 (+3.95%) | Added | ↗▾ |
| 06 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $7.41M | 1.84% | 19.83K shares | 1.73% → 1.84%+0.11 pp +948 (+5.02%) | Added | ↗▾ |
| 07 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $6.96M | 1.73% | 50.81K shares | 1.71% → 1.73%+0.02 pp +2.68K (+5.57%) | Added | ↗▾ |
| 08 | EMEEMCOR GROUP INC View history and evidence | $6.89M | 1.71% | 11.26K shares | 1.90% → 1.71%-0.19 pp -431 (-3.69%) | Reduced | ↗▾ |
| 09 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $6.36M | 1.58% | 52.27K shares | Prior unavailable +52.27K | New | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $5.92M | 1.47% | 53.10K shares | 1.37% → 1.47%+0.10 pp -180 (-0.34%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 29
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USHY ISHARES BROAD USD HIGH YIELD | Non-derivative | -127,239 | -$4.81M | SEC filing ↗ | SEC filing ↗ |
| XLY SS CONSUMER DISC SELECT SECT | Non-derivative | -19,447 | -$4.66M | SEC filing ↗ | SEC filing ↗ |
| LOPE GRAND CANYON EDUCATION INC | Non-derivative | -19,133 | -$4.20M | SEC filing ↗ | SEC filing ↗ |
3 / 29 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729428 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 401961932
}Research all 220 reported holdings.
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