Monument Capital Management
Monument Capital Management reported 262 positions worth $497.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: CAT (2.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CAT | SH | $12.0M | 2.42% | 11,280 | — | — | |
| ▸ 2 | MSFT | SH | $11.6M | 2.34% | 31,231 | — | — | |
| ▸ 3 | FIX | SH | $11.5M | 2.31% | 5,796 | — | — | |
| ▸ 4 | IWF | SH | $10.4M | 2.10% | 84,048 | — | — | |
| ▸ 5 | AAPL | SH | $9.9M | 1.98% | 34,072 | — | — | |
| ▸ 6 | ITOT | SH | $9.4M | 1.88% | 56,958 | — | — | |
| ▸ 7 | EME | SH | $8.7M | 1.76% | 10,518 | — | — | |
| ▸ 8 | DELL | SH | $8.7M | 1.74% | 20,059 | — | — | |
| ▸ 9 | AMAT | SH | $8.5M | 1.70% | 11,713 | — | — | |
| ▸ 10 | GOOGL | SH | $8.3M | 1.67% | 23,169 | — | — |
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Frequently Asked Questions
What stocks does Monument Capital Management hold as of Q2 2026?
Monument Capital Management reported 262 positions worth $497.2M in its Q2 2026 13F filing. Largest positions: CAT (2.4%), MSFT (2.3%), FIX (2.3%), IWF (2.1%) and AAPL (2.0%).
What did Monument Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Monument Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.