Monument Capital Management
CIK 0001729428 · ALEXANDRIA, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$497.2M
2026 Q2
Positions
262
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CAT
CATERPILLAR INC
2.4%
MSFT
MICROSOFT CORP
2.3%
FIX
COMFORT SYS USA INC
2.3%
IWF
ISHARES TR
2.1%
AAPL
APPLE INC
2.0%
ITOT
ISHARES TR
1.9%
EME
EMCOR GROUP INC
1.8%
DELL
DELL TECHNOLOGIES INC
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.