The Analysis of Monument Capital Management's Holdings


Currently, Monument Capital Management holds 226 types of securities in its portfolio with a total value $400.0M. In the most recent quarter, they have increased their positions in AU (+50.0K shares, valued at $3.5M), EIS (+34.7K shares, valued at $3.5M), EWH (+155.3K shares, valued at $3.3M); decreased their positions in BMI (-14.5K shares, valued at $2.6M), IWF (-1.5K shares, valued at $705.4K), IWP (-3.9K shares, valued at $550.0K); initiated new positions in AU (+50.0K shares, valued at $3.5M), EIS (+34.7K shares, valued at $3.5M), EWH (+155.3K shares, valued at $3.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP30.9K shares-0.73%2025-09-302025-10-14history
ITOT ISHARES TR60.5K shares-1.37%2025-09-302025-10-14history
AAPL APPLE INC33.2K shares0.16%2025-09-302025-10-14history
IWF ISHARES TR16.6K shares-8.33%2025-09-302025-10-14history
EME EMCOR GROUP INC11.7K shares-1.98%2025-09-302025-10-14history
CAT CATERPILLAR INC14.7K shares-3.05%2025-09-302025-10-14history
IWB ISHARES TR18.9K shares-7.20%2025-09-302025-10-14history
IWP ISHARES TR48.1K shares-7.43%2025-09-302025-10-14history
Sponsored
QQQ INVESCO QQQ TR9.6K shares-4.50%2025-09-302025-10-14history
WMT WALMART INC53.3K shares-2.87%2025-09-302025-10-14history
FIX COMFORT SYS USA INC6.5K shares-3.68%2025-09-302025-10-14history
UI UBIQUITI INC8.1K shares-3.40%2025-09-302025-10-14history
EMB ISHARES TR55.8K shares-0.60%2025-09-302025-10-14history
FXO FIRST TR EXCHANGE TRADED FD88.6K shares-7.26%2025-09-302025-10-14history
VCIT VANGUARD SCOTTSDALE FDS62.1K shares-0.61%2025-09-302025-10-14history
XLC SELECT SECTOR SPDR TR44.0K shares-7.37%2025-09-302025-10-14history
Sponsored
IEI ISHARES TR41.3K shares-0.53%2025-09-302025-10-14history
USHY ISHARES TR127.2K shares-0.29%2025-09-302025-10-14history
BKNG BOOKING HOLDINGS INC890 shares-0.56%2025-09-302025-10-14history
FLOT ISHARES TR93.9K shares-0.10%2025-09-302025-10-14history
XLU SELECT SECTOR SPDR TR54.8K shares-6.39%2025-09-302025-10-14history
FXR FIRST TR EXCHANGE TRADED FD60.8K shares-6.90%2025-09-302025-10-14history
XLY SELECT SECTOR SPDR TR19.4K shares-6.52%2025-09-302025-10-14history
GWW GRAINGER W W INC4.9K shares-1.03%2025-09-302025-10-14history
Sponsored
RL RALPH LAUREN CORP14.8K shares-1.68%2025-09-302025-10-14history
APH AMPHENOL CORP NEW37.3K shares-2.15%2025-09-302025-10-14history
CASY CASEYS GEN STORES INC8.0K shares-1.87%2025-09-302025-10-14history
MCK MCKESSON CORP5.7K shares-0.02%2025-09-302025-10-14history
NFLX NETFLIX INC3.6K shares2.89%2025-09-302025-10-14history
RCL ROYAL CARIBBEAN GROUP13.3K shares-1.09%2025-09-302025-10-14history
LOPE GRAND CANYON ED INC19.1K shares-0.97%2025-09-302025-10-14history
MTG MGIC INVT CORP WIS141.8K shares-0.62%2025-09-302025-10-14history
Sponsored
VEA VANGUARD TAX-MANAGED FDS66.8K shares-4.89%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.12.6K shares-6.62%2025-09-302025-10-14history
EWP ISHARES INC80.4K shares-7.56%2025-09-302025-10-14history
EBAY EBAY INC.41.3K shares-0.30%2025-09-302025-10-14history
T AT&T INC132.4K shares5.42%2025-09-302025-10-14history
EWI ISHARES INC71.6K shares-7.23%2025-09-302025-10-14history
EWO ISHARES INC118.6K shares-7.36%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION18.9K shares-6.17%2025-09-302025-10-14history
Sponsored
AU ANGLOGOLD ASHANTI PLC50.0K sharesnew addition2025-09-302025-10-14history
EXEL EXELIXIS INC85.0K shares-1.76%2025-09-302025-10-14history
EIS ISHARES INC34.7K sharesnew addition2025-09-302025-10-14history
AWI ARMSTRONG WORLD INDS INC NEW17.7K shares-1.51%2025-09-302025-10-14history
PGR PROGRESSIVE CORP14.0K shares-1.43%2025-09-302025-10-14history
UBER UBER TECHNOLOGIES INC34.8K shares1.31%2025-09-302025-10-14history
TT TRANE TECHNOLOGIES PLC8.0K shares-0.88%2025-09-302025-10-14history
HLI HOULIHAN LOKEY INC16.3K shares-1.16%2025-09-302025-10-14history
Sponsored
EWH ISHARES INC155.3K sharesnew addition2025-09-302025-10-14history
TPR TAPESTRY INC29.2K shares959.68%2025-09-302025-10-14history
PEGA PEGASYSTEMS INC56.6K shares-0.47%2025-09-302025-10-14history
HIG HARTFORD INSURANCE GROUP INC24.3K shares0.35%2025-09-302025-10-14history
NRG NRG ENERGY INC19.5K shares-0.51%2025-09-302025-10-14history
CAH CARDINAL HEALTH INC19.7K shares-0.32%2025-09-302025-10-14history
ALL ALLSTATE CORP14.0K shares-0.06%2025-09-302025-10-14history
AVGO BROADCOM INC9.1K shares-14.23%2025-09-302025-10-14history
Sponsored
JBL JABIL INC13.7K sharesnew addition2025-09-302025-10-14history
BLD TOPBUILD CORP7.6K sharesnew addition2025-09-302025-10-14history
RDN RADIAN GROUP INC81.9K shares-0.72%2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO19.0K shares-6.01%2025-09-302025-10-14history
CCEP COCA-COLA EUROPACIFIC PARTNE30.3K shares-0.31%2025-09-302025-10-14history
SYF SYNCHRONY FINANCIAL38.5K sharesnew addition2025-09-302025-10-14history
CALM CAL MAINE FOODS INC27.8K shares-2.24%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS7.9K shares0.01%2025-09-302025-10-14history
Sponsored
DRI DARDEN RESTAURANTS INC13.5K shares1.48%2025-09-302025-10-14history
NEU NEWMARKET CORP3.1K sharesnew addition2025-09-302025-10-14history
EVR EVERCORE INC6.9K sharesnew addition2025-09-302025-10-14history
GOOGL ALPHABET INC9.6K shares11.04%2025-09-302025-10-14history
PWR QUANTA SVCS INC5.6K shares-6.91%2025-09-302025-10-14history
JNJ JOHNSON & JOHNSON12.6K shares109.02%2025-09-302025-10-14history
AMZN AMAZON COM INC10.3K shares0.01%2025-09-302025-10-14history
META META PLATFORMS INC2.9K shares10.58%2025-09-302025-10-14history
Sponsored
V VISA INC6.3K shares-5.98%2025-09-302025-10-14history
HALO HALOZYME THERAPEUTICS INC27.5K sharesnew addition2025-09-302025-10-14history
RSP INVESCO EXCHANGE TRADED FD T10.4K shares-14.75%2025-09-302025-10-14history
PM PHILIP MORRIS INTL INC11.9K shares-4.82%2025-09-302025-10-14history
EZA ISHARES INC29.5K shares-6.88%2025-09-302025-10-14history
LLY ELI LILLY & CO2.4K shares-6.72%2025-09-302025-10-14history
HD HOME DEPOT INC4.3K shares-6.50%2025-09-302025-10-14history
MCHI ISHARES TR26.4K sharesnew addition2025-09-302025-10-14history
Sponsored
ORCL ORACLE CORP6.1K shares-1.62%2025-09-302025-10-14history
EPOL ISHARES TR51.5K shares-6.96%2025-09-302025-10-14history
XOM EXXON MOBIL CORP14.4K shares-11.54%2025-09-302025-10-14history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-14history
RSPT INVESCO EXCHANGE TRADED FD T33.0K shares-8.75%2025-09-302025-10-14history
KO COCA COLA CO22.0K shares-5.75%2025-09-302025-10-14history
ABBV ABBVIE INC6.2K shares-4.75%2025-09-302025-10-14history
MO ALTRIA GROUP INC19.2K shares53.48%2025-09-302025-10-14history
Sponsored
WM WASTE MGMT INC DEL5.2K shares-7.76%2025-09-302025-10-14history
MA MASTERCARD INCORPORATED2.0K shares-7.58%2025-09-302025-10-14history
GILD GILEAD SCIENCES INC9.8K shares6.19%2025-09-302025-10-14history
CSCO CISCO SYS INC15.8K shares-3.87%2025-09-302025-10-14history
TJX TJX COS INC NEW7.4K shares-13.63%2025-09-302025-10-14history
SCI SERVICE CORP INTL12.7K shares-2.81%2025-09-302025-10-14history
CVX CHEVRON CORP NEW6.6K shares39.84%2025-09-302025-10-14history
ORLY OREILLY AUTOMOTIVE INC9.5K shares3.00%2025-09-302025-10-14history
Sponsored
TFC TRUIST FINL CORP22.3K shares0.00%2025-09-302025-10-14history
ED CONSOLIDATED EDISON INC9.9K shares72.57%2025-09-302025-10-14history
MRK MERCK & CO INC11.9K shares95.27%2025-09-302025-10-14history
PLTR PALANTIR TECHNOLOGIES INC5.3K shares4.97%2025-09-302025-10-14history
GOOG ALPHABET INC3.7K shares15.26%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR1.3K shares-10.13%2025-09-302025-10-14history
MUSA MURPHY USA INC2.3K shares-0.62%2025-09-302025-10-14history
AEP AMERICAN ELEC PWR CO INC7.7K shares9.30%2025-09-302025-10-14history
Sponsored
GE GE AEROSPACE2.8K shares0.00%2025-09-302025-10-14history
ARCC ARES CAPITAL CORP39.2K shares69.50%2025-09-302025-10-14history
JEPI J P MORGAN EXCHANGE TRADED F13.8K shares-10.26%2025-09-302025-10-14history
SNPS SYNOPSYS INC1.6K shares-2.16%2025-09-302025-10-14history
DUK DUKE ENERGY CORP NEW6.3K shares0.00%2025-09-302025-10-14history
WFC WELLS FARGO CO NEW9.2K shares-9.12%2025-09-302025-10-14history
PIZ INVESCO EXCH TRADED FD TR II15.8K shares0.00%2025-09-302025-10-14history
COST COSTCO WHSL CORP NEW807 shares-0.25%2025-09-302025-10-14history
Sponsored
ETN EATON CORP PLC2.0K shares-16.36%2025-09-302025-10-14history
PHM PULTE GROUP INC5.3K shares0.00%2025-09-302025-10-14history
HTGC HERCULES CAPITAL INC34.4K shares121.75%2025-09-302025-10-14history
IRM IRON MTN INC DEL6.2K shares-4.81%2025-09-302025-10-14history
FOXA FOX CORP10.1K shares-34.31%2025-09-302025-10-14history
BXSL BLACKSTONE SECD LENDING FD23.3K shares136.48%2025-09-302025-10-14history
VT VANGUARD INTL EQUITY INDEX F4.4K shares0.23%2025-09-302025-10-14history
PEP PEPSICO INC4.2K sharesnew addition2025-09-302025-10-14history
Sponsored
TSLA TESLA INC1.3K shares21.53%2025-09-302025-10-14history
C CITIGROUP INC5.7K shares-4.73%2025-09-302025-10-14history
ACGL ARCH CAP GROUP LTD6.2K shares-0.91%2025-09-302025-10-14history
IUSG ISHARES TR3.3K shares0.00%2025-09-302025-10-14history
FTRI FIRST TR EXCHANGE TRADED FD35.7K shares-11.19%2025-09-302025-10-14history
GS GOLDMAN SACHS GROUP INC671 shares-5.63%2025-09-302025-10-14history
AZO AUTOZONE INC124 shares0.00%2025-09-302025-10-14history
FICO FAIR ISAAC CORP352 shares-10.66%2025-09-302025-10-14history
Sponsored
BLK BLACKROCK INC451 shares104.07%2025-09-302025-10-14history
MPC MARATHON PETE CORP2.7K shares0.00%2025-09-302025-10-14history
WELL WELLTOWER INC2.9K shares-10.62%2025-09-302025-10-14history
MCD MCDONALDS CORP1.7K shares-4.69%2025-09-302025-10-14history
WEC WEC ENERGY GROUP INC4.5K shares0.00%2025-09-302025-10-14history
ABT ABBOTT LABS3.9K shares-8.51%2025-09-302025-10-14history
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares0.00%2025-09-302025-10-14history
NUE NUCOR CORP3.8K shares-11.15%2025-09-302025-10-14history
Sponsored
ITW ILLINOIS TOOL WKS INC1.9K shares-6.99%2025-09-302025-10-14history
COR CENCORA INC1.6K shares-5.19%2025-09-302025-10-14history
NVS NOVARTIS AG3.8K sharesnew addition2025-09-302025-10-14history
VZ VERIZON COMMUNICATIONS INC10.9K sharesnew addition2025-09-302025-10-14history
LMT LOCKHEED MARTIN CORP933 shares-18.44%2025-09-302025-10-14history
VTR VENTAS INC6.5K shares15.13%2025-09-302025-10-14history
RLGT RADIANT LOGISTICS INC76.5K shares0.00%2025-09-302025-10-14history
SPG SIMON PPTY GROUP INC NEW2.3K shares0.00%2025-09-302025-10-14history
Sponsored
TSLX SIXTH STREET SPECIALTY LENDI18.6K sharesnew addition2025-09-302025-10-14history
DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2025-09-302025-10-14history
MLI MUELLER INDS INC4.2K shares-23.89%2025-09-302025-10-14history
AFL AFLAC INC3.6K shares-9.08%2025-09-302025-10-14history
IDCC INTERDIGITAL INC1.2K shares-13.06%2025-09-302025-10-14history
PKG PACKAGING CORP AMER1.8K shares0.00%2025-09-302025-10-14history
GEV GE VERNOVA INC638 shares0.00%2025-09-302025-10-14history
URI UNITED RENTALS INC410 shares0.00%2025-09-302025-10-14history
Sponsored
AMGN AMGEN INC1.4K shares-4.31%2025-09-302025-10-14history
FDUS FIDUS INVT CORP19.0K sharesnew addition2025-09-302025-10-14history
GBDC GOLUB CAP BDC INC28.0K sharesnew addition2025-09-302025-10-14history
LOW LOWES COS INC1.5K shares-0.46%2025-09-302025-10-14history
SO SOUTHERN CO4.0K shares-0.99%2025-09-302025-10-14history
PH PARKER-HANNIFIN CORP492 shares-3.34%2025-09-302025-10-14history
DELL DELL TECHNOLOGIES INC2.6K shares-16.37%2025-09-302025-10-14history
TMO THERMO FISHER SCIENTIFIC INC758 shares-4.41%2025-09-302025-10-14history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN1.2K shares-9.95%2025-09-302025-10-14history
JKHY HENRY JACK & ASSOC INC2.4K shares-7.73%2025-09-302025-10-14history
TRV TRAVELERS COMPANIES INC1.3K shares-19.15%2025-09-302025-10-14history
BKE BUCKLE INC5.9K shares-6.29%2025-09-302025-10-14history
DIA SPDR DOW JONES INDL AVERAGE742 shares0.00%2025-09-302025-10-14history
VLO VALERO ENERGY CORP1.9K shares-2.36%2025-09-302025-10-14history
BSX BOSTON SCIENTIFIC CORP3.3K shares0.00%2025-09-302025-10-14history
COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-09-302025-10-14history
Sponsored
AXP AMERICAN EXPRESS CO968 shares-1.02%2025-09-302025-10-14history
FBP FIRST BANCORP P R14.1K shares-13.06%2025-09-302025-10-14history
MDT MEDTRONIC PLC3.2K sharesnew addition2025-09-302025-10-14history
CBOE CBOE GLOBAL MKTS INC1.2K shares0.00%2025-09-302025-10-14history
BK BANK NEW YORK MELLON CORP2.7K shares0.00%2025-09-302025-10-14history
UNP UNION PAC CORP1.2K shares-19.42%2025-09-302025-10-14history
SPOT SPOTIFY TECHNOLOGY S A408 shares0.00%2025-09-302025-10-14history
DDS DILLARDS INC457 sharesnew addition2025-09-302025-10-14history
Sponsored
EPR EPR PPTYS4.8K shares-10.99%2025-09-302025-10-14history
BAC BANK AMERICA CORP5.4K shares4.62%2025-09-302025-10-14history
KTB KONTOOR BRANDS INC3.5K shares-6.59%2025-09-302025-10-14history
AZN ASTRAZENECA PLC3.5K sharesnew addition2025-09-302025-10-14history
MET METLIFE INC3.2K shares-13.60%2025-09-302025-10-14history
MMM 3M CO1.7K shares0.53%2025-09-302025-10-14history
KMI KINDER MORGAN INC DEL9.3K shares-21.31%2025-09-302025-10-14history
DLR DIGITAL RLTY TR INC1.5K shares-9.80%2025-09-302025-10-14history
Sponsored
CTRE CARETRUST REIT INC7.5K shares-10.80%2025-09-302025-10-14history
GHC GRAHAM HLDGS CO218 sharesnew addition2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS902 shares-1.96%2025-09-302025-10-14history
CTAS CINTAS CORP1.2K shares-5.14%2025-09-302025-10-14history
CG CARLYLE GROUP INC4.0K sharesnew addition2025-09-302025-10-14history
TTE TOTALENERGIES SE4.2K sharesnew addition2025-09-302025-10-14history
SBRA SABRA HEALTH CARE REIT INC13.4K shares-10.81%2025-09-302025-10-14history
IBP INSTALLED BLDG PRODS INC990 sharesnew addition2025-09-302025-10-14history
Sponsored
AIG AMERICAN INTL GROUP INC3.1K shares-20.01%2025-09-302025-10-14history
MDLZ MONDELEZ INTL INC3.8K sharesnew addition2025-09-302025-10-14history
CMI CUMMINS INC569 sharesnew addition2025-09-302025-10-14history
MAR MARRIOTT INTL INC NEW916 shares-0.65%2025-09-302025-10-14history
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-10-14history
KLAC KLA CORP216 shares-27.52%2025-09-302025-10-14history
STLD STEEL DYNAMICS INC1.6K shares-12.89%2025-09-302025-10-14history
SYK STRYKER CORPORATION609 shares0.00%2025-09-302025-10-14history
Sponsored
O REALTY INCOME CORP3.7K sharesnew addition2025-09-302025-10-14history
HSBC HSBC HLDGS PLC3.1K sharesnew addition2025-09-302025-10-14history
EMR EMERSON ELEC CO1.7K shares0.00%2025-09-302025-10-14history
MSI MOTOROLA SOLUTIONS INC480 shares0.00%2025-09-302025-10-14history
VICI VICI PPTYS INC6.7K sharesnew addition2025-09-302025-10-14history
K KELLANOVA2.7K shares0.00%2025-09-302025-10-14history
VNO VORNADO RLTY TR5.3K sharesnew addition2025-09-302025-10-14history
AIT APPLIED INDL TECHNOLOGIES IN817 shares-6.41%2025-09-302025-10-14history
Sponsored
WRB BERKLEY W R CORP2.8K shares0.00%2025-09-302025-10-14history
HCA HCA HEALTHCARE INC493 shares-19.31%2025-09-302025-10-14history
CCI CROWN CASTLE INC2.2K sharesnew addition2025-09-302025-10-14history
MUR MURPHY OIL CORP7.4K sharesnew addition2025-09-302025-10-14history
XVV ISHARES TR4.1K shares-25.00%2025-09-302025-10-14history
FAST FASTENAL CO4.2K sharesnew addition2025-09-302025-10-14history
CUBE CUBESMART5.0K sharesnew addition2025-09-302025-10-14history
TMUS T-MOBILE US INC855 sharesnew addition2025-09-302025-10-14history
Sponsored
BMI BADGER METER INC1.1K shares-92.72%2025-09-302025-10-14history
UNH UNITEDHEALTH GROUP INC582 sharesnew addition2025-09-302025-10-14history
GSK GSK PLC4.6K sharesnew addition2025-09-302025-10-14history
BNL BROADSTONE NET LEASE INC11.1K sharesnew addition2025-09-302025-10-14history
APLE APPLE HOSPITALITY REIT INC16.4K sharesnew addition2025-09-302025-10-14history
DHT DHT HOLDINGS INC14.2K shares-17.20%2025-09-302025-10-14history
VALE VALE S A12.9K sharesnew addition2025-09-302025-10-14history
ADT ADT INC DEL12.8K shares-28.20%2025-09-302025-10-14history
Sponsored
RES RPC INC16.5K shares-17.63%2025-09-302025-10-14history
NOTV INOTIV INC32.4K shares0.00%2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available