Monument Capital Management Top Holdings and 13F Report (2025) About Monument Capital ManagementInvestment ActivityMonument Capital Management has $325.26 million in total holdings as of March 31, 2025.Monument Capital Management owns shares of 193 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 25.78% of the portfolio was purchased this quarter.About 34.50% of the portfolio was sold this quarter.This quarter, Monument Capital Management has purchased 198 new stocks and bought additional shares in 60 stocks.Monument Capital Management sold shares of 78 stocks and completely divested from 39 stocks this quarter.Largest Holdings Microsoft $11,611,605iShares Core S&P Total U.S. Stock Market ETF $7,679,190Apple $7,480,839iShares Russell 1000 Growth ETF $6,475,066iShares Russell 1000 ETF $6,178,357 Largest New Holdings this Quarter 464287622 - iShares Russell 1000 ETF $6,178,357 Holding464287481 - iShares Russell Mid-Cap Growth ETF $6,069,651 Holding464287176 - iShares TIPS Bond ETF $5,886,992 Holding81369Y886 - Utilities Select Sector SPDR Fund $4,577,085 Holding464286764 - iShares MSCI Spain ETF $3,298,622 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 20,142 shares (about $6.18M)iShares Russell 1000 Growth ETF 17,015 shares (about $6.14M)iShares Russell Mid-Cap Growth ETF 51,661 shares (about $6.07M)iShares TIPS Bond ETF 52,993 shares (about $5.89M)Utilities Select Sector SPDR Fund 58,048 shares (about $4.58M) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 163,419 shares (about $19.94M)Vanguard FTSE Developed Markets ETF 249,900 shares (about $12.70M)Invesco QQQ 19,297 shares (about $9.05M)United Rentals 4,228 shares (about $2.65M)Hubbell 7,818 shares (about $2.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonument Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$11,611,605$183,566 ▼-1.6%30,9323.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$7,679,190$19,938,759 ▼-72.2%62,9392.4%ETFAAPLApple$7,480,839$158,822 ▼-2.1%33,6782.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,475,066$6,143,946 ▲1,855.5%17,9322.0%ETFIWBiShares Russell 1000 ETF$6,178,357$6,178,357 ▲New Holding20,1421.9%ETFIWPiShares Russell Mid-Cap Growth ETF$6,069,651$6,069,651 ▲New Holding51,6611.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,964,670$22,014 ▲0.4%65,8421.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,962,013$52,933 ▲0.9%161,9671.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,947,766$154,771 ▲2.7%72,7471.8%ETFTIPiShares TIPS Bond ETF$5,886,992$5,886,992 ▲New Holding52,9931.8%ETFCOKECoca-Cola Consolidated$5,339,033$13,499 ▲0.3%3,9551.6%Consumer StaplesFXOFirst Trust Financial AlphaDEX Fund$5,045,422$156,879 ▼-3.0%95,1971.6%ETFMUSAMurphy USA$5,007,426$71,414 ▲1.4%10,6581.5%Retail/WholesaleCATCaterpillar$4,972,444$50,460 ▲1.0%15,0771.5%IndustrialsGWWW.W. Grainger$4,889,963$47,418 ▲1.0%4,9501.5%IndustrialsQQQInvesco QQQ$4,853,474$9,049,033 ▼-65.1%10,3501.5%FinanceWMTWalmart$4,828,759$2,342,656 ▲94.2%55,0041.5%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$4,577,085$4,577,085 ▲New Holding58,0481.4%ETFXLCCommunication Services Select Sector SPDR Fund$4,550,026$75,520 ▼-1.6%47,1751.4%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$4,487,316$74,027 ▼-1.6%64,4361.4%ETFPHMPulteGroup$4,353,774$6,579 ▼-0.2%42,3521.3%ConstructionEMEEMCOR Group$4,311,257$71,706 ▼-1.6%11,6641.3%ConstructionMETAMeta Platforms$4,193,228$2,989,728 ▲248.4%7,2751.3%Computer and TechnologyPGRProgressive$3,986,623$91,975 ▲2.4%14,0871.2%FinanceBKNGBooking$3,980,433$36,856 ▲0.9%8641.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$3,761,211$12,702,398 ▼-77.2%73,9961.2%ETFMTGMGIC Investment$3,545,516$39,425 ▲1.1%143,0801.1%FinancePGProcter & Gamble$3,520,693$64,078 ▼-1.8%20,6591.1%Consumer StaplesGDDYGoDaddy$3,491,113$36,749 ▼-1.0%19,3801.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,427,363$48,079 ▼-1.4%13,9721.1%FinanceCASYCasey's General Stores$3,415,387$77,257 ▼-2.2%7,8691.1%Retail/WholesaleRLRalph Lauren$3,338,050$3,753 ▼-0.1%15,1221.0%Consumer DiscretionaryEWPiShares MSCI Spain ETF$3,298,622$3,298,622 ▲New Holding86,6691.0%ETFEWIiShares MSCI Italy ETF$3,240,273$3,240,273 ▲New Holding76,5661.0%ETFLOPEGrand Canyon Education$3,240,146$3,460 ▼-0.1%18,7271.0%Consumer DiscretionaryEWGiShares MSCI Germany ETF$3,199,077$3,199,077 ▲New Holding86,2751.0%ETFEWOiShares MSCI Austria ETF$3,194,716$3,194,716 ▲New Holding127,1781.0%ETFPCARPACCAR$3,154,318$31,451 ▲1.0%32,3951.0%Auto/Tires/TrucksPPCPilgrim's Pride$3,151,768$118,014 ▲3.9%57,8201.0%Consumer StaplesEWDiShares MSCI Sweden ETF$3,148,257$3,148,257 ▲New Holding74,8161.0%FinanceFOXAFOX$3,122,679$3,122,679 ▲New Holding55,1711.0%Consumer DiscretionaryALLAllstate$3,099,619$141,842 ▲4.8%14,9691.0%FinanceEXELExelixis$3,047,118$3,047,118 ▲New Holding82,5330.9%MedicalAVGOBroadcom$3,043,437$506,653 ▼-14.3%18,1770.9%Computer and TechnologyEBAYeBay$2,964,542$2,964,542 ▲New Holding43,7700.9%Retail/WholesaleBMIBadger Meter$2,954,125$23,971 ▲0.8%15,5280.9%Computer and TechnologyRSReliance$2,919,547$81,427 ▲2.9%10,1110.9%Basic MaterialsLIILennox International$2,899,323$92,532 ▲3.3%5,1700.9%ConstructionHIGThe Hartford Financial Services Group$2,870,690$120,267 ▲4.4%23,2010.9%FinanceHLIHoulihan Lokey$2,805,873$82,849 ▲3.0%17,3740.9%FinanceCNMCore & Main$2,799,371$2,799,371 ▲New Holding57,9460.9%IndustrialsCOCA-COLA EUROPACIFIC PARTNE$2,795,578$2,795,578 ▲New Holding32,1220.9%SHSRDNRadian Group$2,771,607$166,210 ▲6.4%83,8100.9%FinanceRGAReinsurance Group of America$2,718,634$83,487 ▲3.2%13,8070.8%FinanceTXRHTexas Roadhouse$2,683,243$2,683,243 ▲New Holding16,1030.8%Retail/WholesaleCBTCabot$2,630,187$259,394 ▲10.9%31,6360.8%Basic MaterialsTTTrane Technologies$2,520,162$173,177 ▲7.4%7,4800.8%ConstructionEXPEExpedia Group$2,261,481$2,261,481 ▲New Holding13,4530.7%Retail/WholesaleVVisa$2,260,336$33,642 ▲1.5%6,4500.7%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$2,248,279$22,692 ▼-1.0%12,9790.7%ETFLLYEli Lilly and Company$2,227,230$17,342 ▼-0.8%2,6970.7%MedicalNVDANVIDIA$2,201,412$83,019 ▼-3.6%20,3120.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,177,076$4,672 ▲0.2%7,9210.7%ETFXOMExxon Mobil$2,028,437$202,891 ▼-9.1%17,0560.6%EnergyAMZNAmazon.com$1,921,055$1,522 ▼-0.1%10,0970.6%Retail/WholesaleHDHome Depot$1,853,438$17,959 ▼-1.0%5,0570.6%Retail/WholesaleBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding20.5%FinancePWRQuanta Services$1,566,3320.0%6,1620.5%ConstructionEPOLiShares MSCI Poland ETF$1,540,606$1,540,606 ▲New Holding55,0020.5%ETFECHiShares MSCI Chile ETF$1,527,589$1,527,589 ▲New Holding51,2270.5%ETFMCHIiShares MSCI China ETF$1,497,523$1,497,523 ▲New Holding27,5280.5%ETFKOCoca-Cola$1,460,729$70,258 ▲5.1%20,3960.4%Consumer StaplesRSPTInvesco S&P 500 Equal Weight Technology ETF$1,401,889$15,766 ▼-1.1%40,9910.4%ETFABBVAbbVie$1,373,487$419 ▼0.0%6,5550.4%MedicalGOOGLAlphabet$1,275,155$102,680 ▼-7.5%8,2460.4%Computer and TechnologyWMWaste Management$1,261,162$29,168 ▼-2.3%5,4480.4%Business ServicesPMPhilip Morris International$1,180,187$161,274 ▲15.8%7,4350.4%Consumer StaplesFTSMFirst Trust Enhanced Short Maturity ETF$1,168,735$168,330 ▼-12.6%19,5310.4%ManufacturingMCKMcKesson$1,125,246$1,346 ▲0.1%1,6720.3%MedicalMAMastercard$1,073,215$9,318 ▲0.9%1,9580.3%Business ServicesSCIService Co. International$1,047,476$1,203 ▼-0.1%13,0610.3%Consumer StaplesTJXTJX Companies$1,025,507$5,603 ▲0.5%8,4200.3%Retail/WholesaleTAT&T$987,424$344,196 ▲53.5%34,9160.3%Computer and TechnologyNFLXNetflix$935,328$23,313 ▲2.6%1,0030.3%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$931,553$133,765 ▼-12.6%16,3030.3%ETFCVXChevron$920,585$391,788 ▲74.1%5,5030.3%EnergyORCLOracle$919,824$18,176 ▼-1.9%6,5790.3%Computer and TechnologyTFCTruist Financial$916,8220.0%22,2800.3%FinanceGILDGilead Sciences$913,208$111,602 ▲13.9%8,1500.3%MedicalORLYO'Reilly Automotive$869,576$5,730 ▼-0.7%6070.3%Retail/WholesaleCSCOCisco Systems$861,101$6,294 ▼-0.7%13,9540.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$828,871$33,558 ▲4.2%1,4820.3%FinanceCOSTCostco Wholesale$803,717$25,530 ▲3.3%8500.2%Retail/WholesaleSPGSimon Property Group$765,938$51,317 ▼-6.3%4,6120.2%FinanceMRKMerck & Co., Inc.$748,889$70,823 ▲10.4%8,3430.2%MedicalFICOFair Isaac$737,664$12,909 ▼-1.7%4000.2%Computer and TechnologyWFCWells Fargo & Company$715,1720.0%9,9620.2%FinanceSNPSSynopsys$693,879$9,006 ▼-1.3%1,6180.2%Computer and TechnologyJNJJohnson & Johnson$690,766$338,666 ▲96.2%4,1650.2%MedicalUNHUnitedHealth Group$677,788$258,754 ▼-27.6%1,2940.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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