Monument Capital Management Top Holdings and 13F Report (2025) About Monument Capital ManagementInvestment ActivityMonument Capital Management has $362.65 million in total holdings as of December 31, 2024.Monument Capital Management owns shares of 198 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 12.17% of the portfolio was purchased this quarter.About 12.10% of the portfolio was sold this quarter.This quarter, Monument Capital Management has purchased 194 new stocks and bought additional shares in 92 stocks.Monument Capital Management sold shares of 59 stocks and completely divested from 22 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $29,114,116Vanguard FTSE Developed Markets ETF $15,488,686Invesco QQQ $15,156,613Microsoft $13,243,866Apple $8,612,751 Largest New Holdings this Quarter Vanguard Total International Bond ETF $5,518,488 HoldingCommunication Services Select Sector SPDR Fund $4,642,803 HoldingTechnology Select Sector SPDR Fund $4,546,093 HoldingConsumer Discretionary Select Sector SPDR Fund $4,544,455 HoldingLennox International $3,049,547 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 112,507 shares (about $5.52M)Communication Services Select Sector SPDR Fund 47,958 shares (about $4.64M)Technology Select Sector SPDR Fund 19,551 shares (about $4.55M)Consumer Discretionary Select Sector SPDR Fund 20,256 shares (about $4.54M)Lennox International 5,005 shares (about $3.05M) Largest Sales this Quarter Alphabet 13,954 shares (about $2.64M)Broadcom 5,820 shares (about $1.35M)iShares Core S&P Total U.S. Stock Market ETF 4,384 shares (about $563.87K)Invesco QQQ 591 shares (about $302.14K)iShares Broad USD High Yield Corporate Bond ETF 7,239 shares (about $266.32K) 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 PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$29,114,116$563,869 ▼-1.9%226,3588.0%ETFVEAVanguard FTSE Developed Markets ETF$15,488,686$114,098 ▼-0.7%323,8964.3%ETFQQQInvesco QQQ$15,156,613$302,140 ▼-2.0%29,6474.2%FinanceMSFTMicrosoft$13,243,866$627,188 ▲5.0%31,4213.7%Computer and TechnologyAAPLApple$8,612,751$860,699 ▲11.1%34,3932.4%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$5,905,875$266,323 ▼-4.3%160,5291.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,840,959$256,970 ▼-4.2%65,5991.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,687,427$196,901 ▼-3.3%70,8541.6%ETFBNDXVanguard Total International Bond ETF$5,518,488$5,518,488 ▲New Holding112,5071.5%ETFCATCaterpillar$5,413,700$15,236 ▲0.3%14,9241.5%Industrial ProductsEMEEMCOR Group$5,382,301$38,127 ▼-0.7%11,8581.5%ConstructionFXOFirst Trust Financial AlphaDEX Fund$5,313,232$152,646 ▼-2.8%98,1571.5%ETFMUSAMurphy USA$5,271,174$33,616 ▲0.6%10,5061.5%Retail/WholesaleGWWW.W. Grainger$5,166,885$2,108 ▲0.0%4,9021.4%Industrial ProductsCOKECoca-Cola Consolidated$4,970,548$44,099 ▼-0.9%3,9451.4%Consumer StaplesAVGOBroadcom$4,915,637$1,349,291 ▼-21.5%21,2031.4%Computer and TechnologyFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$4,899,983$123,137 ▼-2.5%65,4991.4%ETFXLCCommunication Services Select Sector SPDR Fund$4,642,803$4,642,803 ▲New Holding47,9581.3%ETFEVREvercore$4,635,775$111,432 ▼-2.3%16,7241.3%FinancePHMPulteGroup$4,619,105$37,244 ▲0.8%42,4161.3%ConstructionXLKTechnology Select Sector SPDR Fund$4,546,093$4,546,093 ▲New Holding19,5511.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$4,544,455$4,544,455 ▲New Holding20,2561.3%FinanceBKNGBooking$4,255,429$59,656 ▲1.4%8561.2%Retail/WholesaleFIXComfort Systems USA$4,135,742$29,683 ▲0.7%9,7531.1%ConstructionDECKDeckers Outdoor$3,880,238$21,324 ▲0.6%19,1061.1%Retail/WholesaleGDDYGoDaddy$3,865,294$126,119 ▲3.4%19,5841.1%Computer and TechnologyHUBBHubbell$3,593,385$5,865 ▼-0.2%8,5781.0%Industrial ProductsPGProcter & Gamble$3,526,475$62,030 ▲1.8%21,0351.0%Consumer StaplesRLRalph Lauren$3,496,826$22,174 ▲0.6%15,1391.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$3,396,211$25,889 ▲0.8%14,1680.9%FinanceMTGMGIC Investment$3,354,701$2,039 ▲0.1%141,4890.9%FinancePCARPACCAR$3,336,140$48,577 ▲1.5%32,0720.9%Auto/Tires/TrucksPGRProgressive$3,297,546$10,543 ▲0.3%13,7620.9%FinanceURIUnited Rentals$3,275,543$54,945 ▲1.7%4,6500.9%ConstructionBMIBadger Meter$3,267,070$15,697 ▼-0.5%15,4020.9%Computer and TechnologyKTBKontoor Brands$3,220,048$2,935,974 ▲1,033.5%37,7010.9%Consumer DiscretionaryCASYCasey's General Stores$3,188,463$28,925 ▼-0.9%8,0470.9%Retail/WholesaleCLHClean Harbors$3,135,197$48,790 ▲1.6%13,6230.9%Business ServicesLOPEGrand Canyon Education$3,070,759$76,658 ▲2.6%18,7470.8%Consumer DiscretionaryLIILennox International$3,049,547$3,049,547 ▲New Holding5,0050.8%ConstructionEXPEagle Materials$2,981,502$34,792 ▲1.2%12,0830.8%ConstructionHLIHoulihan Lokey$2,928,118$100,203 ▲3.5%16,8610.8%FinanceSYFSynchrony Financial$2,874,926$85,994 ▲3.1%44,2300.8%FinanceRGAReinsurance Group of America$2,858,909$39,734 ▲1.4%13,3830.8%FinanceHRBH&R Block$2,838,317$56,803 ▲2.0%53,7150.8%Consumer DiscretionaryNVDANVIDIA$2,830,561$357,077 ▲14.4%21,0780.8%Computer and TechnologyLAZARD INC$2,808,881$2,808,881 ▲New Holding54,5630.8%COMNRGNRG Energy$2,759,618$223,292 ▲8.8%30,5880.8%UtilitiesALLAllstate$2,753,812$201,466 ▲7.9%14,2840.8%FinanceRSReliance$2,646,438$53,311 ▲2.1%9,8290.7%Basic MaterialsCBTCabot$2,603,818$44,103 ▲1.7%28,5160.7%Basic MaterialsTTTrane Technologies$2,572,892$161,037 ▲6.7%6,9660.7%ConstructionWMTWalmart$2,558,645$2,620 ▼-0.1%28,3190.7%Retail/WholesalePPCPilgrim's Pride$2,526,180$105,486 ▲4.4%55,6550.7%Consumer StaplesRDNRadian Group$2,499,036$110,322 ▲4.6%78,7840.7%FinanceHIGThe Hartford Financial Services Group$2,431,873$104,040 ▲4.5%22,2290.7%FinanceLPXLouisiana-Pacific$2,382,400$2,382,400 ▲New Holding23,0070.7%ConstructionRSPInvesco S&P 500 Equal Weight ETF$2,297,256$18,049 ▼-0.8%13,1100.6%ETFNTAPNetApp$2,292,502$126,181 ▲5.8%19,7490.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,290,6580.0%7,9040.6%ETFAMZNAmazon.com$2,216,936$650,491 ▲41.5%10,1050.6%Retail/WholesaleLLYEli Lilly and Company$2,097,984$85,679 ▼-3.9%2,7180.6%MedicalXOMExxon Mobil$2,018,226$158,235 ▲8.5%18,7620.6%Oils/EnergyVVisa$2,008,161$63,525 ▲3.3%6,3540.6%Business ServicesHDHome Depot$1,986,193$4,668 ▲0.2%5,1060.5%Retail/WholesaleCSLCarlisle Companies$1,967,809$161,556 ▲8.9%5,3350.5%Multi-Sector ConglomeratesPWRQuanta Services$1,947,593$6,953 ▼-0.4%6,1620.5%ConstructionGOOGLAlphabet$1,686,655$2,641,480 ▼-61.0%8,9100.5%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,551,136$262 ▲0.0%41,4520.4%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,335,488$15,660 ▼-1.2%22,3440.4%ManufacturingMETAMeta Platforms$1,222,642$765,322 ▲167.3%2,0880.3%Computer and TechnologyKOCoca-Cola$1,208,749$147,926 ▲13.9%19,4150.3%Consumer StaplesABBVAbbVie$1,165,118$178 ▲0.0%6,5570.3%MedicalWMWaste Management$1,124,687$25,423 ▲2.3%5,5740.3%Business ServicesORCLOracle$1,118,028$1,000 ▼-0.1%6,7090.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,072,589$24,853 ▲2.4%18,6440.3%ETFSCIService Co. International$1,043,710$1,197 ▲0.1%13,0760.3%Consumer StaplesMAMastercard$1,021,910$57,913 ▲6.0%1,9410.3%Business ServicesTJXTJX Companies$1,011,719$121 ▲0.0%8,3740.3%Retail/WholesaleTFCTruist Financial$966,5060.0%22,2800.3%FinanceMCKMcKesson$951,7510.0%1,6700.3%MedicalIRMIron Mountain$934,322$22,914 ▼-2.4%8,8890.3%Business ServicesUNHUnitedHealth Group$904,450$259,498 ▼-22.3%1,7880.2%MedicalNFLXNetflix$871,711$871,711 ▲New Holding9780.2%Consumer DiscretionarySPGSimon Property Group$847,530$11,195 ▼-1.3%4,9210.2%FinanceSPYSPDR S&P 500 ETF Trust$833,254$95,514 ▼-10.3%1,4220.2%FinanceCSCOCisco Systems$832,115$174,462 ▲26.5%14,0560.2%Computer and TechnologyFICOFair Isaac$810,3090.0%4070.2%Computer and TechnologyETNEaton$801,3990.0%2,4150.2%Industrial ProductsSNPSSynopsys$795,505$36,402 ▼-4.4%1,6390.2%Computer and TechnologyPMPhilip Morris International$772,572$392,003 ▲103.0%6,4190.2%Consumer StaplesCOSTCostco Wholesale$754,374$16,499 ▼-2.1%8230.2%Retail/WholesaleMRKMerck & Co., Inc.$751,499$47,852 ▼-6.0%7,5540.2%MedicalORLYO'Reilly Automotive$724,524$30,831 ▲4.4%6110.2%Retail/WholesaleWFCWells Fargo & Company$699,731$5,479 ▲0.8%9,9620.2%FinanceGOOGAlphabet$678,897$190 ▲0.0%3,5650.2%Computer and TechnologyGILDGilead Sciences$660,815$94,310 ▲16.6%7,1540.2%MedicalLMTLockheed Martin$653,707$18,469 ▲2.9%1,3450.2%AerospacePIZInvesco DWA Developed Markets Momentum ETF$643,408$1,852 ▲0.3%17,7170.2%ETFFTRIFirst Trust Indxx Global Natural Resources Income ETF$642,839$13,084 ▲2.1%53,4550.2%ETFShowing 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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