The Analysis of Monument Capital Management's Holdings

Currently, Monument Capital Management holds 220 types of securities in its portfolio with a total value $402.0M. In the most recent quarter, they have increased their positions in VONG (+52.3K shares, valued at $6.4M), XLK (+34.4K shares, valued at $5.0M), MBB (+50.2K shares, valued at $4.8M); decreased their positions in BKNG (-735 shares, valued at $3.9M), GWW (-3.3K shares, valued at $3.4M), RCL (-11.7K shares, valued at $3.3M); initiated new positions in VONG (+52.3K shares, valued at $6.4M), XLK (+34.4K shares, valued at $5.0M), MBB (+50.2K shares, valued at $4.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP31.0K shares0.36%2025-12-312026-01-26

AAPL APPLE INC33.6K shares1.19%2025-12-312026-01-26

ITOT ISHARES TR59.6K shares-1.52%2025-12-312026-01-26

CAT CATERPILLAR INC14.4K shares-2.19%2025-12-312026-01-26

IWF ISHARES TR17.2K shares3.95%2025-12-312026-01-26

IWB ISHARES TR19.8K shares5.02%2025-12-312026-01-26

IWP ISHARES TR50.8K shares5.57%2025-12-312026-01-26

EME EMCOR GROUP INC11.3K shares-3.69%2025-12-312026-01-26

Sponsored

VONG VANGUARD SCOTTSDALE FDS52.3K sharesnew addition2025-12-312026-01-26

WMT WALMART INC53.1K shares-0.34%2025-12-312026-01-26

FIX COMFORT SYS USA INC6.3K shares-3.44%2025-12-312026-01-26

ALPHABET INC ALPHABET INC18.5K shares92.21%2025-12-312026-01-26

FXO FIRST TR EXCHANGE TRADED FD92.4K shares4.29%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR9.0K shares-6.46%2025-12-312026-01-26

XLC SELECT SECTOR SPDR TR45.9K shares4.16%2025-12-312026-01-26

EMB ISHARES TR55.1K shares-1.23%2025-12-312026-01-26

Sponsored

VCIT VANGUARD SCOTTSDALE FDS61.5K shares-1.06%2025-12-312026-01-26

RL RALPH LAUREN CORP14.5K shares-2.41%2025-12-312026-01-26

FXR FIRST TR EXCHANGE TRADED FD63.9K shares5.21%2025-12-312026-01-26

XLK SELECT SECTOR SPDR TR34.4K sharesnew addition2025-12-312026-01-26

APH AMPHENOL CORP NEW36.5K shares-2.02%2025-12-312026-01-26

XLU SELECT SECTOR SPDR TR114.8K shares109.63%2025-12-312026-01-26

IEI ISHARES TR40.9K shares-1.01%2025-12-312026-01-26

MBB ISHARES TR50.2K sharesnew addition2025-12-312026-01-26

Sponsored

FLOT ISHARES TR93.0K shares-0.90%2025-12-312026-01-26

MCK MCKESSON CORP5.6K shares-0.56%2025-12-312026-01-26

EWP ISHARES INC83.5K shares3.78%2025-12-312026-01-26

EWO ISHARES INC123.8K shares4.41%2025-12-312026-01-26

UI UBIQUITI INC7.9K shares-2.63%2025-12-312026-01-26

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC50.6K shares1.27%2025-12-312026-01-26

CASY CASEYS GEN STORES INC7.8K shares-2.29%2025-12-312026-01-26

VEA VANGUARD TAX-MANAGED FDS65.6K shares-1.85%2025-12-312026-01-26

Sponsored

EWI ISHARES INC74.9K shares4.70%2025-12-312026-01-26

MTG MGIC INVT CORP WIS138.7K shares-2.17%2025-12-312026-01-26

CAH CARDINAL HEALTH INC19.7K shares-0.34%2025-12-312026-01-26

EIS ISHARES INC36.5K shares5.04%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.12.5K shares-1.53%2025-12-312026-01-26

TPR TAPESTRY INC29.0K shares-0.91%2025-12-312026-01-26

EXEL EXELIXIS INC83.6K shares-1.61%2025-12-312026-01-26

EBAY EBAY INC.41.3K shares-0.07%2025-12-312026-01-26

Sponsored

NVDA NVIDIA CORPORATION19.2K shares1.71%2025-12-312026-01-26

EWH ISHARES INC165.0K shares6.23%2025-12-312026-01-26

PEGA PEGASYSTEMS INC56.4K shares-0.43%2025-12-312026-01-26

AWI ARMSTRONG WORLD INDS INC NEW17.5K shares-1.21%2025-12-312026-01-26

HIG HARTFORD INSURANCE GROUP INC24.0K shares-1.10%2025-12-312026-01-26

JNJ JOHNSON & JOHNSON15.7K shares25.10%2025-12-312026-01-26

PGR PROGRESSIVE CORP14.1K shares0.69%2025-12-312026-01-26

SYF SYNCHRONY FINANCIAL38.4K shares-0.32%2025-12-312026-01-26

Sponsored

BLD TOPBUILD CORP7.5K shares-1.43%2025-12-312026-01-26

JBL JABIL INC13.7K shares-0.44%2025-12-312026-01-26

NRG NRG ENERGY INC19.5K shares-0.21%2025-12-312026-01-26

TT TRANE TECHNOLOGIES PLC7.9K shares-0.41%2025-12-312026-01-26

BROADCOM INC BROADCOM INC8.5K shares-5.93%2025-12-312026-01-26

RDN RADIAN GROUP INC81.8K shares-0.14%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS20.5K sharesnew addition2025-12-312026-01-26

AMAT APPLIED MATLS INC11.4K sharesnew addition2025-12-312026-01-26

Sponsored

ALL ALLSTATE CORP14.0K shares0.02%2025-12-312026-01-26

HLI HOULIHAN LOKEY INC16.3K shares0.02%2025-12-312026-01-26

LAM RESEARCH CORP LAM RESEARCH CORP16.4K shares822.55%2025-12-312026-01-26

INCY INCYTE CORP28.4K sharesnew addition2025-12-312026-01-26

EXPE EXPEDIA GROUP INC9.8K sharesnew addition2025-12-312026-01-26

CCEP COCA-COLA EUROPACIFIC PARTNE30.5K shares0.72%2025-12-312026-01-26

VTI VANGUARD INDEX FDS7.9K shares0.03%2025-12-312026-01-26

LLY ELI LILLY & CO2.4K shares0.50%2025-12-312026-01-26

Sponsored

DDS DILLARDS INC4.2K shares818.60%2025-12-312026-01-26

AMZN AMAZON COM INC10.8K shares5.03%2025-12-312026-01-26

PG PROCTER AND GAMBLE CO17.2K shares-9.72%2025-12-312026-01-26

EVR EVERCORE INC7.1K shares2.54%2025-12-312026-01-26

PWR QUANTA SVCS INC5.6K shares-0.32%2025-12-312026-01-26

CHRW C H ROBINSON WORLDWIDE INC14.2K sharesnew addition2025-12-312026-01-26

EZA ISHARES INC30.7K shares4.10%2025-12-312026-01-26

V VISA INC6.0K shares-3.90%2025-12-312026-01-26

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares0.00%2025-12-312026-01-26

MERCK & CO INC MERCK & CO INC18.7K shares57.35%2025-12-312026-01-26

ECH ISHARES INC47.2K sharesnew addition2025-12-312026-01-26

META META PLATFORMS INC2.9K shares-2.19%2025-12-312026-01-26

EWW ISHARES INC26.8K sharesnew addition2025-12-312026-01-26

FLS FLOWSERVE CORP24.9K sharesnew addition2025-12-312026-01-26

GILD GILEAD SCIENCES INC13.8K shares40.55%2025-12-312026-01-26

XOM EXXON MOBIL CORP14.0K shares-2.87%2025-12-312026-01-26

Sponsored

GWW WW GRAINGER INC1.6K shares-68.05%2025-12-312026-01-26

HD HOME DEPOT INC4.4K shares3.16%2025-12-312026-01-26

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-26

RSPT INVESCO EXCHANGE TRADED FD T32.0K shares-2.91%2025-12-312026-01-26

ABBV ABBVIE INC6.2K shares0.00%2025-12-312026-01-26

KO COCA COLA CO19.1K shares-13.23%2025-12-312026-01-26

CSCO CISCO SYS INC15.8K shares-0.15%2025-12-312026-01-26

ALPHABET INC ALPHABET INC3.8K shares1.96%2025-12-312026-01-26

Sponsored

TJX TJX COS INC NEW7.4K shares0.44%2025-12-312026-01-26

WM WASTE MGMT INC DEL5.1K shares-0.58%2025-12-312026-01-26

MA MASTERCARD INCORPORATED2.0K shares0.67%2025-12-312026-01-26

TFC TRUIST FINL CORP22.3K shares0.02%2025-12-312026-01-26

NFLX NETFLIX INC11.6K shares222.10%2025-12-312026-01-26

ORCL ORACLE CORP5.6K shares-8.32%2025-12-312026-01-26

ED CONSOLIDATED EDISON INC10.8K shares8.63%2025-12-312026-01-26

PM PHILIP MORRIS INTL INC6.5K shares-45.44%2025-12-312026-01-26

Sponsored

AEP AMERICAN ELEC PWR CO INC8.7K shares13.11%2025-12-312026-01-26

SCI SERVICE CORP INTL12.7K shares-0.18%2025-12-312026-01-26

PLTR PALANTIR TECHNOLOGIES INC5.3K shares1.19%2025-12-312026-01-26

AMGN AMGEN INC2.8K shares102.62%2025-12-312026-01-26

MUSA MURPHY USA INC2.2K shares-0.93%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR1.3K shares-1.65%2025-12-312026-01-26

GE AEROSPACE GE AEROSPACE2.8K shares0.00%2025-12-312026-01-26

WFC WELLS FARGO CO NEW9.2K shares0.00%2025-12-312026-01-26

Sponsored

CVX CHEVRON CORP NEW5.6K shares-15.46%2025-12-312026-01-26

ORLY OREILLY AUTOMOTIVE INC9.3K shares-2.91%2025-12-312026-01-26

BKNG BOOKING HOLDINGS INC155 shares-82.58%2025-12-312026-01-26

FOXA FOX CORP10.6K shares5.32%2025-12-312026-01-26

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.5K shares2.65%2025-12-312026-01-26

SNPS SYNOPSYS INC1.6K shares1.07%2025-12-312026-01-26

ARCC ARES CAPITAL CORP36.2K shares-7.75%2025-12-312026-01-26

CITIGROUP INC CITIGROUP INC6.0K shares4.69%2025-12-312026-01-26

Sponsored

COST COSTCO WHSL CORP NEW801 shares-0.74%2025-12-312026-01-26

TSLA TESLA INC1.4K shares9.43%2025-12-312026-01-26

VT VANGUARD INTL EQUITY INDEX F4.5K shares1.80%2025-12-312026-01-26

PHM PULTE GROUP INC5.3K shares0.00%2025-12-312026-01-26

SPG SIMON PPTY GROUP INC NEW3.3K shares45.77%2025-12-312026-01-26

NUE NUCOR CORP3.8K shares0.00%2025-12-312026-01-26

EATON CORP PLC EATON CORP PLC1.9K shares-2.63%2025-12-312026-01-26

NVS NOVARTIS AG4.4K shares16.09%2025-12-312026-01-26

Sponsored

HSBC HSBC HLDGS PLC7.5K shares140.79%2025-12-312026-01-26

HTGC HERCULES CAPITAL INC31.0K shares-10.12%2025-12-312026-01-26

ACGL ARCH CAP GROUP LTD6.0K shares-2.63%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F10.1K shares-26.60%2025-12-312026-01-26

MO ALTRIA GROUP INC10.0K shares-48.19%2025-12-312026-01-26

MCD MCDONALDS CORP1.8K shares7.85%2025-12-312026-01-26

BXSL BLACKSTONE SECD LENDING FD21.2K shares-9.20%2025-12-312026-01-26

IUSG ISHARES TR3.3K shares0.00%2025-12-312026-01-26

Sponsored

NEE NEXTERA ENERGY INC6.8K sharesnew addition2025-12-312026-01-26

FICO FAIR ISAAC CORP320 shares-9.09%2025-12-312026-01-26

GS GOLDMAN SACHS GROUP INC604 shares-9.99%2025-12-312026-01-26

CENCORA INC CENCORA INC1.6K shares0.00%2025-12-312026-01-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares1.86%2025-12-312026-01-26

MLI MUELLER INDS INC4.2K shares0.95%2025-12-312026-01-26

RLGT RADIANT LOGISTICS INC76.5K shares0.00%2025-12-312026-01-26

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares0.00%2025-12-312026-01-26

Sponsored

TOTALENERGIES SE TOTALENERGIES SE7.2K sharesnew addition2025-12-312026-01-26

LMT LOCKHEED MARTIN CORP924 shares-0.96%2025-12-312026-01-26

MPC MARATHON PETE CORP2.7K shares0.00%2025-12-312026-01-26

TMO THERMO FISHER SCIENTIFIC INC758 shares0.00%2025-12-312026-01-26

PH PARKER-HANNIFIN CORP497 shares1.02%2025-12-312026-01-26

DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2025-12-312026-01-26

VTR VENTAS INC5.6K shares-13.74%2025-12-312026-01-26

PIZ INVESCO EXCH TRADED FD TR II8.9K shares-43.82%2025-12-312026-01-26

Sponsored

JKHY HENRY JACK & ASSOC INC2.4K shares0.00%2025-12-312026-01-26

RCL ROYAL CARIBBEAN GROUP1.5K shares-88.41%2025-12-312026-01-26

GEV GE VERNOVA INC655 shares2.66%2025-12-312026-01-26

AZO AUTOZONE INC124 shares0.00%2025-12-312026-01-26

FTRI FIRST TR EXCHANGE TRADED FD26.3K shares-26.37%2025-12-312026-01-26

WELL WELLTOWER INC2.2K shares-24.02%2025-12-312026-01-26

TSLX SIXTH STREET SPECIALTY LENDI18.6K shares0.00%2025-12-312026-01-26

ITW ILLINOIS TOOL WKS INC1.6K shares-13.69%2025-12-312026-01-26

Sponsored

AFL AFLAC INC3.6K shares-0.28%2025-12-312026-01-26

COF CAPITAL ONE FINL CORP1.6K shares4.81%2025-12-312026-01-26

LOW LOWES COS INC1.6K shares4.55%2025-12-312026-01-26

T AT&T INC15.3K shares-88.42%2025-12-312026-01-26

TRV TRAVELERS COMPANIES INC1.3K shares4.21%2025-12-312026-01-26

GBDC GOLUB CAP BDC INC28.0K shares0.00%2025-12-312026-01-26

PEP PEPSICO INC2.6K shares-38.22%2025-12-312026-01-26

IDCC INTERDIGITAL INC1.2K shares0.69%2025-12-312026-01-26

Sponsored

PKG PACKAGING CORP AMER1.8K shares0.00%2025-12-312026-01-26

FDUS FIDUS INVT CORP19.0K shares0.00%2025-12-312026-01-26

AXP AMERICAN EXPRESS CO968 shares0.00%2025-12-312026-01-26

IBP INSTALLED BLDG PRODS INC1.4K shares37.37%2025-12-312026-01-26

SO SOUTHERN CO4.0K shares0.00%2025-12-312026-01-26

AZN ASTRAZENECA PLC3.8K shares9.86%2025-12-312026-01-26

ABT ABBOTT LABS2.8K shares-27.97%2025-12-312026-01-26

DIA SPDR DOW JONES INDL AVERAGE707 shares-4.72%2025-12-312026-01-26

Sponsored

URI UNITED RENTALS INC416 shares1.46%2025-12-312026-01-26

VZ VERIZON COMMUNICATIONS INC8.1K shares-25.50%2025-12-312026-01-26

DELL DELL TECHNOLOGIES INC2.6K shares-0.31%2025-12-312026-01-26

BKE BUCKLE INC6.1K shares3.15%2025-12-312026-01-26

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K sharesnew addition2025-12-312026-01-26

BSX BOSTON SCIENTIFIC CORP3.3K shares0.00%2025-12-312026-01-26

CBOE CBOE GLOBAL MKTS INC1.2K shares0.00%2025-12-312026-01-26

VLO VALERO ENERGY CORP1.9K shares0.00%2025-12-312026-01-26

Sponsored

BK BANK NEW YORK MELLON CORP2.7K shares0.00%2025-12-312026-01-26

BAC BANK AMERICA CORP5.6K shares4.47%2025-12-312026-01-26

IRM IRON MTN INC DEL3.5K shares-43.18%2025-12-312026-01-26

CMI CUMMINS INC569 shares0.00%2025-12-312026-01-26

FBP FIRST BANCORP P R13.8K shares-2.63%2025-12-312026-01-26

KMI KINDER MORGAN INC DEL10.3K shares10.46%2025-12-312026-01-26

NEM NEWMONT CORP2.8K sharesnew addition2025-12-312026-01-26

MAR MARRIOTT INTL INC NEW893 shares-2.51%2025-12-312026-01-26

Sponsored

STLD STEEL DYNAMICS INC1.6K shares-0.24%2025-12-312026-01-26

MMM 3M CO1.7K shares1.35%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS902 shares0.00%2025-12-312026-01-26

MUR MURPHY OIL CORP8.5K shares15.11%2025-12-312026-01-26

KLAC KLA CORP216 shares0.00%2025-12-312026-01-26

AIG AMERICAN INTL GROUP INC3.0K shares-1.99%2025-12-312026-01-26

UNP UNION PAC CORP1.1K shares-9.62%2025-12-312026-01-26

GSK PLC GSK PLC5.1K shares10.07%2025-12-312026-01-26

Sponsored

BLACKROCK INC BLACKROCK INC230 shares-49.00%2025-12-312026-01-26

VICI VICI PPTYS INC8.7K shares29.99%2025-12-312026-01-26

VALE VALE S A18.8K shares45.34%2025-12-312026-01-26

SPOT SPOTIFY TECHNOLOGY S A418 shares2.45%2025-12-312026-01-26

MEDTRONIC PLC MEDTRONIC PLC2.5K shares-21.70%2025-12-312026-01-26

CTAS CINTAS CORP1.2K shares0.00%2025-12-312026-01-26

XVV ISHARES TR4.4K shares8.24%2025-12-312026-01-26

HCA HCA HEALTHCARE INC493 shares0.00%2025-12-312026-01-26

Sponsored

EMR EMERSON ELEC CO1.7K shares0.00%2025-12-312026-01-26

ADP AUTOMATIC DATA PROCESSING IN834 shares-31.75%2025-12-312026-01-26

CALM CAL MAINE FOODS INC2.7K shares-90.34%2025-12-312026-01-26

COKE COCA COLA CONS INC1.4K sharesnew addition2025-12-312026-01-26

ISRG INTUITIVE SURGICAL INC369 sharesnew addition2025-12-312026-01-26

CMCSA COMCAST CORP NEW7.0K sharesnew addition2025-12-312026-01-26

O REALTY INCOME CORP3.7K shares0.00%2025-12-312026-01-26

IWD ISHARES TR981 sharesnew addition2025-12-312026-01-26

Sponsored

ES EVERSOURCE ENERGY3.0K sharesnew addition2025-12-312026-01-26

TQQQ PROSHARES TR3.9K sharesnew addition2025-12-312026-01-26

KTB KONTOOR BRANDS INC3.3K shares-4.08%2025-12-312026-01-26

GHC GRAHAM HLDGS CO184 shares-15.60%2025-12-312026-01-26

CTRE CARETRUST REIT INC5.6K shares-26.22%2025-12-312026-01-26

APLE APPLE HOSPITALITY REIT INC16.4K shares0.00%2025-12-312026-01-26

BNL BROADSTONE NET LEASE INC11.1K shares0.00%2025-12-312026-01-26

DHT DHT HOLDINGS INC13.7K shares-3.29%2025-12-312026-01-26

Sponsored

MPW MEDICAL PPTYS TRUST INC33.3K sharesnew addition2025-12-312026-01-26

RES RPC INC15.5K shares-6.17%2025-12-312026-01-26

ABEV AMBEV SA10.1K sharesnew addition2025-12-312026-01-26

NOTV INOTIV INC32.4K shares0.00%2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available