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Portfolio (Quarterly) Guide ↗

Monument Capital Management

· CIK 0001729428
13F Portfolio $399.1B AUM 217 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 44 Added 98 Reduced 34 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 964.0 $961K 0.24% +163.0 +20.4% $996.39 +4.5%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 17,417.0 $874K 0.22% +9K +115.4% $50.20 -6.3%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 5,630.0 $824K 0.21% +289.0 +5.4% $146.28 -8.6%
24 GE GE AEROSPACE Industrials 2,873.0 $815K 0.20% +56.0 +2.0% $283.77 +2.7%
25 NVS NOVARTIS AG Healthcare 5,076.0 $775K 0.19% +690.0 +15.7% $152.75 -2.0%
26 NEE NEXTERA ENERGY INC Utilities 7,711.0 $716K 0.18% +921.0 +13.6% $92.88 +3.0%
27 VT VANGUARD INTL EQUITY INDEX F 4,791.0 $663K 0.17% +335.0 +7.5% $138.33 +11.0%
28 HSBC HSBC HLDGS PLC Financial Services 7,601.0 $627K 0.16% +81.0 +1.1% $82.49 +10.0%
29 NEM NEWMONT CORP Basic Materials 5,699.0 $617K 0.15% +3K +102.5% $108.25 +7.5%
30 LMT LOCKHEED MARTIN CORP Industrials 984.0 $595K 0.15% +60.0 +6.5% $604.23 -13.9%
31 IUSG ISHARES TR 3,551.0 $551K 0.14% +240.0 +7.2% $155.11 +20.4%
32 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,362.0 $534K 0.13% +206.0 +17.8% $391.76 +105.4%
33 BERKSHIRE HATHAWAY INC DEL 1,056.0 $506K 0.13% +14.0 +1.3% $479.20
34 KMI KINDER MORGAN INC DEL Energy 11,318.0 $379K 0.10% +1K +9.9% $33.53 -0.4%
35 INSTALLED BLDG PRODS INC 1,398.0 $371K 0.09% +38.0 +2.8% $265.15
36 KLAC KLA CORP Technology 229.0 $337K 0.08% +13.0 +6.0% $1472.41 +28.6%
37 BLK BLACKROCK INC Financial Services 339.0 $326K 0.08% +109.0 +47.4% $962.15 +12.4%
38 VALE VALE S A Basic Materials 19,222.0 $306K 0.08% +457.0 +2.4% $15.91 +4.2%
39 GSK GSK PLC Healthcare 5,257.0 $290K 0.07% +152.0 +3.0% $55.19 -7.7%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 948.0 $230K 0.06% +46.0 +5.1% $242.46 -9.9%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 21.9%
Technology 21.3%
Financial Services 14.7%
Healthcare 12.9%
Consumer Cyclical 11.8%
Consumer Defensive 6.1%
Communication Services 4.4%
Energy 3.1%
Utilities 1.9%
Basic Materials 1.0%