Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | STLD | STEEL DYNAMICS INC | Basic Materials | 13,279.0 | $3.0M | 0.61% | +12K | +752.9% | $229.46 | +3.8% |
| 22 | VTI | VANGUARD INDEX FDS | — | 8,206.0 | $3.0M | 0.61% | +245.0 | +3.1% | $370.04 | +0.3% |
| 23 | LLY | ELI LILLY & CO | Healthcare | 2,528.0 | $3.0M | 0.61% | +110.0 | +4.5% | $1199.66 | -5.1% |
| 24 | MU | MICRON TECHNOLOGY INC | Technology | 2,575.0 | $3.0M | 0.60% | +1K | +95.4% | $1154.32 | -19.7% |
| 25 | MRK | MERCK & CO INC | Healthcare | 22,665.0 | $2.9M | 0.59% | +710.0 | +3.2% | $128.50 | +12.8% |
| 26 | AMZN | AMAZON COM INC | Consumer Cyclical | 11,780.0 | $2.8M | 0.56% | +1K | +11.3% | $238.34 | +3.2% |
| 27 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 18,143.0 | $2.7M | 0.54% | +1K | +6.7% | $146.64 | +0.3% |
| 28 | EVR | EVERCORE INC | Financial Services | 7,676.0 | $2.6M | 0.53% | +505.0 | +7.0% | $341.44 | -23.3% |
| 29 | V | VISA INC | Financial Services | 6,217.0 | $2.1M | 0.43% | +674.0 | +12.2% | $343.10 | +8.1% |
| 30 | CSCO | CISCO SYS INC | Technology | 17,180.0 | $2.0M | 0.41% | +2K | +12.9% | $117.46 | -8.3% |
| 31 | FDX | FEDEX CORP | Industrials | 6,444.0 | $2.0M | 0.41% | +395.0 | +6.5% | $313.15 | -3.7% |
| 32 | XOM | EXXON MOBIL CORP | Energy | 14,531.0 | $2.0M | 0.40% | +494.0 | +3.5% | $136.72 | +19.5% |
| 33 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,883.0 | $1.8M | 0.36% | +521.0 | +38.2% | $965.00 | -18.8% |
| 34 | WDC | WESTERN DIGITAL CORP | Technology | 2,624.0 | $1.7M | 0.34% | +201.0 | +8.3% | $638.72 | -34.7% |
| 35 | ABBV | ABBVIE INC | Healthcare | 6,503.0 | $1.6M | 0.33% | +320.0 | +5.2% | $251.65 | +4.3% |
| 36 | META | META PLATFORMS INC | Communication Services | 2,866.0 | $1.6M | 0.33% | +300.0 | +11.7% | $563.38 | +19.5% |
| 37 | KO | COCA COLA CO | Consumer Defensive | 19,842.0 | $1.6M | 0.32% | +1K | +6.4% | $81.27 | +8.1% |
| 38 | GOOG | ALPHABET INC | — | 4,428.0 | $1.6M | 0.32% | +625.0 | +16.4% | $353.36 | — |
| 39 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,960.0 | $1.5M | 0.30% | +2K | +180.3% | $500.39 | — |
| 40 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 9,996.0 | $1.4M | 0.28% | +77.0 | +0.8% | $136.82 | -11.8% |
① 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
Technology
25.5%
Industrials
22.2%
Financial Services
15.4%
Consumer Cyclical
11.1%
Healthcare
8.5%
Consumer Defensive
4.9%
Communication Services
3.4%
Energy
3.0%
Basic Materials
2.5%
Utilities
2.0%