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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMCSA COMCAST CORP NEW Communication Services 7,616.0 $219K 0.06% +664.0 +9.6% $28.71 -13.8%
42 ES EVERSOURCE ENERGY Utilities 3,083.0 $214K 0.05% +50.0 +1.6% $69.28 -0.7%
43 RES RPC INC Energy 20,141.0 $143K 0.04% +5K +29.7% $7.08 +0.0%
44 ABEV AMBEV SA Consumer Defensive 11,171.0 $33K 0.01% +1K +10.1% $2.92 +5.1%
Page 3 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%