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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 IWP ISHARES TR 50,810 $7.0M 1.73% SOLD
2 VONG VANGUARD SCOTTSDALE FDS 52,274 $6.4M 1.58% SOLD
3 FXO FIRST TR EXCHANGE TRADED FD 92,440 $5.6M 1.39% SOLD
4 XLK SELECT SECTOR SPDR TR 34,386 $5.0M 1.23% SOLD
5 XLU SELECT SECTOR SPDR TR 114,825 $4.9M 1.22% SOLD
6 FLOT ISHARES TR 93,040 $4.7M 1.18% SOLD
7 EBAY EBAY INC. Consumer Cyclical 41,283 $3.6M 0.90% SOLD
8 EWH ISHARES INC 164,968 $3.5M 0.87% SOLD
9 PEGA PEGASYSTEMS INC Technology 56,370 $3.4M 0.84% SOLD
10 AWI ARMSTRONG WORLD INDS INC NEW Industrials 17,459 $3.3M 0.83% SOLD
11 SYF SYNCHRONY FINANCIAL Financial Services 38,367 $3.2M 0.80% SOLD
12 BLD TOPBUILD CORP Industrials 7,512 $3.1M 0.78% SOLD
13 NRG NRG ENERGY INC Utilities 19,488 $3.1M 0.77% SOLD
14 RDN RADIAN GROUP INC Financial Services 81,751 $2.9M 0.73% SOLD
15 ALL ALLSTATE CORP Financial Services 14,040 $2.9M 0.73% SOLD
16 HLI HOULIHAN LOKEY INC Financial Services 16,337 $2.8M 0.71% SOLD
17 EXPE EXPEDIA GROUP INC Consumer Cyclical 9,817 $2.8M 0.69% SOLD
18 EZA ISHARES INC 30,701 $2.1M 0.53% SOLD
19 ECH ISHARES INC 47,224 $1.9M 0.47% SOLD
20 EWW ISHARES INC 26,783 $1.9M 0.46% SOLD
Page 1 of 2  ·  34 positions
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%