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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 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AZN ASTRAZENECA PLC Healthcare 1,928.0 $380K 0.10% NEW $197.22 -7.9%
22 SCCO SOUTHERN COPPER CORP Basic Materials 1,871.0 $322K 0.08% NEW $172.06 +9.6%
23 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 11,430.0 $315K 0.08% NEW $27.54 -15.9%
24 RIO RIO TINTO PLC Basic Materials 2,636.0 $246K 0.06% NEW $93.29 +17.5%
25 VTIX VIRTUIX HOLDINGS INC. Technology 33,555.0 $227K 0.06% NEW $6.77 -43.0%
26 AROC ARCHROCK INC Energy 6,076.0 $211K 0.05% NEW $34.80 +7.6%
27 ROST ROSS STORES INC Consumer Cyclical 973.0 $211K 0.05% NEW $216.73 -1.6%
28 FCX FREEPORT MCMORAN INC Basic Materials 3,521.0 $207K 0.05% NEW $58.79 +12.5%
29 LIN LINDE PLC Basic Materials 413.0 $205K 0.05% NEW $495.76 +3.2%
30 HWM HOWMET AEROSPACE INC Industrials 879.0 $203K 0.05% NEW $230.46 +18.2%
31 MSI MOTOROLA SOLUTIONS INC Technology 466.0 $202K 0.05% NEW $433.97 -8.0%
Page 2 of 2  ·  31 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%