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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 564.0 $303K 0.08% -5.0 -0.9% $538.02 +33.2%
82 AZO AUTOZONE INC Consumer Cyclical 89.0 $301K 0.07% -35.0 -28.2% $3377.78 -1.7%
83 URI UNITED RENTALS INC Industrials 405.0 $295K 0.07% -11.0 -2.6% $728.56 +33.5%
84 COF CAPITAL ONE FINL CORP Financial Services 1,578.0 $288K 0.07% -14.0 -0.9% $182.48 +1.8%
85 MAR MARRIOTT INTL INC NEW Consumer Cyclical 873.0 $286K 0.07% -20.0 -2.2% $327.08 +8.1%
86 AXP AMERICAN EXPRESS CO Financial Services 939.0 $284K 0.07% -29.0 -3.0% $302.57 +3.6%
87 STLD STEEL DYNAMICS INC Basic Materials 1,557.0 $280K 0.07% -74.0 -4.5% $180.01 +30.4%
88 FICO FAIR ISAAC CORP Technology 253.0 $270K 0.07% -67.0 -20.9% $1067.54 +0.9%
89 BAC BANK AMERICA CORP Financial Services 5,415.0 $264K 0.07% -194.0 -3.5% $48.75 +2.1%
90 FBP FIRST BANCORP CORPORATION Financial Services 12,147.0 $259K 0.07% -2K -11.8% $21.36 +9.4%
91 DHT DHT HOLDINGS INC Energy 13,286.0 $243K 0.06% -430.0 -3.1% $18.27 -2.3%
92 MMM 3M CO Industrials 1,603.0 $233K 0.06% -122.0 -7.1% $145.23 -0.1%
93 UNP UNION PAC CORP Industrials 953.0 $231K 0.06% -146.0 -13.3% $242.74 +11.0%
94 BKE BUCKLE INC Consumer Cyclical 4,559.0 $230K 0.06% -1K -24.7% $50.36 -4.2%
95 COKE COCA COLA CONS INC Consumer Defensive 1,188.0 $228K 0.06% -180.0 -13.2% $191.82 -14.8%
96 AIG AMERICAN INTL GROUP INC Financial Services 2,860.0 $215K 0.05% -141.0 -4.7% $75.25 +1.1%
97 KTB KONTOOR BRANDS INC Consumer Cyclical 2,970.0 $209K 0.05% -349.0 -10.5% $70.29 -9.4%
98 CALM CAL MAINE FOODS INC Consumer Defensive 2,583.0 $204K 0.05% -105.0 -3.9% $79.15 -2.9%
Page 5 of 5  ·  98 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%