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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 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD SCOTTSDALE FDS 58,841.0 $4.9M 1.22% -3K -4.3% $82.75 -0.9%
22 MCK MCKESSON CORP Healthcare 5,609.0 $4.9M 1.22% $865.39 -13.7%
23 RL RALPH LAUREN CORP Consumer Cyclical 14,047.0 $4.8M 1.21% -423.0 -2.9% $344.00 -2.9%
24 ITA ISHARES TR 21,667.0 $4.7M 1.19% NEW $218.75 -0.8%
25 IEI ISHARES TR 39,048.0 $4.6M 1.16% -2K -4.5% $118.60 -1.4%
26 MBB ISHARES TR 47,809.0 $4.5M 1.14% -2K -4.8% $94.95 -1.5%
27 APH AMPHENOL CORP Technology 35,840.0 $4.5M 1.14% -693.0 -1.9% $126.35 -1.1%
28 EWP ISHARES INC 82,362.0 $4.5M 1.12% -1K -1.3% $54.31 +2.4%
29 TLT ISHARES TR 51,521.0 $4.5M 1.12% NEW $86.69 -3.5%
30 EWO ISHARES INC 122,287.0 $4.3M 1.09% -2K -1.2% $35.45 +9.9%
31 EIS ISHARES INC 36,071.0 $4.2M 1.05% -391.0 -1.1% $116.04 +12.0%
32 JNJ JOHNSON & JOHNSON Healthcare 17,109.0 $4.2M 1.05% +1K +8.8% $244.44 -5.6%
33 VEA VANGUARD TAX-MANAGED FDS 64,298.0 $4.1M 1.03% -1K -2.0% $64.08 +7.8%
34 CAH CARDINAL HEALTH INC Healthcare 19,428.0 $4.1M 1.03% -234.0 -1.2% $211.31 -7.6%
35 TPR TAPESTRY INC Consumer Cyclical 28,392.0 $4.0M 1.00% -567.0 -2.0% $141.11 -7.7%
36 EWI ISHARES INC 74,742.0 $4.0M 1.00% $53.42 +7.9%
37 GILD GILEAD SCIENCES INC Healthcare 27,946.0 $3.9M 0.98% +14K +102.6% $139.37 -5.2%
38 AMAT APPLIED MATLS INC Technology 11,341.0 $3.9M 0.97% -72.0 -0.6% $341.79 +27.7%
39 EWC ISHARES INC 70,274.0 $3.9M 0.96% NEW $54.79 +4.8%
40 MTZ MASTEC INC Industrials 11,352.0 $3.7M 0.92% NEW $321.74 +35.1%
Page 2 of 11  ·  217 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%