Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VTI | VANGUARD INDEX FDS | — | 7,961.0 | $2.6M | 0.64% | — | — | $320.81 | +13.1% |
| 62 | AVGO | BROADCOM INC | Technology | 8,224.0 | $2.5M | 0.64% | -293.0 | -3.4% | $309.50 | +37.4% |
| 63 | FLS | FLOWSERVE CORP | Industrials | 34,083.0 | $2.5M | 0.63% | +9K | +36.8% | $73.51 | -7.5% |
| 64 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 16,999.0 | $2.5M | 0.61% | -163.0 | -0.9% | $144.44 | -1.2% |
| 65 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 14,580.0 | $2.4M | 0.61% | +358.0 | +2.5% | $166.07 | -1.5% |
| 66 | FERG | FERGUSON ENTERPRISES INC | Industrials | 10,219.0 | $2.4M | 0.60% | NEW | — | $233.26 | -0.5% |
| 67 | XOM | EXXON MOBIL CORP | Energy | 14,037.0 | $2.4M | 0.60% | — | — | $169.65 | -9.9% |
| 68 | DDS | DILLARDS INC | Consumer Cyclical | 4,042.0 | $2.3M | 0.58% | -156.0 | -3.7% | $572.11 | -6.5% |
| 69 | LLY | ELI LILLY & CO | Healthcare | 2,418.0 | $2.2M | 0.56% | — | — | $919.96 | +9.4% |
| 70 | AMZN | AMAZON COM INC | Consumer Cyclical | 10,581.0 | $2.2M | 0.55% | -215.0 | -2.0% | $208.27 | +26.8% |
| 71 | HCA | HCA HEALTHCARE INC | Healthcare | 4,585.0 | $2.2M | 0.54% | +4K | +830.0% | $473.28 | -8.6% |
| 72 | FDX | FEDEX CORP | Industrials | 6,049.0 | $2.2M | 0.54% | NEW | — | $356.21 | +6.7% |
| 73 | VYM | VANGUARD WHITEHALL FDS | — | 14,476.0 | $2.1M | 0.54% | -6K | -29.3% | $148.10 | +5.2% |
| 74 | EVR | EVERCORE INC | Financial Services | 7,171.0 | $2.1M | 0.54% | +57.0 | +0.8% | $298.51 | +14.3% |
| 75 | RSP | INVESCO EXCHANGE TRADED FD T | — | 10,435.0 | $2.0M | 0.50% | — | — | $191.93 | +5.0% |
| 76 | EWZ | ISHARES INC | — | 47,701.0 | $1.8M | 0.46% | NEW | — | $38.39 | -5.6% |
| 77 | EPOL | ISHARES TR | — | 49,473.0 | $1.8M | 0.45% | NEW | — | $36.41 | +6.2% |
| 78 | GWW | WW GRAINGER INC | Industrials | 1,544.0 | $1.7M | 0.42% | -15.0 | -1.0% | $1090.62 | +17.7% |
| 79 | V | VISA INC | Financial Services | 5,543.0 | $1.7M | 0.42% | -476.0 | -7.9% | $302.25 | +6.7% |
| 80 | EWT | ISHARES INC | — | 21,713.0 | $1.5M | 0.39% | NEW | — | $70.92 | +28.7% |
① 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%