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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 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 17,417.0 $874K 0.22% +9K +115.4% $50.20 -6.3%
102 MA MASTERCARD INCORPORATED Financial Services 1,707.0 $853K 0.21% -258.0 -13.1% $499.66 -1.9%
103 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,170.0 $846K 0.21% -101.0 -1.1% $92.31 -2.8%
104 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,296.0 $843K 0.21% -13.0 -1.0% $650.23 +13.7%
105 PLTR PALANTIR TECHNOLOGIES INC Technology 5,630.0 $824K 0.21% +289.0 +5.4% $146.28 -8.6%
106 GE GE AEROSPACE Industrials 2,873.0 $815K 0.20% +56.0 +2.0% $283.77 +2.7%
107 NVS NOVARTIS AG Healthcare 5,076.0 $775K 0.19% +690.0 +15.7% $152.75 -2.0%
108 DUK DUKE ENERGY CORP NEW Utilities 5,852.0 $766K 0.19% -608.0 -9.4% $130.94 -5.1%
109 WFC WELLS FARGO & CO Financial Services 9,087.0 $723K 0.18% -91.0 -1.0% $79.61 -7.3%
110 NEE NEXTERA ENERGY INC Utilities 7,711.0 $716K 0.18% +921.0 +13.6% $92.88 +3.0%
111 C CITIGROUP INC Financial Services 5,976.0 $678K 0.17% $113.41 +8.8%
112 VT VANGUARD INTL EQUITY INDEX F 4,791.0 $663K 0.17% +335.0 +7.5% $138.33 +11.0%
113 MPC MARATHON PETE CORP Energy 2,703.0 $660K 0.17% $244.20 +1.9%
114 WDC WESTERN DIGITAL CORP Technology 2,423.0 $655K 0.16% NEW $270.49 +80.8%
115 TOTALENERGIES SE 7,196.0 $655K 0.16% -49.0 -0.7% $90.98
116 ARCC ARES CAPITAL CORP Financial Services 35,801.0 $645K 0.16% -365.0 -1.0% $18.02 +4.9%
117 SNPS SYNOPSYS INC Technology 1,598.0 $634K 0.16% $396.48 +28.6%
118 HSBC HSBC HLDGS PLC Financial Services 7,601.0 $627K 0.16% +81.0 +1.1% $82.49 +10.0%
119 PHM PULTE GROUP INC Consumer Cyclical 5,316.0 $625K 0.16% $117.61 -3.2%
120 NUE NUCOR CORP Basic Materials 3,686.0 $623K 0.16% -85.0 -2.2% $169.10 +37.7%
Page 6 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%