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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 8 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MU MICRON TECHNOLOGY INC Technology 1,318.0 $445K 0.11% NEW $337.86 +129.7%
142 VTR VENTAS INC Real Estate 5,415.0 $443K 0.11% -191.0 -3.4% $81.78 +10.0%
143 PIZ INVESCO EXCH TRADED FD TR II 8,855.0 $439K 0.11% $49.52 +13.3%
144 PH PARKER-HANNIFIN CORP Industrials 487.0 $436K 0.11% -10.0 -2.0% $895.79 -1.7%
145 DFAC DIMENSIONAL ETF TRUST 11,012.0 $428K 0.11% $38.86 +10.6%
146 MLI MUELLER INDS INC Industrials 3,849.0 $426K 0.11% -387.0 -9.1% $110.80 +25.7%
147 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,524.0 $419K 0.10% -16.0 -1.0% $275.18 -3.6%
148 WELL WELLTOWER INC Real Estate 2,109.0 $417K 0.10% -109.0 -4.9% $197.72 +10.1%
149 T AT&T INC Communication Services 14,172.0 $411K 0.10% -1K -7.6% $28.99 -14.9%
150 ITW ILLINOIS TOOL WKS INC Industrials 1,575.0 $410K 0.10% -45.0 -2.8% $260.33 -3.7%
151 WEC WEC ENERGY GROUP INC Utilities 3,418.0 $396K 0.10% -1K -24.5% $115.77 -3.6%
152 AZN ASTRAZENECA PLC Healthcare 1,928.0 $380K 0.10% NEW $197.22 -7.9%
153 KMI KINDER MORGAN INC DEL Energy 11,318.0 $379K 0.10% +1K +9.9% $33.53 -0.4%
154 PEP PEPSICO INC Consumer Defensive 2,434.0 $378K 0.10% -176.0 -6.7% $155.28 -4.3%
155 AFL AFLAC INC Financial Services 3,421.0 $375K 0.09% -194.0 -5.4% $109.70 +6.5%
156 TMO THERMO FISHER SCIENTIFIC INC Healthcare 761.0 $374K 0.09% $491.22 -8.8%
157 PKG PACKAGING CORP AMER Consumer Cyclical 1,760.0 $374K 0.09% -47.0 -2.6% $212.22 +3.7%
158 INSTALLED BLDG PRODS INC 1,398.0 $371K 0.09% +38.0 +2.8% $265.15
159 TRV TRAVELERS COMPANIES INC Financial Services 1,258.0 $367K 0.09% -53.0 -4.0% $291.66 +2.3%
160 JKHY HENRY JACK & ASSOC INC Technology 2,318.0 $366K 0.09% -58.0 -2.4% $158.06 -15.2%
Page 8 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%