Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Monument Capital Management (CIK 1729428) reported $497.2M across 262 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAT ($12.0M, 2.42%), MSFT ($11.6M, 2.34%), FIX ($11.5M, 2.31%), IWF ($10.4M, 2.10%), AAPL ($9.9M, 1.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $12.0M | 2.42% | 11,280 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $11.6M | 2.34% | 31,231 | Added |
| 3 | FIX | COMFORT SYS USA INC | $11.5M | 2.31% | 5,796 | Trimmed |
| 4 | IWF | ISHARES TR | $10.4M | 2.10% | 84,048 | Added |
| 5 | AAPL | APPLE INC | $9.9M | 1.98% | 34,072 | Added |
| 6 | ITOT | ISHARES TR | $9.4M | 1.88% | 56,958 | Trimmed |
| 7 | EME | EMCOR GROUP INC | $8.7M | 1.76% | 10,518 | Trimmed |
| 8 | DELL | DELL TECHNOLOGIES INC | $8.7M | 1.74% | 20,059 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $8.5M | 1.70% | 11,713 | Added |
| 10 | GOOGL | ALPHABET INC | $8.3M | 1.67% | 23,169 | Added |
| 11 | IWB | ISHARES TR | $8.1M | 1.63% | 19,735 | Trimmed |
| 12 | IWO | ISHARES TR | $7.7M | 1.55% | 19,586 | New |
| 13 | SOXX | ISHARES TR | $7.5M | 1.51% | 11,694 | New |
| 14 | LRCX | LAM RESEARCH CORP | $7.2M | 1.44% | 16,529 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $6.4M | 1.29% | 8,742 | Trimmed |
| 16 | APH | AMPHENOL CORP | $6.1M | 1.23% | 34,752 | Trimmed |
| 17 | IHE | ISHARES TR | $6.0M | 1.21% | 60,787 | New |
| 18 | WMT | WALMART INC | $5.8M | 1.18% | 51,594 | Trimmed |
| 19 | FXR | FIRST TR EXCHANGE-TRADED FD | $5.8M | 1.17% | 63,826 | Trimmed |
| 20 | IAT | ISHARES TR | $5.8M | 1.16% | 92,951 | New |
| 21 | CASY | CASEYS GEN STORES INC | $5.8M | 1.16% | 7,270 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 1.12% | 7,460 | Added |
| 23 | EMB | ISHARES TR | $5.5M | 1.11% | 57,241 | Added |
| 24 | ITA | ISHARES TR | $5.5M | 1.10% | 22,661 | Added |
| 25 | RL | RALPH LAUREN CORP | $5.4M | 1.09% | 13,471 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30