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 $399.1M across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($11.3M, 2.83%), CAT ($9.8M, 2.45%), AAPL ($8.5M, 2.12%), ITOT ($8.4M, 2.10%), FIX ($8.3M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $11.3M | 2.83% | 30,529 | Trimmed |
| 2 | CAT | CATERPILLAR INC | $9.8M | 2.45% | 13,806 | Trimmed |
| 3 | AAPL | APPLE INC | $8.5M | 2.12% | 33,306 | Trimmed |
| 4 | ITOT | ISHARES TR | $8.4M | 2.10% | 58,982 | Trimmed |
| 5 | FIX | COMFORT SYS USA INC | $8.3M | 2.08% | 6,032 | Trimmed |
| 6 | EME | EMCOR GROUP INC | $8.0M | 2.01% | 10,874 | Trimmed |
| 7 | IWF | ISHARES TR | $7.4M | 1.85% | 17,282 | Added |
| 8 | IWB | ISHARES TR | $7.1M | 1.77% | 19,833 | Added |
| 9 | IWS | ISHARES TR | $6.7M | 1.68% | 45,930 | New |
| 10 | WMT | WALMART INC | $6.5M | 1.63% | 52,363 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $6.2M | 1.56% | 21,590 | Added |
| 12 | UI | UBIQUITI INC | $5.9M | 1.47% | 7,422 | Trimmed |
| 13 | IEZ | ISHARES TR | $5.7M | 1.43% | 196,934 | New |
| 14 | CASY | CASEYS GEN STORES INC | $5.6M | 1.40% | 7,650 | Trimmed |
| 15 | FXR | FIRST TR EXCHANGE-TRADED FD | $5.2M | 1.31% | 63,885 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $5.2M | 1.30% | 8,960 | Trimmed |
| 17 | XLC | SELECT SECTOR SPDR TR | $5.1M | 1.28% | 46,033 | Added |
| 18 | IGE | ISHARES TR | $5.0M | 1.26% | 79,801 | New |
| 19 | AU | ANGLOGOLD ASHANTI PLC | $5.0M | 1.24% | 50,957 | Added |
| 20 | EMB | ISHARES TR | $4.9M | 1.24% | 52,620 | Trimmed |
| 21 | MCK | MCKESSON CORP | $4.9M | 1.22% | 5,609 | Trimmed |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $4.9M | 1.22% | 58,841 | Trimmed |
| 23 | RL | RALPH LAUREN CORP | $4.8M | 1.21% | 14,047 | Trimmed |
| 24 | ITA | ISHARES TR | $4.7M | 1.19% | 21,667 | New |
| 25 | IEI | ISHARES TR | $4.6M | 1.16% | 39,048 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31