Filed: 1/26/2026ACC: 0001729428-26-000001
📋 What this filing means
MONUMENT CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $401.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
220
Positions
$401.96M
Total AUM (reported)
3.72M
Total Shares
Allocation by class
COM$198.63M49.4%
CL A$21.39M5.3%
COM NEW$14.72M3.7%
CORE S&P TTL STK$8.86M2.2%
RUS 1000 GRW ETF$8.15M2.0%
RUS 1000 ETF$7.41M1.8%
RUS MD CP GR ETF$6.96M1.7%
Portfolio Concentration
Top 3$33.00M8.2%
4–10$49.94M12.4%
11–25$78.02M19.4%
Rest$241.01M60.0%
Top 3 weight
8.2%
Top 10 weight
20.6%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole220
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings220
Rows:
MICROSOFT CORP
SOLEShares31K
TypeSH
Market value$14.99M
3.73%
Sole
0.00
Shared
0.00
None
31K
APPLE INC
SOLEShares33.64K
TypeSH
Market value$9.15M
2.28%
Sole
0.00
Shared
0.00
None
33.64K
ISHARES TR
SOLEShares59.59K
TypeSH
Market value$8.86M
2.20%
Sole
0.00
Shared
0.00
None
59.59K
CATERPILLAR INC
SOLEShares14.42K
TypeSH
Market value$8.26M
2.05%
Sole
0.00
Shared
0.00
None
14.42K
ISHARES TR
SOLEShares17.22K
TypeSH
Market value$8.15M
2.03%
Sole
0.00
Shared
0.00
None
17.22K
ISHARES TR
SOLEShares19.83K
TypeSH
Market value$7.41M
1.84%
Sole
0.00
Shared
0.00
None
19.83K
ISHARES TR
SOLEShares50.81K
TypeSH
Market value$6.96M
1.73%
Sole
0.00
Shared
0.00
None
50.81K
EMCOR GROUP INC
SOLEShares11.26K
TypeSH
Market value$6.89M
1.71%
Sole
0.00
Shared
0.00
None
11.26K
VANGUARD SCOTTSDALE FDS
SOLEShares52.27K
TypeSH
Market value$6.36M
1.58%
Sole
0.00
Shared
0.00
None
52.27K
WALMART INC
SOLEShares53.10K
TypeSH
Market value$5.92M
1.47%
Sole
0.00
Shared
0.00
None
53.10K
COMFORT SYS USA INC
SOLEShares6.29K
TypeSH
Market value$5.87M
1.46%
Sole
0.00
Shared
0.00
None
6.29K
ALPHABET INC
SOLEShares18.48K
TypeSH
Market value$5.79M
1.44%
Sole
0.00
Shared
0.00
None
18.48K
FIRST TR EXCHANGE TRADED FD
SOLEShares92.44K
TypeSH
Market value$5.58M
1.39%
Sole
0.00
Shared
0.00
None
92.44K
INVESCO QQQ TR
SOLEShares8.98K
TypeSH
Market value$5.52M
1.37%
Sole
0.00
Shared
0.00
None
8.98K
SELECT SECTOR SPDR TR
SOLEShares45.87K
TypeSH
Market value$5.40M
1.34%
Sole
0.00
Shared
0.00
None
45.87K
ISHARES TR
SOLEShares55.12K
TypeSH
Market value$5.31M
1.32%
Sole
0.00
Shared
0.00
None
55.12K
VANGUARD SCOTTSDALE FDS
SOLEShares61.46K
TypeSH
Market value$5.15M
1.28%
Sole
0.00
Shared
0.00
None
61.46K
RALPH LAUREN CORP
SOLEShares14.47K
TypeSH
Market value$5.12M
1.27%
Sole
0.00
Shared
0.00
None
14.47K
FIRST TR EXCHANGE TRADED FD
SOLEShares63.92K
TypeSH
Market value$5.11M
1.27%
Sole
0.00
Shared
0.00
None
63.92K
SELECT SECTOR SPDR TR
SOLEShares34.39K
TypeSH
Market value$4.95M
1.23%
Sole
0.00
Shared
0.00
None
34.39K
AMPHENOL CORP NEW
SOLEShares36.53K
TypeSH
Market value$4.94M
1.23%
Sole
0.00
Shared
0.00
None
36.53K
SELECT SECTOR SPDR TR
SOLEShares114.83K
TypeSH
Market value$4.90M
1.22%
Sole
0.00
Shared
0.00
None
114.83K
ISHARES TR
SOLEShares40.90K
TypeSH
Market value$4.88M
1.21%
Sole
0.00
Shared
0.00
None
40.90K
ISHARES TR
SOLEShares50.22K
TypeSH
Market value$4.78M
1.19%
Sole
0.00
Shared
0.00
None
50.22K
ISHARES TR
SOLEShares93.04K
TypeSH
Market value$4.73M
1.18%
Sole
0.00
Shared
0.00
None
93.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 31K | SH | $14.99M 3.73% | 0.00 | 0.00 | 31K |
APPLE INCSOLE | COM | 33.64K | SH | $9.15M 2.28% | 0.00 | 0.00 | 33.64K |
ISHARES TRSOLE | CORE S&P TTL STK | 59.59K | SH | $8.86M 2.20% | 0.00 | 0.00 | 59.59K |
CATERPILLAR INCSOLE | COM | 14.42K | SH | $8.26M 2.05% | 0.00 | 0.00 | 14.42K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 17.22K | SH | $8.15M 2.03% | 0.00 | 0.00 | 17.22K |
ISHARES TRSOLE | RUS 1000 ETF | 19.83K | SH | $7.41M 1.84% | 0.00 | 0.00 | 19.83K |
ISHARES TRSOLE | RUS MD CP GR ETF | 50.81K | SH | $6.96M 1.73% | 0.00 | 0.00 | 50.81K |
EMCOR GROUP INCSOLE | COM | 11.26K | SH | $6.89M 1.71% | 0.00 | 0.00 | 11.26K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 52.27K | SH | $6.36M 1.58% | 0.00 | 0.00 | 52.27K |
WALMART INCSOLE | COM | 53.10K | SH | $5.92M 1.47% | 0.00 | 0.00 | 53.10K |
COMFORT SYS USA INCSOLE | COM | 6.29K | SH | $5.87M 1.46% | 0.00 | 0.00 | 6.29K |
ALPHABET INCSOLE | CAP STK CL A | 18.48K | SH | $5.79M 1.44% | 0.00 | 0.00 | 18.48K |
FIRST TR EXCHANGE TRADED FDSOLE | FINLS ALPHADEX | 92.44K | SH | $5.58M 1.39% | 0.00 | 0.00 | 92.44K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.98K | SH | $5.52M 1.37% | 0.00 | 0.00 | 8.98K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 45.87K | SH | $5.40M 1.34% | 0.00 | 0.00 | 45.87K |
ISHARES TRSOLE | JPMORGAN USD EMG | 55.12K | SH | $5.31M 1.32% | 0.00 | 0.00 | 55.12K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 61.46K | SH | $5.15M 1.28% | 0.00 | 0.00 | 61.46K |
RALPH LAUREN CORPSOLE | CL A | 14.47K | SH | $5.12M 1.27% | 0.00 | 0.00 | 14.47K |
FIRST TR EXCHANGE TRADED FDSOLE | INDLS PROD DUR | 63.92K | SH | $5.11M 1.27% | 0.00 | 0.00 | 63.92K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 34.39K | SH | $4.95M 1.23% | 0.00 | 0.00 | 34.39K |
AMPHENOL CORP NEWSOLE | CL A | 36.53K | SH | $4.94M 1.23% | 0.00 | 0.00 | 36.53K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 114.83K | SH | $4.90M 1.22% | 0.00 | 0.00 | 114.83K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 40.90K | SH | $4.88M 1.21% | 0.00 | 0.00 | 40.90K |
ISHARES TRSOLE | MBS ETF | 50.22K | SH | $4.78M 1.19% | 0.00 | 0.00 | 50.22K |
ISHARES TRSOLE | FLTG RATE NT ETF | 93.04K | SH | $4.73M 1.18% | 0.00 | 0.00 | 93.04K |
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