Filed: 4/16/2026ACC: 0001729428-26-000003
📋 What this filing means
MONUMENT CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $399.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
217
Positions
$399.11M
Total AUM (reported)
3.47M
Total Shares
Allocation by class
COM$208.28M52.2%
CL A$16.76M4.2%
COM NEW$9.62M2.4%
CORE S&P TTL STK$8.40M2.1%
RUS 1000 GRW ETF$7.37M1.8%
RUS 1000 ETF$7.07M1.8%
SHS$6.89M1.7%
Portfolio Concentration
Top 3$29.53M7.4%
4–10$52.39M13.1%
11–25$77.69M19.5%
Rest$239.50M60.0%
Top 3 weight
7.4%
Top 10 weight
20.5%
Voting Authority Distribution
Total shares with voting rights: 3.47M
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
3.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole217
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings217
Rows:
MICROSOFT CORP
SOLEShares30.53K
TypeSH
Market value$11.30M
2.83%
Sole
0.00
Shared
0.00
None
30.53K
CATERPILLAR INC
SOLEShares13.81K
TypeSH
Market value$9.78M
2.45%
Sole
0.00
Shared
0.00
None
13.81K
APPLE INC
SOLEShares33.31K
TypeSH
Market value$8.45M
2.12%
Sole
0.00
Shared
0.00
None
33.31K
ISHARES TR
SOLEShares58.98K
TypeSH
Market value$8.40M
2.10%
Sole
0.00
Shared
0.00
None
58.98K
COMFORT SYS USA INC
SOLEShares6.03K
TypeSH
Market value$8.32M
2.08%
Sole
0.00
Shared
0.00
None
6.03K
EMCOR GROUP INC
SOLEShares10.87K
TypeSH
Market value$8.03M
2.01%
Sole
0.00
Shared
0.00
None
10.87K
ISHARES TR
SOLEShares17.28K
TypeSH
Market value$7.37M
1.85%
Sole
0.00
Shared
0.00
None
17.28K
ISHARES TR
SOLEShares19.83K
TypeSH
Market value$7.07M
1.77%
Sole
0.00
Shared
0.00
None
19.83K
ISHARES TR
SOLEShares45.93K
TypeSH
Market value$6.69M
1.68%
Sole
0.00
Shared
0.00
None
45.93K
WALMART INC
SOLEShares52.36K
TypeSH
Market value$6.51M
1.63%
Sole
0.00
Shared
0.00
None
52.36K
ALPHABET INC
SOLEShares21.59K
TypeSH
Market value$6.21M
1.56%
Sole
0.00
Shared
0.00
None
21.59K
UBIQUITI INC
SOLEShares7.42K
TypeSH
Market value$5.87M
1.47%
Sole
0.00
Shared
0.00
None
7.42K
ISHARES TR
SOLEShares196.93K
TypeSH
Market value$5.70M
1.43%
Sole
0.00
Shared
0.00
None
196.93K
CASEYS GEN STORES INC
SOLEShares7.65K
TypeSH
Market value$5.57M
1.40%
Sole
0.00
Shared
0.00
None
7.65K
FIRST TR EXCHANGE-TRADED FD
SOLEShares63.88K
TypeSH
Market value$5.21M
1.31%
Sole
0.00
Shared
0.00
None
63.88K
INVESCO QQQ TR
SOLEShares8.96K
TypeSH
Market value$5.17M
1.30%
Sole
0.00
Shared
0.00
None
8.96K
SELECT SECTOR SPDR TR
SOLEShares46.03K
TypeSH
Market value$5.10M
1.28%
Sole
0.00
Shared
0.00
None
46.03K
ISHARES TR
SOLEShares79.80K
TypeSH
Market value$5.02M
1.26%
Sole
0.00
Shared
0.00
None
79.80K
ANGLOGOLD ASHANTI PLC
SOLEShares50.96K
TypeSH
Market value$4.96M
1.24%
Sole
0.00
Shared
0.00
None
50.96K
ISHARES TR
SOLEShares52.62K
TypeSH
Market value$4.94M
1.24%
Sole
0.00
Shared
0.00
None
52.62K
VANGUARD SCOTTSDALE FDS
SOLEShares58.84K
TypeSH
Market value$4.87M
1.22%
Sole
0.00
Shared
0.00
None
58.84K
MCKESSON CORP
SOLEShares5.61K
TypeSH
Market value$4.85M
1.22%
Sole
0.00
Shared
0.00
None
5.61K
RALPH LAUREN CORP
SOLEShares14.05K
TypeSH
Market value$4.83M
1.21%
Sole
0.00
Shared
0.00
None
14.05K
ISHARES TR
SOLEShares21.67K
TypeSH
Market value$4.74M
1.19%
Sole
0.00
Shared
0.00
None
21.67K
ISHARES TR
SOLEShares39.05K
TypeSH
Market value$4.63M
1.16%
Sole
0.00
Shared
0.00
None
39.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 30.53K | SH | $11.30M 2.83% | 0.00 | 0.00 | 30.53K |
CATERPILLAR INCSOLE | COM | 13.81K | SH | $9.78M 2.45% | 0.00 | 0.00 | 13.81K |
APPLE INCSOLE | COM | 33.31K | SH | $8.45M 2.12% | 0.00 | 0.00 | 33.31K |
ISHARES TRSOLE | CORE S&P TTL STK | 58.98K | SH | $8.40M 2.10% | 0.00 | 0.00 | 58.98K |
COMFORT SYS USA INCSOLE | COM | 6.03K | SH | $8.32M 2.08% | 0.00 | 0.00 | 6.03K |
EMCOR GROUP INCSOLE | COM | 10.87K | SH | $8.03M 2.01% | 0.00 | 0.00 | 10.87K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 17.28K | SH | $7.37M 1.85% | 0.00 | 0.00 | 17.28K |
ISHARES TRSOLE | RUS 1000 ETF | 19.83K | SH | $7.07M 1.77% | 0.00 | 0.00 | 19.83K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 45.93K | SH | $6.69M 1.68% | 0.00 | 0.00 | 45.93K |
WALMART INCSOLE | COM | 52.36K | SH | $6.51M 1.63% | 0.00 | 0.00 | 52.36K |
ALPHABET INCSOLE | CAP STK CL A | 21.59K | SH | $6.21M 1.56% | 0.00 | 0.00 | 21.59K |
UBIQUITI INCSOLE | COM | 7.42K | SH | $5.87M 1.47% | 0.00 | 0.00 | 7.42K |
ISHARES TRSOLE | US OIL EQ&SV ETF | 196.93K | SH | $5.70M 1.43% | 0.00 | 0.00 | 196.93K |
CASEYS GEN STORES INCSOLE | COM | 7.65K | SH | $5.57M 1.40% | 0.00 | 0.00 | 7.65K |
FIRST TR EXCHANGE-TRADED FDSOLE | INDLS PROD DUR | 63.88K | SH | $5.21M 1.31% | 0.00 | 0.00 | 63.88K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.96K | SH | $5.17M 1.30% | 0.00 | 0.00 | 8.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 46.03K | SH | $5.10M 1.28% | 0.00 | 0.00 | 46.03K |
ISHARES TRSOLE | NORTH AMERN NAT | 79.80K | SH | $5.02M 1.26% | 0.00 | 0.00 | 79.80K |
ANGLOGOLD ASHANTI PLCSOLE | COM SHS | 50.96K | SH | $4.96M 1.24% | 0.00 | 0.00 | 50.96K |
ISHARES TRSOLE | JPMORGAN USD EMG | 52.62K | SH | $4.94M 1.24% | 0.00 | 0.00 | 52.62K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 58.84K | SH | $4.87M 1.22% | 0.00 | 0.00 | 58.84K |
MCKESSON CORPSOLE | COM | 5.61K | SH | $4.85M 1.22% | 0.00 | 0.00 | 5.61K |
RALPH LAUREN CORPSOLE | CL A | 14.05K | SH | $4.83M 1.21% | 0.00 | 0.00 | 14.05K |
ISHARES TRSOLE | US AER DEF ETF | 21.67K | SH | $4.74M 1.19% | 0.00 | 0.00 | 21.67K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 39.05K | SH | $4.63M 1.16% | 0.00 | 0.00 | 39.05K |
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