Filed: 7/22/2026ACC: 0001729428-26-000005
📋 What this filing means
MONUMENT CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $497.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$497.18M
Total AUM (reported)
3.73M
Total Shares
Allocation by class
COM$249.03M50.1%
COM NEW$18.90M3.8%
CL A$16.42M3.3%
RUS 1000 GRW ETF$10.44M2.1%
CORE S&P TTL STK$9.36M1.9%
CL C$8.65M1.7%
CAP STK CL A$8.28M1.7%
Portfolio Concentration
Top 3$35.15M7.1%
4–10$63.78M12.8%
11–25$94.25M19.0%
Rest$304.00M61.1%
Top 3 weight
7.1%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 3.73M
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
3.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings262
Rows:
CATERPILLAR INC
SOLEShares11.28K
TypeSH
Market value$12.01M
2.42%
Sole
0.00
Shared
0.00
None
11.28K
MICROSOFT CORP
SOLEShares31.23K
TypeSH
Market value$11.65M
2.34%
Sole
0.00
Shared
0.00
None
31.23K
COMFORT SYS USA INC
SOLEShares5.80K
TypeSH
Market value$11.49M
2.31%
Sole
0.00
Shared
0.00
None
5.80K
ISHARES TR
SOLEShares84.05K
TypeSH
Market value$10.44M
2.10%
Sole
0.00
Shared
0.00
None
84.05K
APPLE INC
SOLEShares34.07K
TypeSH
Market value$9.86M
1.98%
Sole
0.00
Shared
0.00
None
34.07K
ISHARES TR
SOLEShares56.96K
TypeSH
Market value$9.36M
1.88%
Sole
0.00
Shared
0.00
None
56.96K
EMCOR GROUP INC
SOLEShares10.52K
TypeSH
Market value$8.73M
1.76%
Sole
0.00
Shared
0.00
None
10.52K
DELL TECHNOLOGIES INC
SOLEShares20.06K
TypeSH
Market value$8.65M
1.74%
Sole
0.00
Shared
0.00
None
20.06K
APPLIED MATLS INC
SOLEShares11.71K
TypeSH
Market value$8.47M
1.70%
Sole
0.00
Shared
0.00
None
11.71K
ALPHABET INC
SOLEShares23.17K
TypeSH
Market value$8.28M
1.67%
Sole
0.00
Shared
0.00
None
23.17K
ISHARES TR
SOLEShares19.73K
TypeSH
Market value$8.08M
1.63%
Sole
0.00
Shared
0.00
None
19.73K
ISHARES TR
SOLEShares19.59K
TypeSH
Market value$7.72M
1.55%
Sole
0.00
Shared
0.00
None
19.59K
ISHARES TR
SOLEShares11.69K
TypeSH
Market value$7.49M
1.51%
Sole
0.00
Shared
0.00
None
11.69K
LAM RESEARCH CORP
SOLEShares16.53K
TypeSH
Market value$7.16M
1.44%
Sole
0.00
Shared
0.00
None
16.53K
INVESCO QQQ TR
SOLEShares8.74K
TypeSH
Market value$6.44M
1.29%
Sole
0.00
Shared
0.00
None
8.74K
AMPHENOL CORP
SOLEShares34.75K
TypeSH
Market value$6.13M
1.23%
Sole
0.00
Shared
0.00
None
34.75K
ISHARES TR
SOLEShares60.79K
TypeSH
Market value$6.02M
1.21%
Sole
0.00
Shared
0.00
None
60.79K
WALMART INC
SOLEShares51.59K
TypeSH
Market value$5.84M
1.18%
Sole
0.00
Shared
0.00
None
51.59K
FIRST TR EXCHANGE-TRADED FD
SOLEShares63.83K
TypeSH
Market value$5.82M
1.17%
Sole
0.00
Shared
0.00
None
63.83K
ISHARES TR
SOLEShares92.95K
TypeSH
Market value$5.78M
1.16%
Sole
0.00
Shared
0.00
None
92.95K
CASEYS GEN STORES INC
SOLEShares7.27K
TypeSH
Market value$5.78M
1.16%
Sole
0.00
Shared
0.00
None
7.27K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.46K
TypeSH
Market value$5.57M
1.12%
Sole
0.00
Shared
0.00
None
7.46K
ISHARES TR
SOLEShares57.24K
TypeSH
Market value$5.52M
1.11%
Sole
0.00
Shared
0.00
None
57.24K
ISHARES TR
SOLEShares22.66K
TypeSH
Market value$5.49M
1.10%
Sole
0.00
Shared
0.00
None
22.66K
RALPH LAUREN CORP
SOLEShares13.47K
TypeSH
Market value$5.41M
1.09%
Sole
0.00
Shared
0.00
None
13.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INCSOLE | COM | 11.28K | SH | $12.01M 2.42% | 0.00 | 0.00 | 11.28K |
MICROSOFT CORPSOLE | COM | 31.23K | SH | $11.65M 2.34% | 0.00 | 0.00 | 31.23K |
COMFORT SYS USA INCSOLE | COM | 5.80K | SH | $11.49M 2.31% | 0.00 | 0.00 | 5.80K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 84.05K | SH | $10.44M 2.10% | 0.00 | 0.00 | 84.05K |
APPLE INCSOLE | COM | 34.07K | SH | $9.86M 1.98% | 0.00 | 0.00 | 34.07K |
ISHARES TRSOLE | CORE S&P TTL STK | 56.96K | SH | $9.36M 1.88% | 0.00 | 0.00 | 56.96K |
EMCOR GROUP INCSOLE | COM | 10.52K | SH | $8.73M 1.76% | 0.00 | 0.00 | 10.52K |
DELL TECHNOLOGIES INCSOLE | CL C | 20.06K | SH | $8.65M 1.74% | 0.00 | 0.00 | 20.06K |
APPLIED MATLS INCSOLE | COM | 11.71K | SH | $8.47M 1.70% | 0.00 | 0.00 | 11.71K |
ALPHABET INCSOLE | CAP STK CL A | 23.17K | SH | $8.28M 1.67% | 0.00 | 0.00 | 23.17K |
ISHARES TRSOLE | RUS 1000 ETF | 19.73K | SH | $8.08M 1.63% | 0.00 | 0.00 | 19.73K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 19.59K | SH | $7.72M 1.55% | 0.00 | 0.00 | 19.59K |
ISHARES TRSOLE | ISHARES SEMICDTR | 11.69K | SH | $7.49M 1.51% | 0.00 | 0.00 | 11.69K |
LAM RESEARCH CORPSOLE | COM NEW | 16.53K | SH | $7.16M 1.44% | 0.00 | 0.00 | 16.53K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.74K | SH | $6.44M 1.29% | 0.00 | 0.00 | 8.74K |
AMPHENOL CORPSOLE | CL A | 34.75K | SH | $6.13M 1.23% | 0.00 | 0.00 | 34.75K |
ISHARES TRSOLE | U.S. PHARMA ETF | 60.79K | SH | $6.02M 1.21% | 0.00 | 0.00 | 60.79K |
WALMART INCSOLE | COM | 51.59K | SH | $5.84M 1.18% | 0.00 | 0.00 | 51.59K |
FIRST TR EXCHANGE-TRADED FDSOLE | INDLS PROD DUR | 63.83K | SH | $5.82M 1.17% | 0.00 | 0.00 | 63.83K |
ISHARES TRSOLE | US REGNL BKS ETF | 92.95K | SH | $5.78M 1.16% | 0.00 | 0.00 | 92.95K |
CASEYS GEN STORES INCSOLE | COM | 7.27K | SH | $5.78M 1.16% | 0.00 | 0.00 | 7.27K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.46K | SH | $5.57M 1.12% | 0.00 | 0.00 | 7.46K |
ISHARES TRSOLE | JPMORGAN USD EMG | 57.24K | SH | $5.52M 1.11% | 0.00 | 0.00 | 57.24K |
ISHARES TRSOLE | US AER DEF ETF | 22.66K | SH | $5.49M 1.10% | 0.00 | 0.00 | 22.66K |
RALPH LAUREN CORPSOLE | CL A | 13.47K | SH | $5.41M 1.09% | 0.00 | 0.00 | 13.47K |
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