Filed: 10/9/2026ACC: 0001729428-26-000006
📋 What this filing means
MONUMENT CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 255 equity positions with a total reported market value of $479.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
255
Positions
$479.92M
Total AUM (reported)
4.07M
Total Shares
Allocation by class
COM$241.34M50.3%
CL A$19.30M4.0%
COM NEW$14.18M3.0%
CL C$10.60M2.2%
RUSSELL 2000 ETF$9.86M2.1%
CORE S&P TTL STK$9.32M1.9%
RUS 1000 VAL ETF$8.44M1.8%
Portfolio Concentration
Top 3$38.27M8.0%
4–10$62.53M13.0%
11–25$84.44M17.6%
Rest$294.68M61.4%
Top 3 weight
8.0%
Top 10 weight
21.0%
Voting Authority Distribution
Total shares with voting rights: 4.07M
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
4.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole255
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings255
Rows:
MICROSOFT CORP
SOLEShares31.65K
TypeSH
Market value$16.23M
3.38%
Sole
0.00
Shared
0.00
None
31.65K
APPLE INC
SOLEShares34.34K
TypeSH
Market value$11.44M
2.38%
Sole
0.00
Shared
0.00
None
34.34K
DELL TECHNOLOGIES INC
SOLEShares19.70K
TypeSH
Market value$10.60M
2.21%
Sole
0.00
Shared
0.00
None
19.70K
ISHARES TR
SOLEShares35.50K
TypeSH
Market value$9.86M
2.06%
Sole
0.00
Shared
0.00
None
35.50K
COMFORT SYS USA INC
SOLEShares5.72K
TypeSH
Market value$9.47M
1.97%
Sole
0.00
Shared
0.00
None
5.72K
ISHARES TR
SOLEShares56.03K
TypeSH
Market value$9.32M
1.94%
Sole
0.00
Shared
0.00
None
56.03K
CATERPILLAR INC
SOLEShares11.06K
TypeSH
Market value$8.97M
1.87%
Sole
0.00
Shared
0.00
None
11.06K
ISHARES TR
SOLEShares34.03K
TypeSH
Market value$8.44M
1.76%
Sole
0.00
Shared
0.00
None
34.03K
ISHARES TR
SOLEShares19.93K
TypeSH
Market value$8.29M
1.73%
Sole
0.00
Shared
0.00
None
19.93K
ALPHABET INC
SOLEShares23.79K
TypeSH
Market value$8.18M
1.71%
Sole
0.00
Shared
0.00
None
23.79K
MICRON TECHNOLOGY INC
SOLEShares6.19K
TypeSH
Market value$6.59M
1.37%
Sole
0.00
Shared
0.00
None
6.19K
INVESCO QQQ TR
SOLEShares8.67K
TypeSH
Market value$6.41M
1.34%
Sole
0.00
Shared
0.00
None
8.67K
ISHARES TR
SOLEShares28.89K
TypeSH
Market value$6.08M
1.27%
Sole
0.00
Shared
0.00
None
28.89K
AMPHENOL CORP
SOLEShares70.51K
TypeSH
Market value$5.94M
1.24%
Sole
0.00
Shared
0.00
None
70.51K
ISHARES TR
SOLEShares53.04K
TypeSH
Market value$5.65M
1.18%
Sole
0.00
Shared
0.00
None
53.04K
ISHARES TR
SOLEShares50.08K
TypeSH
Market value$5.63M
1.17%
Sole
0.00
Shared
0.00
None
50.08K
ISHARES TR
SOLEShares133.80K
TypeSH
Market value$5.51M
1.15%
Sole
0.00
Shared
0.00
None
133.80K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.22K
TypeSH
Market value$5.51M
1.15%
Sole
0.00
Shared
0.00
None
7.22K
LAM RESEARCH CORP
SOLEShares16.75K
TypeSH
Market value$5.50M
1.15%
Sole
0.00
Shared
0.00
None
16.75K
ISHARES TR
SOLEShares106.80K
TypeSH
Market value$5.45M
1.14%
Sole
0.00
Shared
0.00
None
106.80K
WALMART INC
SOLEShares51.83K
TypeSH
Market value$5.39M
1.12%
Sole
0.00
Shared
0.00
None
51.83K
FIRST TR EXCHANGE-TRADED FD
SOLEShares64.86K
TypeSH
Market value$5.28M
1.10%
Sole
0.00
Shared
0.00
None
64.86K
ISHARES TR
SOLEShares57.50K
TypeSH
Market value$5.22M
1.09%
Sole
0.00
Shared
0.00
None
57.50K
VANGUARD SCOTTSDALE FDS
SOLEShares65.89K
TypeSH
Market value$5.16M
1.08%
Sole
0.00
Shared
0.00
None
65.89K
ISHARES TR
SOLEShares45.04K
TypeSH
Market value$5.11M
1.06%
Sole
0.00
Shared
0.00
None
45.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 31.65K | SH | $16.23M 3.38% | 0.00 | 0.00 | 31.65K |
APPLE INCSOLE | COM | 34.34K | SH | $11.44M 2.38% | 0.00 | 0.00 | 34.34K |
DELL TECHNOLOGIES INCSOLE | CL C | 19.70K | SH | $10.60M 2.21% | 0.00 | 0.00 | 19.70K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 35.50K | SH | $9.86M 2.06% | 0.00 | 0.00 | 35.50K |
COMFORT SYS USA INCSOLE | COM | 5.72K | SH | $9.47M 1.97% | 0.00 | 0.00 | 5.72K |
ISHARES TRSOLE | CORE S&P TTL STK | 56.03K | SH | $9.32M 1.94% | 0.00 | 0.00 | 56.03K |
CATERPILLAR INCSOLE | COM | 11.06K | SH | $8.97M 1.87% | 0.00 | 0.00 | 11.06K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 34.03K | SH | $8.44M 1.76% | 0.00 | 0.00 | 34.03K |
ISHARES TRSOLE | RUS 1000 ETF | 19.93K | SH | $8.29M 1.73% | 0.00 | 0.00 | 19.93K |
ALPHABET INCSOLE | CAP STK CL A | 23.79K | SH | $8.18M 1.71% | 0.00 | 0.00 | 23.79K |
MICRON TECHNOLOGY INCSOLE | COM | 6.19K | SH | $6.59M 1.37% | 0.00 | 0.00 | 6.19K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.67K | SH | $6.41M 1.34% | 0.00 | 0.00 | 8.67K |
ISHARES TRSOLE | ISHARES BIOTECH | 28.89K | SH | $6.08M 1.27% | 0.00 | 0.00 | 28.89K |
AMPHENOL CORPSOLE | CL A | 70.51K | SH | $5.94M 1.24% | 0.00 | 0.00 | 70.51K |
ISHARES TRSOLE | EXPANDED TECH | 53.04K | SH | $5.65M 1.18% | 0.00 | 0.00 | 53.04K |
ISHARES TRSOLE | US DIGI REAL ETF | 50.08K | SH | $5.63M 1.17% | 0.00 | 0.00 | 50.08K |
ISHARES TRSOLE | US TELECOM ETF | 133.80K | SH | $5.51M 1.15% | 0.00 | 0.00 | 133.80K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.22K | SH | $5.51M 1.15% | 0.00 | 0.00 | 7.22K |
LAM RESEARCH CORPSOLE | COM NEW | 16.75K | SH | $5.50M 1.15% | 0.00 | 0.00 | 16.75K |
ISHARES TRSOLE | FLTG RATE NT ETF | 106.80K | SH | $5.45M 1.14% | 0.00 | 0.00 | 106.80K |
WALMART INCSOLE | COM | 51.83K | SH | $5.39M 1.12% | 0.00 | 0.00 | 51.83K |
FIRST TR EXCHANGE-TRADED FDSOLE | INDLS PROD DUR | 64.86K | SH | $5.28M 1.10% | 0.00 | 0.00 | 64.86K |
ISHARES TRSOLE | JPMORGAN USD EMG | 57.50K | SH | $5.22M 1.09% | 0.00 | 0.00 | 57.50K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 65.89K | SH | $5.16M 1.08% | 0.00 | 0.00 | 65.89K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 45.04K | SH | $5.11M 1.06% | 0.00 | 0.00 | 45.04K |
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