Monument Capital Management
CIK 1729428
13F filing for Q2 2026・No. 3,906
- Holdings
- US$497.18M
- Quarter change
- +US$98.08M
- Entries
- 262
- Net bought (estimate)
- +US$42.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 21
- Cut 76
- Added 96
- Corporate actions 0
- Unchanged 24
Largest holdings
262 stocks worth US$497.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CATCATERPILLAR INCCOM | Cut | 11,280 | US$12.01M | 2.42% |
| MSFTMicrosoftCOM | Added | 31,231 | US$11.65M | 2.34% |
| FIXCOMFORT SYS USA INCCOM | Cut | 5,796 | US$11.49M | 2.31% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 5:1 | 84,048 | US$10.44M | 2.10% |
| AAPLAppleCOM | Added | 34,072 | US$9.86M | 1.98% |
| ISHARES TRCORE S&P TTL STK | Cut | 56,958 | US$9.36M | 1.88% |
| EMEEMCOR GROUP INCCOM | Cut | 10,518 | US$8.73M | 1.76% |
| DELLDELL TECHNOLOGIES INCCL C | Cut | 20,059 | US$8.65M | 1.74% |
| AMATAPPLIED MATLS INCCOM | Added | 11,713 | US$8.47M | 1.70% |
| GOOGLAlphabetCAP STK CL A | Added | 23,169 | US$8.28M | 1.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.