Monument Capital Management 13F Holdings · Q3 2026
Monument Capital Management reported 255 securities worth $479.92M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: MSFT (3.38%), AAPL (2.38%), DELL (2.21%). Among its top 25 positions this quarter: 4 new, 15 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.2M | 3.38% | 31,647 | Added |
| 2 | AAPL | APPLE INC | $11.4M | 2.38% | 34,342 | Added |
| 3 | DELL | DELL TECHNOLOGIES INC | $10.6M | 2.21% | 19,703 | Trimmed |
| 4 | IWM | ISHARES TR | $9.9M | 2.06% | 35,497 | Added |
| 5 | FIX | COMFORT SYS USA INC | $9.5M | 1.97% | 5,723 | Trimmed |
| 6 | ITOT | ISHARES TR | $9.3M | 1.94% | 56,035 | Trimmed |
| 7 | CAT | CATERPILLAR INC | $9.0M | 1.87% | 11,063 | Trimmed |
| 8 | IWD | ISHARES TR | $8.4M | 1.76% | 34,034 | Added |
| 9 | IWB | ISHARES TR | $8.3M | 1.73% | 19,933 | Added |
| 10 | GOOGL | ALPHABET INC | $8.2M | 1.71% | 23,786 | Added |
| 11 | MU | MICRON TECHNOLOGY INC | $6.6M | 1.37% | 6,190 | Added |
| 12 | QQQ | INVESCO QQQ TR | $6.4M | 1.34% | 8,669 | Trimmed |
| 13 | IBB | ISHARES TR | $6.1M | 1.27% | 28,887 | New |
| 14 | APH | AMPHENOL CORP | $5.9M | 1.24% | 70,512 | Added |
| 15 | IGV | ISHARES TR | $5.6M | 1.18% | 53,036 | New |
| 16 | IDGT | ISHARES TR | $5.6M | 1.17% | 50,075 | New |
| 17 | IYZ | ISHARES TR | $5.5M | 1.15% | 133,797 | New |
| 18 | LRCX | LAM RESEARCH CORP | $5.5M | 1.15% | 16,747 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.15% | 7,223 | Trimmed |
| 20 | FLOT | ISHARES TR | $5.5M | 1.14% | 106,800 | Added |
| 21 | WMT | WALMART INC | $5.4M | 1.12% | 51,833 | Added |
| 22 | FXR | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.10% | 64,860 | Added |
| 23 | EMB | ISHARES TR | $5.2M | 1.09% | 57,499 | Added |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $5.2M | 1.08% | 65,889 | Added |
| 25 | EWO | ISHARES INC | $5.1M | 1.06% | 119,691 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR