§ 13F · FUND PROFILE
Monument Capital Management.
AUM · $497M (13F)Positions · 262Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$80M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 11K | $12M | 2.4% | −18% |
| 2 | MSFT | MICROSOFT CORP | 31K | $12M | 2.3% | +2% |
| 3 | FIX | COMFORT SYS USA INC | 6K | $11M | 2.3% | −4% |
| 4 | IWF | ISHARES TR | 84K | $10M | 2.1% | +386% |
| 5 | AAPL | APPLE INC | 34K | $10M | 2.0% | +2% |
| 6 | ITOT | ISHARES TR | 57K | $9M | 1.9% | −3% |
| 7 | EME | EMCOR GROUP INC | 11K | $9M | 1.8% | −3% |
| 8 | DELL | DELL TECHNOLOGIES INC | 20K | $9M | 1.7% | −4% |
| 9 | AMAT | APPLIED MATLS INC | 12K | $8M | 1.7% | +3% |
| 10 | GOOGL | ALPHABET INC | 23K | $8M | 1.7% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONUMENT SIGNAL
AC read
Monument Capital Management is a Other fund managing $497 million in assets. The fund runs a broad portfolio of 262 positions.
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