§ 13F · FUND PROFILE
Monument Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $383.9T (13F)Positions · 219Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 31K | $15.0T | 3.7% | ±0% |
| 2 | AAPL | APPLE INC | 34K | $9.1T | 2.3% | +1% |
| 3 | ITOT | ISHARES TR | 60K | $8.9T | 2.2% | −2% |
| 4 | CAT | CATERPILLAR INC | 14K | $8.3T | 2.1% | −2% |
| 5 | IWF | ISHARES TR | 17K | $8.1T | 2.0% | +4% |
| 6 | IWB | ISHARES TR | 20K | $7.4T | 1.8% | +5% |
| 7 | IWP | ISHARES TR | 51K | $7.0T | 1.7% | +6% |
| 8 | EME | EMCOR GROUP INC | 11K | $6.9T | 1.7% | −4% |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | 52K | $6.4T | 1.6% | NEW |
| 10 | WMT | WALMART INC | 53K | $5.9T | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONUMENT SIGNAL
AC read
Monument Capital Management is a Other fund managing $383890.2 trillion in assets. The fund runs a broad portfolio of 219 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed