§ 13F · FUND PROFILE
Monument Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $400M (13F)Positions · 226Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 31K | $11M | 2.8% | −2% |
| 2 | CAT | CATERPILLAR INC | 14K | $10M | 2.5% | −4% |
| 3 | AAPL | APPLE INC | 33K | $8M | 2.1% | −1% |
| 4 | ITOT | ISHARES TR | 59K | $8M | 2.1% | −1% |
| 5 | FIX | COMFORT SYS USA INC | 6K | $8M | 2.1% | −4% |
| 6 | EME | EMCOR GROUP INC | 11K | $8M | 2.0% | −3% |
| 7 | IWF | ISHARES TR | 17K | $7M | 1.8% | ±0% |
| 8 | IWB | ISHARES TR | 20K | $7M | 1.8% | ±0% |
| 9 | IWS | ISHARES TR | 46K | $7M | 1.7% | NEW |
| 10 | WMT | WALMART INC | 52K | $7M | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONUMENT SIGNAL
AC read
Monument Capital Management is a Other fund managing $400 million in assets. The fund runs a broad portfolio of 226 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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