Q2 2026 13F · SEC CIK 1729428

Monument Capital Management

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $497.2M
Reported positions: 262
Top holdings a year, 3 yrs: +14.6%
Assets under management: $648.4M

Monument Capital Management is a wealth manager that reported 262 positions worth $497.2M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Caterpillar Inc Com (CAT, 2.4%), Microsoft Corp (MSFT, 2.3%), Comfort Sys USA Inc (FIX, 2.3%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Monument Capital Management holdings largest 50 of 262 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Monument Capital Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CATCaterpillar Inc Com	2.4%	2.5%	11,280	-18.3%	$12.0M
MSFTMicrosoft Corp	2.3%	2.8%	31,231	+2.3%	$11.6M
FIXComfort Sys USA Inc	2.3%	2.1%	5,796	-3.9%	$11.5M
IWFIshares Russell 1000 Growth ETF	2.1%	1.8%	84,048	+386.3%	$10.4M
AAPLApple Inc	2.0%	2.1%	34,072	+2.3%	$9.9M
ITOTIshares Total US Stock Market ETF	1.9%	2.1%	56,958	-3.4%	$9.4M
EMEEmcor Group Inc	1.8%	2.0%	10,518	-3.3%	$8.7M
DELLDell Technologies Inc	1.7%	0.9%	20,059	-4.5%	$8.7M
AMATApplied Matls Inc	1.7%	1.0%	11,713	+3.3%	$8.5M
GOOGLAlphabet Inc	1.7%	1.6%	23,169	+7.3%	$8.3M
IWBIshares Russell 1000 ETF	1.6%	1.8%	19,735	-0.5%	$8.1M
IWOIshares Russell 2000 Growth ETF	1.6%	—	19,586	—	$7.7M
SOXXIshares Semiconductor ETF	1.5%	—	11,694	—	$7.5M
LRCXLam Research Corp	1.4%	0.9%	16,529	-0.1%	$7.2M
QQQInvesco Qqq Tr	1.3%	1.3%	8,742	-2.4%	$6.4M
APHAmphenol Corp	1.2%	1.1%	34,752	-3.0%	$6.1M
IHEIshares Tr	1.2%	—	60,787	—	$6.0M
WMTWalmart Inc	1.2%	1.6%	51,594	-1.5%	$5.8M
FXRFirst Trust ETF II Indls Prod Durable	1.2%	1.3%	63,826	-0.1%	$5.8M
IATIshares Tr	1.2%	—	92,951	—	$5.8M
CASYCaseys Gen Stores Inc	1.2%	1.4%	7,270	-5.0%	$5.8M
SPYSpdr S&p 500 ETF Tr	1.1%	—	7,460	—	$5.6M
EMBIshares Tr	1.1%	1.2%	57,241	+8.8%	$5.5M
ITAIshares U.s. Aerospace & Defense ETF	1.1%	1.2%	22,661	+4.6%	$5.5M
RLRalph Lauren Corp	1.1%	1.2%	13,471	-4.1%	$5.4M
VCITVanguard Scottsdale Fds	1.1%	1.2%	64,161	+9.0%	$5.3M
JBLJabil Inc	1.0%	0.9%	13,383	-2.2%	$5.2M
FLOTIshares Tr	1.0%	—	99,394	—	$5.1M
EWOIshares Msci Austria	1.0%	1.1%	119,687	-2.1%	$5.1M
IEIIshares	1.0%	1.2%	42,857	+9.8%	$5.0M
MBBIshares Tr	1.0%	1.1%	52,580	+10.0%	$5.0M
EWPIshares Msci Spain ETF	1.0%	1.1%	80,907	-1.8%	$4.8M
CAHCardinal Health Inc	0.9%	1.0%	19,560	+0.7%	$4.6M
JNJJohnson & Johnson	0.9%	1.0%	18,097	+5.8%	$4.6M
KLACKla Corp	0.9%	—	15,207	—	$4.6M
MTZMastec Inc	0.9%	0.9%	11,017	-3.0%	$4.6M
EXELExelixis Inc	0.9%	0.9%	80,989	-2.3%	$4.4M
EWIIshares Inc	0.9%	1.0%	73,883	-1.1%	$4.4M
VEAVanguard Tax-Managed Fds	0.9%	1.0%	61,417	-4.5%	$4.4M
EISIshares Inc	0.9%	1.0%	35,542	-1.5%	$4.3M
TPRTapestry Inc	0.8%	1.0%	27,721	-2.4%	$4.1M
EWCiShares MSCI Canada	0.8%	1.0%	70,250	-0.0%	$4.0M
CRSCarpenter Technology Corp	0.8%	—	6,430	—	$4.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	12,063	+4.7%	$3.9M
NVDANvidia Corporation Com	0.8%	0.9%	19,664	+0.0%	$3.9M
TTTrane Technologies PLC	0.8%	0.8%	7,926	-0.6%	$3.9M
PWRQuanta Svcs Inc Com	0.8%	—	5,259	—	$3.8M
MTGMgic Invt Corp Wis	0.8%	0.9%	133,864	-2.5%	$3.8M
ROSTRoss Stores Inc.	0.7%	—	16,765	—	$3.6M
AVGOBroadcom Inc	0.7%	—	9,080	—	$3.4M

What Monument Capital Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$497.2M	262
Q1 2026	$399.1M	217
Q4 2025	$402.0M	220
Q3 2025	$400.0M	226
Q2 2025	$383.9M	219
Q1 2025	$325.3M	193
Q4 2024	$362.6M	198
Q3 2024	$361.6M	194
Q2 2024	$339.9M	178
Q1 2024	$347.0M	187
Q4 2023	$310.7M	177
Q3 2023	$298.0M	164

Questions about Monument Capital Management's portfolio

What stocks does Monument Capital Management own?

Monument Capital Management's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 262 positions worth $497.2M. The largest are Caterpillar Inc Com (CAT) at 2.4%, Microsoft Corp (MSFT) at 2.3%, Comfort Sys USA Inc (FIX) at 2.3%, Ishares Russell 1000 Growth ETF (IWF) at 2.1% and Apple Inc (AAPL) at 2.0%.

What did Monument Capital Management buy last quarter?

In Q2 2026, Monument Capital Management added Ishares Russell 1000 Growth ETF (IWF) (+386.3% shares), Ishares Tr (MBB) (+10.0% shares) and Ishares (IEI) (+9.8% shares), compared with its Q1 2026 filing.

What did Monument Capital Management sell last quarter?

In Q2 2026, Monument Capital Management cut from its top 50 Ishares Russell Mid-Cap Value ETF (IWS), cut from its top 50 Ubiquiti Inc (UI), cut from its top 50 Ishares Tr (IEZ), cut from its top 50 Select Sector Spdr Tr (XLC), cut from its top 50 Ishares Tr (IGE) and Caterpillar Inc Com (CAT) (-18.3% shares), compared with its Q1 2026 filing.

How has Monument Capital Management's portfolio performed?

A portfolio copying Monument Capital Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Monument Capital Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Monument Capital Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Monument Capital Management manage?

Monument Capital Management reported $648.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $497.2M.