Monument Capital Management Portfolio Holdings
Q3 2025•226 long positions•$400.0M portfolio value
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Holding259 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $16.0M 4.0% | -$117.1K Sold | 0.0% 30.9K shares | 31.1K → 30.9K −$117.1K | -0.73% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $8.8M 2.2% | -$122.5K Sold | — 60.5K shares | 61.4K → 60.5K −$122.5K | -1.37% | — — | Q2 2018 Held for 7y 5m | |
Consumer Electronics Technology | $8.5M 2.12% | +$13.5K Bought | 0.0% 33.2K shares | 33.2K → 33.2K +$13.5K | +0.16% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.8M 1.94% | -$705.4K Sold | — 16.6K shares | 18.1K → 16.6K −$705.4K | -8.33% | — — | Q2 2020 Held for 5y 5m | |
Engineering & Construction Industrials | $7.6M 1.9% | -$153.3K Sold | 0.026% 11.7K shares | 11.9K → 11.7K −$153.3K | -1.98% | $29.1B Large Cap | Q2 2023 Held for 2y 5m | |
Agricultural - Machinery Industrials | $7.0M 1.76% | -$221.4K Sold | 0.003% 14.7K shares | 15.2K → 14.7K −$221.4K | -3.05% | $223.53B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.9M 1.73% | -$535.8K Sold | — 18.9K shares | 20.3K → 18.9K −$535.8K | -7.2% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.9M 1.71% | -$550.0K Sold | — 48.1K shares | 52.0K → 48.1K −$550.0K | -7.43% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.8M 1.44% | -$271.4K Sold | — 9.6K shares | 10.1K → 9.6K −$271.4K | -4.5% | — — | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $5.5M 1.37% | -$162.4K Sold | 0.001% 53.3K shares | 54.9K → 53.3K −$162.4K | -2.87% | $821.68B Mega Cap | Q4 2017 Held for 7y 11m | |
Engineering & Construction Industrials | $5.4M 1.34% | -$205.5K Sold | 0.018% 6.5K shares | 6.8K → 6.5K −$205.5K | -3.68% | $29.1B Large Cap | Q3 2024 Held for 1y 2m | |
Communication Equipment Technology | $5.4M 1.34% | -$188.3K Sold | 0.013% 8.1K shares | 8.4K → 8.1K −$188.3K | -3.4% | $40.0B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 1.33% | -$32.2K Sold | — 55.8K shares | 56.2K → 55.8K −$32.2K | -0.6% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.3M 1.32% | -$412.1K Sold | — 88.6K shares | 95.6K → 88.6K −$412.1K | -7.26% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.2M 1.31% | -$32.0K Sold | — 62.1K shares | 62.5K → 62.1K −$32.0K | -0.61% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.2M 1.3% | -$414.6K Sold | — 44.0K shares | 47.5K → 44.0K −$414.6K | -7.37% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.9M 1.23% | -$26.4K Sold | — 41.3K shares | 41.5K → 41.3K −$26.4K | -0.53% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.8M 1.2% | -$13.9K Sold | — 127.2K shares | 127.6K → 127.2K −$13.9K | -0.29% | — — | Q1 2023 Held for 2y 8m | |
Travel Services Consumer Cyclical | $4.8M 1.2% | -$27.0K Sold | 0.003% 890.0 shares | 895.0 → 890.0 −$27.0K | -0.56% | $174.99B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.8M 1.2% | -$4.6K Sold | — 93.9K shares | 94.0K → 93.9K −$4.6K | -0.1% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.8M 1.19% | -$325.9K Sold | — 54.8K shares | 58.5K → 54.8K −$325.9K | -6.39% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.7M 1.19% | -$351.7K Sold | — 60.8K shares | 65.3K → 60.8K −$351.7K | -6.9% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.7M 1.17% | -$325.0K Sold | — 19.4K shares | 20.8K → 19.4K −$325.0K | -6.52% | — — | Q4 2024 Held for 11 months | |
Industrial - Distribution Industrials | $4.7M 1.16% | -$48.6K Sold | 0.01% 4.9K shares | 4.9K → 4.9K −$48.6K | -1.03% | $45.6B Large Cap | Q1 2021 Held for 4y 8m | |
Apparel - Manufacturers Consumer Cyclical | $4.6M 1.16% | -$79.3K Sold | 0.024% 14.8K shares | 15.1K → 14.8K −$79.3K | -1.68% | $19.0B Large Cap | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $4.6M 1.15% | -$101.5K Sold | 0.003% 37.3K shares | 38.1K → 37.3K −$101.5K | -2.15% | $151.09B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $4.5M 1.12% | -$85.9K Sold | 0.021% 8.0K shares | 8.1K → 8.0K −$85.9K | -1.87% | $21.0B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Distribution Healthcare | $4.4M 1.09% | -$772.5 Sold | 0.005% 5.7K shares | 5.7K → 5.7K −$772.5 | -0.02% | $96.1B Large Cap | Q3 2022 Held for 3y 2m | |
Entertainment Communication Services | $4.3M 1.08% | +$121.1K Bought | 0.001% 3.6K shares | 3.5K → 3.6K +$121.1K | +2.89% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $4.3M 1.07% | -$47.2K Sold | 0.005% 13.3K shares | 13.4K → 13.3K −$47.2K | -1.09% | $87.9B Large Cap | Q4 2023 Held for 1y 11m | |
Education & Training Services Consumer Defensive | $4.2M 1.05% | -$41.3K Sold | 0.068% 19.1K shares | 19.3K → 19.1K −$41.3K | -0.97% | $6.2B Mid Cap | Q4 2023 Held for 1y 11m | |
Insurance - Specialty Financial Services | $4.0M 1.01% | -$25.1K Sold | 0.062% 141.8K shares | 142.7K → 141.8K −$25.1K | -0.62% | $6.5B Mid Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.0M 1.0% | -$205.6K Sold | — 66.8K shares | 70.3K → 66.8K −$205.6K | -4.89% | — — | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $4.0M 0.997% | -$282.9K Sold | 0.0% 12.6K shares | 13.5K → 12.6K −$282.9K | -6.62% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.0M 0.995% | -$325.7K Sold | — 80.4K shares | 87.0K → 80.4K −$325.7K | -7.56% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $3.8M 0.939% | -$11.5K Sold | 0.009% 41.3K shares | 41.4K → 41.3K −$11.5K | -0.3% | $41.6B Large Cap | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $3.7M 0.935% | +$192.2K Bought | 0.002% 132.4K shares | 125.6K → 132.4K +$192.2K | +5.42% | $201.93B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 0.929% | -$289.9K Sold | — 71.6K shares | 77.1K → 71.6K −$289.9K | -7.23% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.7M 0.919% | -$292.1K Sold | — 118.6K shares | 128.0K → 118.6K −$292.1K | -7.36% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $3.5M 0.881% | -$231.7K Sold | 0.0% 18.9K shares | 20.1K → 18.9K −$231.7K | -6.17% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
Gold Basic Materials | $3.5M 0.879% | +$3.5M New | 0.01% 50.0K shares | 0 → 50.0K +$3.5M | New | $35.5B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $3.5M 0.878% | -$63.0K Sold | 0.032% 85.0K shares | 86.5K → 85.0K −$63.0K | -1.76% | $11.1B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 0.87% | +$3.5M New | — 34.7K shares | 0 → 34.7K +$3.5M | New | — — | Q3 2025 Held for 2 months | |
Construction Industrials | $3.5M 0.866% | -$53.1K Sold | 0.041% 17.7K shares | 17.9K → 17.7K −$53.1K | -1.51% | $8.5B Mid Cap | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | $3.5M 0.865% | -$50.1K Sold | 0.002% 14.0K shares | 14.2K → 14.0K −$50.1K | -1.43% | $144.81B Large Cap | Q2 2022 Held for 3y 5m | |
Software - Application Technology | $3.4M 0.853% | +$44.3K Bought | 0.002% 34.8K shares | 34.4K → 34.8K +$44.3K | +1.31% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
Construction Industrials | $3.4M 0.84% | -$30.0K Sold | 0.004% 8.0K shares | 8.0K → 8.0K −$30.0K | -0.88% | $93.9B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $3.4M 0.838% | -$39.2K Sold | 0.023% 16.3K shares | 16.5K → 16.3K −$39.2K | -1.16% | $14.4B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.3M 0.837% | +$3.3M New | — 155.3K shares | 0 → 155.3K +$3.3M | New | — — | Q3 2025 Held for 2 months | |
Luxury Goods Consumer Cyclical | $3.3M 0.827% | +$3.0M Bought | 0.014% 29.2K shares | 2.8K → 29.2K +$3.0M | +959.68% | $23.4B Large Cap | Q2 2025 Held for 5 months |
