Monument Capital Management
218 holdingsFiling period: 2026-03-31Current AUM: $444.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 30.5K | $11.3M | $14.2M | 3.19% | -476 | 2026-03-31 |
| 2 | CAT | CATERPILLAR INC | 13.8K | $9.8M | $11.2M | 2.53% | -612 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 33.3K | $8.5M | $10.3M | 2.32% | -337 | 2026-03-31 |
| 4 | ITOT | ISHARES TR | 59.0K | $8.4M | $9.6M | 2.17% | -609 | 2026-03-31 |
| 5 | FIX | COMFORT SYS USA INC | 6.0K | $8.3M | $10.4M | 2.35% | -262 | 2026-03-31 |
| 6 | EME | EMCOR GROUP INC | 10.9K | $8.0M | $8.7M | 1.95% | -381 | 2026-03-31 |
| 7 | IWF | ISHARES TR | 17.3K | $7.4M | $8.2M | 1.84% | +65 | 2026-03-31 |
| 8 | IWB | ISHARES TR | 19.8K | $7.1M | $8.1M | 1.82% | +4 | 2026-03-31 |
| 9 | IWS | ISHARES TR | 45.9K | $6.7M | $7.7M | 1.73% | -- | 2026-03-31 |
| 10 | WMT | WALMART INC | 52.4K | $6.5M | $5.8M | 1.31% | -740 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 21.6K | $6.2M | $7.7M | 1.73% | +3.1K | 2026-03-31 |
| 12 | UI | UBIQUITI INC | 7.4K | $5.9M | $4.1M | 0.93% | -467 | 2026-03-31 |
| 13 | IEZ | ISHARES TR | 196.9K | $5.7M | $5.5M | 1.23% | -- | 2026-03-31 |
| 14 | CASY | CASEYS GEN STORES INC | 7.7K | $5.6M | $6.7M | 1.50% | -123 | 2026-03-31 |
| 15 | FXR | FIRST TR EXCHANGE-TRADED FD | 63.9K | $5.2M | $5.6M | 1.27% | -35 | 2026-03-31 |
| 16 | QQQ | INVESCO QQQ TR | 9.0K | $5.2M | $6.2M | 1.39% | -21 | 2026-03-31 |
| 17 | XLC | SELECT SECTOR SPDR TR | 46.0K | $5.1M | $5.0M | 1.12% | +161 | 2026-03-31 |
| 18 | IGE | ISHARES TR | 79.8K | $5.0M | $4.8M | 1.08% | -- | 2026-03-31 |
| 19 | — | ANGLOGOLD ASHANTI PLC | 51.0K | $5.0M | $5.0M | 1.12% | +341 | 2026-03-31 |
| 20 | EMB | ISHARES TR | 52.6K | $4.9M | $5.0M | 1.12% | -2,504 | 2026-03-31 |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | 58.8K | $4.9M | $4.8M | 1.08% | -2,615 | 2026-03-31 |
| 22 | MCK | MCKESSON CORP | 5.6K | $4.9M | $4.8M | 1.08% | -28 | 2026-03-31 |
| 23 | RL | RALPH LAUREN CORP | 14.0K | $4.8M | $5.3M | 1.20% | -423 | 2026-03-31 |
| 24 | ITA | ISHARES TR | 21.7K | $4.7M | $5.2M | 1.17% | -- | 2026-03-31 |
| 25 | IEI | ISHARES TR | 39.0K | $4.6M | $4.5M | 1.02% | -1,855 | 2026-03-31 |
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