Monument Capital Management
263 holdingsFiling period: 2026-06-30Current AUM: $476.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | 11.3K | $12.0M | $7.8M | 1.64% | -2,526 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 31.2K | $11.6M | $16.6M | 3.49% | +702 | 2026-06-30 |
| 3 | FIX | Comfort Sys USA Inc | 5.8K | $11.5M | $7.2M | 1.51% | -236 | 2026-06-30 |
| 4 | IWF | iShares TR | 84.0K | $10.4M | $10.2M | 2.13% | +66.8K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 34.1K | $9.9M | $11.7M | 2.46% | +766 | 2026-06-30 |
| 6 | ITOT | iShares TR | 57.0K | $9.4M | $9.5M | 1.99% | -2,024 | 2026-06-30 |
| 7 | EME | Emcor Group Inc | 10.5K | $8.7M | $7.0M | 1.47% | -356 | 2026-06-30 |
| 8 | DELL | Dell Technologies Inc | 20.1K | $8.7M | $9.4M | 1.97% | -937 | 2026-06-30 |
| 9 | AMAT | Applied Matls Inc | 11.7K | $8.5M | $4.5M | 0.95% | +372 | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 23.2K | $8.3M | $7.3M | 1.54% | +1.6K | 2026-06-30 |
| 11 | IWB | iShares TR | 19.7K | $8.1M | $8.2M | 1.73% | -98 | 2026-06-30 |
| 12 | IWO | iShares TR | 19.6K | $7.7M | $6.8M | 1.43% | -- | 2026-06-30 |
| 13 | SOXX | iShares TR | 11.7K | $7.5M | $5.8M | 1.21% | -- | 2026-06-30 |
| 14 | LRCX | Lam Research Corp | 16.5K | $7.2M | $3.9M | 0.82% | -20 | 2026-06-30 |
| 15 | QQQ | Invesco Qqq TR | 8.7K | $6.4M | $6.2M | 1.31% | -218 | 2026-06-30 |
| 16 | APH | Amphenol Corp | 34.8K | $6.1M | $5.2M | 1.10% | -1,088 | 2026-06-30 |
| 17 | IHE | iShares TR | 60.8K | $6.0M | $6.2M | 1.31% | -- | 2026-06-30 |
| 18 | WMT | Walmart Inc | 51.6K | $5.8M | $6.2M | 1.30% | -769 | 2026-06-30 |
| 19 | FXR | First TR Exchange-Traded FD | 63.8K | $5.8M | $5.4M | 1.13% | -59 | 2026-06-30 |
| 20 | IAT | iShares TR | 93.0K | $5.8M | $5.6M | 1.17% | -- | 2026-06-30 |
| 21 | CASY | Caseys Gen Stores Inc | 7.3K | $5.8M | $5.1M | 1.07% | -380 | 2026-06-30 |
| 22 | SPY | State Str Spdr S&P 500 ETF T | 7.5K | $5.6M | $5.7M | 1.20% | +6.2K | 2026-06-30 |
| 23 | EMB | iShares TR | 57.2K | $5.5M | $5.2M | 1.10% | +4.6K | 2026-06-30 |
| 24 | ITA | iShares TR | 22.7K | $5.5M | $4.7M | 0.98% | +994 | 2026-06-30 |
| 25 | RL | Ralph Lauren Corp | 13.5K | $5.4M | $5.2M | 1.09% | -576 | 2026-06-30 |
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