Monument Capital Management
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$399.1M
Holdings
218
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.2% (9.5k → 9.3k shares)
2.8%
02
$CAT
CATERPILLAR INC
Held since at least Q1 2024
2.5%
03
$AAPL
APPLE INC
Q4 2025: New position (5.1k shares)
2.1%
04
$ITOT
ISHARES TR
Held since at least Q1 2024
2.1%
05
$FIX
COMFORT SYS USA INC
Held since at least Q1 2024
2.1%
06
$EME
EMCOR GROUP INC
Held since at least Q1 2024
2.0%
07
$IWF
ISHARES TR
Held since at least Q1 2024
1.8%
08
$IWB
ISHARES TR
Held since at least Q1 2024
1.8%
09
$IWS
ISHARES TR
Held since at least Q1 2024
1.7%
10
$WMT
WALMART INC
Q1 2026: Sold 76.0% (58.5k → 14.0k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:00 UTC.