Monument Capital Management

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CIK 1729428

13F portfolio (2026-Q1)

$399M

Positions

217

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

217

Top 5

11.6%

Top 10

20.5%

Effective N

93.8

HHI

0.011

This quarter

31 new · 0 exit →

By sector

Unclassified32.7%

Information Technology14.7%

Consumer Discretionary14.2%

Industrials12.7%

Financials7.2%

Health Care6.4%

Materials3.5%

Communication Services3.0%

Other5.6%

By market cap

Unknown35.6%

Large ($10–200B)33.1%

Mega (>$200B)25.5%

Mid ($2–10B)5.5%

Small ($300M–2B)0.2%

Micro (<$300M)0.1%

By region

North America64.7%

Other32.7%

Europe1.4%

Africa1.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.85%	46
Specialty Retail	6.52%	14
Construction & Engineering	6.01%	6
Pharmaceuticals & Biotechnology	5.21%	11
Technology Hardware & Equipment	4.70%	10
Semiconductors & Semiconductor Equipment	4.63%	6
Machinery	4.40%	7
Distributors	3.39%	5
Software	3.34%	4
Insurance	2.89%	7
Metals & Mining	2.70%	11
Textiles, Apparel & Luxury Goods	2.32%	4
Software & IT Services	2.29%	4
Oil, Gas & Consumable Fuels	2.04%	7
Banks	1.97%	10
Capital Markets	1.59%	6
Automobiles & Components	1.52%	3
Communications Equipment	1.52%	2
Utilities	1.32%	8
Beverages	1.21%	5
Commercial Services & Supplies	1.06%	5
Transportation Infrastructure	0.87%	3
Life Sciences Tools & Services	0.67%	1
Chemicals	0.67%	2
Equity Real Estate Investment Trusts (REITs)	0.62%	7
Health Care Providers & Services	0.54%	1
Airlines	0.54%	1
Media & Entertainment	0.41%	3
Electrical Equipment & Components	0.40%	3
Tobacco	0.35%	2
Diversified Telecommunication Services	0.32%	2
Diversified Consumer Services	0.26%	1
Hotels, Restaurants & Leisure	0.21%	2
Marine	0.17%	2
Aerospace & Defense	0.15%	1
Paper & Forest Products	0.09%	1
Media & Publishing	0.08%	1
Health Care Equipment & Supplies	0.06%	1
Road & Rail	0.06%	1
Agricultural Products	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	2.83%
2	CAT	CATERPILLAR INC	Industrials	2.45%
3	AAPL	Apple Inc.	Information Technology	2.12%
4	ITOT	ISHARES TR	Unclassified	2.10%
5	FIX	COMFORT SYSTEMS USA INC	Industrials	2.08%
6	EME	EMCOR Group, Inc.	Industrials	2.01%
7	IWF	ISHARES TR	Unclassified	1.85%
8	IWB	ISHARES TR	Unclassified	1.77%
9	IWS	ISHARES TR	Unclassified	1.68%
10	WMT	Walmart Inc.	Consumer Discretionary	1.63%

172/217 names classified · sector 67.3% of weight · industry 67.2% · mkt cap 64.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

IndustrialsCAT, WM, FISV, EME, FIX · other

Consumer DiscretionaryHD, WMT, MCD, MUSA, BLDR · other

Information TechnologyMSFT, AAPL, SNPS, INTC, MCHP · other

FinancialsV, UNH, EVR, NDAQ, TRV · other

MaterialsNUE, KMB, ECL, LYB, AU · other

Health CareMRK, LLY, PFE, AMGN, EW · other

Consumer StaplesKO, COKE, DAR, PEP, BTI · other

UtilitiesED, LNT, SO, CMS, NRG · other

EnergyXOM, CVX, MPC, COP, PSX · other

Real EstateCCI, AMT, IRM, O, WPC · other

Communication ServicesT, GOOGL, META, NFLX, CMCSA · other

UnclassifiedITOT, QQQ, SPY, BIL, FTSM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 67.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (158 classified)Monument Capital Management centroid (Mid Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsHealth CareCommunication ServicesMaterialsEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for Monument Capital Management: centroid Mid Core. Heaviest cells: Large Growth 21.2%, Mid Growth 13.4%, Large Core 9.2%.

Classified: 64.2% of book weight (158/217 names) · unclassified 35.8%: ITOT, IWF, IWB, IWS, IEZ, FXR, QQQ, XLC, IGE, AU +49 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 217 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	30,529	$11M	2.8%	HOLD
2	CATCATERPILLAR INC	13,806	$10M	2.5%	TRIM −4%
3	AAPLAPPLE INC	33,306	$8M	2.1%	HOLD
4	ITOTISHARES TR	58,982	$8M	2.1%	HOLD
5	FIXCOMFORT SYS USA INC	6,032	$8M	2.1%	TRIM −4%
6	EMEEMCOR GROUP INC	10,874	$8M	2.0%	TRIM −3%
7	IWFISHARES TR	17,282	$7M	1.8%	HOLD
8	IWBISHARES TR	19,833	$7M	1.8%	HOLD
9	IWSISHARES TR	45,930	$7M	1.7%	NEW
10	WMTWALMART INC	52,363	$7M	1.6%	HOLD
11	GOOGLALPHABET INC	21,590	$6M	1.6%	ADD 17%
12	UIUBIQUITI INC	7,422	$6M	1.5%	TRIM −6%
13	IEZISHARES TR	196,934	$6M	1.4%	NEW
14	CASYCASEYS GEN STORES INC	7,650	$6M	1.4%	HOLD
15	FXRFIRST TR EXCHANGE TRADED FD	63,885	$5M	1.3%	HOLD
16	QQQINVESCO QQQ TR	8,960	$5M	1.3%	HOLD
17	XLCSELECT SECTOR SPDR TR	46,033	$5M	1.3%	HOLD
18	IGEISHARES TR	79,801	$5M	1.3%	NEW
19	AUANGLOGOLD ASHANTI PLC	50,957	$5M	1.2%	HOLD
20	EMBISHARES TR	52,620	$5M	1.2%	TRIM −5%
21	VCITVANGUARD SCOTTSDALE FDS	58,841	$5M	1.2%	TRIM −4%
22	MCKMCKESSON CORP	5,609	$5M	1.2%	HOLD
23	RLRALPH LAUREN CORP	14,047	$5M	1.2%	TRIM −3%
24	ITAIShares U.S. Aerospace & Defense ETF	21,667	$5M	1.2%	NEW
25	IEIISHARES TR	39,048	$5M	1.2%	TRIM −5%
26	MBBISHARES TR	47,809	$5M	1.1%	TRIM −5%
27	APHAMPHENOL CORP	35,840	$5M	1.1%	HOLD
28	EWPISHARES INC	82,362	$4M	1.1%	HOLD
29	TLTISHARES TR	51,521	$4M	1.1%	NEW
30	EWOISHARES INC	122,287	$4M	1.1%	HOLD
31	EISISHARES INC	36,071	$4M	1.0%	HOLD
32	JNJJOHNSON & JOHNSON	17,109	$4M	1.0%	ADD 9%
33	VEAVANGUARD TAX-MANAGED FDS	64,298	$4M	1.0%	HOLD
34	CAHCARDINAL HEALTH INC	19,428	$4M	1.0%	HOLD
35	TPRTAPESTRY INC	28,392	$4M	1.0%	HOLD
36	EWIISHARES INC	74,742	$4M	1.0%	HOLD
37	GILDGILEAD SCIENCES INC	27,946	$4M	1.0%	ADD 103%
38	AMATAPPLIED MATLS INC	11,341	$4M	1.0%	HOLD
39	EWCISHARES INC	70,274	$4M	1.0%	NEW
40	MTZMASTEC INC	11,352	$4M	0.9%	NEW
41	JBLJabil Circuit, Inc.	13,690	$4M	0.9%	HOLD
42	MTGMGIC INVT CORP WIS	137,258	$4M	0.9%	HOLD
43	EXELEXELIXIS INC	82,857	$4M	0.9%	HOLD
44	LRCXLAM RESEARCH CORP	16,549	$4M	0.9%	HOLD
45	DELLDELL TECHNOLOGIES INC	20,996	$3M	0.9%	ADD 710%
46	NVDANVIDIA CORPORATION	19,656	$3M	0.9%	ADD 2%
47	JPMJPMORGAN CHASE & CO	11,520	$3M	0.8%	TRIM −7%
48	TTTRANE TECHNOLOGIES PLC	7,973	$3M	0.8%	HOLD
49	HIGHARTFORD INSURANCE GROUP INC	23,736	$3M	0.8%	HOLD
50	PGRPROGRESSIVE CORP	16,154	$3M	0.8%	ADD 14%
51	PWRQUANTA SVCS INC	5,468	$3M	0.8%	TRIM −3%
52	FCFSFIRSTCASH HOLDINGS INC	15,418	$3M	0.7%	NEW
53	ALSNALLISON TRANSMISSION HLDGS I	24,434	$3M	0.7%	NEW
54	VLOVALERO ENERGY CORP	11,372	$3M	0.7%	ADD 496%
55	CCEPCOCA-COLA EUROPACIFIC PARTNE	30,521	$3M	0.7%	HOLD
56	OSKOSHKOSH CORP	18,467	$3M	0.7%	NEW
57	INCYINCYTE CORP	28,605	$3M	0.7%	HOLD
58	JHGJANUS HENDERSON GROUP PLC	52,122	$3M	0.7%	NEW
59	MRKMERCK & CO INC	21,955	$3M	0.7%	ADD 17%
60	CRSCARPENTER TECHNOLOGY CORP	6,557	$3M	0.6%	NEW
61	VTIVANGUARD INDEX FDS	7,961	$3M	0.6%	HOLD
62	AVGOBROADCOM INC	8,224	$3M	0.6%	TRIM −3%
63	FLSFLOWSERVE CORP	34,083	$3M	0.6%	ADD 37%
64	PGPROCTER AND GAMBLE CO	16,999	$2M	0.6%	HOLD
65	CHRWC H ROBINSON WORLDWIDE INC	14,580	$2M	0.6%	ADD 3%
66	FERGFERGUSON ENTERPRISES INC	10,219	$2M	0.6%	NEW
67	XOMEXXON MOBIL CORP	14,037	$2M	0.6%	HOLD
68	DDSDILLARDS INC	4,042	$2M	0.6%	TRIM −4%
69	LLYELI LILLY & CO	2,418	$2M	0.6%	HOLD
70	AMZNAMAZON COM INC	10,581	$2M	0.6%	HOLD
71	HCAHCA HEALTHCARE INC	4,585	$2M	0.5%	ADD 830%
72	FDXFEDEX CORP	6,049	$2M	0.5%	NEW
73	VYMVANGUARD WHITEHALL FDS	14,476	$2M	0.5%	TRIM −29%
74	EVREVERCORE INC	7,171	$2M	0.5%	HOLD
75	RSPINVESCO EXCHANGE TRADED FD T	10,435	$2M	0.5%	HOLD
76	EWZISHARES INC MSCI BRAZIL ETF	47,701	$2M	0.5%	NEW
77	EPOLISHARES TR	49,473	$2M	0.5%	NEW
78	GWWWW GRAINGER INC	1,544	$2M	0.4%	HOLD
79	VVISA INC	5,543	$2M	0.4%	TRIM −8%
80	EWTISHARES INC MSCI TAIWAN ETF	21,713	$2M	0.4%	NEW
81	METAMETA PLATFORMS INC	2,566	$1M	0.4%	TRIM −10%
82	RSPTINVESCO EXCHANGE TRADED FD T	31,972	$1M	0.4%	HOLD
83	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.4%	HOLD
84	KOCOCA COLA CO	18,647	$1M	0.4%	TRIM −2%
85	HDHOME DEPOT INC	4,248	$1M	0.4%	TRIM −4%
86	ABBVABBVIE INC	6,183	$1M	0.3%	HOLD
87	AEPAMERICAN ELEC PWR CO INC	9,919	$1M	0.3%	ADD 14%
88	EDCONSOLIDATED EDISON INC	11,414	$1M	0.3%	ADD 6%
89	CSCOCISCO SYS INC	15,218	$1M	0.3%	TRIM −4%
90	CVXCHEVRON CORP NEW	5,693	$1M	0.3%	HOLD
91	TJXTJX COS INC NEW	7,283	$1M	0.3%	HOLD
92	WMWASTE MGMT INC DEL	5,006	$1M	0.3%	TRIM −2%
93	GOOGALPHABET INC	3,803	$1M	0.3%	HOLD
94	MUSAMURPHY USA INC	2,202	$1M	0.3%	HOLD
95	NFLXNETFLIX INC	11,196	$1M	0.3%	TRIM −3%
96	PMPHILIP MORRIS INTL INC	6,495	$1M	0.3%	HOLD
97	SCISERVICE CORP INTL	12,465	$1M	0.3%	HOLD
98	TFCTRUIST FINL CORP	22,303	$1M	0.3%	HOLD
99	COSTCOSTCO WHSL CORP NEW	964	$960,520	0.2%	ADD 20%
100	AMGNAMGEN INC	2,666	$938,021	0.2%	TRIM −4%
101	VZVERIZON COMMUNICATIONS INC	17,417	$874,333	0.2%	ADD 115%
102	MAMASTERCARD INCORPORATED	1,707	$852,915	0.2%	TRIM −13%
103	ORLYOREILLY AUTOMOTIVE INC	9,170	$846,483	0.2%	HOLD
104	SPYSTATE STR SPDR S&P 500 ETF T	1,296	$842,701	0.2%	HOLD
105	PLTRPALANTIR TECHNOLOGIES INC	5,630	$823,556	0.2%	ADD 5%
106	GEGE AEROSPACE	2,873	$815,277	0.2%	HOLD
107	NVSNOVARTIS AG	5,076	$775,359	0.2%	ADD 16%
108	DUKDUKE ENERGY CORP NEW	5,852	$766,261	0.2%	TRIM −9%
109	WFCWELLS FARGO CO NEW	9,087	$723,416	0.2%	HOLD
110	NEENEXTERA ENERGY INC	7,711	$716,218	0.2%	ADD 14%
111	CCITIGROUP INC	5,976	$677,738	0.2%	HOLD
112	VTVANGUARD INTL EQUITY INDEX F	4,791	$662,744	0.2%	ADD 8%
113	MPCMARATHON PETE CORP	2,703	$660,085	0.2%	HOLD
114	WDCWESTERN DIGITAL CORP	2,423	$655,397	0.2%	NEW
115	TTETotalEnergies SE	7,196	$654,692	0.2%	HOLD
116	ARCCARES CAPITAL CORP	35,801	$645,134	0.2%	HOLD
117	SNPSSYNOPSYS INC	1,598	$633,575	0.2%	HOLD
118	HSBCHSBC HLDGS PLC	7,601	$627,006	0.2%	HOLD
119	PHMPULTE GROUP INC	5,316	$625,215	0.2%	HOLD
120	NUENUCOR CORP	3,686	$623,316	0.2%	TRIM −2%
121	NEMNEWMONT CORP	5,699	$616,917	0.2%	ADD 102%
122	SPGSIMON PPTY GROUP INC NEW	3,306	$616,726	0.2%	HOLD
123	LMTLOCKHEED MARTIN CORP	984	$594,566	0.1%	ADD 6%
124	ETNEATON CORP PLC	1,657	$592,663	0.1%	TRIM −14%
125	ORCLORACLE CORP	3,997	$587,938	0.1%	TRIM −28%
126	ACGLARCH CAP GROUP LTD	6,035	$579,300	0.1%	HOLD
127	GEVGE VERNOVA INC	657	$573,495	0.1%	HOLD
128	JEPIJPMorgan Equity Premium Income ETF	9,923	$562,436	0.1%	HOLD
129	BMYBRISTOL-MYERS SQUIBB CO	9,125	$553,431	0.1%	NEW
130	IUSGISHARES TR	3,551	$550,804	0.1%	ADD 7%
131	RLGTRADIANT LOGISTICS INC	76,500	$539,325	0.1%	HOLD
132	STXSEAGATE TECHNOLOGY HLDNGS PL	1,362	$533,577	0.1%	ADD 18%
133	MCDMCDONALDS CORP	1,717	$533,491	0.1%	TRIM −7%
134	BKNGBOOKING HOLDINGS INC	126	$530,688	0.1%	TRIM −19%
135	GSGOLDMAN SACHS GROUP INC	599	$506,944	0.1%	HOLD
136	BRK.BBERKSHIRE HATHAWAY INC DEL	1,056	$506,035	0.1%	HOLD
137	TSLATESLA INC	1,352	$502,606	0.1%	TRIM −6%
138	CORCENCORA INC	1,553	$487,859	0.1%	HOLD
139	HTGCHERCULES CAPITAL INC	30,873	$455,994	0.1%	HOLD
140	FTRIFIRST TR EXCHANGE TRADED FD	25,286	$451,349	0.1%	TRIM −4%
141	MUMICRON TECHNOLOGY INC	1,318	$445,293	0.1%	NEW
142	VTRVENTAS INC	5,415	$442,839	0.1%	TRIM −3%
143	PIZINVESCO EXCH TRADED FD TR II	8,855	$438,516	0.1%	HOLD
144	PHPARKER-HANNIFIN CORP	487	$436,248	0.1%	TRIM −2%
145	DFACDIMENSIONAL ETF TRUST	11,012	$427,926	0.1%	HOLD
146	MLIMUELLER INDS INC	3,849	$426,469	0.1%	TRIM −9%
147	RCLROYAL CARIBBEAN GROUP	1,524	$419,374	0.1%	HOLD
148	WELLWELLTOWER INC	2,109	$416,999	0.1%	TRIM −5%
149	TAT&T INC	14,172	$410,846	0.1%	TRIM −8%
150	ITWILLINOIS TOOL WKS INC	1,575	$410,012	0.1%	TRIM −3%
151	WECWEC ENERGY GROUP INC	3,418	$395,702	0.1%	TRIM −24%
152	AZNASTRAZENECA PLC	1,928	$380,240	0.1%	NEW
153	KMIKINDER MORGAN INC DEL	11,318	$379,493	0.1%	ADD 10%
154	PEPPEPSICO INC	2,434	$377,949	0.1%	TRIM −7%
155	AFLAFLAC INC	3,421	$375,282	0.1%	TRIM −5%
156	TMOTHERMO FISHER SCIENTIFIC INC	761	$373,815	0.1%	HOLD
157	PKGPACKAGING CORP AMER	1,760	$373,507	0.1%	TRIM −3%
158	IBPINSTALLED BLDG PRODS INC	1,398	$370,680	0.1%	ADD 3%
159	TRVTRAVELERS COMPANIES INC	1,258	$366,912	0.1%	TRIM −4%
160	JKHYHENRY JACK & ASSOC INC	2,318	$366,384	0.1%	TRIM −2%
161	IRMIRON MTN INC DEL	3,549	$362,503	0.1%	HOLD
162	IDCCINTERDIGITAL INC	1,175	$354,850	0.1%	HOLD
163	GBDCGOLUB CAP BDC INC	28,004	$354,531	0.1%	HOLD
164	CBOECBOE GLOBAL MKTS INC	1,238	$347,965	0.1%	HOLD
165	BXSLBLACKSTONE SECD LENDING FD	14,421	$341,633	0.1%	TRIM −32%
166	MOALTRIA GROUP INC	5,113	$337,394	0.1%	TRIM −49%
167	KLACKLA CORP	229	$337,182	0.1%	ADD 6%
168	TSLXSIXTH STREET SPECIALTY LENDI	18,114	$332,935	0.1%	TRIM −3%
169	FDUSFIDUS INVT CORP	19,039	$331,659	0.1%	HOLD
170	FOXAFOX CORP	5,677	$331,537	0.1%	TRIM −47%
171	DIASPDR DOW JONES INDL AVERAGE	707	$327,475	0.1%	HOLD
172	LOWLOWES COS INC	1,381	$326,253	0.1%	TRIM −13%
173	BLKBLACKROCK INC	339	$326,170	0.1%	ADD 47%
174	SCCOSOUTHERN COPPER CORP	1,871	$321,924	0.1%	NEW
175	BNYBANK NEW YORK MELLON CORP	2,678	$317,713	0.1%	HOLD
176	DLXDELUXE CORP MEDIUM TERM NTS	11,430	$314,782	0.1%	NEW
177	MURMURPHY OIL CORP	7,481	$308,591	0.1%	TRIM −12%
178	VALEVALE S A	19,222	$305,822	0.1%	ADD 2%
179	CMICUMMINS INC	564	$303,443	0.1%	HOLD
180	AZOAUTOZONE INC	89	$300,622	0.1%	TRIM −28%
181	URIUNITED RENTALS INC	405	$295,067	0.1%	TRIM −3%
182	GSKGSK PLC	5,257	$290,134	0.1%	ADD 3%
183	COFCAPITAL ONE FINL CORP	1,578	$287,961	0.1%	HOLD
184	MARMARRIOTT INTL INC NEW	873	$285,538	0.1%	TRIM −2%
185	AXPAMERICAN EXPRESS CO	939	$284,111	0.1%	TRIM −3%
186	STLDSTEEL DYNAMICS INC	1,557	$280,275	0.1%	TRIM −5%
187	FICOFAIR ISAAC CORP	253	$270,088	0.1%	TRIM −21%
188	BACBANK AMERICA CORP	5,415	$263,962	0.1%	TRIM −3%
189	FBPFIRST BANCORP P R	12,147	$259,460	0.1%	TRIM −12%
190	RIORIO TINTO PLC	2,636	$245,912	0.1%	NEW
191	DHTDHT HOLDINGS INC	13,286	$242,735	0.1%	TRIM −3%
192	MMM3M CO	1,603	$232,804	0.1%	TRIM −7%
193	UNPUNION PAC CORP	953	$231,332	0.1%	TRIM −13%
194	IBMINTERNATIONAL BUSINESS MACHS	948	$229,850	0.1%	ADD 5%
195	BKEBUCKLE INC	4,559	$229,591	0.1%	TRIM −25%
196	COKECOCA COLA CONS INC	1,188	$227,878	0.1%	TRIM −13%
197	VTIXVIRTUIX HOLDINGS INC.	33,555	$227,167	0.1%	NEW
198	OREALTY INCOME CORP	3,684	$225,387	0.1%	HOLD
199	EMREMERSON ELEC CO	1,679	$219,975	0.1%	HOLD
200	CMCSACOMCAST CORP NEW	7,616	$218,655	0.1%	ADD 10%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MSFTMICROSOFT CORP

31K

$11M

CATCATERPILLAR INC

15K

14K

$10M

AAPLAPPLE INC

34K

33K

34K

33K

$8M

ITOTISHARES TR

226K

63K

61K

60K

59K

$8M

FIXCOMFORT SYS USA INC

10K

—

$8M

EMEEMCOR GROUP INC

12K

11K

$8M

IWFISHARES TR

917

18K

17K

$7M

IWBISHARES TR

—

20K

19K

20K

$7M

IWSISHARES TR

—

46K

$7M

WMTWALMART INC

28K

55K

53K

52K

$7M

GOOGLALPHABET INC

10K

18K

22K

$6M

UIUBIQUITI INC

$6M

IEZISHARES TR

—

197K

$6M

CASYCASEYS GEN STORES INC

$6M

FXRFIRST TR EXCHANGE TRADED FD

65K

64K

65K

61K

64K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Monument Capital Management