Monument Capital Management

data from 30/09/2025

Capitalization

$ 399.976 M 4.19 %

Average holding period

9 ans

Performance

$ 196.015 M 83.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Monument Capital Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.00% 16.002 M $ 30895 2017/12/31 639.225 K $ 4.13 %
2025/09/30 ITOT ISHARES TR 2.20% 8.814 M $ 60512 2018/06/30 650.955 K $ 7.86 %
2025/09/30 AAPL APPLE INC 2.12% 8.466 M $ 33248 2017/12/31 1.642 M $ 24.11 %
2025/09/30 IWF ISHARES TR 1.94% 7.758 M $ 16563 2020/06/30 791.964 K $ 10.32 %
2025/09/30 EME EMCOR GROUP INC 1.90% 7.591 M $ 11686 2023/06/30 1.367 M $ 21.43 %
2025/09/30 CAT CATERPILLAR INC 1.76% 7.034 M $ 14741 2017/12/31 1.352 M $ 22.91 %
2025/09/30 IWB ISHARES TR 1.73% 6.900 M $ 18881 2025/03/31 527.190 K $ 7.63 %
2025/09/30 IWP ISHARES TR 1.71% 6.854 M $ 48129 2025/03/31 193.926 K $ 2.69 %
2025/09/30 QQQ INVESCO QQQ TR 1.44% 5.764 M $ 9601 2018/06/30 489.882 K $ 8.83 %
2025/09/30 WMT WALMART INC 1.37% 5.491 M $ 53283 2017/12/31 289.655 K $ 5.40 %
2025/09/30 FIX COMFORT SYS USA INC 1.34% 5.379 M $ 6518 2024/09/30 1.955 M $ 53.89 %
2025/09/30 UI UBIQUITI INC 1.34% 5.352 M $ 8102 2024/12/31 2.088 M $ 60.47 %
2025/09/30 EMB ISHARES TR 1.33% 5.313 M $ 55812 2022/09/30 144.305 K $ 2.77 %
2025/09/30 FXO FIRST TR EXCHANGE TRADED FD 1.32% 5.264 M $ 88639 2023/12/31 318.274 K $ 5.94 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 1.31% 5.225 M $ 62117 2023/03/31 74.372 K $ 1.44 %
2025/09/30 XLC SELECT SECTOR SPDR TR 1.30% 5.213 M $ 44042 2024/03/31 467.842 K $ 9.07 %
2025/09/30 IEI ISHARES TR 1.23% 4.938 M $ 41321 2025/06/30 17.447 K $ 0.35 %
2025/09/30 USHY ISHARES TR 1.20% 4.807 M $ 127239 2023/03/31 34.454 K $ 0.72 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.20% 4.804 M $ 890 2023/09/30 -349.023 K $ -6.73 %
2025/09/30 FLOT ISHARES TR 1.20% 4.796 M $ 93886 2025/06/30 6.578 K $ 0.14 %
2025/09/30 XLU SELECT SECTOR SPDR TR 1.19% 4.777 M $ 54774 2024/09/30 324.736 K $ 6.80 %
2025/09/30 FXR FIRST TR EXCHANGE TRADED FD 1.19% 4.742 M $ 60754 2023/06/30 250.594 K $ 5.17 %
2025/09/30 XLY SELECT SECTOR SPDR TR 1.17% 4.660 M $ 19447 2024/12/31 464.114 K $ 10.27 %
2025/09/30 GWW GRAINGER W W INC 1.16% 4.650 M $ 4880 2021/03/31 -430.377 K $ -8.39 %
2025/09/30 RL RALPH LAUREN CORP 1.16% 4.650 M $ 14828 2024/03/31 592.381 K $ 14.32 %
2025/09/30 APH AMPHENOL CORP NEW 1.15% 4.614 M $ 37288 2025/06/30 952.700 K $ 25.32 %
2025/09/30 CASY CASEYS GEN STORES INC 1.12% 4.497 M $ 7955 2023/12/31 446.290 K $ 10.79 %
2025/09/30 MCK MCKESSON CORP 1.10% 4.380 M $ 5669 2022/09/30 225.439 K $ 5.43 %
2025/09/30 NFLX NETFLIX INC 1.08% 4.308 M $ 3593 2024/12/31 -489.613 K $ -10.47 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 1.07% 4.299 M $ 13287 2023/12/31 140.240 K $ 3.33 %
2025/09/30 LOPE GRAND CANYON ED INC 1.05% 4.200 M $ 19133 2023/12/31 589.676 K $ 16.15 %
2025/09/30 MTG MGIC INVT CORP WIS 1.01% 4.023 M $ 141796 2023/09/30 75.621 K $ 1.90 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.00% 4.004 M $ 66820 2020/06/30 204.433 K $ 5.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.00% 3.988 M $ 12644 2023/03/31 345.566 K $ 8.80 %
2025/09/30 EWP ISHARES INC 1.00% 3.981 M $ 80419 2025/03/31 475.879 K $ 12.42 %
2025/09/30 EBAY EBAY INC. 0.94% 3.757 M $ 41310 2025/03/31 683.279 K $ 22.15 %
2025/09/30 T AT&T INC 0.94% 3.740 M $ 132429 2024/12/31 -87.936 K $ -2.42 %
2025/09/30 EWI ISHARES INC 0.93% 3.717 M $ 71558 2025/03/31 293.899 K $ 7.91 %
2025/09/30 EWO ISHARES INC 0.92% 3.675 M $ 118592 2025/03/31 203.545 K $ 5.41 %
2025/09/30 NVDA NVIDIA CORPORATION 0.88% 3.523 M $ 18881 2020/09/30 575.316 K $ 18.10 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.88% 3.515 M $ 49983 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXEL EXELIXIS INC 0.88% 3.510 M $ 84996 2025/03/31 -240.531 K $ -6.31 %
2025/09/30 EIS ISHARES INC 0.87% 3.482 M $ 34711 2025/09/30 0.000 $ 0.00 %
2025/09/30 AWI ARMSTRONG WORLD INDS INC NEW 0.87% 3.464 M $ 17673 2025/06/30 602.380 K $ 20.67 %
2025/09/30 PGR PROGRESSIVE CORP 0.87% 3.461 M $ 14014 2022/06/30 -283.060 K $ -7.46 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.85% 3.413 M $ 34837 2025/06/30 160.577 K $ 5.01 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.84% 3.361 M $ 7966 2024/03/31 -124.171 K $ -3.53 %
2025/09/30 HLI HOULIHAN LOKEY INC 0.84% 3.354 M $ 16333 2024/09/30 419.213 K $ 14.10 %
2025/09/30 EWH ISHARES INC 0.84% 3.347 M $ 155297 2025/09/30 0.000 $ 0.00 %
2025/09/30 TPR TAPESTRY INC 0.83% 3.309 M $ 29226 2025/06/30 70.080 K $ 28.94 %
2025/09/30 PEGA PEGASYSTEMS INC 0.81% 3.255 M $ 56612 2025/06/30 191.678 K $ 6.23 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC 0.81% 3.243 M $ 24314 2024/09/30 157.973 K $ 5.14 %
2025/09/30 NRG NRG ENERGY INC 0.79% 3.163 M $ 19529 2024/06/30 26.893 K $ 0.85 %
2025/09/30 CAH CARDINAL HEALTH INC 0.77% 3.097 M $ 19730 2023/06/30 -218.514 K $ -6.57 %
2025/09/30 ALL ALLSTATE CORP 0.75% 3.013 M $ 14037 2024/09/30 187.360 K $ 6.63 %
2025/09/30 AVGO BROADCOM INC 0.75% 2.987 M $ 9054 2021/06/30 572.768 K $ 19.68 %
2025/09/30 JBL JABIL INC 0.75% 2.983 M $ 13738 2025/09/30 0.000 $ 0.00 %
2025/09/30 BLD TOPBUILD CORP 0.74% 2.979 M $ 7621 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDN RADIAN GROUP INC 0.74% 2.965 M $ 81869 2024/09/30 16.491 K $ 0.56 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.73% 2.921 M $ 19009 2017/12/31 -114.670 K $ -3.56 %
2025/09/30 CCEP COCA-COLA EUROPACIFIC PARTNE 0.69% 2.740 M $ 30304 2025/03/31 -70.221 K $ -2.49 %
2025/09/30 SYF SYNCHRONY FINANCIAL 0.68% 2.735 M $ 38489 2025/09/30 0.000 $ 0.00 %
2025/09/30 CALM CAL MAINE FOODS INC 0.65% 2.617 M $ 27814 2024/09/30 -157.328 K $ -5.55 %
2025/09/30 VTI VANGUARD INDEX FDS 0.65% 2.600 M $ 7922 2018/06/30 192.005 K $ 7.98 %
2025/09/30 DRI DARDEN RESTAURANTS INC 0.64% 2.565 M $ 13477 2025/06/30 -366.660 K $ -12.67 %
2025/09/30 NEU NEWMARKET CORP 0.64% 2.548 M $ 3077 2025/09/30 0.000 $ 0.00 %
2025/09/30 EVR EVERCORE INC 0.59% 2.340 M $ 6938 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.58% 2.338 M $ 9617 2020/09/30 579.161 K $ 37.95 %
2025/09/30 PWR QUANTA SVCS INC 0.58% 2.335 M $ 5633 2020/09/30 219.893 K $ 9.61 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.58% 2.330 M $ 12566 2021/06/30 196.412 K $ 21.39 %
2025/09/30 AMZN AMAZON COM INC 0.56% 2.257 M $ 10279 2019/09/30 1.850 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 0.54% 2.142 M $ 2916 2023/12/31 -9.783 K $ -0.50 %
2025/09/30 V VISA INC 0.53% 2.138 M $ 6263 2017/12/31 -91.055 K $ -3.85 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.50% 2.015 M $ 27468 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.50% 1.981 M $ 10440 2018/06/30 97.478 K $ 4.38 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.48% 1.933 M $ 11918 2024/09/30 -249.563 K $ -10.94 %
2025/09/30 EZA ISHARES INC 0.47% 1.890 M $ 29491 2025/06/30 327.784 K $ 19.26 %
2025/09/30 LLY ELI LILLY & CO 0.46% 1.844 M $ 2416 2017/12/31 -42.812 K $ -2.12 %
2025/09/30 HD HOME DEPOT INC 0.44% 1.742 M $ 4300 2017/12/31 177.291 K $ 10.52 %
2025/09/30 MCHI ISHARES TR 0.43% 1.739 M $ 26404 2025/03/31 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.43% 1.703 M $ 6057 2022/06/30 385.489 K $ 28.64 %
2025/09/30 EPOL ISHARES TR 0.41% 1.660 M $ 51539 2025/03/31 -3.323 K $ -0.19 %
2025/09/30 XOM EXXON MOBIL CORP 0.41% 1.624 M $ 14408 2021/06/30 80.620 K $ 4.59 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.38% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 RSPT INVESCO EXCHANGE TRADED FD T 0.37% 1.470 M $ 32970 2018/06/30 137.305 K $ 9.32 %
2025/09/30 KO COCA COLA CO 0.36% 1.459 M $ 21997 2017/12/31 -103.391 K $ -6.26 %
2025/09/30 ABBV ABBVIE INC 0.36% 1.438 M $ 6211 2020/12/31 299.444 K $ 24.74 %
2025/09/30 MO ALTRIA GROUP INC 0.32% 1.271 M $ 19236 2025/03/31 93.120 K $ 12.67 %
2025/09/30 WM WASTE MGMT INC DEL 0.28% 1.139 M $ 5159 2017/12/31 -44.688 K $ -3.49 %
2025/09/30 MA MASTERCARD INCORPORATED 0.28% 1.110 M $ 1952 2021/03/31 14.509 K $ 1.22 %
2025/09/30 GILD GILEAD SCIENCES INC 0.27% 1.089 M $ 9814 2022/09/30 1.201 K $ 0.12 %
2025/09/30 CSCO CISCO SYS INC 0.27% 1.083 M $ 15831 2021/09/30 -15.809 K $ -1.38 %
2025/09/30 TJX TJX COS INC NEW 0.27% 1.062 M $ 7351 2022/12/31 179.156 K $ 17.05 %
2025/09/30 SCI SERVICE CORP INTL 0.26% 1.056 M $ 12694 2017/12/31 23.771 K $ 2.24 %
2025/09/30 CVX CHEVRON CORP NEW 0.26% 1.030 M $ 6631 2022/03/31 57.378 K $ 8.45 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.26% 1.029 M $ 9549 2022/09/30 163.911 K $ 19.62 %
2025/09/30 TFC TRUIST FINL CORP 0.25% 1.019 M $ 22280 2021/06/30 60.824 K $ 6.35 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.25% 997.216 K $ 9921 2024/03/31 977.000 $ 0.17 %
2025/09/30 MRK MERCK & CO INC 0.25% 996.899 K $ 11878 2017/12/31 29.015 K $ 6.03 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.24% 962.813 K $ 5278 2024/09/30 231.790 K $ 33.82 %