Monument-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PLTK",
  "MCHI",
  "OTTR",
  "ABT",
  "ABBV",
  "SKT",
  "ALL",
  "GOOGL",
  "AXP",
  "AIG",
  "T",
  "AROC",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BOH",
  "BSX",
  null,
  null,
  null,
  null,
  "EBAY",
  "RL",
  "EOG",
  "EXPE",
  "FFIN",
  null,
  "GILD",
  "HON",
  "HD",
  null,
  "MCD",
  "UNP",
  null,
  "HUBB",
  "HLI",
  "ITW",
  "BKNG",
  "META",
  "MPC",
  "PWR",
  "MA",
  "EXEL",
  "UI",
  "BMI",
  "MSFT",
  "FICO",
  "GE",
  "HIG",
  null,
  "OMC",
  null,
  "ORLY",
  "PCAR",
  null,
  "KLAC",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "IRM",
  "PGR",
  "HTGC",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "PKG",
  "SLB",
  "RS",
  "SPG",
  null,
  "IBM",
  "STLD",
  "SYK",
  "SNPS",
  "TXRH",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "RCL",
  "PPC",
  "UMBF",
  null,
  "VCIT",
  "TOWN",
  "EME",
  "RLGT",
  null,
  null,
  "GDDY",
  "IT",
  "RDN",
  "VTR",
  null,
  "K",
  "TT",
  "LOPE",
  "MTG",
  "MUSA",
  "MLI",
  "ACGL",
  "AFL",
  "FI",
  "WEC",
  "WM",
  "IWP",
  "CAH",
  "AEP",
  "ACT",
  null,
  "IDCC",
  null,
  "NOTV",
  "IBOC",
  "AMZN",
  "MSI",
  null,
  null,
  "RGA",
  null,
  "VLO",
  "VEA",
  "VT",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "YUM",
  "IUSG",
  "ADT",
  "FBP",
  "FOXA",
  "JKHY",
  "SCI",
  "DIA",
  "SPOT",
  "LII",
  "MCK",
  "GWW",
  "NUE",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BLDR",
  "CBT",
  "CALM",
  "CBOE",
  "CASY",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "COKE",
  "KO",
  "CCEP",
  "ED",
  "COST",
  "CNM",
  "DELL",
  "DHT",
  "DFAC",
  "RSP",
  "IWB",
  "MAR",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 193
Total Value: 325256292
Accession Number: 0001729428-25-000002
Form Type: 13F-HR
CIK: monument-capital-management
Manager Name: Monument-Capital-Management

Data Enrichment

89% identified

171 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

193 positions • $325.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

Sort by:

MICROSOFT CORP

MSFT|594918104

Shares:30.9K

Value:$11.6M

% of Portfolio:3.6% ($11.6M/$325.3M)

464287150

ITOT|464287150

Shares:62.9K

Value:$7.7M

% of Portfolio:2.4% ($7.7M/$325.3M)

Apple Inc.

AAPL|037833100

Shares:33.7K

Value:$7.5M

% of Portfolio:2.3% ($7.5M/$325.3M)

464287614

IWF|464287614

Shares:17.9K

Value:$6.5M

% of Portfolio:2.0% ($6.5M/$325.3M)

464287622

IWB|464287622

Shares:20.1K

Value:$6.2M

% of Portfolio:1.9% ($6.2M/$325.3M)

464287481

IWP|464287481

Shares:51.7K

Value:$6.1M

% of Portfolio:1.9% ($6.1M/$325.3M)

464288281

Shares:65.8K

Value:$6.0M

% of Portfolio:1.8% ($6.0M/$325.3M)

46435U853

Shares:162.0K

Value:$6.0M

% of Portfolio:1.8% ($6.0M/$325.3M)

92206C870

VCIT|92206C870

Shares:72.7K

Value:$5.9M

% of Portfolio:1.8% ($5.9M/$325.3M)

464287176

Shares:53.0K

Value:$5.9M

% of Portfolio:1.8% ($5.9M/$325.3M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:4.0K

Value:$5.3M

% of Portfolio:1.6% ($5.3M/$325.3M)

33734X135

Shares:95.2K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$325.3M)

Murphy USA Inc.

MUSA|626755102

Shares:10.7K

Value:$5.0M

% of Portfolio:1.5% ($5.0M/$325.3M)

CATERPILLAR INC

CAT|149123101

Shares:15.1K

Value:$5.0M

% of Portfolio:1.5% ($5.0M/$325.3M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:5.0K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$325.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:10.3K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$325.3M)

Walmart Inc.

WMT|931142103

Shares:55.0K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$325.3M)

81369Y886

Shares:58.0K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$325.3M)

81369Y852

Shares:47.2K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$325.3M)

33734X150

Shares:64.4K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$325.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	30.9K	QoQ -1.55% (-489) YoY +0.28% (-88)	All Managers (Combined)	$11.6M	3.6% ($11.6M/$325.3M)	QoQ -12.32% (-$1.6M) YoY -10.52% (-$1.4M)
(ITOTcusip464287150)	62.9K	QoQ -72.19% (-163.4K) YoY -68.22% (-135.1K)	All Managers (Combined)	$7.7M	2.4% ($7.7M/$325.3M)	QoQ -73.62% (-$21.4M) YoY -66.37% (-$15.2M)
Apple Inc.(AAPLcusip037833100)	33.7K	QoQ -2.07% (-715) YoY +2.73% (+897)	All Managers (Combined)	$7.5M	2.3% ($7.5M/$325.3M)	QoQ -13.14% (-$1.1M) YoY +33.07% (+$1.9M)
(IWFcusip464287614)	17.9K	QoQ +1855.50% (+17.0K) YoY +1855.50% (+17.0K)	All Managers (Combined)	$6.5M	2.0% ($6.5M/$325.3M)	QoQ +1658.33% (+$6.1M) YoY +1994.98% (+$6.2M)
(IWBcusip464287622)	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$6.2M	1.9% ($6.2M/$325.3M)	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
(IWPcusip464287481)	51.7K	QoQ NEW(+51.7K) YoY NEW(+51.7K)	All Managers (Combined)	$6.1M	1.9% ($6.1M/$325.3M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
(cusip464288281)✕	65.8K	QoQ +0.37% (+243) YoY -18.20% (-14.7K)	All Managers (Combined)	$6.0M	1.8% ($6.0M/$325.3M)	QoQ +2.11% (+$123.7K) YoY -17.36% (-$1.3M)
(cusip46435U853)✕	162.0K	QoQ +0.89% (+1.4K) YoY -37.67% (-97.9K)	All Managers (Combined)	$6.0M	1.8% ($6.0M/$325.3M)	QoQ +0.95% (+$56.1K) YoY -37.30% (-$3.5M)
(VCITcusip92206C870)	72.7K	QoQ +2.67% (+1.9K) YoY +22.32% (+13.3K)	All Managers (Combined)	$5.9M	1.8% ($5.9M/$325.3M)	QoQ +4.57% (+$260.3K) YoY +24.21% (+$1.2M)
(cusip464287176)✕	53.0K	QoQ NEW(+53.0K) YoY NEW(+53.0K)	All Managers (Combined)	$5.9M	1.8% ($5.9M/$325.3M)	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	4.0K	QoQ +0.25% (+10) YoY +2.43% (+94)	All Managers (Combined)	$5.3M	1.6% ($5.3M/$325.3M)	QoQ +7.41% (+$368.5K) YoY +63.38% (+$2.1M)
(cusip33734X135)✕	95.2K	QoQ -3.01% (-3.0K) YoY +16.99% (+13.8K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$325.3M)	QoQ -5.04% (-$267.8K) YoY +30.48% (+$1.2M)
Murphy USA Inc.(MUSAcusip626755102)	10.7K	QoQ +1.44% (-152) YoY +0.56% (+60)	All Managers (Combined)	$5.0M	1.5% ($5.0M/$325.3M)	QoQ -5.00% (-$263.7K) YoY +12.71% (+$564.7K)
CATERPILLAR INC(CATcusip149123101)	15.1K	QoQ +1.02% (-153) YoY -0.38% (-58)	All Managers (Combined)	$5.0M	1.5% ($5.0M/$325.3M)	QoQ -8.15% (-$441.3K) YoY -10.33% (-$573.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	5.0K	QoQ +0.97% (-48) YoY +0.46% (-23)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$325.3M)	QoQ -5.35% (-$276.9K) YoY -2.43% (-$122.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	10.3K	QoQ -65.08% (-19.3K) YoY -60.74% (-16.0K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$325.3M)	QoQ -67.97% (-$10.3M) YoY -58.54% (-$6.9M)
Walmart Inc.(WMTcusip931142103)	55.0K	QoQ +94.23% (+26.7K) YoY +96.28% (+27.0K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$325.3M)	QoQ +88.72% (+$2.3M) YoY +186.38% (+$3.1M)
(cusip81369Y886)✕	58.0K	QoQ NEW(+58.0K) YoY NEW(+58.0K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$325.3M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip81369Y852)✕	47.2K	QoQ -1.63% (-783) YoY +5.53% (+2.5K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$325.3M)	QoQ -1.99% (-$92.8K) YoY +24.64% (+$899.7K)
(cusip33734X150)✕	64.4K	QoQ -1.62% (-1.1K) YoY +19.11% (+10.3K)	All Managers (Combined)	$4.5M	1.4% ($4.5M/$325.3M)	QoQ -8.42% (-$412.7K) YoY +13.69% (+$540.4K)