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

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Motorola Solutions, Inc.

MSI|620076307

Shares:498

Value:$218.0K

% of Portfolio:0.1% ($218.0K/$325.3M)

Tesla, Inc.

TSLA|88160R101

Shares:833

Value:$215.9K

% of Portfolio:0.1% ($215.9K/$325.3M)

Otter Tail Corp

OTTR|689648103

Shares:2.7K

Value:$215.6K

% of Portfolio:0.1% ($215.6K/$325.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.0K

Value:$214.8K

% of Portfolio:0.1% ($214.8K/$325.3M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:5.1K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$325.3M)

Enact Holdings, Inc.

ACT|29249E109

Shares:6.1K

Value:$210.6K

% of Portfolio:0.1% ($210.6K/$325.3M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:372

Value:$204.6K

% of Portfolio:0.1% ($204.6K/$325.3M)

KLA CORP

KLAC|482480100

Shares:300

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$325.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:851

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$325.3M)

YUM BRANDS INC

YUM|988498101

Shares:1.3K

Value:$201.7K

% of Portfolio:0.1% ($201.7K/$325.3M)

ADT Inc.

ADT|00090Q103

Shares:14.3K

Value:$116.3K

% of Portfolio:0.0% ($116.3K/$325.3M)

Playtika Holding Corp.

PLTK|72815L107

Shares:20.0K

Value:$103.5K

% of Portfolio:0.0% ($103.5K/$325.3M)

Inotiv, Inc.

NOTV|45783Q100

Shares:32.4K

Value:$71.7K

% of Portfolio:0.0% ($71.7K/$325.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Motorola Solutions, Inc.(MSIcusip620076307)	498	QoQ -2.92% (-15) YoY NEW(+498)	All Managers (Combined)	$218.0K	0.1% ($218.0K/$325.3M)	QoQ -8.05% (-$19.1K) YoY NEW(+$218.0K)
Tesla, Inc.(TSLAcusip88160R101)	833	QoQ -1.88% (-16) YoY NEW(+833)	All Managers (Combined)	$215.9K	0.1% ($215.9K/$325.3M)	QoQ -37.03% (-$127.0K) YoY NEW(+$215.9K)
Otter Tail Corp(OTTRcusip689648103)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$215.6K	0.1% ($215.6K/$325.3M)	QoQ NEW(+$215.6K) YoY NEW(+$215.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.0K	QoQ +8.91% (+83) YoY -16.74% (-204)	All Managers (Combined)	$214.8K	0.1% ($214.8K/$325.3M)	QoQ +2.11% (+$4.4K) YoY -14.08% (-$35.2K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$325.3M)	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
Enact Holdings, Inc.(ACTcusip29249E109)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$210.6K	0.1% ($210.6K/$325.3M)	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
Spotify Technology S.A.(SPOTcusipL8681T102)	372	QoQ NEW(+372) YoY NEW(+372)	All Managers (Combined)	$204.6K	0.1% ($204.6K/$325.3M)	QoQ NEW(+$204.6K) YoY NEW(+$204.6K)
KLA CORP(KLACcusip482480100)	300	QoQ NEW(+300) YoY -38.01% (-184)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$325.3M)	QoQ NEW(+$203.9K) YoY -39.68% (-$134.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	851	QoQ -0.23% (-2) YoY -5.02% (-45)	All Managers (Combined)	$202.7K	0.1% ($202.7K/$325.3M)	QoQ -14.80% (-$35.2K) YoY -10.33% (-$23.4K)
YUM BRANDS INC(YUMcusip988498101)	1.3K	QoQ NEW(+1.3K) YoY -14.01% (-209)	All Managers (Combined)	$201.7K	0.1% ($201.7K/$325.3M)	QoQ NEW(+$201.7K) YoY -2.41% (-$5.0K)
ADT Inc.(ADTcusip00090Q103)	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$116.3K	0.0% ($116.3K/$325.3M)	QoQ NEW(+$116.3K) YoY NEW(+$116.3K)
Playtika Holding Corp.(PLTKcusip72815L107)	20.0K	QoQ +48.05% (+6.5K) YoY NEW(+20.0K)	All Managers (Combined)	$103.5K	0.0% ($103.5K/$325.3M)	QoQ +10.29% (+$9.7K) YoY NEW(+$103.5K)
Inotiv, Inc.(NOTVcusip45783Q100)	32.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$71.7K	0.0% ($71.7K/$325.3M)	QoQ -46.61% (-$62.6K) YoY -79.79% (-$283.0K)