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:

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PULTEGROUP INC/MI/

PHM|745867101

Shares:42.4K

Value:$4.4M

% of Portfolio:1.3% ($4.4M/$325.3M)

EMCOR Group, Inc.

EME|29084Q100

Shares:11.7K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$325.3M)

Meta Platforms, Inc.

META|30303M102

Shares:7.3K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$325.3M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:14.1K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.3M)

Booking Holdings Inc.

BKNG|09857L108

Shares:864

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.3M)

921943858

VEA|921943858

Shares:74.0K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$325.3M)

MGIC INVESTMENT CORP

MTG|552848103

Shares:143.1K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$325.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:20.7K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$325.3M)

GoDaddy Inc.

GDDY|380237107

Shares:19.4K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$325.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:14.0K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$325.3M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:7.9K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$325.3M)

RALPH LAUREN CORP

RL|751212101

Shares:15.1K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$325.3M)

464286764

Shares:86.7K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$325.3M)

46434G830

Shares:76.6K

Value:$3.2M