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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Fox Corp

FOXA|35137L105

Shares:55.2K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$325.3M)

ALLSTATE CORP

ALL|020002101

Shares:15.0K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$325.3M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:82.5K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.3M)

Broadcom Inc.

AVGO|11135F101

Shares:18.2K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.3M)

EBAY INC

EBAY|278642103

Shares:43.8K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.3M)

BADGER METER INC

BMI|056525108

Shares:15.5K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.3M)

RELIANCE, INC.

RS|759509102

Shares:10.1K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$325.3M)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:5.2K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$325.3M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:23.2K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$325.3M)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:17.4K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$325.3M)

Core & Main, Inc.

CNM|21874C102

Shares:57.9K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$325.3M)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:32.1K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$325.3M)

RADIAN GROUP INC

RDN|750236101

Shares:83.8K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$325.3M)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:13.8K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$325.3M)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:16.1K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$325.3M)

CABOT CORP

CBT|127055101

Shares:31.6K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$325.3M)

Trane Technologies plc

TT|G8994E103

Shares:7.5K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.3M)

Expedia Group, Inc.

EXPE|30212P303

Shares:13.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.3M)

VISA INC.

V|92826C839

Shares:6.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.3M)

46137V357

RSP|46137V357

Shares:13.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$325.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fox Corp(FOXAcusip35137L105)	55.2K	QoQ NEW(+55.2K) YoY NEW(+55.2K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$325.3M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
ALLSTATE CORP(ALLcusip020002101)	15.0K	QoQ +4.79% (+685) YoY NEW(+15.0K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$325.3M)	QoQ +12.55% (+$345.8K) YoY NEW(+$3.1M)
EXELIXIS, INC.(EXELcusip30161Q104)	82.5K	QoQ NEW(+82.5K) YoY NEW(+82.5K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.3M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Broadcom Inc.(AVGOcusip11135F101)	18.2K	QoQ -14.27% (-3.0K) YoY +509.96% (-15.2K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.3M)	QoQ -38.08% (-$1.9M) YoY -22.95% (-$906.6K)
EBAY INC(EBAYcusip278642103)	43.8K	QoQ NEW(+43.8K) YoY NEW(+43.8K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.3M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
BADGER METER INC(BMIcusip056525108)	15.5K	QoQ +0.81% (-126) YoY +2.80% (+424)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.3M)	QoQ -9.57% (-$312.9K) YoY +20.87% (+$510.2K)
RELIANCE, INC.(RScusip759509102)	10.1K	QoQ +2.86% (+282) YoY +8.24% (-770)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$325.3M)	QoQ +10.31% (+$273.1K) YoY -6.47% (-$202.2K)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	5.2K	QoQ +3.29% (-165) YoY NEW(+5.2K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$325.3M)	QoQ -4.92% (-$150.2K) YoY NEW(+$2.9M)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	23.2K	QoQ +4.37% (+972) YoY NEW(+23.2K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$325.3M)	QoQ +18.04% (+$438.8K) YoY NEW(+$2.9M)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	17.4K	QoQ +3.04% (-513) YoY NEW(+17.4K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$325.3M)	QoQ -4.17% (-$122.2K) YoY NEW(+$2.8M)
Core & Main, Inc.(CNMcusip21874C102)	57.9K	QoQ NEW(+57.9K) YoY NEW(+57.9K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$325.3M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	32.1K	QoQ NEW(+32.1K) YoY NEW(+32.1K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$325.3M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
RADIAN GROUP INC(RDNcusip750236101)	83.8K	QoQ +6.37% (+5.0K) YoY NEW(+83.8K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$325.3M)	QoQ +10.90% (+$272.6K) YoY NEW(+$2.8M)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	13.8K	QoQ +3.16% (-424) YoY +7.96% (+1.0K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$325.3M)	QoQ -4.90% (-$140.3K) YoY +10.22% (+$252.1K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$325.3M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
CABOT CORP(CBTcusip127055101)	31.6K	QoQ +10.94% (+3.1K) YoY +16.72% (+4.5K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$325.3M)	QoQ +1.01% (+$26.4K) YoY +5.25% (+$131.4K)
Trane Technologies plc(TTcusipG8994E103)	7.5K	QoQ +7.37% (-514) YoY +843.25% (+6.7K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.3M)	QoQ -2.04% (-$52.7K) YoY +958.62% (+$2.3M)
Expedia Group, Inc.(EXPEcusip30212P303)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.3M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
VISA INC.(Vcusip92826C839)	6.5K	QoQ +1.51% (+96) YoY +3.89% (+242)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.3M)	QoQ +12.55% (+$252.2K) YoY +30.47% (+$527.9K)
(RSPcusip46137V357)	13.0K	QoQ -0.99% (-131) YoY -10.74% (-1.6K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$325.3M)	QoQ -2.13% (-$49.0K) YoY -8.70% (-$214.5K)