Monument Capital Management holds a diversified book of 262 reported positions worth $497.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Ishares Russell 2000 Growth and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 2% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Monument Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Monument Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 25 / 80 | $2.4B |
| Wallace Hart LLC | 18 / 80 | $128.7M |
| Outlook Capital Management, LLC | 10 / 80 | $240.1M |
| Pincus Capital Management, LP | 17 / 80 | $129.8M |
| Ketron Financial | 16 / 80 | $242.7M |
| Marest Capital, LLC | 10 / 80 | $150.3M |
| Trust Asset Management LLC | 24 / 80 | $1.2B |
| Hoey Investments, Inc | 28 / 80 | $550.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Monument Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc COM | $12.0M | 11.3K | 2.4% | ▼−18% Reduced · −3K sh | |
| 2 | Microsoft Corp COM | $11.6M | 31.2K | 2.3% | ▲+2.3% Added · +702 sh | |
| 3 | Comfort Sys USA Inc COM | $11.5M | 5.8K | 2.3% | ▼−3.9% Reduced · −236 sh | |
| 4 | Ishares TR RUS 1000 GRW ETF | $10.4M | 84.0K | 2.1% | ▲+386% Added · +67K sh | |
| 5 | Apple Inc COM | $9.9M | 34.1K | 2.0% | ▲+2.3% Added · +766 sh | |
| 6 | Ishares TR CORE S&P TTL STK | $9.4M | 57.0K | 1.9% | ▼−3.4% Reduced · −2K sh | |
| 7 | Emcor Group Inc COM | $8.7M | 10.5K | 1.8% | ▼−3.3% Reduced · −356 sh | |
| 8 | Dell Technologies Inc CL C | $8.7M | 20.1K | 1.7% | ▼−4.5% Reduced · −937 sh | |
| 9 | Applied Matls Inc COM | $8.5M | 11.7K | 1.7% | ▲+3.3% Added · +372 sh | |
| 10 | Alphabet Inc CAP STK CL A | $8.3M | 23.2K | 1.7% | ▲+7.3% Added · +2K sh | |
| 11 | Ishares TR RUS 1000 ETF | $8.1M | 19.7K | 1.6% | ▼−0.5% Reduced · −98 sh | |
| 12 | Ishares TR RUS 2000 GRW ETF | $7.7M | 19.6K | 1.6% | ▲New New position | |
| 13 | Ishares TR ISHARES SEMICDTR | $7.5M | 11.7K | 1.5% | ▲New New position | |
| 14 | Lam Research Corp COM NEW | $7.2M | 16.5K | 1.4% | ▼−0.1% Reduced · −20 sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $6.4M | 8.7K | 1.3% | ▼−2.4% Reduced · −218 sh | |
| 16 | Amphenol Corp CL A | $6.1M | 34.8K | 1.2% | ▼−3.0% Reduced · −1K sh | |
| 17 | Ishares TR U.S. PHARMA ETF | $6.0M | 60.8K | 1.2% | ▲New New position | |
| 18 | Walmart Inc COM | $5.8M | 51.6K | 1.2% | ▼−1.5% Reduced · −769 sh | |
| 19 | First TR Exchange-Traded FD INDLS PROD DUR | $5.8M | 63.8K | 1.2% | ▼−0.1% Reduced · −59 sh | |
| 20 | Ishares TR US REGNL BKS ETF | $5.8M | 93.0K | 1.2% | ▲New New position | |
| 21 | Caseys Gen Stores Inc COM | $5.8M | 7.3K | 1.2% | ▼−5.0% Reduced · −380 sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $5.6M | 7.5K | 1.1% | ▲+476% Added · +6K sh | |
| 23 | Ishares TR JPMORGAN USD EMG | $5.5M | 57.2K | 1.1% | ▲+8.8% Added · +5K sh | |
| 24 | Ishares TR US AER DEF ETF | $5.5M | 22.7K | 1.1% | ▲+4.6% Added · +994 sh | |
| 25 | Ralph Lauren Corp CL A | $5.4M | 13.5K | 1.1% | ▼−4.1% Reduced · −576 sh | |
| 26 | Vanguard Scottsdale FDS INT-TERM CORP | $5.3M | 64.2K | 1.1% | ▲+9.0% Added · +5K sh | |
| 27 | Jabil Inc COM | $5.2M | 13.4K | 1.0% | ▼−2.2% Reduced · −307 sh | |
| 28 | Ishares TR FLTG RATE NT ETF | $5.1M | 99.4K | 1.0% | ▲New New position | |
| 29 | Ishares Inc MSCI AUSTRIA ETF | $5.1M | 119.7K | 1.0% | ▼−2.1% Reduced · −3K sh | |
| 30 | Ishares TR 3 7 YR TREAS BD | $5.0M | 42.9K | 1.0% | ▲+9.8% Added · +4K sh | |
| 31 | Ishares TR MBS ETF | $5.0M | 52.6K | 1.0% | ▲+10.0% Added · +5K sh | |
| 32 | Ishares Inc MSCI SPAIN ETF | $4.8M | 80.9K | 1.0% | ▼−1.8% Reduced · −1K sh | |
| 33 | Cardinal Health Inc COM | $4.6M | 19.6K | 0.9% | ▲+0.7% Added · +132 sh | |
| 34 | Johnson & Johnson COM | $4.6M | 18.1K | 0.9% | ▲+5.8% Added · +988 sh | |
| 35 | Kla Corp COM NEW | $4.6M | 15.2K | 0.9% | ▲66× Added · +15K sh | |
| 36 | Mastec Inc COM | $4.6M | 11.0K | 0.9% | ▼−3.0% Reduced · −335 sh | |
| 37 | Exelixis Inc COM | $4.4M | 81.0K | 0.9% | ▼−2.3% Reduced · −2K sh | |
| 38 | Ishares Inc MSCI ITALY ETF | $4.4M | 73.9K | 0.9% | ▼−1.1% Reduced · −859 sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.4M | 61.4K | 0.9% | ▼−4.5% Reduced · −3K sh | |
| 40 | Ishares Inc MSCI ISRAEL ETF | $4.3M | 35.5K | 0.9% | ▼−1.5% Reduced · −529 sh | |
| 41 | Tapestry Inc COM | $4.1M | 27.7K | 0.8% | ▼−2.4% Reduced · −671 sh | |
| 42 | Ishares Inc MSCI CDA ETF | $4.0M | 70.3K | 0.8% | ▼~0% Reduced · −24 sh | |
| 43 | Carpenter Technology Corp COM | $4.0M | 6.4K | 0.8% | ▼−1.9% Reduced · −127 sh | |
| 44 | JPMorgan Chase & Co COM | $3.9M | 12.1K | 0.8% | ▲+4.7% Added · +543 sh | |
| 45 | Nvidia Corporation COM | $3.9M | 19.7K | 0.8% | ▲~0% Added · +8 sh | |
| 46 | Trane Technologies PLC SHS | $3.9M | 7.9K | 0.8% | ▼−0.6% Reduced · −47 sh | |
| 47 | Quanta Svcs Inc COM | $3.8M | 5.3K | 0.8% | ▼−3.8% Reduced · −209 sh | |
| 48 | Mgic Invt Corp Wis COM | $3.8M | 133.9K | 0.8% | ▼−2.5% Reduced · −3K sh | |
| 49 | Ross Stores Inc COM | $3.6M | 16.8K | 0.7% | ▲17× Added · +16K sh | |
| 50 | Broadcom Inc COM | $3.4M | 9.1K | 0.7% | ▲+10% Added · +856 sh |
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Use Arkolith to show Monument Capital Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 262 | $497.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 217 | $399.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 220 | $402.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 226 | $400.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 219 | $383.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 193 | $325.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 198 | $362.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 194 | $361.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.