Monument Capital Management holds a diversified book of 262 stocks worth $497.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +26% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Monument Capital Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.1 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Monument Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $657.8B |
| MORGAN STANLEY | 80 / 80 | $479.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $134.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $128.1B |
| UBS Group AG | 80 / 80 | $126.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $67.9B |
| LPL Financial LLC | 80 / 80 | $64.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $54.0B |
Ranked by how many of Monument Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 262 | $497.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 217 | $399.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 220 | $402.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 226 | $400.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 219 | $383.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 193 | $325.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 198 | $362.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 194 | $361.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.