13F Insight
DOSSIER · 13F-HR · Q3 2026

Monument Capital Management

$480M in tracked AUM across 255 positions as of Q3 2026.

MC
CIK 0001729428 · last filed Sep 30, 2026
Total AUM
$480M
as of Q3 2026
Holdings
255
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Monument Capital Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$16M32K3.4%02
AAPL
APPLE INC
$11M34K2.4%03
DELL
DELL TECHNOLOGIES INC
$11M20K2.2%04
IWM
ISHARES TR
$10M35K2.1%05
FIX
COMFORT SYS USA INC
$9M6K2.0%06
ITOT
ISHARES TR
$9M56K1.9%07
CAT
CATERPILLAR INC
$9M11K1.9%08
IWD
ISHARES TR
$8M34K1.8%09
IWB
ISHARES TR
$8M20K1.7%10
GOOGL
ALPHABET INC
$8M24K1.7%

Filing history

2026Q3Sep 30
$480M▼ 3.5%
255 positionsView →2026Q2Jun 30
$497M▲ 24.6%
262 positionsView →2026Q1Mar 31
$399M▼ 0.7%
217 positionsView →2025Q4Dec 31
$402M▲ 0.5%
220 positionsView →2025Q3Sep 30
$400M▲ 4.2%
226 positionsLocked2025Q2Jun 30
$384M▲ 18.0%
219 positionsLocked2025Q1Mar 31
$325M▼ 10.3%
193 positionsLocked2024Q4Dec 31
$363M▲ 0.3%
198 positionsLocked2024Q3Sep 30
$362M▲ 6.4%
194 positionsLocked2024Q2Jun 30
$340M▼ 2.0%
178 positionsLocked2024Q1Mar 31
$347M▲ 11.7%
187 positionsLocked2023Q4Dec 31
$311M▲ 4.3%
177 positionsLocked
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