13F Insight
DOSSIER · 13F-HR · Q2 2026

Monument Capital Management

$497M in tracked AUM across 262 positions as of Q2 2026.

MC
CIK 0001729428 · last filed Jun 30, 2026
Total AUM
$497M
as of Q2 2026
Holdings
262
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Monument Capital Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$12M11K2.4%02
MSFT
MICROSOFT CORP
$12M31K2.3%03
FIX
COMFORT SYS USA INC
$11M6K2.3%04
IWF
ISHARES TR
$10M84K2.1%05
AAPL
APPLE INC
$10M34K2.0%06
ITOT
ISHARES TR
$9M57K1.9%07
EME
EMCOR GROUP INC
$9M11K1.8%08
DELL
DELL TECHNOLOGIES INC
$9M20K1.7%09
AMAT
APPLIED MATLS INC
$8M12K1.7%10
GOOGL
ALPHABET INC
$8M23K1.7%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$298M▼ 5.0%
164 positionsLocked
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