We are live on ! Find out more
MCM

Monument Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 52.58%
This Fund
S&P 500
This Quarter Est. Return
+9.48%
1 Year Est. Return
+52.58%
3 Year Est. Return
+159.57%
5 Year Est. Return
+206.95%
10 Year Est. Return
–
AUM
$400M
AUM Growth
+$16.1M
Cap. Flow
-$9.69M
Cap. Flow %
-2.42%
Top 10 Hldgs %
20.17%
Holding
259
New
40
Increased
30
Reduced
127
Closed
33

Top Buys

Rank Stock Value
1
EIS icon
iShares MSCI Israel ETF
EIS
+$3.26M
2
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$3.26M
3
BLD
TopBuild
BLD
+$3.04M
4
JBL icon
Jabil
JBL
+$2.99M
5
AU icon
AngloGold Ashanti
AU
+$2.8M

Top Sells

Rank Stock Value
1
EWG icon
iShares MSCI Germany ETF
EWG
+$3.68M
2
CNM icon
Core & Main
CNM
+$3.67M
3
GDDY icon
GoDaddy
GDDY
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

Rank Sector Weight
1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.14%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
26
Amphenol
APH
$198B
$4.61M 1.15%
37,288
-820
-2% -$90K
CASY icon
27
Casey's General Stores
CASY
$32.2B
$4.5M 1.12%
7,955
-152
-2% -$79.5K
MCK icon
28
McKesson
MCK
$100B
$4.38M 1.1%
5,669
-1
-0% -$704
NFLX icon
29
Netflix
NFLX
$299B
$4.31M 1.08%
35,930
+1,010
+3% +$123K
RCL icon
30
Royal Caribbean
RCL
$85.1B
$4.3M 1.07%
13,287
-146
-1% -$48.8K
LOPE icon
31
Grand Canyon Education
LOPE
$3.79B
$4.2M 1.05%
19,133
-188
-1% -$36.1K
MTG icon
32
MGIC Investment
MTG
$6.16B
$4.02M 1.01%
141,796
-886
-0.6% -$24.1K
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$229B
$4M 1%
66,820
-3,432
-5% -$200K
JPM icon
34
JPMorgan Chase
JPM
$935B
$3.99M 1%
12,644
-897
-7% -$267K
EWP icon
35
iShares MSCI Spain ETF
EWP
$2.11B
$3.98M 1%
80,419
-6,579
-8% -$308K
EBAY icon
36
eBay
EBAY
$50.6B
$3.76M 0.94%
41,310
-126
-0.3% -$11.1K
T icon
37
AT&T
T
$159B
$3.74M 0.94%
132,429
+6,805
+5% +$193K
EWI icon
38
iShares MSCI Italy ETF
EWI
$1.01B
$3.72M 0.93%
71,558
-5,581
-7% -$280K
EWO icon
39
iShares MSCI Austria ETF
EWO
$178M
$3.68M 0.92%
118,592
-9,424
-7% -$288K
NVDA icon
40
NVIDIA
NVDA
$4.86T
$3.52M 0.88%
18,881
-1,242
-6% -$216K
AU icon
41
AngloGold Ashanti
AU
$40.1B
$3.52M 0.88%
+49,983
New +$2.8M
EXEL icon
42
Exelixis
EXEL
$13.3B
$3.51M 0.88%
84,996
-1,526
-2% -$61.3K
EIS icon
43
iShares MSCI Israel ETF
EIS
$889M
$3.48M 0.87%
+34,711
New +$3.26M
AWI icon
44
Armstrong World Industries
AWI
$7.38B
$3.46M 0.87%
17,673
-271
-2% -$50.4K
PGR icon
45
Progressive
PGR
$123B
$3.46M 0.87%
14,014
-203
-1% -$50K
UBER icon
46
Uber
UBER
$143B
$3.41M 0.85%
34,837
+452
+1% +$42.3K
TT icon
47
Trane Technologies
TT
$100B
$3.36M 0.84%
7,966
-71
-0.9% -$30.3K
HLI icon
48
Houlihan Lokey
HLI
$8.77B
$3.35M 0.84%
16,333
-191
-1% -$37.4K
EWH icon
49
iShares MSCI Hong Kong ETF
EWH
$1.24B
$3.35M 0.84%
+155,297
New +$3.26M
TPR icon
50
Tapestry
TPR
$30.8B
$3.31M 0.83%
29,226
+26,468
+960% +$2.77M
1
2
3 4 5

Similar funds

SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return
KCL
KR Capital LP New York City, New York $499M AUM
HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return

Monument Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Monument Capital Management held 259 positions worth $400M, up 4.2% from $384M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Monument Capital Management's Q3 2025 filing shows 40 new, 30 increased, 127 reduced and 33 closed positions. Its largest new stake was iShares MSCI Israel ETF: 34,711 shares worth $3.48M. The largest sale was iShares MSCI Germany ETF, an estimated $3.68M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Industrials.

  • Monument Capital Management's largest Q3 2025 buy was iShares MSCI Israel ETF: 34,711 shares worth $3.48M.
  • Monument Capital Management added most to Tapestry in Q3 2025, an estimated $2.77M increase.
  • Monument Capital Management's biggest Q3 2025 reduction was Badger Meter, cutting an estimated $2.84M.
  • Monument Capital Management fully exited iShares MSCI Germany ETF in Q3 2025, selling an estimated $3.68M.
  • Monument Capital Management's ten largest holdings make up 20% of its $400M portfolio in Q3 2025.
  • Monument Capital Management opened 40 new positions and closed 33 in Q3 2025.
  • Monument Capital Management's portfolio value rose 4.2% quarter-over-quarter to $400M.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.