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MCM

Monument Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 52.58%
This Fund
S&P 500
This Quarter Est. Return
+25.11%
1 Year Est. Return
+52.58%
3 Year Est. Return
+159.57%
5 Year Est. Return
+206.95%
10 Year Est. Return
–
AUM
$497M
AUM Growth
+$98.1M
Cap. Flow
+$34.7M
Cap. Flow %
6.99%
Top 10 Hldgs %
19.9%
Holding
283
New
66
Increased
97
Reduced
75
Closed
21

Top Buys

Rank Stock Value
1
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$7.15M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.94M
3
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$5.48M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$5.4M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.06M

Top Sells

Rank Stock Value
1
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$6.69M
2
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$5.7M
3
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.1M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$5.02M
5
UI icon
Ubiquiti
UI
+$5.01M

Sector Composition

Rank Sector Weight
1 Technology 17.32%
2 Industrials 15.26%
3 Financials 8.34%
4 Consumer Discretionary 7.57%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUV icon
51
Southwest Airlines
LUV
$22B
$3.33M 0.67%
+64,856
New +$2.72M
NUE icon
52
Nucor
NUE
$58.6B
$3.27M 0.66%
14,671
+10,985
+298% +$2.49M
FCFS icon
53
FirstCash
FCFS
$8.85B
$3.24M 0.65%
14,983
-435
-3% -$94.5K
VLO icon
54
Valero Energy
VLO
$92.9B
$3.22M 0.65%
12,365
+993
+9% +$244K
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$3.09M 0.62%
14,505
+4,070
+39% +$833K
HIG icon
56
Hartford Financial Services
HIG
$38.9B
$3.08M 0.62%
23,216
-520
-2% -$69.5K
STLD icon
57
Steel Dynamics
STLD
$36B
$3.05M 0.61%
13,279
+11,722
+753% +$2.75M
VTI icon
58
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$3.04M 0.61%
8,206
+245
+3% +$87.6K
LLY icon
59
Eli Lilly
LLY
$1.02T
$3.03M 0.61%
2,528
+110
+5% +$112K
MU icon
60
Micron Technology
MU
$930B
$2.97M 0.6%
2,575
+1,257
+95% +$943K
TKR icon
61
Timken Company
TKR
$9.56B
$2.95M 0.59%
+20,299
New +$2.44M
CCEP icon
62
Coca-Cola Europacific Partners
CCEP
$48.3B
$2.92M 0.59%
29,199
-1,322
-4% -$126K
MRK icon
63
Merck
MRK
$322B
$2.91M 0.59%
22,665
+710
+3% +$83.1K
MCY icon
64
Mercury Insurance
MCY
$5.93B
$2.82M 0.57%
+26,478
New +$2.61M
AMZN icon
65
Amazon
AMZN
$2.92T
$2.81M 0.56%
11,780
+1,199
+11% +$301K
IWM icon
66
iShares Russell 2000 ETF
IWM
$79.8B
$2.79M 0.56%
+9,284
New +$2.61M
CHRW icon
67
C.H. Robinson
CHRW
$17.4B
$2.74M 0.55%
14,552
-28
-0.2% -$4.97K
ALSN icon
68
Allison Transmission
ALSN
$9.5B
$2.69M 0.54%
23,892
-542
-2% -$65.8K
PG icon
69
Procter & Gamble
PG
$336B
$2.66M 0.54%
18,143
+1,144
+7% +$167K
EVR icon
70
Evercore
EVR
$12.4B
$2.62M 0.53%
7,676
+505
+7% +$173K
JHG
71
DELISTED
Janus Henderson
JHG
$2.61M 0.53%
50,278
-1,844
-4% -$95.3K
EFA icon
72
iShares MSCI EAFE ETF
EFA
$78B
$2.53M 0.51%
+24,310
New +$2.5M
R icon
73
Ryder
R
$9.83B
$2.49M 0.5%
+9,428
New +$2.3M
BWA icon
74
BorgWarner
BWA
$13.1B
$2.42M 0.49%
+36,443
New +$2.31M
FERG icon
75
Ferguson
FERG
$45.4B
$2.41M 0.48%
10,138
-81
-0.8% -$19.5K
1 2
3
4 5

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TGAM
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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
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KCL
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HCI
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Monument Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Monument Capital Management held 283 positions worth $497M, up 25% from $399M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Monument Capital Management deployed $34.7M of net new capital in Q2 2026, opening 66 new positions and adding to 97 existing holdings. Its largest new stake was iShares Russell 2000 Growth ETF: 19,586 shares worth $7.72M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 14% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Ubiquiti, an estimated $5.01M trimmed.

  • Monument Capital Management's largest Q2 2026 buy was iShares Russell 2000 Growth ETF: 19,586 shares worth $7.72M.
  • Monument Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $4.47M increase.
  • Monument Capital Management's biggest Q2 2026 reduction was Ubiquiti, cutting an estimated $5.01M.
  • Monument Capital Management fully exited iShares Russell Mid-Cap Value ETF in Q2 2026, selling an estimated $6.69M.
  • Monument Capital Management's ten largest holdings make up 20% of its $497M portfolio in Q2 2026.
  • Monument Capital Management opened 66 new positions and closed 21 in Q2 2026.
  • Monument Capital Management's portfolio value rose 25% quarter-over-quarter to $497M.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.