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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
+14.73%
1 Year Est. Return
+52.58%
3 Year Est. Return
+159.57%
5 Year Est. Return
+206.95%
10 Year Est. Return
–
AUM
$384M
AUM Growth
+$58.6M
Cap. Flow
+$22.1M
Cap. Flow %
5.75%
Top 10 Hldgs %
19.68%
Holding
237
New
44
Increased
82
Reduced
81
Closed
18

Top Buys

Rank Stock Value
1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.9M
2
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.77M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.25M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.32M
5
APH icon
Amphenol
APH
+$3.12M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$5.89M
2
COKE icon
Coca-Cola Consolidated
COKE
+$4.5M
3
MUSA icon
Murphy USA
MUSA
+$3.82M
4
PHM icon
Pultegroup
PHM
+$3.73M
5
EWD icon
iShares MSCI Sweden ETF
EWD
+$3.15M

Sector Composition

Rank Sector Weight
1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPOL icon
76
iShares MSCI Poland ETF
EPOL
$700M
$1.79M 0.47%
55,392
+390
+0.7% +$11.5K
XOM icon
77
ExxonMobil
XOM
$644B
$1.76M 0.46%
16,287
-769
-5% -$82.2K
EWY icon
78
iShares MSCI South Korea ETF
EWY
$21.9B
$1.72M 0.45%
+23,999
New +$1.44M
EZA icon
79
iShares MSCI South Africa ETF
EZA
$547M
$1.7M 0.44%
+31,670
New +$1.59M
HD icon
80
Home Depot
HD
$331B
$1.69M 0.44%
4,599
-458
-9% -$166K
KO icon
81
Coca-Cola
KO
$377B
$1.65M 0.43%
23,339
+2,943
+14% +$210K
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.36T
$1.53M 0.4%
8,661
+415
+5% +$67.9K
RSPT icon
83
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$1.47M 0.38%
36,133
-4,858
-12% -$176K
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.38%
2
– –
ORCL icon
85
Oracle
ORCL
$374B
$1.35M 0.35%
6,157
-422
-6% -$68.1K
WM icon
86
Waste Management
WM
$90.6B
$1.28M 0.33%
5,593
+145
+3% +$33.6K
ABBV icon
87
AbbVie
ABBV
$443B
$1.21M 0.32%
6,521
-34
-0.5% -$6.32K
MA icon
88
Mastercard
MA
$502B
$1.19M 0.31%
2,112
+154
+8% +$85.2K
CSCO icon
89
Cisco
CSCO
$457B
$1.14M 0.3%
16,468
+2,514
+18% +$154K
SCI icon
90
Service Corp International
SCI
$11.7B
$1.06M 0.28%
13,061
– –
TJX icon
91
TJX Companies
TJX
$174B
$1.05M 0.27%
8,511
+91
+1% +$11.5K
GILD icon
92
Gilead Sciences
GILD
$162B
$1.02M 0.27%
9,242
+1,092
+13% +$116K
TFC icon
93
Truist Financial
TFC
$63.3B
$958K 0.25%
22,280
– –
MUSA icon
94
Murphy USA
MUSA
$11.2B
$922K 0.24%
2,266
-8,392
-79% -$3.82M
JNJ icon
95
Johnson & Johnson
JNJ
$618B
$918K 0.24%
6,012
+1,847
+44% +$284K
SPY icon
96
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$915K 0.24%
1,481
-1
-0.1% -$572
JEPI icon
97
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$872K 0.23%
15,347
-956
-6% -$53K
FOXA icon
98
Fox Class A
FOXA
$24.5B
$860K 0.22%
15,348
-39,823
-72% -$2.1M
ETN icon
99
Eaton
ETN
$161B
$842K 0.22%
2,360
– –
ORLY icon
100
O'Reilly Automotive
ORLY
$72.9B
$836K 0.22%
9,271
+166
+2% +$15.1K
2 3
4
5 6

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TGAM
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HIC
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TAA
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CH
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PPC
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KCL
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HCI
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Monument Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Monument Capital Management held 237 positions worth $384M, up 18% from $325M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Monument Capital Management deployed $22.1M of net new capital in Q2 2025, opening 44 new positions and adding to 82 existing holdings. Its largest new stake was iShares 3-7 Year Treasury Bond ETF: 41,542 shares worth $4.95M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Coca-Cola Consolidated, an estimated $4.5M trimmed.

  • Monument Capital Management's largest Q2 2025 buy was iShares 3-7 Year Treasury Bond ETF: 41,542 shares worth $4.95M.
  • Monument Capital Management added most to McKesson in Q2 2025, an estimated $2.82M increase.
  • Monument Capital Management's biggest Q2 2025 reduction was Coca-Cola Consolidated, cutting an estimated $4.5M.
  • Monument Capital Management fully exited iShares TIPS Bond ETF in Q2 2025, selling an estimated $5.89M.
  • Monument Capital Management's ten largest holdings make up 20% of its $384M portfolio in Q2 2025.
  • Monument Capital Management opened 44 new positions and closed 18 in Q2 2025.
  • Monument Capital Management's portfolio value rose 18% quarter-over-quarter to $384M.

Based on Monument Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.