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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
+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
PM icon
76
Philip Morris
PM
$292B
$1.93M 0.48%
11,918
-604
-5% -$102K
EZA icon
77
iShares MSCI South Africa ETF
EZA
$568M
$1.89M 0.47%
29,491
-2,179
-7% -$125K
LLY icon
78
Eli Lilly
LLY
$1.03T
$1.84M 0.46%
2,416
-174
-7% -$129K
HD icon
79
Home Depot
HD
$351B
$1.74M 0.44%
4,300
-299
-7% -$118K
MCHI icon
80
iShares MSCI China ETF
MCHI
$6.32B
$1.74M 0.43%
+26,404
New +$1.58M
ORCL icon
81
Oracle
ORCL
$415B
$1.7M 0.43%
6,057
-100
-2% -$25.5K
EPOL icon
82
iShares MSCI Poland ETF
EPOL
$745M
$1.66M 0.41%
51,539
-3,853
-7% -$125K
XOM icon
83
ExxonMobil
XOM
$631B
$1.62M 0.41%
14,408
-1,879
-12% -$209K
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.38%
2
– –
RSPT icon
85
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.83B
$1.47M 0.37%
32,970
-3,163
-9% -$133K
KO icon
86
Coca-Cola
KO
$374B
$1.46M 0.36%
21,997
-1,342
-6% -$92.4K
ABBV icon
87
AbbVie
ABBV
$437B
$1.44M 0.36%
6,211
-310
-5% -$63.1K
MO icon
88
Altria Group
MO
$114B
$1.27M 0.32%
19,236
+6,703
+53% +$425K
WM icon
89
Waste Management
WM
$89.4B
$1.14M 0.28%
5,159
-434
-8% -$97.7K
MA icon
90
Mastercard
MA
$500B
$1.11M 0.28%
1,952
-160
-8% -$91.9K
GILD icon
91
Gilead Sciences
GILD
$162B
$1.09M 0.27%
9,814
+572
+6% +$65K
CSCO icon
92
Cisco
CSCO
$481B
$1.08M 0.27%
15,831
-637
-4% -$43.4K
TJX icon
93
TJX Companies
TJX
$176B
$1.06M 0.27%
7,351
-1,160
-14% -$154K
SCI icon
94
Service Corp International
SCI
$11.6B
$1.06M 0.26%
12,694
-367
-3% -$29.3K
CVX icon
95
Chevron
CVX
$373B
$1.03M 0.26%
6,631
+1,889
+40% +$293K
ORLY icon
96
O'Reilly Automotive
ORLY
$76.1B
$1.03M 0.26%
9,549
+278
+3% +$27.9K
TFC icon
97
Truist Financial
TFC
$64.6B
$1.02M 0.25%
22,280
– –
ED icon
98
Consolidated Edison
ED
$39.7B
$997K 0.25%
9,921
+4,172
+73% +$419K
MRK icon
99
Merck
MRK
$320B
$997K 0.25%
11,878
+5,795
+95% +$477K
PLTR icon
100
Palantir
PLTR
$383B
$963K 0.24%
5,278
+250
+5% +$40.5K
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 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.