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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
NFLX icon
126
Netflix
NFLX
$299B
$768K 0.15%
10,761
-435
-4% -$38.3K
BMY icon
127
Bristol-Myers Squibb
BMY
$133B
$741K 0.15%
12,867
+3,742
+41% +$215K
VT icon
128
Vanguard Total World Stock ETF
VT
$77.1B
$740K 0.15%
4,713
-78
-2% -$11.9K
MPC icon
129
Marathon Petroleum
MPC
$92.4B
$733K 0.15%
2,867
+164
+6% +$40.3K
PHM icon
130
Pultegroup
PHM
$24.1B
$730K 0.15%
5,318
+2
+0% +$243
AGG icon
131
iShares Core US Aggregate Bond ETF
AGG
$137B
$728K 0.15%
+7,356
New +$728K
HSBC icon
132
HSBC
HSBC
$365B
$726K 0.15%
7,636
+35
+0.5% +$3.19K
RLGT icon
133
Radiant Logistics
RLGT
$386M
$724K 0.15%
76,500
– –
ETN icon
134
Eaton
ETN
$161B
$717K 0.14%
1,683
+26
+2% +$10.5K
SNPS icon
135
Synopsys
SNPS
$74.4B
$706K 0.14%
1,582
-16
-1% -$7.52K
GLD icon
136
SPDR Gold Trust
GLD
$131B
$705K 0.14%
+1,914
New +$793K
MO icon
137
Altria Group
MO
$114B
$692K 0.14%
9,623
+4,510
+88% +$315K
CMI icon
138
Cummins
CMI
$87.5B
$685K 0.14%
960
+396
+70% +$261K
PGR icon
139
Progressive
PGR
$123B
$667K 0.13%
3,055
-13,099
-81% -$2.64M
ARCC icon
140
Ares Capital
ARCC
$13.5B
$660K 0.13%
35,592
-209
-0.6% -$3.9K
WEC icon
141
WEC Energy
WEC
$35.7B
$651K 0.13%
5,572
+2,154
+63% +$246K
GS icon
142
Goldman Sachs
GS
$300B
$645K 0.13%
637
+38
+6% +$37K
TSM icon
143
TSMC
TSM
$2.1T
$622K 0.13%
+1,302
New +$528K
GLW icon
144
Corning
GLW
$119B
$603K 0.12%
+2,359
New +$429K
PLTR icon
145
Palantir
PLTR
$295B
$602K 0.12%
5,156
-474
-8% -$64.7K
NEM icon
146
Newmont
NEM
$98.7B
$594K 0.12%
6,358
+659
+12% +$71.8K
MUB icon
147
iShares National Muni Bond ETF
MUB
$45.1B
$593K 0.12%
+5,513
New +$590K
ORCL icon
148
Oracle
ORCL
$374B
$592K 0.12%
4,042
+45
+1% +$8.15K
URI icon
149
United Rentals
URI
$67.2B
$590K 0.12%
521
+116
+29% +$110K
ACGL icon
150
Arch Capital
ACGL
$34.3B
$582K 0.12%
5,997
-38
-0.6% -$3.58K
4 5
6
7 8

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HIC
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TAA
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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.