Monument Capital Management

Monument Capital Management reported 262 holdings worth US$497M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 22, 2026

Monument Capital Management reported 262 holdings worth US$497M as of Jun 30, 2026. Largest: Caterpillar, Inc., Microsoft Corp. and Comfort Systems Usa, Inc. Filed Jul 22, 2026 (Form 13F).

Holdings
262
Value as reported
US$497M

The filing in full

CompanySharesValue as reported% of portfolio
Caterpillar, Inc.11,280US$12M2.4%
Microsoft Corp.31,231US$11.6M2.3%
Comfort Systems Usa, Inc.5,796US$11.5M2.3%
Apple Inc34,072US$9.86M2.0%
Alphabet Inc (google) Class C27,547US$9.84M2.0%
Emcor Group, Inc.10,518US$8.73M1.8%
Dell Technologies Inc.20,059US$8.65M1.7%
Applied Materials, Inc.11,713US$8.47M1.7%
Lam Research Corporation16,529US$7.16M1.4%
Amphenol Corporation34,752US$6.13M1.2%
Walmart Inc.51,594US$5.84M1.2%
Caseys General Stores, Inc.7,270US$5.78M1.2%
Ralph Lauren Corporation13,471US$5.41M1.1%
Jabil Inc.13,383US$5.16M1.0%
Cardinal Health, Inc.19,560US$4.65M0.93%
Johnson & Johnson18,097US$4.6M0.92%
Kla Corporation15,207US$4.59M0.92%
Mastec, Inc.11,017US$4.58M0.92%
Exelixis, Inc.80,989US$4.41M0.89%
Tapestry, Inc.27,721US$4.06M0.82%
Carpenter Technology Corporation6,430US$3.97M0.80%
Jp Morgan Chase & Co.12,063US$3.95M0.79%
Nvidia Corporation19,664US$3.93M0.79%
Quanta Services, Inc.5,259US$3.79M0.76%
Mgic Investment Corporation134KUS$3.77M0.76%
Ross Stores, Inc.16,765US$3.57M0.72%
Broadcom Inc.9,080US$3.43M0.69%
Southwest Airlines Company64,856US$3.33M0.67%
Nucor Corporation14,671US$3.27M0.66%
Firstcash Holdings, Inc.14,983US$3.24M0.65%
Valero Energy Corporation12,365US$3.22M0.65%
The Hartford Insurance Group, Inc.23,216US$3.08M0.62%
Steel Dynamics, Inc.13,279US$3.05M0.61%
Eli Lilly And Company2,528US$3.03M0.61%
Berkshire Hathaway Inc.5,953US$2.98M0.60%
Micron Technology, Inc.2,575US$2.97M0.60%
Timken Company (the)20,299US$2.95M0.59%
Merck & Company, Inc.22,665US$2.91M0.59%
Mercury General Corporation26,478US$2.82M0.57%
Amazon.com, Inc.11,780US$2.81M0.56%
C.h. Robinson Worldwide, Inc.14,552US$2.74M0.55%
Allison Transmission Holdings, Inc.23,892US$2.69M0.54%
Procter & Gamble Company (the)18,143US$2.66M0.54%
Evercore Inc.7,676US$2.62M0.53%
Ryder System, Inc.9,428US$2.49M0.50%
Borgwarner Inc.36,443US$2.42M0.49%
Ferguson Enterprises Inc.10,138US$2.41M0.48%
Netapp, Inc.14,392US$2.23M0.45%
Visa Inc.6,217US$2.13M0.43%
W.w. Grainger, Inc.1,544US$2.1M0.42%
Cisco Systems, Inc.17,180US$2.02M0.41%
Fedex Corporation6,444US$2.02M0.41%
Exxon Mobil Corporation14,531US$1.99M0.40%
Western Digital Corporation2,624US$1.68M0.34%
Abbvie Inc.6,503US$1.64M0.33%
Meta Platforms, Inc.2,866US$1.61M0.32%
Coca-cola Company (the)19,842US$1.61M0.32%
Gilead Sciences, Inc.12,267US$1.55M0.31%
Home Depot, Inc. (the)4,197US$1.48M0.30%
Hf Sinclair Corporation21,077US$1.47M0.30%
American Electric Power Company, Inc.9,996US$1.37M0.28%
Consolidated Edison, Inc.12,243US$1.35M0.27%
Mckesson Corporation1,782US$1.35M0.27%
Philip Morris International Inc6,984US$1.26M0.25%
Murphy Usa Inc.2,202US$1.19M0.24%
Tjx Companies, Inc. (the)7,691US$1.17M0.23%
Truist Financial Corporation22,908US$1.14M0.23%
Waste Management, Inc.4,987US$1.11M0.22%
Ge Aerospace2,873US$1.07M0.22%
Chevron Corporation5,961US$988K0.20%
Wells Fargo & Company11,653US$963K0.19%
Service Corporation International12,465US$947K0.19%
Amgen Inc.2,614US$947K0.19%
Southern Company (the)9,647US$923K0.19%
Duke Energy Corporation (holding Company)7,137US$903K0.18%
Iron Mountain Incorporated (delaware)7,149US$903K0.18%
Citigroup, Inc.6,379US$893K0.18%
O'reilly Automotive, Inc.9,326US$859K0.17%
Mastercard Incorporated1,646US$846K0.17%
Ge Vernova Inc.702US$825K0.17%
Costco Wholesale Corporation876US$819K0.16%
Novartis Ag5,076US$796K0.16%
Netflix, Inc.10,761US$768K0.15%
Bristol-myers Squibb Company12,867US$741K0.15%
Marathon Petroleum Corporation2,867US$733K0.15%
Pultegroup, Inc.5,318US$730K0.15%
Hsbc Holdings Plc7,636US$726K0.15%
Radiant Logistics, Inc.76,500US$724K0.15%
Synopsys, Inc.1,582US$706K0.14%
Altria Group, Inc.9,623US$692K0.14%
Cummins Inc.960US$685K0.14%
Progressive Corporation (the)3,055US$667K0.13%
Ares Capital Corporation35,592US$660K0.13%
Wec Energy Group, Inc.5,572US$651K0.13%
Goldman Sachs Group, Inc. (the)637US$645K0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.1,302US$622K0.13%
Corning Incorporated2,359US$603K0.12%
Palantir Technologies Inc.5,156US$602K0.12%
Newmont Corporation6,358US$594K0.12%
Oracle Corporation4,042US$592K0.12%

Every holding of Monument Capital Management

Source

View original at SEC

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