Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ED | CONSOLIDATED EDISON INC | Utilities | 12,243.0 | $1.4M | 0.27% | +829.0 | +7.3% | $110.63 | -3.1% |
| 42 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 6,984.0 | $1.3M | 0.25% | +489.0 | +7.5% | $180.91 | +6.5% |
| 43 | IWD | ISHARES TR | — | 4,842.0 | $1.2M | 0.24% | +4K | +393.6% | $242.43 | +6.5% |
| 44 | TJX | TJX COS INC NEW | Consumer Cyclical | 7,691.0 | $1.2M | 0.23% | +408.0 | +5.6% | $151.50 | -7.4% |
| 45 | TFC | TRUIST FINL CORP | Financial Services | 22,908.0 | $1.1M | 0.23% | +605.0 | +2.7% | $49.82 | +1.1% |
| 46 | CVX | CHEVRON CORPORATION | Energy | 5,961.0 | $988K | 0.20% | +268.0 | +4.7% | $165.76 | +21.3% |
| 47 | WFC | WELLS FARGO & CO | Financial Services | 11,653.0 | $963K | 0.19% | +3K | +28.2% | $82.64 | +2.0% |
| 48 | DUK | DUKE ENERGY CORP NEW | Utilities | 7,137.0 | $903K | 0.18% | +1K | +22.0% | $126.58 | -4.1% |
| 49 | IRM | IRON MTN INC DEL | Real Estate | 7,149.0 | $903K | 0.18% | +4K | +101.4% | $126.31 | -2.7% |
| 50 | C | CITIGROUP INC | Financial Services | 6,379.0 | $893K | 0.18% | +403.0 | +6.7% | $139.96 | -5.0% |
| 51 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 9,326.0 | $859K | 0.17% | +156.0 | +1.7% | $92.09 | -1.7% |
| 52 | GEV | GE VERNOVA INC | Utilities | 702.0 | $825K | 0.17% | +45.0 | +6.8% | $1174.86 | -19.8% |
| 53 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 12,867.0 | $741K | 0.15% | +4K | +41.0% | $57.62 | +17.4% |
| 54 | MPC | MARATHON PETE CORP | Energy | 2,867.0 | $733K | 0.15% | +164.0 | +6.1% | $255.69 | +40.9% |
| 55 | ETN | EATON CORP PLC | Industrials | 1,683.0 | $717K | 0.14% | +26.0 | +1.6% | $426.12 | -3.0% |
| 56 | MO | ALTRIA GROUP INC | Consumer Defensive | 9,623.0 | $692K | 0.14% | +5K | +88.2% | $71.95 | -5.6% |
| 57 | CMI | CUMMINS INC | Industrials | 960.0 | $685K | 0.14% | +396.0 | +70.2% | $713.21 | -19.8% |
| 58 | WEC | WEC ENERGY GROUP INC | Utilities | 5,572.0 | $651K | 0.13% | +2K | +63.0% | $116.77 | -8.5% |
| 59 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 637.0 | $645K | 0.13% | +38.0 | +6.3% | $1011.89 | +4.0% |
| 60 | NEM | NEWMONT CORP | Basic Materials | 6,358.0 | $594K | 0.12% | +659.0 | +11.6% | $93.40 | +43.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.5%
Industrials
22.2%
Financial Services
15.4%
Consumer Cyclical
11.1%
Healthcare
8.5%
Consumer Defensive
4.9%
Communication Services
3.4%
Energy
3.0%
Basic Materials
2.5%
Utilities
2.0%