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Portfolio (Quarterly) Guide ↗

Monument Capital Management

· CIK 0001729428
13F Portfolio $497M AUM 262 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 94 Added 67 Reduced 21 Exited
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZO AUTOZONE INC Consumer Cyclical 115.0 $368K 0.07% +26.0 +29.2% $3195.94 -5.2%
82 LOW LOWES COS INC Consumer Cyclical 1,662.0 $366K 0.07% +281.0 +20.4% $220.46 -2.2%
83 KMI KINDER MORGAN INC DEL Energy 11,440.0 $366K 0.07% +122.0 +1.1% $31.97 -2.6%
84 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 20,663.0 $355K 0.07% +3K +14.1% $17.17 +10.2%
85 RIO RIO TINTO PLC Basic Materials 3,597.0 $341K 0.07% +961.0 +36.5% $94.93 +11.4%
86 BAC BANK OF AMER CORP Financial Services 5,868.0 $334K 0.07% +453.0 +8.4% $56.98 +9.3%
87 JKHY HENRY JACK & ASSOC INC Technology 2,346.0 $323K 0.07% +28.0 +1.2% $137.76 +25.1%
88 UNP UNION PAC CORP Industrials 1,164.0 $317K 0.06% +211.0 +22.1% $272.11 +13.7%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 965.0 $271K 0.06% +17.0 +1.8% $281.29 -17.4%
90 LIN LINDE PLC Basic Materials 513.0 $266K 0.05% +100.0 +24.2% $518.94 -6.4%
91 KTB KONTOOR BRANDS INC Consumer Cyclical 3,123.0 $260K 0.05% +153.0 +5.2% $83.34 -3.4%
92 ES EVERSOURCE ENERGY Utilities 3,322.0 $240K 0.05% +239.0 +7.8% $72.27 -1.4%
93 AIG AMERICAN INTL GROUP INC Financial Services 2,961.0 $221K 0.04% +101.0 +3.5% $74.53 +2.7%
94 CTAS CINTAS CORP Industrials 1,288.0 $219K 0.04% +49.0 +4.0% $170.08 +19.9%
Page 5 of 5  ·  94 positions

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%