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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 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWO ISHARES TR 19,586.0 $7.7M 1.55% NEW $393.96 -2.7%
2 SOXX ISHARES TR 11,694.0 $7.5M 1.51% NEW $640.76 -21.0%
3 IHE ISHARES TR 60,787.0 $6.0M 1.21% NEW $99.01 +7.9%
4 IAT ISHARES TR 92,951.0 $5.8M 1.16% NEW $62.21 +0.4%
5 FLOT ISHARES TR 99,394.0 $5.1M 1.02% NEW $51.05 -0.1%
6 LUV SOUTHWEST AIRLS CO Industrials 64,856.0 $3.3M 0.67% NEW $51.42 -20.8%
7 TKR TIMKEN CO Industrials 20,299.0 $2.9M 0.59% NEW $145.32 -15.6%
8 MCY MERCURY GENL CORP NEW Financial Services 26,478.0 $2.8M 0.57% NEW $106.62 -0.3%
9 IWM ISHARES TR 9,284.0 $2.8M 0.56% NEW $300.45 -0.8%
10 EFA ISHARES TR 24,310.0 $2.5M 0.51% NEW $103.88 +4.0%
11 R RYDER SYS INC Industrials 9,428.0 $2.5M 0.50% NEW $263.76 -7.1%
12 BWA BORGWARNER INC Consumer Cyclical 36,443.0 $2.4M 0.49% NEW $66.40 -3.1%
13 NTAP NETAPP INC Technology 14,392.0 $2.2M 0.45% NEW $154.76 +20.7%
14 THD ISHARES INC 24,466.0 $1.8M 0.36% NEW $72.31 +1.6%
15 DINO HF SINCLAIR CORP Energy 21,077.0 $1.5M 0.29% NEW $69.65 +36.7%
16 VONV VANGUARD SCOTTSDALE FDS 11,406.0 $1.2M 0.24% NEW $106.31 +6.6%
17 IVV ISHARES TR 1,369.0 $1.0M 0.21% NEW $748.89 +2.4%
18 SCHG SCHWAB STRATEGIC TR 29,829.0 $1.0M 0.20% NEW $33.84 +3.9%
19 EEM ISHARES TR 14,714.0 $1.0M 0.20% NEW $68.41 -3.4%
20 BIL SPDR SERIES TRUST 10,407.0 $954K 0.19% NEW $91.64 -0.0%
Page 1 of 4  ·  66 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%