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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HCA HCA HEALTHCARE INC Healthcare 628.0 $245K 0.05% -4K -86.3% $390.12 +10.0%
62 BLK BLACKROCK INC Financial Services 254.0 $244K 0.05% -85.0 -25.1% $962.15 +21.9%
63 PEP PEPSICO INC Consumer Defensive 1,766.0 $239K 0.05% -668.0 -27.4% $135.39 +6.9%
64 VTR VENTAS INC Real Estate 2,684.0 $238K 0.05% -3K -50.4% $88.80 +5.3%
65 FCX FREEPORT MCMORAN INC Basic Materials 3,449.0 $217K 0.04% -72.0 -2.0% $62.90 +23.7%
66 DHT DHT HOLDINGS INC Energy 12,711.0 $210K 0.04% -575.0 -4.3% $16.53 +19.3%
67 RES RPC INC Energy 16,652.0 $97K 0.02% -3K -17.3% $5.83 +6.3%
Page 4 of 4  ·  67 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%