Portfolio (Quarterly)
Guide ↗
Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FDX | FEDEX CORP | Industrials | 6,444.0 | $2.0M | 0.41% | +395.0 | +6.5% | $313.15 | +6.7% |
| 82 | XOM | EXXON MOBIL CORP | Energy | 14,531.0 | $2.0M | 0.40% | +494.0 | +3.5% | $136.72 | +20.0% |
| 83 | EPOL | ISHARES TR | — | 49,396.0 | $1.9M | 0.38% | — | — | $38.61 | +15.3% |
| 84 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 29,199.0 | $1.9M | 0.38% | -3K | -8.7% | $64.50 | -2.3% |
| 85 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,883.0 | $1.8M | 0.36% | +521.0 | +38.2% | $965.00 | -17.7% |
| 86 | THD | ISHARES INC | — | 24,466.0 | $1.8M | 0.36% | NEW | — | $72.31 | +1.6% |
| 87 | WDC | WESTERN DIGITAL CORP | Technology | 2,624.0 | $1.7M | 0.34% | +201.0 | +8.3% | $638.72 | -31.8% |
| 88 | ABBV | ABBVIE INC | Healthcare | 6,503.0 | $1.6M | 0.33% | +320.0 | +5.2% | $251.65 | +5.1% |
| 89 | META | META PLATFORMS INC | Communication Services | 2,866.0 | $1.6M | 0.33% | +300.0 | +11.7% | $563.38 | -0.8% |
| 90 | KO | COCA COLA CO | Consumer Defensive | 19,842.0 | $1.6M | 0.32% | +1K | +6.4% | $81.27 | +13.2% |
| 91 | GOOG | ALPHABET INC | — | 4,428.0 | $1.6M | 0.32% | +625.0 | +16.4% | $353.36 | — |
| 92 | GILD | GILEAD SCIENCES INC | Healthcare | 12,267.0 | $1.5M | 0.31% | -16K | -56.1% | $126.34 | +16.1% |
| 93 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.30% | — | — | $748850.00 | — |
| 94 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,960.0 | $1.5M | 0.30% | +2K | +180.3% | $500.39 | — |
| 95 | HD | HOME DEPOT INC | Consumer Cyclical | 4,197.0 | $1.5M | 0.30% | -51.0 | -1.2% | $352.71 | -4.3% |
| 96 | DINO | HF SINCLAIR CORP | Energy | 21,077.0 | $1.5M | 0.29% | NEW | — | $69.65 | +36.7% |
| 97 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 9,996.0 | $1.4M | 0.28% | +77.0 | +0.8% | $136.82 | -10.8% |
| 98 | ED | CONSOLIDATED EDISON INC | Utilities | 12,243.0 | $1.4M | 0.27% | +829.0 | +7.3% | $110.63 | -2.6% |
| 99 | MCK | MCKESSON CORP | Healthcare | 1,782.0 | $1.3M | 0.27% | -4K | -68.2% | $755.61 | +15.6% |
| 100 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 6,984.0 | $1.3M | 0.25% | +489.0 | +7.5% | $180.91 | +5.8% |
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%