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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 6 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONV VANGUARD SCOTTSDALE FDS 11,406.0 $1.2M 0.24% NEW $106.31 +6.5%
102 MUSA MURPHY USA INC Consumer Cyclical 2,202.0 $1.2M 0.24% $538.87 +1.0%
103 IWD ISHARES TR 4,842.0 $1.2M 0.24% +4K +393.6% $242.43 +6.5%
104 TJX TJX COS INC NEW Consumer Cyclical 7,691.0 $1.2M 0.23% +408.0 +5.6% $151.50 -7.9%
105 TFC TRUIST FINL CORP Financial Services 22,908.0 $1.1M 0.23% +605.0 +2.7% $49.82 +1.0%
106 WM WASTE MGMT INC DEL Industrials 4,987.0 $1.1M 0.22% $222.89 -0.3%
107 GE GE AEROSPACE Industrials 2,873.0 $1.1M 0.22% $373.74 -6.5%
108 IVV ISHARES TR 1,369.0 $1.0M 0.21% NEW $748.89 +2.8%
109 SCHG SCHWAB STRATEGIC TR 29,829.0 $1.0M 0.20% NEW $33.84 +4.4%
110 EEM ISHARES TR 14,714.0 $1.0M 0.20% NEW $68.41 -1.7%
111 CVX CHEVRON CORPORATION Energy 5,961.0 $988K 0.20% +268.0 +4.7% $165.76 +20.6%
112 WFC WELLS FARGO & CO Financial Services 11,653.0 $963K 0.19% +3K +28.2% $82.64 +2.6%
113 BIL SPDR SERIES TRUST 10,407.0 $954K 0.19% NEW $91.64 -0.0%
114 SCI SERVICE CORP INTL Consumer Cyclical 12,465.0 $947K 0.19% $75.96 +11.2%
115 AMGN AMGEN INC Healthcare 2,614.0 $947K 0.19% -52.0 -1.9% $362.12 +22.1%
116 SO SOUTHERN CO Utilities 9,647.0 $923K 0.19% NEW $95.71 -6.0%
117 DUK DUKE ENERGY CORP NEW Utilities 7,137.0 $903K 0.18% +1K +22.0% $126.58 -3.9%
118 IRM IRON MTN INC DEL Real Estate 7,149.0 $903K 0.18% +4K +101.4% $126.31 -4.3%
119 C CITIGROUP INC Financial Services 6,379.0 $893K 0.18% +403.0 +6.7% $139.96 -4.8%
120 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,326.0 $859K 0.17% +156.0 +1.7% $92.09 -1.9%
Page 6 of 14  ·  262 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%