Portfolio (Quarterly)
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Monument Capital Management
· CIK 0001729428| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | WEC | WEC ENERGY GROUP INC | Utilities | 5,572.0 | $651K | 0.13% | +2K | +63.0% | $116.77 | -8.6% |
| 142 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 637.0 | $645K | 0.13% | +38.0 | +6.3% | $1011.89 | +4.6% |
| 143 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,302.0 | $622K | 0.12% | NEW | — | $477.57 | -12.6% |
| 144 | GLW | CORNING INC | Technology | 2,359.0 | $603K | 0.12% | NEW | — | $255.43 | -42.4% |
| 145 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,156.0 | $602K | 0.12% | -474.0 | -8.4% | $116.67 | +48.0% |
| 146 | NEM | NEWMONT CORP | Basic Materials | 6,358.0 | $594K | 0.12% | +659.0 | +11.6% | $93.40 | +44.7% |
| 147 | MUB | ISHARES TR | — | 5,513.0 | $593K | 0.12% | NEW | — | $107.62 | -1.9% |
| 148 | ORCL | ORACLE CORP | Technology | 4,042.0 | $592K | 0.12% | +45.0 | +1.1% | $146.53 | -1.2% |
| 149 | URI | UNITED RENTALS INC | Industrials | 521.0 | $590K | 0.12% | +116.0 | +28.6% | $1132.89 | -7.0% |
| 150 | ACGL | ARCH CAP GROUP LTD | Financial Services | 5,997.0 | $582K | 0.12% | -38.0 | -0.6% | $97.06 | +3.6% |
| 151 | VICI | VICI PPTYS INC | Real Estate | 21,106.0 | $560K | 0.11% | NEW | — | $26.55 | -0.9% |
| 152 | SPGM | SPDR INDEX SHS FDS | — | 6,524.0 | $559K | 0.11% | NEW | — | $85.67 | +2.6% |
| 153 | — | TOTALENERGIES SE | — | 7,137.0 | $555K | 0.11% | -59.0 | -0.8% | $77.76 | — |
| 154 | IUSV | ISHARES TR | — | 5,036.0 | $555K | 0.11% | NEW | — | $110.15 | +4.4% |
| 155 | GPIX | GOLDMAN SACHS ETF TR | — | 9,838.0 | $547K | 0.11% | NEW | — | $55.57 | +1.0% |
| 156 | ACYN | FIRST TR EXCHANGE-TRADED FD | — | 26,182.0 | $544K | 0.11% | NEW | — | $20.79 | -0.1% |
| 157 | NEE | NEXTERA ENERGY INC | Utilities | 6,019.0 | $528K | 0.11% | -2K | -21.9% | $87.77 | -4.0% |
| 158 | AMD | ADVANCED MICRO DEVICES INC | Technology | 882.0 | $512K | 0.10% | NEW | — | $580.91 | -17.5% |
| 159 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 2,284.0 | $511K | 0.10% | -1K | -30.9% | $223.68 | -2.1% |
| 160 | TSLA | TESLA INC | Consumer Cyclical | 1,211.0 | $509K | 0.10% | -141.0 | -10.4% | $420.60 | -16.7% |
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%