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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 8 of 14  ·  262 positions
# 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%
Page 8 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%