Monument Capital Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC Monument Capital Management | Institutional Filer | ▼ 0.71% | $399.1M | 217 |
Current Portfolio Holdings
Showing all 217 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 31K | $11.3M | 2.83% |
| 2 | CAT | Caterpillar Inc. | Industrials | 14K | $9.8M | 2.45% |
| 3 | AAPL | Apple Inc. | Technology | 33K | $8.5M | 2.12% |
| 4 | ITOT | ISHARES TR | — | 59K | $8.4M | 2.10% |
| 5 | FIX | Comfort Systems USA, Inc. | Industrials | 6K | $8.3M | 2.08% |
| 6 | EME | EMCOR Group, Inc. | Industrials | 11K | $8.0M | 2.01% |
| 7 | IWF | ISHARES TR | — | 17K | $7.4M | 1.85% |
| 8 | IWB | iShares Russell 1000 ETF | — | 20K | $7.1M | 1.77% |
| 9 | IWS | ISHARES TR | — | 46K | $6.7M | 1.68% |
| 10 | WMT | Walmart Inc. | Consumer Defensive | 52K | $6.5M | 1.63% |
| 11 | GOOGL | Alphabet Inc. | Technology | 22K | $6.2M | 1.56% |
| 12 | UI | Ubiquiti Inc. | Technology | 7K | $5.9M | 1.47% |
| 13 | IEZ | ISHARES TR | — | 197K | $5.7M | 1.43% |
| 14 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 8K | $5.6M | 1.40% |
| 15 | FXR | FIRST TR EXCHANGE-TRADED FD | — | 64K | $5.2M | 1.31% |
Showing 1 to 15 of 217 holdings