1y return+20.9%S&P 500 +20.9%
3y return+54.9%S&P 500 +68.5%
5y return+52.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $213 against $280 in the S&P 500.2
Monument Capital ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CATCaterpillar Inc | $12.0M | 2.4% | −18.3% |
| MSFTMicrosoft Corp | $11.6M | 2.3% | +2.3% |
| FIXComfort Sys Usa Inc | $11.5M | 2.3% | −3.9% |
| IWFIshares Tr | $10.4M | 2.1% | +21.6% |
| AAPLApple Inc | $9.9M | 2.0% | +2.3% |
| ITOTIshares Tr | $9.4M | 1.9% | −3.4% |
| EMEEmcor Group Inc | $8.7M | 1.8% | −3.3% |
| DELLDell Technologies Inc | $8.7M | 1.7% | −4.5% |
| AMATApplied Matls Inc | $8.5M | 1.7% | +3.3% |
| GOOGLAlphabet Inc | $8.3M | 1.7% | +7.3% |
| IWBIshares Tr | $8.1M | 1.6% | |
| IWOIshares Tr | $7.7M | 1.6% | New |
| SOXXIshares Tr | $7.5M | 1.5% | New |
| LRCXLam Research Corp | $7.2M | 1.4% | |
| QQQInvesco Qqq Tr | $6.4M | 1.3% | −2.4% |
| APHAmphenol Corp | $6.1M | 1.2% | −3.0% |
| IHEIshares Tr | $6.0M | 1.2% | New |
| WMTWalmart Inc | $5.8M | 1.2% | −1.5% |
| FXRFirst Tr Exchange-traded Fd | $5.8M | 1.2% | |
| IATIshares Tr | $5.8M | 1.2% | New |
| CASYCaseys Gen Stores Inc | $5.8M | 1.2% | −5.0% |
| SPYState Str Spdr S&p 500 Etf T | $5.6M | 1.1% | +475.6% |
| EMBIshares Tr | $5.5M | 1.1% | +8.8% |
| ITAIshares Tr | $5.5M | 1.1% | +4.6% |
| RLRalph Lauren Corp | $5.4M | 1.1% | −4.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $12.0M |
| DELLDell Technologies Inc | September 30, 2023 | +526.2% | $8.7M |
| GOOGLAlphabet Inc | September 30, 2020 | +387.7% | $8.3M |
| EMEEmcor Group Inc | June 30, 2023 | +349.1% | $8.7M |
| FIXComfort Sys Usa Inc | June 30, 2025 | +269.6% | $11.5M |
| LRCXLam Research Corp | September 30, 2025 | +223.6% | $7.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.9M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $6.4M |
| CASYCaseys Gen Stores Inc | December 31, 2023 | +189.3% | $5.8M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $5.8M |
Sold off last quarter
- IWSIshares Tr was $6.7M
- IEZIshares Tr was $5.7M
- XLCSelect Sector Spdr Tr was $5.1M
- IGEIshares Tr was $5.0M
- TLTIshares Tr was $4.5M
- OSKOshkosh Corp was $2.7M
- INCYIncyte Corp was $2.7M
- FLSFlowserve Corp was $2.5M
- DDSDillards Inc was $2.3M
- VYMVanguard Whitehall Fds was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −0.9% | +4.0% |
| March 31, 2024 | +11.4% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Monument Capital Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729428&type=13F-HR&dateb=&owner=include&count=40CIK 1729428
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729428/000172942826000005/Filed July 22, 2026 · accession 0001729428-26-000005