Institutional Fund
Monument Capital Management
Alexandria, VACIK 17294285 filings on record
Portfolio Value
$399.11M
Q1 2026
Holdings
217
Reported positions
New Buys
31
Opened this quarter
QoQ Change
-0.7%
from $401.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp2.8%
- Caterpillar Inc2.5%
- Apple Inc2.1%
- Ishares Tr2.1%
- Comfort Sys USA Inc2.1%
- Emcor Group Inc2.0%
- Other86.4%
Portfolio Holdings
217 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 30.5K | $11.30M | 2.8% | −476 | Reduced |
| 2 | Caterpillar Inc | 13.8K | $9.78M | 2.5% | −612 | Reduced |
| 3 | Apple Inc | 33.3K | $8.45M | 2.1% | −337 | Reduced |
| 4 | Ishares Tr | 59.0K | $8.40M | 2.1% | −609 | Reduced |
| 5 | Comfort Sys USA Inc | 6.0K | $8.32M | 2.1% | −262 | Reduced |
| 6 | Emcor Group Inc | 10.9K | $8.03M | 2.0% | −381 | Reduced |
| 7 | Ishares Tr | 17.3K | $7.37M | 1.8% | +65 | Added |
| 8 | Ishares Tr | 19.8K | $7.07M | 1.8% | +4 | Added |
| 9 | Ishares Tr | 45.9K | $6.69M | 1.7% | +45.9K | New |
| 10 | Walmart Inc | 52.4K | $6.51M | 1.6% | −740 | Reduced |
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