StockDriftsStockDriftsTop 50 Monument Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 2.42% | 11.3K | $12.0M | -18.30%(-2.53K) | $156.06(+457.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.34% | 31.2K | $11.6M | +2.30%(+702) | $184.12(+164.00%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 2.31% | 5.8K | $11.5M | -3.91%(-236) | $347.67(+435.57%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.1% | 84.0K | $10.4M | +21.58%(+14.92K) | $97.93(+26.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.98% | 34.1K | $9.9M | +2.30%(+766) | $131.05(+133.02%) | 2026-06-30 | |
| ITOT | ISHARES TR | 1.88% | 57.0K | $9.4M | -3.43%(-2.02K) | $94.33(+80.04%) | 2026-06-30 | |
| EME | EMCOR GROUP INC | 1.76% | 10.5K | $8.7M | -3.27%(-356) | $183.15(+370.41%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 1.74% | 20.1K | $8.7M | -4.46%(-937) | $134.99(+255.57%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.7% | 11.7K | $8.5M | +3.28%(+372) | $237.19(+124.22%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.67% | 23.2K | $8.3M | +7.31%(+1.58K) | $217.67(+58.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.02% | +7.54% | +43.85% |
| Top 20 Holdings Unweighted | +11.68% | +39.29% | +6.93% | +39.81% |
Monument Capital Management reports $497.18M in US-listed equity holdings across 262 positions in its most recent 13F filing. Its largest disclosed positions are CAT (2.4%), MSFT (2.3%) and FIX (2.3%). The top 20 holdings account for 33.27% of reported assets. Its disclosed equity book has returned +44.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monument Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729428). View Monument Capital Management’s 13F filings on SEC