StockDriftsStockDriftsTop 50 Monument Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.38% | 31.6K | $16.2M | +1.33%(+416) | $187.52(+184.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.38% | 34.3K | $11.4M | +0.79%(+270) | $132.47(+158.88%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.21% | 19.7K | $10.6M | -1.77%(-356) | $134.99(+237.40%) | 2026-09-30 | |
| IWM | ISHARES TR | 2.06% | 35.5K | $9.9M | +282.35%(+26.21K) | $284.16(-4.53%) | 2026-09-30 | |
| FIX | COMFORT SYS USA INC | 1.97% | 5.7K | $9.5M | -1.26%(-73) | $347.67(+321.11%) | 2026-09-30 | |
| ITOT | ISHARES TR | 1.94% | 56.0K | $9.3M | -1.62%(-923) | $94.33(+76.75%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 1.87% | 11.1K | $9.0M | -1.92%(-217) | $156.06(+365.08%) | 2026-09-30 | |
| IWD | ISHARES TR | 1.76% | 34.0K | $8.4M | +602.89%(+29.19K) | $240.08(+6.39%) | 2026-09-30 | |
| IWB | ISHARES TR | 1.73% | 19.9K | $8.3M | +1.00%(+198) | $318.12(+31.49%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.71% | 23.8K | $8.2M | +2.66%(+617) | $220.13(+56.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.13% | +41.00% | +6.71% | +38.34% |
| Top 20 Holdings Unweighted | +10.47% | +34.80% | +5.91% | +33.26% |
Monument Capital Management reports $479.92M in US-listed equity holdings across 255 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.4%), AAPL (2.4%) and DELL (2.2%). The top 20 holdings account for 33.17% of reported assets. Its disclosed equity book has returned +41.00% on a three-year cumulative basis. Figures reflect the Q3 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