Monument Capital Management
Long book
$399.1M
Q1 2026
Positions
217
Top-10 weight
21%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsMonument Capital Management is an institutional manager, running a $399.1M US long book across 217 positions.
The portfolio is broadly diversified across 217 positions (top 10 only 21%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: MICROSOFT CORP, CATERPILLAR INC, APPLE INC, ISHARES CORE S&P TOTAL U.S., COMFORT SYSTEMS USA INC.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.4%
Q2 2024
+6.4%
Q3 2024
-0.0%
Q4 2024
-4.6%
Q1 2025
+9.9%
Q2 2025
+6.0%
Q3 2025
+1.4%
Q4 2025
+0.9%
Q1 2026
+12.2%
Sector allocation
Technology 24%
Industrials 23%
Consumer discretionary 15%
Healthcare 9%
Financials 9%
Other 6%
Energy 3%
Utilities 2%
Long book by quarter
What does Monument Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 30.5K | $11.3M | 2.8% | -1.5% |
| CAT CATERPILLAR INC | Industrials | 13.8K | $9.8M | 2.5% | -4.2% |
| AAPL APPLE INC | Technology | 33.3K | $8.5M | 2.1% | -1.0% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 6.0K | $8.3M | 2.1% | -4.2% |
| EME EMCOR GROUP INC | Industrials | 10.9K | $8.0M | 2.0% | -3.4% |
| WMT WALMART INC | Consumer discretionary | 52.4K | $6.5M | 1.6% | -1.4% |
| GOOGL ALPHABET INC-CL A | Technology | 21.6K | $6.2M | 1.6% | +16.8% |
| UI UBIQUITI INC | Technology | 7.4K | $5.9M | 1.5% | -5.9% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 7.7K | $5.6M | 1.4% | -1.6% |
| AU ANGLOGOLD ASHANTI PLC | Materials | 51.0K | $5.0M | 1.2% | +0.7% |
| MCK MCKESSON CORP | Consumer discretionary | 5.6K | $4.9M | 1.2% | -0.5% |
| RL RALPH LAUREN CORP | Other | 14.0K | $4.8M | 1.2% | -2.9% |
| APH AMPHENOL CORP-CL A | Technology | 35.8K | $4.5M | 1.1% | -1.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 17.1K | $4.2M | 1.0% | +8.8% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 19.4K | $4.1M | 1.0% | -1.2% |
| TPR TAPESTRY INC | Other | 28.4K | $4.0M | 1.0% | -2.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 27.9K | $3.9M | 1.0% | +102.6% |
| AMAT APPLIED MATERIALS INC | Technology | 11.3K | $3.9M | 1.0% | -0.6% |
| MTZ MASTEC INC | Industrials | 11.4K | $3.7M | 0.9% | New |
| JBL JABIL INC | Technology | 13.7K | $3.6M | 0.9% | +0.1% |
| MTG MGIC INVESTMENT CORP | Financials | 137.3K | $3.6M | 0.9% | -1.1% |
| EXEL EXELIXIS INC | Healthcare | 82.9K | $3.6M | 0.9% | -0.9% |
| LRCX LAM RESEARCH CORP | Industrials | 16.5K | $3.5M | 0.9% | +0.9% |
| DELL DELL TECHNOLOGIES -C | Technology | 21.0K | $3.4M | 0.9% | +709.7% |
| NVDA NVIDIA CORP | Technology | 19.7K | $3.4M | 0.9% | +2.4% |
| JPM JPMORGAN CHASE & CO | Financials | 11.5K | $3.4M | 0.8% | -7.5% |
| TT TRANE TECHNOLOGIES PLC | Technology | 8.0K | $3.3M | 0.8% | +0.5% |
| HIG HARTFORD INSURANCE GROUP INC | Financials | 23.7K | $3.2M | 0.8% | -1.3% |
| PGR PROGRESSIVE CORP | Financials | 16.2K | $3.2M | 0.8% | +14.5% |
| PWR QUANTA SERVICES INC | Industrials | 5.5K | $3.0M | 0.8% | -2.6% |
| FCFS FIRSTCASH HOLDINGS INC | Consumer discretionary | 15.4K | $2.9M | 0.7% | New |
| ALSN ALLISON TRANSMISSION HOLDING | Industrials | 24.4K | $2.9M | 0.7% | New |
| VLO VALERO ENERGY CORP | Energy | 11.4K | $2.8M | 0.7% | +496.3% |
| CCEP COCA-COLA EUROPACIFIC PARTNE | Consumer staples | 30.5K | $2.8M | 0.7% | 0.0% |
| OSK OSHKOSH CORP | Industrials | 18.5K | $2.7M | 0.7% | New |
| INCY INCYTE CORP | Healthcare | 28.6K | $2.7M | 0.7% | +0.8% |
| MRK MERCK & CO. INC. | Healthcare | 22.0K | $2.6M | 0.7% | +17.5% |
| CRS CARPENTER TECHNOLOGY | Industrials | 6.6K | $2.6M | 0.6% | New |
| AVGO BROADCOM INC | Technology | 8.2K | $2.5M | 0.6% | -3.4% |
| FLS FLOWSERVE CORP | Industrials | 34.1K | $2.5M | 0.6% | +36.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 17.0K | $2.5M | 0.6% | -0.9% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 14.6K | $2.4M | 0.6% | +2.5% |
| FERG FERGUSON ENTERPRISES INC | Consumer discretionary | 10.2K | $2.4M | 0.6% | New |
| XOM EXXON MOBIL CORP | Energy | 14.0K | $2.4M | 0.6% | +0.3% |
| DDS DILLARDS INC-CL A | Consumer discretionary | 4.0K | $2.3M | 0.6% | -3.7% |
| LLY ELI LILLY & CO | Healthcare | 2.4K | $2.2M | 0.6% | -0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.6K | $2.2M | 0.6% | -2.0% |
| HCA HCA HEALTHCARE INC | Healthcare | 4.6K | $2.2M | 0.5% | +830.0% |
| FDX FEDEX CORP | Industrials | 6.0K | $2.2M | 0.5% | New |
| EVR EVERCORE INC - A | Financials | 7.2K | $2.1M | 0.5% | +0.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 217 | $399.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 220 | $402.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 226 | $400.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 219 | $383.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 193 | $325.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 198 | $362.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 194 | $361.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 178 | $339.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 187 | $347.0M | canonical | SEC ↗ |
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