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Size ($ in 1000's)
At 12/31/2023: $310,691
At 09/30/2023: $321,180
Monument Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Capital Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Monument Capital Management top holdings by largest position size, as per the latest 13f filing made by Monument Capital Management.
In the Monument Capital Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Monument Capital Management in that top holding, then the share count change between reporting periods, and finally the Monument Capital Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
37,847 |
-2,397 |
$17,989 | | SPY | 37,847 | -2,397 | $17,989 | | ISHARES TR (IUSG) |
170,151 |
-9,552 |
$17,713 | | IUSG | 170,151 | -9,552 | $17,713 | | MICROSOFT CORP |
31,264 |
+806 |
$11,756 | | MSFT | 31,264 | +806 | $11,756 | | ISHARES TR (IEFA) |
158,455 |
+92,661 |
$11,147 | | IEFA | 158,455 | +92,661 | $11,147 | | ISHARES TR (IUSV) |
106,225 |
-62,655 |
$8,958 | | IUSV | 106,225 | -62,655 | $8,958 | | ISHARES TR (ITOT) |
84,350 |
-6,022 |
$8,876 | | ITOT | 84,350 | -6,022 | $8,876 | | ISHARES TR (EMB) |
78,334 |
+46,012 |
$6,976 | | EMB | 78,334 | +46,012 | $6,976 | | APPLE INC |
35,103 |
+601 |
$6,758 | | AAPL | 35,103 | +601 | $6,758 | | ISHARES TR (USHY) |
156,334 |
-159,354 |
$5,683 | | USHY | 156,334 | -159,354 | $5,683 | | INVESCO QQQ TR |
12,911 |
+145 |
$5,287 | | QQQ | 12,911 | +145 | $5,287 | | VANGUARD TAX MANAGED FDS (VEA) |
101,723 |
+1,356 |
$4,873 | | VEA | 101,723 | +1,356 | $4,873 | | CATERPILLAR INC |
15,674 |
-37 |
$4,634 | | CAT | 15,674 | -37 | $4,634 | | BUILDERS FIRSTSOURCE INC |
26,723 |
-155 |
$4,461 | | BLDR | 26,723 | -155 | $4,461 | | PULTE GROUP INC |
42,763 |
-266 |
$4,414 | | PHM | 42,763 | -266 | $4,414 | | GRAINGER W W INC |
4,957 |
-44 |
$4,108 | | GWW | 4,957 | -44 | $4,108 | | MURPHY USA INC |
11,190 |
+1 |
$3,990 | | MUSA | 11,190 | +1 | $3,990 | | WALMART INC |
22,690 |
+570 |
$3,577 | | WMT | 22,690 | +570 | $3,577 | | COCA COLA CONS INC |
3,838 |
-30 |
$3,564 | | COKE | 3,838 | -30 | $3,564 | | PROCTER AND GAMBLE CO |
23,105 |
+2,127 |
$3,386 | | PG | 23,105 | +2,127 | $3,386 | | VANGUARD SCOTTSDALE FDS (VCIT) |
41,603 |
+7,233 |
$3,381 | | VCIT | 41,603 | +7,233 | $3,381 | | PACCAR INC |
34,091 |
+633 |
$3,329 | | PCAR | 34,091 | +633 | $3,329 | | BROADCOM INC |
2,926 |
+260 |
$3,266 | | AVGO | 2,926 | +260 | $3,266 | | EVERCORE INC |
19,040 |
-630 |
$3,257 | | EVR | 19,040 | -630 | $3,257 | | VANGUARD CHARLOTTE FDS (BNDX) |
65,026 |
+65,026 |
$3,210 | | BNDX | 65,026 | +65,026 | $3,210 | | WILLIAMS SONOMA INC |
15,620 |
+15,620 |
$3,152 | | WSM | 15,620 | +15,620 | $3,152 | | WATSCO INC |
6,974 |
-184 |
$2,988 | | WSO | 6,974 | -184 | $2,988 | | HUBBELL INC |
8,992 |
-177 |
$2,958 | | HUBB | 8,992 | -177 | $2,958 | | MGIC INVT CORP WIS |
149,245 |
-3,234 |
$2,879 | | MTG | 149,245 | -3,234 | $2,879 | | LINCOLN ELEC HLDGS INC |
12,885 |
-82 |
$2,802 | | LECO | 12,885 | -82 | $2,802 | | PHILLIPS 66 |
20,991 |
-685 |
$2,795 | | PSX | 20,991 | -685 | $2,795 | | D R HORTON INC |
18,374 |
-6 |
$2,793 | | DHI | 18,374 | -6 | $2,793 | | RELIANCE STEEL & ALUMINUM CO |
9,919 |
-306 |
$2,774 | | RS | 9,919 | -306 | $2,774 | | JABIL INC |
20,770 |
+1,716 |
$2,646 | | JBL | 20,770 | +1,716 | $2,646 | | SNAP ON INC |
9,030 |
-323 |
$2,608 | | SNA | 9,030 | -323 | $2,608 | | BOOKING HOLDINGS INC |
733 |
+121 |
$2,600 | | BKNG | 733 | +121 | $2,600 | | CONOCOPHILLIPS |
22,349 |
-542 |
$2,594 | | COP | 22,349 | -542 | $2,594 | | EMCOR GROUP INC |
12,027 |
+397 |
$2,591 | | EME | 12,027 | +397 | $2,591 | | UNITED RENTALS INC |
4,497 |
+151 |
$2,579 | | URI | 4,497 | +151 | $2,579 | | PENSKE AUTOMOTIVE GRP INC |
15,884 |
-163 |
$2,550 | | PAG | 15,884 | -163 | $2,550 | | MARATHON PETE CORP |
17,080 |
+48 |
$2,534 | | MPC | 17,080 | +48 | $2,534 | | BADGER METER INC |
15,575 |
-220 |
$2,404 | | BMI | 15,575 | -220 | $2,404 | | EAGLE MATLS INC |
11,762 |
+279 |
$2,386 | | EXP | 11,762 | +279 | $2,386 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
72,945 |
+72,945 |
$2,381 | | RSPT | 72,945 | +72,945 | $2,381 | | SUPER MICRO COMPUTER INC |
8,299 |
+229 |
$2,359 | | SMCI | 8,299 | +229 | $2,359 | | INVESCO EXCHANGE TRADED FD T (RSP) |
14,752 |
-337 |
$2,328 | | RSP | 14,752 | -337 | $2,328 | | BLOCK H & R INC |
47,521 |
+47,521 |
$2,299 | | HRB | 47,521 | +47,521 | $2,299 | | CABOT CORP |
27,146 |
+27,146 |
$2,267 | | CBT | 27,146 | +27,146 | $2,267 | | VANGUARD SCOTTSDALE FDS (VGSH) |
38,611 |
-154,996 |
$2,252 | | VGSH | 38,611 | -154,996 | $2,252 | | ALPHABET INC |
15,994 |
+11,778 |
$2,234 | | GOOGL | 15,994 | +11,778 | $2,234 | | ISHARES INC (IEMG) |
42,744 |
+42,744 |
$2,162 | | IEMG | 42,744 | +42,744 | $2,162 |
See Full List: All Stocks Held By Monument Capital Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Monument Capital Management
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