$216 Million is the total value of Monument Capital Management's 92 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -920 | -100.0% | -0.12% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -4,866 | -100.0% | -0.24% | – |
| STOT | Exit | SSGA ACTIVE TRspdr dbleln shrt | $0 | – | -9,734 | -100.0% | -0.26% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -4,815 | -100.0% | -0.26% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -9,082 | -100.0% | -0.76% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -8,799 | -100.0% | -0.86% | – |
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -189,283 | -100.0% | -1.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 3.3% |
| WASTE MGMT INC DEL | 24 | Q3 2023 | 1.8% |
| CATERPILLAR INC DEL | 24 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 24 | Q3 2023 | 1.6% |
| SERVICE CORP INTL | 24 | Q3 2023 | 1.4% |
| THERMO FISHER SCIENTIFIC INC | 24 | Q3 2023 | 1.8% |
| HENRY JACK & ASSOC INC | 24 | Q3 2023 | 1.8% |
| SYNOPSYS INC | 24 | Q3 2023 | 2.1% |
| EATON CORP PLC | 24 | Q3 2023 | 1.6% |
| APPLE INC | 24 | Q3 2023 | 2.1% |
View Monument Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Monument Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.