$289 Million is the total value of Monument Capital Management's 140 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $837,000 | +8.6% | 2 | 0.0% | 0.29% | -6.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $554,000 | +18.4% | 227 | 0.0% | 0.19% | +2.1% | |
| FB | FACEBOOK INCcl a | $551,000 | +18.0% | 1,586 | 0.0% | 0.19% | +2.1% | |
| RLGT | RADIANT LOGISTICS INC | $547,000 | -0.4% | 79,000 | 0.0% | 0.19% | -14.1% | |
| GOOG | ALPHABET INCcap stk cl c | $479,000 | +21.3% | 191 | 0.0% | 0.17% | +5.1% | |
| UNH | UNITEDHEALTH GROUP INC | $287,000 | +7.5% | 718 | 0.0% | 0.10% | -7.5% | |
| IWV | ISHARES TRrussell 3000 etf | $259,000 | +7.5% | 1,014 | 0.0% | 0.09% | -7.2% | |
| MA | MASTERCARD INCORPORATEDcl a | $236,000 | +2.6% | 645 | 0.0% | 0.08% | -10.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
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.