$292 Million is the total value of Monument Capital Management's 155 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 26.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $19,604,967 | – | 318,056 | +100.0% | 6.70% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $19,288,180 | +23.3% | 127,021 | +9.8% | 6.60% | +12.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $14,149,090 | -7.2% | 149,504 | -14.5% | 4.84% | -15.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $11,758,069 | +167.7% | 139,001 | +151.3% | 4.02% | +144.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,807,905 | -16.5% | 25,646 | -22.0% | 3.35% | -23.9% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $8,689,339 | +0.8% | 102,469 | -5.4% | 2.97% | -8.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $7,111,424 | +216.6% | 67,452 | +207.6% | 2.43% | +188.8% |
| MSFT | Buy | MICROSOFT CORP | $6,293,696 | +5.0% | 26,243 | +1.9% | 2.15% | -4.3% |
| NUE | Sell | NUCOR CORP | $4,965,477 | +20.1% | 37,671 | -2.5% | 1.70% | +9.5% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,909,074 | +5.1% | 116,966 | -9.0% | 1.68% | -4.2% |
| CVX | Buy | CHEVRON CORP NEW | $4,897,908 | +26.9% | 27,288 | +1.6% | 1.68% | +15.8% |
| JNK | Sell | SPDR SER TRbloomberg high y | $4,363,868 | -44.8% | 48,487 | -46.1% | 1.49% | -49.7% |
| CAT | Buy | CATERPILLAR INC | $4,341,994 | +50.9% | 18,125 | +3.4% | 1.48% | +37.6% |
| HD | Buy | HOME DEPOT INC | $4,064,287 | +41.8% | 12,867 | +23.9% | 1.39% | +29.3% |
| GPC | Buy | GENUINE PARTS CO | $3,939,843 | +17.7% | 22,707 | +1.3% | 1.35% | +7.3% |
| WM | Sell | WASTE MGMT INC DEL | $3,710,493 | -8.5% | 23,652 | -6.5% | 1.27% | -16.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,605,301 | -61.9% | 13,540 | -61.8% | 1.23% | -65.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,459,312 | +0.7% | 19,899 | -6.4% | 1.18% | -8.2% |
| XOM | Buy | EXXON MOBIL CORP | $3,421,145 | +355.5% | 31,017 | +260.7% | 1.17% | +314.9% |
| GWW | Buy | GRAINGER W W INC | $3,419,881 | +14.0% | 6,148 | +0.3% | 1.17% | +3.9% |
| MUSA | Sell | MURPHY USA INC | $3,318,994 | -2.4% | 11,873 | -4.0% | 1.14% | -11.0% |
| SCI | Buy | SERVICE CORP INTL | $3,256,641 | +22.8% | 47,102 | +2.5% | 1.11% | +12.0% |
| WMT | Buy | WALMART INC | $3,187,816 | +15.0% | 22,483 | +5.2% | 1.09% | +4.9% |
| AAPL | Sell | APPLE INC | $3,147,584 | -30.1% | 24,225 | -25.6% | 1.08% | -36.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,109,427 | +4.9% | 22,014 | -5.4% | 1.06% | -4.3% |
| CVS | Buy | CVS HEALTH CORP | $3,018,042 | -1.9% | 32,386 | +0.4% | 1.03% | -10.6% |
| EMR | Buy | EMERSON ELEC CO | $2,827,738 | +35.8% | 29,437 | +3.5% | 0.97% | +23.8% |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $2,787,697 | – | 58,775 | +100.0% | 0.95% | – |
| STLD | Buy | STEEL DYNAMICS INC | $2,734,641 | +38.0% | 27,990 | +0.3% | 0.94% | +25.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,729,912 | +20.5% | 18,012 | +0.4% | 0.93% | +9.9% |
| ABBV | Buy | ABBVIE INC | $2,709,355 | +53.8% | 16,765 | +27.7% | 0.93% | +40.1% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $2,660,612 | +19.8% | 28,655 | +3.9% | 0.91% | +9.2% |
| DOV | Buy | DOVER CORP | $2,588,710 | +20.2% | 19,118 | +3.5% | 0.88% | +9.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,554,855 | +9.8% | 32,426 | -2.1% | 0.87% | +0.2% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $2,469,702 | -3.8% | 14,068 | -0.1% | 0.84% | -12.4% |
| TGT | Sell | TARGET CORP | $2,388,461 | +0.1% | 16,026 | -0.4% | 0.82% | -8.7% |
| AOS | Buy | SMITH A O CORP | $2,381,886 | +22.1% | 41,612 | +3.6% | 0.81% | +11.2% |
| SEIC | Buy | SEI INVTS CO | $2,379,332 | +20.6% | 40,812 | +1.5% | 0.81% | +10.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,340,653 | +143.6% | 23,510 | +150.6% | 0.80% | +122.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $2,336,137 | +4.6% | 9,487 | +1.9% | 0.80% | -4.5% |
| DOW | Buy | DOW INC | $2,305,478 | +34.1% | 45,753 | +16.9% | 0.79% | +22.2% |
| EOG | Buy | EOG RES INC | $2,170,947 | +16.3% | 16,761 | +0.3% | 0.74% | +6.0% |
| COKE | New | COCA COLA CONS INC | $2,152,424 | – | 4,201 | +100.0% | 0.74% | – |
| UGI | Buy | UGI CORP NEW | $2,122,120 | +32.7% | 57,246 | +15.7% | 0.73% | +21.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $2,095,317 | +12.3% | 19,213 | +8.2% | 0.72% | +2.4% |
| CINF | Buy | CINCINNATI FINL CORP | $2,068,717 | +23.0% | 20,204 | +7.6% | 0.71% | +12.0% |
| LEG | Buy | LEGGETT & PLATT INC | $2,033,677 | -0.0% | 63,099 | +3.1% | 0.70% | -8.9% |
| LPX | Buy | LOUISIANA PAC CORP | $1,990,083 | +19.3% | 33,616 | +3.2% | 0.68% | +8.6% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $1,942,767 | +16.5% | 29,944 | +5.8% | 0.66% | +6.2% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $1,927,564 | +18.4% | 18,549 | +0.6% | 0.66% | +7.9% |
| MUR | New | MURPHY OIL CORP | $1,916,225 | – | 44,553 | +100.0% | 0.66% | – |
| PHM | Buy | PULTE GROUP INC | $1,912,020 | +36.1% | 41,995 | +12.1% | 0.65% | +24.1% |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $1,819,915 | +3.2% | 10,673 | -6.9% | 0.62% | -5.9% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,784,864 | +1.7% | 7,346 | -5.2% | 0.61% | -7.3% |
| PDCE | New | PDC ENERGY INC | $1,720,590 | – | 27,104 | +100.0% | 0.59% | – |
| PEP | Buy | PEPSICO INC | $1,711,527 | +27.3% | 9,474 | +15.1% | 0.58% | +16.1% |
| AR | New | ANTERO RESOURCES CORP | $1,698,314 | – | 54,802 | +100.0% | 0.58% | – |
| BLD | Buy | TOPBUILD CORP | $1,663,489 | -2.7% | 10,630 | +2.4% | 0.57% | -11.2% |
| CF | New | CF INDS HLDGS INC | $1,650,501 | – | 19,372 | +100.0% | 0.56% | – |
| OLN | New | OLIN CORP | $1,639,711 | – | 30,973 | +100.0% | 0.56% | – |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,491,305 | +20.0% | 17,049 | -1.2% | 0.51% | +9.4% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,453,809 | +6.5% | 7,604 | 0.0% | 0.50% | -2.9% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,448,390 | -7.3% | 9,925 | -16.7% | 0.50% | -15.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,390,477 | +64.9% | 7,871 | +52.6% | 0.48% | +50.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,383,594 | +13.1% | 2,610 | +7.8% | 0.47% | +3.1% |
| KO | Buy | COCA COLA CO | $1,366,234 | +28.6% | 21,478 | +13.3% | 0.47% | +17.3% |
| PIZ | Sell | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $1,252,615 | -5.8% | 45,616 | -16.7% | 0.43% | -14.2% |
| IRM | Sell | IRON MTN INC DEL | $1,222,015 | +12.1% | 24,514 | -1.1% | 0.42% | +2.2% |
| WPC | Sell | WP CAREY INC | $1,218,732 | -19.4% | 15,595 | -28.0% | 0.42% | -26.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,181,198 | +25.5% | 2,428 | -0.3% | 0.40% | +14.4% |
| PFE | Buy | PFIZER INC | $1,153,508 | +61.8% | 22,512 | +38.2% | 0.39% | +47.6% |
| O | Buy | REALTY INCOME CORP | $1,123,813 | +9.2% | 17,717 | +0.2% | 0.38% | -0.5% |
| V | Buy | VISA INC | $1,058,448 | +88.0% | 5,095 | +60.7% | 0.36% | +71.6% |
| LLY | Buy | LILLY ELI & CO | $1,039,535 | +23.5% | 2,842 | +9.2% | 0.36% | +12.3% |
| TFC | Sell | TRUIST FINL CORP | $1,033,110 | -3.1% | 24,009 | -1.9% | 0.35% | -11.8% |
| CSCO | Sell | CISCO SYS INC | $1,016,828 | +8.3% | 21,344 | -9.1% | 0.35% | -1.1% |
| MCD | Sell | MCDONALDS CORP | $962,678 | -3.9% | 3,653 | -15.9% | 0.33% | -12.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.3% | 2 | 0.0% | 0.32% | +5.2% | |
| MRK | Buy | MERCK & CO INC | $913,149 | +64.5% | 8,230 | +27.7% | 0.31% | +50.0% |
| PWR | Sell | QUANTA SVCS INC | $907,624 | -76.8% | 6,369 | -79.3% | 0.31% | -78.9% |
| CCI | Sell | CROWN CASTLE INC | $897,020 | -18.8% | 6,613 | -13.5% | 0.31% | -25.8% |
| GILD | Buy | GILEAD SCIENCES INC | $817,292 | +64.4% | 9,520 | +18.1% | 0.28% | +50.0% |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $804,798 | -19.1% | 45,243 | -25.5% | 0.28% | -26.3% |
| MCK | Buy | MCKESSON CORP | $805,009 | +25.2% | 2,146 | +13.5% | 0.28% | +14.1% |
| BXMT | Sell | BLACKSTONE MTG TR INC | $800,051 | -10.0% | 37,792 | -0.7% | 0.27% | -17.7% |
| BOH | Sell | BANK HAWAII CORP | $711,205 | +0.9% | 9,170 | -0.9% | 0.24% | -8.0% |
| ORCL | Buy | ORACLE CORP | $707,398 | +61.1% | 8,654 | +20.3% | 0.24% | +46.7% |
| AVGO | Buy | BROADCOM INC | $685,639 | +43.7% | 1,226 | +14.2% | 0.23% | +30.7% |
| TCPC | Sell | BLACKROCK TCP CAPITAL CORP | $678,853 | +17.4% | 52,462 | -0.8% | 0.23% | +6.9% |
| ARCC | Sell | ARES CAPITAL CORP | $678,421 | +8.4% | 36,731 | -0.9% | 0.23% | -1.3% |
| AMGN | Buy | AMGEN INC | $589,472 | +91.4% | 2,244 | +64.5% | 0.20% | +74.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $580,622 | -18.1% | 14,895 | -23.3% | 0.20% | -25.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $555,861 | +57.5% | 1,599 | +28.8% | 0.19% | +43.9% |
| SNPS | Sell | SYNOPSYS INC | $549,817 | +2.6% | 1,722 | -1.8% | 0.19% | -6.5% |
| CI | Buy | CIGNA CORP NEW | $520,535 | +22.2% | 1,571 | +2.4% | 0.18% | +11.2% |
| TSLX | Sell | SIXTH STREET SPECIALTY LENDI | $507,533 | +7.5% | 28,513 | -1.3% | 0.17% | -1.7% |
| ANTM | Buy | ELEVANCE HEALTH INC | $504,250 | +14.3% | 983 | +1.2% | 0.17% | +4.2% |
| SBUX | Sell | STARBUCKS CORP | $486,080 | +7.1% | 4,900 | -9.1% | 0.17% | -2.4% |
| STAG | Sell | STAG INDL INC | $485,515 | +12.4% | 15,027 | -1.0% | 0.17% | +2.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $483,365 | +2.0% | 2,024 | -3.3% | 0.16% | -7.3% |
| TXN | Sell | TEXAS INSTRS INC | $479,864 | -35.5% | 2,904 | -39.6% | 0.16% | -41.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $477,690 | +45.6% | 6,639 | +44.1% | 0.16% | +32.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $451,219 | +38.8% | 827 | +19.5% | 0.15% | +26.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $445,937 | -1.3% | 810 | -9.2% | 0.15% | -10.6% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $440,585 | +2.9% | 5,112 | -5.8% | 0.15% | -6.2% |
| PGR | Sell | PROGRESSIVE CORP | $431,156 | -13.4% | 3,324 | -22.4% | 0.15% | -21.4% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $427,923 | +24.0% | 507 | +3.5% | 0.15% | +13.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $424,786 | +23.5% | 1,928 | +1.2% | 0.14% | +12.4% |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $421,400 | -0.4% | 49,000 | -1.3% | 0.14% | -9.4% |
| WFC | Sell | WELLS FARGO CO NEW | $411,868 | -20.2% | 9,975 | -22.2% | 0.14% | -27.3% |
| DLR | Buy | DIGITAL RLTY TR INC | $406,878 | +1.7% | 4,058 | +0.6% | 0.14% | -7.3% |
| HSY | Buy | HERSHEY CO | $400,220 | +14.3% | 1,728 | +9.0% | 0.14% | +4.6% |
| GSBD | Sell | GOLDMAN SACHS BDC INC | $395,278 | -14.6% | 28,810 | -10.0% | 0.14% | -22.4% |
| RLGT | RADIANT LOGISTICS INC | $389,385 | -10.5% | 76,500 | 0.0% | 0.13% | -18.4% | |
| LOW | Sell | LOWES COS INC | $379,414 | +0.4% | 1,904 | -5.4% | 0.13% | -8.5% |
| HON | Buy | HONEYWELL INTL INC | $377,299 | +73.1% | 1,761 | +34.7% | 0.13% | +57.3% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $375,762 | – | 8,323 | +100.0% | 0.13% | – |
| MMM | Sell | 3M CO | $371,512 | -80.3% | 3,098 | -81.8% | 0.13% | -82.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $357,861 | -4.3% | 4,056 | +3.8% | 0.12% | -12.9% |
| IT | Sell | GARTNER INC | $357,653 | +17.3% | 1,064 | -3.6% | 0.12% | +7.0% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $349,073 | -6.7% | 31,335 | -0.7% | 0.12% | -15.0% |
| AZO | Buy | AUTOZONE INC | $345,265 | +26.0% | 140 | +9.4% | 0.12% | +14.6% |
| TJX | New | TJX COS INC NEW | $325,832 | – | 4,093 | +100.0% | 0.11% | – |
| AMZN | Sell | AMAZON COM INC | $325,248 | -55.3% | 3,872 | -39.9% | 0.11% | -59.3% |
| COP | Sell | CONOCOPHILLIPS | $316,524 | +15.1% | 2,682 | -0.1% | 0.11% | +4.9% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $312,707 | +43.4% | 4,981 | +4.0% | 0.11% | +30.5% |
| ETN | Buy | EATON CORP PLC | $302,568 | +19.6% | 1,928 | +1.5% | 0.10% | +8.4% |
| K | Buy | KELLOGG CO | $287,026 | +6.7% | 4,029 | +4.3% | 0.10% | -3.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $282,871 | -7.3% | 3,188 | +0.4% | 0.10% | -14.9% |
| TRV | New | TRAVELERS COMPANIES INC | $284,680 | – | 1,518 | +100.0% | 0.10% | – |
| PM | New | PHILIP MORRIS INTL INC | $266,423 | – | 2,632 | +100.0% | 0.09% | – |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $267,371 | +9.1% | 11,012 | 0.0% | 0.09% | -1.1% | |
| GIS | Sell | GENERAL MLS INC | $262,870 | +9.1% | 3,135 | -0.5% | 0.09% | 0.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $263,943 | +13.8% | 989 | +9.5% | 0.09% | +3.4% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $247,947 | – | 4,108 | +100.0% | 0.08% | – |
| MO | Buy | ALTRIA GROUP INC | $247,282 | +14.5% | 5,410 | +1.2% | 0.08% | +4.9% |
| NVDA | New | NVIDIA CORPORATION | $246,631 | – | 1,688 | +100.0% | 0.08% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $241,730 | +5.1% | 1,594 | -5.6% | 0.08% | -3.5% |
| ABT | New | ABBOTT LABS | $235,122 | – | 2,142 | +100.0% | 0.08% | – |
| INTC | New | INTEL CORP | $233,819 | – | 8,847 | +100.0% | 0.08% | – |
| XVV | New | ISHARES TResg scrnd s&p500 | $228,686 | – | 8,045 | +100.0% | 0.08% | – |
| PAYX | Sell | PAYCHEX INC | $225,252 | -25.2% | 1,949 | -27.4% | 0.08% | -31.9% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $220,864 | – | 715 | +100.0% | 0.08% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $222,769 | – | 2,683 | +100.0% | 0.08% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $222,610 | -1.9% | 1,039 | -3.7% | 0.08% | -10.6% |
| MPC | New | MARATHON PETE CORP | $219,194 | – | 1,883 | +100.0% | 0.08% | – |
| NEE | Sell | NEXTERA ENERGY INC | $216,277 | -12.8% | 2,587 | -18.1% | 0.07% | -20.4% |
| VLO | New | VALERO ENERGY CORP | $213,759 | – | 1,685 | +100.0% | 0.07% | – |
| APD | New | AIR PRODS & CHEMS INC | $213,316 | – | 692 | +100.0% | 0.07% | – |
| NKE | New | NIKE INCcl b | $210,759 | – | 1,801 | +100.0% | 0.07% | – |
| YUM | New | YUM BRANDS INC | $209,155 | – | 1,633 | +100.0% | 0.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $204,014 | – | 1,448 | +100.0% | 0.07% | – |
| Sell | CION INVT CORP | $185,045 | +8.2% | 18,979 | -5.9% | 0.06% | -1.6% | |
| BIZD | VANECK ETF TRUST | $173,649 | +4.0% | 12,272 | 0.0% | 0.06% | -6.3% | |
| NOTV | INOTIV INC | $162,462 | -70.7% | 32,887 | 0.0% | 0.06% | -73.1% | |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,493 | -100.0% | -0.08% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -1,798 | -100.0% | -0.09% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,880 | -100.0% | -0.14% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,758 | -100.0% | -0.16% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -19,173 | -100.0% | -0.46% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -37,880 | -100.0% | -0.46% | – | |
| EVR | Exit | EVERCORE INCclass a | $0 | – | -15,750 | -100.0% | -0.49% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -11,483 | -100.0% | -0.51% | – |
| BC | Exit | BRUNSWICK CORP | $0 | – | -20,784 | -100.0% | -0.51% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -38,768 | -100.0% | -0.62% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -86,302 | -100.0% | -2.63% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -176,683 | -100.0% | -6.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-27
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.