Monument Capital Management
SEC Form 13F institutional filer · CIK 0001729428
13F-HR · 140 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
37.3%
Monument Capital Management — $291M AUM allocation strategy
Monument Capital Management files SEC Form 13F and reports $291M of long US equity value across 140 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 9.0%, followed by Information Technology 8.3% and Consumer Staples 5.7%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Monument Capital Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$291M
total across 140 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +100K sh · +$6.54M+$DELL +18.4K sh · +$3.12M+$GILD +14.2K sh · +$2.2M
Biggest trims (shares)
−$FOX −4.94K sh · −$444K−$MO −4.85K sh · −$237K−$IWM −4.81K sh · −$1.37M
Exited to nil (held last quarter, gone now)
$VTWO ($6.36M last qtr)$XLK ($4.95M last qtr)$XLU ($4.9M last qtr)$EBAY ($3.6M last qtr)$SYF ($3.2M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Construction & Engineering5.6%—
- Asset Management & Custody Banks5.3%—
- Systems Software3.9%—
- Construction Machinery & Heavy Transportation Equipment3.4%—
- Health Care Distributors3.1%—
- Technology Hardware, Storage & Peripherals2.9%—
- Consumer Staples Merchandise Retail2.2%—
- Interactive Media & Services2.1%—
- Other holdings71.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 259K | $15.4M | +100K | 5.3% |
| $MSFT | Microsoft Corporation | 30.5K | $11.3M | -476 | 3.9% |
| $CAT | Caterpillar Inc | 13.8K | $9.78M | -612 | 3.4% |
| $AAPL | Apple Inc | 33.3K | $8.45M | -337 | 2.9% |
| $FIX | Comfort Systems USA Inc | 6.03K | $8.32M | -262 | 2.9% |
| $EME | EMCOR Group Inc | 10.9K | $8.03M | -381 | 2.8% |
| $WMT | Walmart Inc | 52.4K | $6.51M | -740 | 2.2% |
…and 133 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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