Fund HoldingsMonument Capital Management

Total Portfolio Value
$325.26M
Total Bought
$89.46M
Total Sold
$124.63M
Net Transaction
-$35.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR020,142+20,14206,1781.90%+6,178
ISHARES TR91717,932+17,0153686,4751.99%+6,107
ISHARES TR051,661+51,66106,0701.87%+6,070
ISHARES TR052,993+52,99305,8871.81%+5,887
SELECT SECTOR SPDR TR
ST STR UTIL ETF
058,048+58,04804,5771.41%+4,577
ISHARES INC086,669+86,66903,2991.01%+3,299
ISHARES INC
MSCI ITALY ETF
076,566+76,56603,2401.00%+3,240
ISHARES INC086,275+86,27503,1990.98%+3,199
ISHARES INC0127,178+127,17803,1950.98%+3,195
ISHARES INC074,816+74,81603,1480.97%+3,148
FOX CORP(FOX)055,171+55,17103,1230.96%+3,123
EXELIXIS INC(EXEL)082,533+82,53303,0470.94%+3,047
META PLATFORMS INC(META)2,0887,275+5,1871,2234,1931.29%+2,971
EBAY INC.(EBAY)043,770+43,77002,9650.91%+2,965
CORE & MAIN INC(CNM)057,946+57,94602,7990.86%+2,799
COCA-COLA EUROPACIFIC PARTNE
SHS
032,122+32,12202,7960.86%+2,796
TEXAS ROADHOUSE INC(TXRH)016,103+16,10302,6830.82%+2,683
WALMART INC(WMT)28,31955,004+26,6852,5594,8291.48%+2,270
EXPEDIA GROUP INC(EXPE)013,453+13,45302,2610.70%+2,261
BERKSHIRE HATHAWAY INC DEL02+201,5970.49%+1,597
ISHARES TR
MSCI POLAND ETF
055,002+55,00201,5410.47%+1,541
ISHARES INC051,227+51,22701,5280.47%+1,528
ISHARES TR
MSCI CHINA ETF
027,528+27,52801,4980.46%+1,498
PROGRESSIVE CORP(PGR)014,087+14,08703,9871.23%+3,987
PILGRIMS PRIDE CORP(PPC)55,65557,820+2,1652,5263,1520.97%+626
AT&T INC(T)22,74534,916+12,1715189870.30%+470
CHEVRON CORP NEW(CVX)05,503+5,50309210.28%+921
HARTFORD FINL SVCS GROUP INC(HIG)023,201+23,20102,8710.88%+2,871
AMERICAN ELEC PWR CO INC03,908+3,90804270.13%+427
VENTAS INC(VTR)06,112+6,11204200.13%+420
PHILIP MORRIS INTL INC(PM)6,4197,435+1,0167731,1800.36%+408
JOHNSON & JOHNSON(JNJ)2,1234,165+2,0423076910.21%+384
COCA COLA CONS INC(COKE)03,955+3,95505,3391.64%+5,339
TANGER INC(SKT)010,401+10,40103510.11%+351
ALLSTATE CORP(ALL)14,28414,969+6852,7543,1000.95%+346
ALTRIA GROUP INC(MO)05,408+5,40803250.10%+325
RELIANCE INC(RS)010,111+10,11102,9200.90%+2,920
RADIAN GROUP INC(RDN)083,810+83,81002,7720.85%+2,772
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
072,747+72,74705,9481.83%+5,948
GILEAD SCIENCES INC(GILD)7,1548,150+9966619130.28%+252
VISA INC(V)6,3546,450+962,0082,2600.69%+252
COCA COLA CO(KO)020,396+20,39601,4610.45%+1,461
DHT HOLDINGS INC(DHT)023,113+23,11302430.07%+243
CASEYS GEN STORES INC(CASY)8,0477,869-1783,1883,4151.05%+227
INTERNATIONAL BUSINESS MACHS(IBM)0899+89902230.07%+223
TOWNEBANK PORTSMOUTH VA
COM
06,416+6,41602190.07%+219
OTTER TAIL CORP(OTTR)02,683+2,68302160.07%+216
SCHLUMBERGER LTD(SLB)05,100+5,10002130.07%+213
ENACT HLDGS INC06,060+6,06002110.06%+211
ABBVIE INC(ABBV)06,555+6,55501,3730.42%+1,373
SPOTIFY TECHNOLOGY S A(SPOT)0372+37202050.06%+205
KLA CORP(KLAC)0300+30002040.06%+204
EOG RES INC(EOG)3,1684,612+1,4443885910.18%+203
YUM BRANDS INC(YUM)01,282+1,28202020.06%+202
MGIC INVT CORP WIS(MTG)0143,080+143,08003,5461.09%+3,546
MCKESSON CORP(MCK)1,6701,672+29521,1250.35%+173
GRAND CANYON ED INC(LOPE)18,74718,727-203,0713,2401.00%+169
OREILLY AUTOMOTIVE INC(ORLY)611607-47258700.27%+145
WASTE MGMT INC DEL(WM)05,448+5,44801,2610.39%+1,261
ELI LILLY & CO(LLY)02,697+2,69702,2270.68%+2,227
ISHARES TR065,842+65,84205,9651.83%+5,965
ADT INC DEL(ADT)014,283+14,28301160.04%+116
CONSOLIDATED EDISON INC(ED)05,303+5,30305860.18%+586
GE AEROSPACE(GE)02,843+2,84305690.17%+569
BERKSHIRE HATHAWAY INC DEL0965+96505140.16%+514
CENCORA INC01,599+1,59904450.14%+445
AFLAC INC(AFL)04,340+4,34004830.15%+483
CARDINAL HEALTH INC(CAH)4,3414,34105135980.18%+85
ABBOTT LABS02,278+2,27803020.09%+302
AUTOZONE INC(AZO)0125+12504770.15%+477
NETFLIX INC(NFLX)9781,003+258729350.29%+64
UNION PAC CORP(UNP)1,1201,342+2222553170.10%+62
ISHARES TR
BROAD USD HIGH
0161,967+161,96705,9621.83%+5,962
PAYCHEX INC(PAYX)1,7141,914+2002402950.09%+55
MASTERCARD INCORPORATED(MA)1,9411,958+171,0221,0730.33%+51
AMGEN INC(AMGN)01,620+1,62005050.16%+505
WEC ENERGY GROUP INC(WEC)03,337+3,33703640.11%+364
COSTCO WHSL CORP NEW(COST)0850+85008040.25%+804
AMERICAN INTL GROUP INC03,699+3,69903220.10%+322
MCDONALDS CORP(MCD)01,778+1,77805560.17%+556
CBOE GLOBAL MKTS INC(CBOE)01,204+1,20402720.08%+272
BOSTON SCIENTIFIC CORP(BSX)3,3203,361+412973390.10%+43
WELLTOWER INC(WELL)03,447+3,44705280.16%+528
VALERO ENERGY CORP(VLO)02,635+2,63503480.11%+348
JPMORGAN CHASE & CO.(JPM)14,16813,972-1963,3963,4271.05%+31
UBIQUITI INC(UI)1,0651,237+1723543840.12%+30
CISCO SYS INC(CSCO)14,05613,954-1028328610.26%+29
CINTAS CORP(CTAS)01,264+1,26402600.08%+260
CABOT CORP(CBT)031,636+31,63602,6300.81%+2,630
ARCH CAP GROUP LTD
ORD
06,299+6,29906060.19%+606
STEEL DYNAMICS INC(STLD)01,923+1,92302410.07%+241
INTERDIGITAL INC(IDCC)1,1951,230+352312540.08%+23
INVESCO EXCH TRADED FD TR II017,453+17,45306650.20%+665
PALANTIR TECHNOLOGIES INC(PLTR)5,5885,258-3304234440.14%+21
FISERV INC(FISV)1,2411,24102552740.08%+19
HENRY JACK & ASSOC INC(JKHY)02,543+2,54304640.14%+464
WELLS FARGO CO NEW(WFC)9,9629,96207007150.22%+15
MARATHON PETE CORP(MPC)03,380+3,38004920.15%+492
TJX COS INC NEW(TJX)8,3748,420+461,0121,0260.32%+14
AUTOMATIC DATA PROCESSING IN1,1921,187-53493630.11%+14
Page 1 of 1