Fund Holdings

Monument Capital Management

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ISHARES TR045,930+45,93006,693,838+6,693,838
ISHARES TR0196,934+196,93405,701,239+5,701,239
ISHARES TR079,801+79,80105,022,675+5,022,675
ISHARES TR021,667+21,66704,739,656+4,739,656
ISHARES TR051,521+51,52104,466,355+4,466,355
ISHARES INC070,274+70,27403,850,312+3,850,312
MASTEC INC011,352+11,35203,652,392+3,652,392
DELL TECHNOLOGIES INC2,59320,996+18,403326,3813,446,071+3,119,690
FIRSTCASH HOLDINGS INC015,418+15,41802,898,584+2,898,584
ALLISON TRANSMISSION HLDGS I024,434+24,43402,860,244+2,860,244
OSHKOSH CORP018,467+18,46702,718,527+2,718,527
JANUS HENDERSON GROUP PLC052,122+52,12202,677,507+2,677,507
CARPENTER TECHNOLOGY CORP06,557+6,55702,584,442+2,584,442
VALERO ENERGY CORP011,372+11,37202,809,794+2,809,794
COMFORT SYS USA INC6,2946,032-2625,874,2818,318,385+2,444,104
FERGUSON ENTERPRISES INC010,219+10,21902,383,684+2,383,684
GILEAD SCIENCES INC13,79427,946+14,1521,693,0763,894,834+2,201,758
FEDEX CORP06,049+6,04902,154,702+2,154,702
HCA HEALTHCARE INC04,585+4,58502,169,981+2,169,981
ISHARES INC047,701+47,70101,831,241+1,831,241
ISHARES TR049,473+49,47301,801,312+1,801,312
ISHARES INC021,713+21,71301,539,886+1,539,886
CATERPILLAR INC14,41813,806-6128,259,8169,780,829+1,521,013
UBIQUITI INC07,422+7,42205,865,202+5,865,202
CASEYS GEN STORES INC7,7737,650-1234,296,4255,567,878+1,271,453
EMCOR GROUP INC11,25510,874-3816,885,7528,028,570+1,142,818
APPLIED MATLS INC11,41311,341-722,933,0103,876,219+943,209
JOHNSON & JOHNSON017,109+17,10904,182,187+4,182,187
FLOWSERVE CORP24,91234,083+9,1711,728,3952,505,441+777,046
LAM RESEARCH CORP016,549+16,54903,535,859+3,535,859
EXXON MOBIL CORP13,99514,037+421,684,1052,381,442+697,337
MERCK & CO INC021,955+21,95502,640,936+2,640,936
WESTERN DIGITAL CORP02,423+2,4230655,397+655,397
ANGLOGOLD ASHANTI PLC50,61650,957+3414,316,5324,961,174+644,642
QUANTA SVCS INC05,468+5,46803,002,202+3,002,202
WALMART INC052,363+52,36306,507,736+6,507,736
BRISTOL-MYERS SQUIBB CO09,125+9,1250553,431+553,431
VERIZON COMMUNICATIONS INC017,417+17,4170874,333+874,333
JABIL INC013,690+13,69003,636,480+3,636,480
MICRON TECHNOLOGY INC01,318+1,3180445,293+445,293
ALPHABET INC18,48521,590+3,1055,785,6956,208,412+422,717
ASTRAZENECA PLC01,928+1,9280380,240+380,240
NEWMONT CORP05,699+5,6990616,917+616,917
CHEVRON CORPORATION5,6065,693+87854,3991,177,867+323,468
SOUTHERN COPPER CORP01,871+1,8710321,924+321,924
DELUXE CORP MEDIUM TERM NTS011,430+11,4300314,782+314,782
TAPESTRY INC028,392+28,39204,006,395+4,006,395
AMERICAN ELEC PWR CO INC8,6949,919+1,2251,002,5491,300,233+297,684
COSTCO WHOLESALE CORPORATION801964+163690,671960,520+269,849
RIO TINTO PLC02,636+2,6360245,912+245,912
TRANE TECHNOLOGIES PLC07,973+7,97303,322,668+3,322,668
MCKESSON CORP05,609+5,60904,853,983+4,853,983
VIRTUIX HOLDINGS INC.033,555+33,5550227,167+227,167
CONSOLIDATED EDISON INC10,77711,414+6371,070,3291,291,788+221,459
MARATHON PETE CORP02,703+2,7030660,085+660,085
SEAGATE TECHNOLOGY HLDNGS PL01,362+1,3620533,577+533,577
ARCHROCK INC06,076+6,0760211,445+211,445
ROSS STORES INC0973+9730210,875+210,875
FREEPORT MCMORAN INC03,521+3,5210206,982+206,982
LINDE PLC0413+4130204,749+204,749
HOWMET AEROSPACE INC0879+8790202,574+202,574
MOTOROLA SOLUTIONS INC0466+4660202,230+202,230
MURPHY USA INC02,202+2,20201,087,718+1,087,718
TOTALENERGIES SE07,196+7,1960654,692+654,692
ISHARES INC036,071+36,07104,185,714+4,185,714
NEXTERA ENERGY INC07,711+7,7110716,218+716,218
NOVARTIS AG05,076+5,0760775,359+775,359
LOCKHEED MARTIN CORP0984+9840594,566+594,566
GE VERNOVA INC655657+2428,088573,495+145,407
C H ROBINSON WORLDWIDE IN14,22214,580+3582,286,3292,421,301+134,972
WW GRAINGER INC01,544+1,54401,683,913+1,683,913
FIRST TR EXCHANGE-TRADED FD63,92063,885-355,105,3285,214,935+109,607
KINDER MORGAN INC DEL011,318+11,3180379,493+379,493
COCA COLA CO19,08718,647-4401,334,3801,418,113+83,733
BLACKROCK INC230339+109246,346326,170+79,824
DHT HOLDINGS INC13,71613,286-430167,472242,735+75,263
KLA CORP0229+2290337,182+337,182
IRON MTN INC DEL03,549+3,5490362,503+362,503
CARDINAL HEALTH INC19,66219,428-2344,040,5414,105,331+64,790
VALE S A019,222+19,2220305,822+305,822
RPC INC020,141+20,1410142,598+142,598
RADIANT LOGISTICS INC076,500+76,5000539,325+539,325
MURPHY OIL CORP07,481+7,4810308,591+308,591
SERVICE CORP INTL012,465+12,46501,028,481+1,028,481
GSK PLC5,1055,257+152250,349290,134+39,785
FIRST TR EXCHANGE-TRADED FD26,31325,286-1,027412,303451,349+39,046
CBOE GLOBAL MKTS INC1,2381,2380310,738347,965+37,227
HSBC HLDGS PLC07,601+7,6010627,006+627,006
VANGUARD INTL EQUITY INDEX F04,791+4,7910662,744+662,744
PHILIP MORRIS INTL INC06,495+6,49501,073,852+1,073,852
AT&T INC15,33414,172-1,162380,897410,846+29,949
TJX COS INC NEW07,283+7,28301,163,070+1,163,070
AMGEN INC2,7882,666-122912,530938,021+25,491
WASTE MGMT INC DEL05,006+5,00601,150,382+1,150,382
VANGUARD TAX-MANAGED FDS064,298+64,29804,120,203+4,120,203
REALTY INCOME CORP03,684+3,6840225,387+225,387
COCA COLA CONS INC1,3681,188-180209,787227,878+18,091
INSTALLED BLDG PRODS INC01,398+1,3980370,680+370,680
CUMMINS INC569564-5290,446303,443+12,997
ILLINOIS TOOL WKS INC01,575+1,5750410,012+410,012
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