Monument Capital Management
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| VANGUARD SCOTTSDALE FDS | 0 | 52,274 | +52,274 | 0 | 6,364,360 | +6,364,360 |
| SELECT SECTOR SPDR TR | 0 | 45,872 | +45,872 | 0 | 5,400,041 | +5,400,041 |
| SELECT SECTOR SPDR TR | 0 | 34,386 | +34,386 | 0 | 4,950,620 | +4,950,620 |
| SELECT SECTOR SPDR TR | 0 | 114,825 | +114,825 | 0 | 4,901,875 | +4,901,875 |
| ISHARES TR | 0 | 50,220 | +50,220 | 0 | 4,781,948 | +4,781,948 |
| ALPHABET INC | 0 | 18,485 | +18,485 | 0 | 5,785,695 | +5,785,695 |
| VANGUARD WHITEHALL FDS | 0 | 20,474 | +20,474 | 0 | 2,938,428 | +2,938,428 |
| APPLIED MATLS INC | 0 | 11,413 | +11,413 | 0 | 2,933,010 | +2,933,010 |
| INCYTE CORP | 0 | 28,383 | +28,383 | 0 | 2,803,389 | +2,803,389 |
| EXPEDIA GROUP INC | 0 | 9,817 | +9,817 | 0 | 2,781,254 | +2,781,254 |
| LAM RESEARCH CORP | 0 | 16,403 | +16,403 | 0 | 2,807,866 | +2,807,866 |
| C H ROBINSON WORLDWIDE INC | 0 | 14,222 | +14,222 | 0 | 2,286,329 | +2,286,329 |
| DILLARDS INC | 0 | 4,198 | +4,198 | 0 | 2,545,415 | +2,545,415 |
| ISHARES INC | 0 | 47,224 | +47,224 | 0 | 1,907,850 | +1,907,850 |
| ISHARES INC | 0 | 26,783 | +26,783 | 0 | 1,856,865 | +1,856,865 |
| FLOWSERVE CORP | 0 | 24,912 | +24,912 | 0 | 1,728,395 | +1,728,395 |
| CATERPILLAR INC | 0 | 14,418 | +14,418 | 0 | 8,259,816 | +8,259,816 |
| MERCK & CO INC | 0 | 18,690 | +18,690 | 0 | 1,967,282 | +1,967,282 |
| CARDINAL HEALTH INC | 0 | 19,662 | +19,662 | 0 | 4,040,541 | +4,040,541 |
| JOHNSON & JOHNSON | 0 | 15,720 | +15,720 | 0 | 3,253,307 | +3,253,307 |
| ANGLOGOLD ASHANTI PLC | 0 | 50,616 | +50,616 | 0 | 4,316,532 | +4,316,532 |
| ELI LILLY & CO | 0 | 2,428 | +2,428 | 0 | 2,609,851 | +2,609,851 |
| ISHARES INC | 0 | 123,819 | +123,819 | 0 | 4,391,860 | +4,391,860 |
| APPLE INC | 0 | 33,643 | +33,643 | 0 | 9,146,128 | +9,146,128 |
| GILEAD SCIENCES INC | 0 | 13,794 | +13,794 | 0 | 1,693,076 | +1,693,076 |
| NEXTERA ENERGY INC | 0 | 6,790 | +6,790 | 0 | 545,119 | +545,119 |
| ISHARES INC | 0 | 36,462 | +36,462 | 0 | 4,011,948 | +4,011,948 |
| AMGEN INC | 0 | 2,788 | +2,788 | 0 | 912,530 | +912,530 |
| ISHARES INC | 0 | 83,457 | +83,457 | 0 | 4,499,175 | +4,499,175 |
| ISHARES TR | 0 | 19,829 | +19,829 | 0 | 7,405,020 | +7,405,020 |
| COMFORT SYS USA INC | 0 | 6,294 | +6,294 | 0 | 5,874,281 | +5,874,281 |
| TOTALENERGIES SE | 0 | 7,245 | +7,245 | 0 | 473,968 | +473,968 |
| RALPH LAUREN CORP | 0 | 14,470 | +14,470 | 0 | 5,116,801 | +5,116,801 |
| SYNCHRONY FINANCIAL | 0 | 38,367 | +38,367 | 0 | 3,200,959 | +3,200,959 |
| WALMART INC | 0 | 53,103 | +53,103 | 0 | 5,916,261 | +5,916,261 |
| TAPESTRY INC | 0 | 28,959 | +28,959 | 0 | 3,700,091 | +3,700,091 |
| ISHARES TR | 0 | 17,217 | +17,217 | 0 | 8,148,772 | +8,148,772 |
| HSBC HLDGS PLC | 0 | 7,520 | +7,520 | 0 | 591,598 | +591,598 |
| FIRST TR EXCHANGE TRADED FD | 0 | 63,920 | +63,920 | 0 | 5,105,328 | +5,105,328 |
| ISHARES INC | 0 | 74,919 | +74,919 | 0 | 4,070,363 | +4,070,363 |
| AMPHENOL CORP NEW | 0 | 36,533 | +36,533 | 0 | 4,937,060 | +4,937,060 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 1,156 | +1,156 | 0 | 318,351 | +318,351 |
| FIRST TR EXCHANGE TRADED FD | 0 | 92,440 | +92,440 | 0 | 5,578,746 | +5,578,746 |
| ALPHABET INC | 0 | 3,751 | +3,751 | 0 | 1,177,134 | +1,177,134 |
| NEWMONT CORP | 0 | 2,815 | +2,815 | 0 | 281,078 | +281,078 |
| MCKESSON CORP | 0 | 5,637 | +5,637 | 0 | 4,624,071 | +4,624,071 |
| AMAZON COM INC | 0 | 10,796 | +10,796 | 0 | 2,491,933 | +2,491,933 |
| ISHARES INC | 0 | 30,701 | +30,701 | 0 | 2,112,224 | +2,112,224 |
| COCA COLA CONS INC | 0 | 1,368 | +1,368 | 0 | 209,787 | +209,787 |
| INTUITIVE SURGICAL INC | 0 | 369 | +369 | 0 | 208,987 | +208,987 |
| COMCAST CORP NEW | 0 | 6,952 | +6,952 | 0 | 207,795 | +207,795 |
| ISHARES TR | 0 | 981 | +981 | 0 | 206,344 | +206,344 |
| EVERSOURCE ENERGY | 0 | 3,033 | +3,033 | 0 | 204,212 | +204,212 |
| PROSHARES TR | 0 | 3,855 | +3,855 | 0 | 203,240 | +203,240 |
| SIMON PPTY GROUP INC NEW | 0 | 3,325 | +3,325 | 0 | 615,548 | +615,548 |
| MEDICAL PPTYS TRUST INC | 0 | 33,300 | +33,300 | 0 | 166,500 | +166,500 |
| ISHARES INC | 0 | 164,968 | +164,968 | 0 | 3,505,570 | +3,505,570 |
| TOPBUILD CORP | 0 | 7,512 | +7,512 | 0 | 3,133,739 | +3,133,739 |
| EXELIXIS INC | 0 | 83,627 | +83,627 | 0 | 3,665,371 | +3,665,371 |
| FOX CORP | 0 | 10,618 | +10,618 | 0 | 775,857 | +775,857 |
| AMERICAN ELEC PWR CO INC | 0 | 8,694 | +8,694 | 0 | 1,002,549 | +1,002,549 |
| JABIL INC | 0 | 13,678 | +13,678 | 0 | 3,118,860 | +3,118,860 |
| CISCO SYS INC | 0 | 15,807 | +15,807 | 0 | 1,217,613 | +1,217,613 |
| NOVARTIS AG | 0 | 4,386 | +4,386 | 0 | 604,698 | +604,698 |
| CITIGROUP INC | 0 | 5,963 | +5,963 | 0 | 695,822 | +695,822 |
| PEGASYSTEMS INC | 0 | 56,370 | +56,370 | 0 | 3,366,397 | +3,366,397 |
| INSTALLED BLDG PRODS INC | 0 | 1,360 | +1,360 | 0 | 352,770 | +352,770 |
| NUCOR CORP | 0 | 3,771 | +3,771 | 0 | 615,100 | +615,100 |
| VALE S A | 0 | 18,765 | +18,765 | 0 | 244,508 | +244,508 |
| ISHARES TR | 0 | 50,810 | +50,810 | 0 | 6,957,907 | +6,957,907 |
| VANGUARD TAX-MANAGED FDS | 0 | 65,587 | +65,587 | 0 | 4,097,208 | +4,097,208 |
| WELLS FARGO CO NEW | 0 | 9,178 | +9,178 | 0 | 855,390 | +855,390 |
| ASTRAZENECA PLC | 0 | 3,809 | +3,809 | 0 | 350,161 | +350,161 |
| EVERCORE INC | 0 | 7,114 | +7,114 | 0 | 2,420,524 | +2,420,524 |
| HENRY JACK & ASSOC INC | 0 | 2,376 | +2,376 | 0 | 433,627 | +433,627 |
| TRUIST FINL CORP | 0 | 22,284 | +22,284 | 0 | 1,096,596 | +1,096,596 |
| CONSOLIDATED EDISON INC | 0 | 10,777 | +10,777 | 0 | 1,070,329 | +1,070,329 |
| TJX COS INC NEW | 0 | 7,383 | +7,383 | 0 | 1,134,078 | +1,134,078 |
| THERMO FISHER SCIENTIFIC INC | 0 | 758 | +758 | 0 | 438,941 | +438,941 |
| HARTFORD INSURANCE GROUP INC | 0 | 24,047 | +24,047 | 0 | 3,313,646 | +3,313,646 |
| PARKER-HANNIFIN CORP | 0 | 497 | +497 | 0 | 437,104 | +437,104 |
| CAPITAL ONE FINL CORP | 0 | 1,592 | +1,592 | 0 | 385,952 | +385,952 |
| TESLA INC | 0 | 1,439 | +1,439 | 0 | 647,147 | +647,147 |
| MUELLER INDS INC | 0 | 4,236 | +4,236 | 0 | 486,293 | +486,293 |
| EXXON MOBIL CORP | 0 | 13,995 | +13,995 | 0 | 1,684,105 | +1,684,105 |
| NVIDIA CORPORATION | 0 | 19,203 | +19,203 | 0 | 3,581,324 | +3,581,324 |
| VANGUARD INDEX FDS | 0 | 7,924 | +7,924 | 0 | 2,656,672 | +2,656,672 |
| MURPHY OIL CORP | 0 | 8,495 | +8,495 | 0 | 265,469 | +265,469 |
| GSK PLC | 0 | 5,105 | +5,105 | 0 | 250,349 | +250,349 |
| CUMMINS INC | 0 | 569 | +569 | 0 | 290,446 | +290,446 |
| STEEL DYNAMICS INC | 0 | 1,631 | +1,631 | 0 | 276,387 | +276,387 |
| ISHARES TR | 0 | 59,591 | +59,591 | 0 | 8,860,581 | +8,860,581 |
| MCDONALDS CORP | 0 | 1,842 | +1,842 | 0 | 562,837 | +562,837 |
| CENCORA INC | 0 | 1,552 | +1,552 | 0 | 524,188 | +524,188 |
| MARRIOTT INTL INC NEW | 0 | 893 | +893 | 0 | 277,050 | +277,050 |
| AMERICAN EXPRESS CO | 0 | 968 | +968 | 0 | 358,213 | +358,213 |
| GE VERNOVA INC | 0 | 655 | +655 | 0 | 428,088 | +428,088 |
| QUANTA SVCS INC | 0 | 5,615 | +5,615 | 0 | 2,369,991 | +2,369,991 |
| RADIANT LOGISTICS INC | 0 | 76,500 | +76,500 | 0 | 484,245 | +484,245 |
| BANK AMERICA CORP | 0 | 5,609 | +5,609 | 0 | 308,474 | +308,474 |