Monument Capital Management - Portfolio overview

Monument Capital Management has 268 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 2.32%
2. CAT - CATERPILLAR INC, 2.01%
3. AAPL - APPLE INC, 1.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.