Monument Capital Management
Monument Capital Management reported 255 stocks worth $480M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are MSFT (3.4%), AAPL (2.4%) and DELL (2.2%). Compared with Q2 2026, the fund opened new positions in IBB, IGV and IDGT, added to MSFT, AAPL and IWM, trimmed DELL, FIX and ITOT and sold out of IWO, SOXX and IHE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $16.2M | 3.4% | 32K | +416 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $11.4M | 2.4% | 34K | +270 (+1%) | 8 of 8 | |
| 3 |  DELL Dell Technologies Inc | $10.6M | 2.2% | 20K | −356 (−2%) | 8 of 8 | |
| 4 |  IWM Ishares TR | $9.9M | 2.1% | 35K | +26K (+282%) | 2 of 8 | |
| 5 |  FIX Comfort Sys USA Inc | $9.5M | 2.0% | 5,723 | −73 (−1%) | 7 of 8 | |
| 6 |  ITOT Ishares TR | $9.3M | 1.9% | 56K | −923 (−2%) | 8 of 8 | |
| 7 |  CAT Caterpillar Inc | $9M | 1.9% | 11K | −217 (−2%) | 8 of 8 | |
| 8 |  IWD Ishares TR | $8.4M | 1.8% | 34K | +29K (+603%) | 7 of 8 | |
| 9 |  IWB Ishares TR | $8.3M | 1.7% | 20K | +198 (+1%) | 7 of 8 | |
| 10 |  GOOGL Alphabet Inc | $8.2M | 1.7% | 24K | +617 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IWO Ishares TR | $7.7M | 20K |
 SOXX Ishares Semiconductor | $7.5M | 12K |
 IHE Ishares U.s. Pharmaceuticals ETF | $6M | 61K |
 IAT Ishares U.s. Regional Banks ETF | $5.8M | 93K |
 CASY Caseys Genl | $5.8M | 7,270 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Monument Capital Management 13F FAQ
What does Monument Capital Management own?
Monument Capital Management reported 255 stocks worth $480M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are MSFT (3.4%), AAPL (2.4%) and DELL (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did Monument Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 27 new positions, 105 added to, 92 trimmed and 34 sold out. New positions include IBB, IGV and IDGT. It sold all of IWO, SOXX and IHE.
When will Monument Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Monument Capital Management's portfolio worth?
The Q3 2026 filing reports $480M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.