Monument Capital Management

Q4 2025 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$401,962
Net value change ($000)
+1,986 (0.5%)
New positions
23
Sold out positions
29
Turnover %
17.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VONG 6,364 NEW
XLK 4,951 NEW
MBB 4,782 NEW
GOOGL 3,448 147.5%
VYM 2,938 NEW
AMAT 2,933 NEW
INCY 2,803 NEW
EXPE 2,781 NEW
LRCX 2,570 1079.8%
CHRW 2,286 NEW
Top Reduces (Value $000, Stocks/ETFs)
USHY -4,807 -100.0%
XLY -4,660 -100.0%
LOPE -4,200 -100.0%
BKNG -3,974 -82.7%
RCL -3,869 -90.0%
UBER -3,413 -100.0%
T -3,359 -89.8%
NFLX -3,223 -74.8%
GWW -3,077 -66.2%
DRI -2,565 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type