Monument Capital Management

Q1 2026 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
217
Total value ($000)
$399,107
Net value change ($000)
-2,855 (-0.7%)
New positions
31
Sold out positions
34
Turnover %
35.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IWS 6,694 NEW
IEZ 5,701 NEW
IGE 5,023 NEW
ITA 4,740 NEW
TLT 4,466 NEW
EWC 3,850 NEW
MTZ 3,652 NEW
DELL 3,120 957.1%
FCFS 2,899 NEW
ALSN 2,860 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWP -6,958 -100.0%
VONG -6,364 -100.0%
FXO -5,579 -100.0%
XLK -4,951 -100.0%
XLU -4,902 -100.0%
FLOT -4,732 -100.0%
MSFT -3,694 -24.6%
EBAY -3,596 -100.0%
EWH -3,506 -100.0%
PEGA -3,366 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type