Monument Capital Management

Q2 2026 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
262
Total value ($000)
$497,184
Net value change ($000)
+98,077 (24.6%)
New positions
66
Sold out positions
21
Turnover %
25.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWO 7,716 NEW
SOXX 7,493 NEW
IHE 6,019 NEW
IAT 5,782 NEW
DELL 5,209 151.2%
FLOT 5,074 NEW
SPY 4,728 560.9%
AMAT 4,592 118.5%
KLAC 4,251 1261.4%
LRCX 3,627 102.6%
Top Reduces (Value $000, Stocks/ETFs)
IWS -6,694 -100.0%
IEZ -5,701 -100.0%
UI -5,447 -92.9%
XLC -5,103 -100.0%
IGE -5,023 -100.0%
AU -4,654 -93.8%
TLT -4,466 -100.0%
MCK -3,508 -72.3%
OSK -2,719 -100.0%
INCY -2,692 -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