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Monument Capital Management — 13F Holdings & Portfolio

CIK 1729428 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Monument Capital Management manages $479.9M in 13F-reported U.S. long-equity assets across 255 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSFT (3.38%), AAPL (2.38%), DELL (2.21%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 27 new positions and exited 34; 64 existing positions rose in reported value and 84 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$479.9M

Long-equity book

Holdings
255

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+27 / −34 / ↑64 / ↓84

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
MSFT3.4% · +1%AAPL2.4% · +1%DELL2.2% · -2%IWM2.1% · +282%FIX2.0% · -1%ITOT1.9% · -2%CAT1.9% · -2%IWD1.8% · +603%IWB1.7% · +1%GOOGL1.7% · +3%MU1.4% · +140%QQQ1.3% · -1%IBB1.3% · newAPH1.2% · +103%IGV1.2% · newIFXAF1.2% · newIYZ1.1% · newSPY1.1% · -3%LRCX1.1% · +1%FLOT1.1% · +8%WMT1.1% · +0%FXR1.1% · +2%EMB1.1% · +0%VCIT1.1% · +3%IEI1.1% · +5%EWO1.1% · 0%MBB1.1% · +8%VLO1.0% · +4%JNJ1.0% · +2%EXEL1.0% · +1%EWP1.0% · -0%RL1.0% · -2%NVDA1.0% · +4%CAH0.9% · +0%EWI0.9% · +0%EWS0.9% · newVEA0.9% · -1%MPC0.9% · +275%EWC0.9% · +2%ROST0.9% · +4%DINO0.8% · +79%JPM0.8% · +1%BPOP0.8% · newJBL0.8% · +3%SANM0.8% · newTT0.8% · +4%NTAP0.7% · +17%NUE0.7% · +1%MTG0.7% · -1%PSX0.7% · newMRK0.7% · +1%AMZN0.7% · +10%STLD0.7% · +8%AVGO0.7% · -0%HALO0.7% · newTRV0.6% · +488%VTI0.6% · -0%RSP0.6% · 0%LLY0.6% · +2%CCEP0.6% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 21%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 12, 2026.

Assets Under Management
$648.4M
Discretionary
$633.1M
Employees
11
Accounts
969
Address
1940 DUKE STREET
SUITE 6100
ALEXANDRIA, VA 22314
Phone
(703) 504-9600
Website
Name Title / Status Ownership Type
ARMSTRONG, DAVID, BRUCE ControlMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
since Jun 2012
25–50%Individual
CATINO, DEAN, JOSEPH ControlMEMBER
since Jun 2012
25–50%Individual
GIBBS, JESSICA, LYDIAMEMBER / VICE PRESIDENT
since Jul 2021
Less than 5%Individual
HARPER, EMILY, MARIEMEMBER / VICE PRESIDENT
since Jul 2021
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Jun 8, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 23, 2026 filing
  • ChangedGIBBS, JESSICA, LYDIA · ownership 5–10% → Less than 5%
  • ChangedHARPER, EMILY, MARIE · ownership 5–10% → Less than 5%
Mar 21, 2025 filing
  • ChangedGIBBS, JESSICA, LYDIA · ownership Less than 5% → 5–10%
  • ChangedHARPER, EMILY, MARIE · ownership Less than 5% → 5–10%
Mar 20, 2024 filing
  • ChangedHARPER, EMILY, MARIE · title MEMNER / VICE PRESIDENT → MEMBER / VICE PRESIDENT
Feb 27, 2023 filing
  • ChangedGIBBS, JESSICA, LYDIA · title MEMBER → MEMBER / VICE PRESIDENT; ownership 10–25% → Less than 5%
  • ChangedHARPER, EMILY, MARIE · title MEMNER → MEMNER / VICE PRESIDENT; ownership 10–25% → Less than 5%
Jul 14, 2021 filing
  • AddedGIBBS, JESSICA, LYDIA · MEMBER · 10–25%
  • AddedHARPER, EMILY, MARIE · MEMNER · 10–25%
  • ChangedARMSTRONG, DAVID, BRUCE · ownership 50–75% → 25–50%
  • ChangedCATINO, DEAN, JOSEPH · ownership 50–75% → 25–50%
Mar 27, 2015 filing
  • No longer listedLEE, TIM, ROBINSON · MEMBER · 25–50% · control person · listed since Jun 2012
  • ChangedARMSTRONG, DAVID, BRUCE · ownership 25–50% → 50–75%
  • ChangedCATINO, DEAN, JOSEPH · ownership 25–50% → 50–75%
Mar 28, 2013 filing
  • No longer listedMICKEY, TIMOTHY, STUART · MEMBER · 25–50% · control person · listed since Jun 2012
Jun 8, 2012 filing (earliest on record)
  • ListedARMSTRONG, DAVID, BRUCE · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedCATINO, DEAN, JOSEPH · MEMBER · 25–50% · control person
  • ListedLEE, TIM, ROBINSON · MEMBER · 25–50% · control person
  • ListedMICKEY, TIMOTHY, STUART · MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 64 →

Top Trims

Show all 84 →

New Positions

Show all 27 →

Exited Positions

Show all 34 →

Monument Capital Management Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $16.2M 3.38% 31,647 SH
2 APPLE INC AAPL 037833100 $11.4M 2.38% 34,342 SH
3 DELL TECHNOLOGIES INC DELL 24703L202 $10.6M 2.21% 19,703 SH
4 ISHARES TR IWM 464287655 $9.9M 2.06% 35,497 SH
5 COMFORT SYS USA INC FIX 199908104 $9.5M 1.97% 5,723 SH
6 ISHARES TR ITOT 464287150 $9.3M 1.94% 56,035 SH
7 CATERPILLAR INC CAT 149123101 $9.0M 1.87% 11,063 SH
8 ISHARES TR IWD 464287598 $8.4M 1.76% 34,034 SH
9 ISHARES TR IWB 464287622 $8.3M 1.73% 19,933 SH
10 ALPHABET INC GOOGL 02079K305 $8.2M 1.71% 23,786 SH
11 MICRON TECHNOLOGY INC MU 595112103 $6.6M 1.37% 6,190 SH
12 INVESCO QQQ TR QQQ 46090E103 $6.4M 1.34% 8,669 SH
13 ISHARES TR IBB 464287556 $6.1M 1.27% 28,887 SH
14 AMPHENOL CORP APH 032095101 $5.9M 1.24% 70,512 SH
15 ISHARES TR IGV 464287515 $5.6M 1.18% 53,036 SH
16 ISHARES TR IFXAF 464287531 $5.6M 1.17% 50,075 SH
17 ISHARES TR IYZ 464287713 $5.5M 1.15% 133,797 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.5M 1.15% 7,223 SH
19 LAM RESEARCH CORP LRCX 512807306 $5.5M 1.15% 16,747 SH
20 ISHARES TR FLOT 46429B655 $5.5M 1.14% 106,800 SH
21 WALMART INC WMT 931142103 $5.4M 1.12% 51,833 SH
22 FIRST TR EXCHANGE-TRADED FD FXR 33734X150 $5.3M 1.10% 64,860 SH
23 ISHARES TR EMB 464288281 $5.2M 1.09% 57,499 SH
24 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $5.2M 1.08% 65,889 SH
25 ISHARES TR IEI 464288661 $5.1M 1.06% 45,044 SH
26 ISHARES INC EWO 464286202 $5.1M 1.06% 119,691 SH
27 ISHARES TR MBB 464288588 $5.1M 1.06% 56,820 SH
28 VALERO ENERGY CORP VLO 91913Y100 $5.0M 1.03% 12,800 SH
29 JOHNSON & JOHNSON JNJ 478160104 $4.9M 1.02% 18,534 SH
30 EXELIXIS INC EXEL 30161Q104 $4.8M 1.00% 82,041 SH
31 ISHARES INC EWP 464286764 $4.8M 1.00% 80,738 SH
32 RALPH LAUREN CORP RL 751212101 $4.7M 0.98% 13,271 SH
33 NVIDIA CORPORATION NVDA 67066G104 $4.7M 0.97% 20,474 SH
34 CARDINAL HEALTH INC CAH 14149Y108 $4.4M 0.91% 19,624 SH
35 ISHARES INC EWI 46434G830 $4.4M 0.91% 74,156 SH
36 ISHARES INC EWS 46434G780 $4.3M 0.90% 129,410 SH
37 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.3M 0.89% 60,678 SH
38 MARATHON PETE CORP MPC 56585A102 $4.3M 0.89% 10,751 SH
39 ISHARES INC EWC 464286509 $4.2M 0.87% 71,340 SH
40 ROSS STORES INC ROST 778296103 $4.1M 0.85% 17,522 SH
41 HF SINCLAIR CORP DINO 403949100 $4.0M 0.84% 37,658 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $4.0M 0.84% 12,147 SH
43 POPULAR INC BPOP 733174700 $4.0M 0.82% 25,435 SH
44 JABIL INC JBL 466313103 $3.9M 0.82% 13,730 SH
45 SANMINA CORP SANM 801056102 $3.9M 0.82% 18,254 SH
46 TRANE TECHNOLOGIES PLC TT G8994E103 $3.7M 0.78% 8,258 SH
47 NETAPP INC NTAP 64110D104 $3.5M 0.73% 16,791 SH
48 NUCOR CORP NUE 670346105 $3.5M 0.72% 14,837 SH
49 MGIC INVT CORP WIS MTG 552848103 $3.4M 0.72% 133,043 SH
50 PHILLIPS 66 PSX 718546104 $3.3M 0.69% 13,039 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $479.9M 255 0001729428-26-000006
2026-06-30 2026-07-22 $497.2M 262 0001729428-26-000005
2026-03-31 2026-04-16 $399.1M 217 0001729428-26-000003
2025-12-31 2026-01-26 $402.0M 220 0001729428-26-000001
Filer Information
Address
1940 DUKE STREET
SUITE 6100
ALEXANDRIA, VA 22314
Phone
(703) 504-9600
Filing Manager
Monument Capital Management
ALEXANDRIA, VA
Signatory
David Armstrong
Managing Member and CCO