Monument Capital Management

CIK 0001729428 · Q1 2026

13F Equity AUM

$399.1M

-0.7% QoQ

Positions

217

-3 QoQ

AUM Rank

#4,957

Top 40%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,781 · Top 58%

vs S&P -5.3%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 11.6%Top 10: 20.5%Top 20: 34.0%

MSFT2.8%

CAT2.5%

AAPL2.1%

ITOT2.1%

FIX2.1%

EME2.0%

IWF1.9%

IWB1.8%

IWS1.7%

WMT1.6%

Others (207)79.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.0%

Industrials14.8%

Technology14.3%

Healthcare8.8%

Consumer Cyclical8.1%

Consumer Defensive3.8%

Communication Services3.0%

Energy2.3%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 217Median: 0.18%Avg: 0.46%

0–0.5%

142(20.2%)

0.5–1%

39(28.0%)

1–3%

36(51.8%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 216Unique: 1vs 20 funds

3%Low

217

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.1%

BANK OF AMERICA CORP /DE/

4.5%

4.3%

5.1%

6.6%

5.2%

VANGUARD CAPITAL MANAGEMENT LLC

4.9%

GEODE CAPITAL MANAGEMENT, LLC

4.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New30Increased61Decreased112Exited34

New Positions

IWS1.7%

+46K

IEZ1.4%

+197K

IGE1.3%

+80K

TLT1.1%

+52K

EWC1.0%

+70K

MTZ0.9%

+11K

FCFS0.7%

+15K

ALSN0.7%

+24K

OSK0.7%

+18K

JHG0.7%

+52K

Increased

DELL0.9%

+18K(+710%)

GILD1.0%

+14K(+103%)

VLO0.7%

+9K(+496%)

BAC0.2%

+9K(+115%)

FLS0.6%

+9K(+37%)

RES0.0%

+5K(+30%)

HCA0.5%

+4K(+830%)

MRK0.7%

+3K(+17%)

GOOGL1.6%

+3K(+17%)

NEM0.1%

+3K(+102%)

Decreased

BXSL0.1%

-6,766(-32%)

VYM0.5%

-5,998(-29%)

FOXA0.1%

-4,941(-47%)

MO0.1%

-4,854(-49%)

VCIT1.2%

-2,615(-4%)

EMB1.2%

-2,504(-5%)

MBB1.1%

-2,411(-5%)

IEI1.2%

-1,855(-5%)

FBP0.1%

-1,630(-12%)

ORCL0.1%

-1,556(-28%)

Exited

-50,810

-52,274

-92,440

-34,386

-114,825

-93,040

-41,283

-164,968

-56,370

-17,459

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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