Monument Capital Management
•CIK: 1729428•Filing: Q4 2025
**Monument Capital Management** is a quantitative hedge fund managing $402M across a diversified portfolio of 220 positions. The strategy exhibits significant allocations to technology and market sector ETFs, notably holding $15.0M in MSFT and $9.1M in AAPL. Further concentration is evident in broad market exposure via ITOT ($8.9M) and sector-specific plays such as CAT ($8.3M) and IWF ($8.1M). This structure suggests a systematic, large-cap growth orientation across technology and industrials.
Total AUM
$402.0M
QoQ Performance
+0.5%
Positions
195
Top 10 Concentration
20.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT3.7%
AAPL2.3%
ITOT2.2%
CAT2.1%
IWF2.0%
IWB1.8%
IWP1.7%
EME1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.6%
Technology11.3%
Consumer3.5%
Healthcare3.2%
Financial3.1%
Industrial2.5%
Utilities0.7%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+36 more exited positions
Changes from Q3 2025
NEW15 new positions
↑72 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023