HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (BIL) |
299,576 | +299,576 | $27,507 |
| BIL | 299,576 | +299,576 | $27,507 |
| SPDR S&P 500 ETF TR (SPY) |
41,291 | +15,673 | $18,303 |
| SPY | 41,291 | +15,673 | $18,303 |
| ISHARES TR (IUSG) |
187,352 | +129,847 | $18,293 |
| IUSG | 187,352 | +129,847 | $18,293 |
| ISHARES TR (IEFA) |
197,550 | -111,417 | $13,335 |
| IEFA | 197,550 | -111,417 | $13,335 |
| MICROSOFT CORP |
30,107 | +858 | $10,253 |
| MSFT | 30,107 | +858 | $10,253 |
| ISHARES TR (IUSV) |
116,281 | +116,281 | $9,100 |
| IUSV | 116,281 | +116,281 | $9,100 |
| ISHARES TR (ITOT) |
89,750 | -17 | $8,781 |
| ITOT | 89,750 | -17 | $8,781 |
| APPLE INC |
33,893 | +1,351 | $6,574 |
| AAPL | 33,893 | +1,351 | $6,574 |
| NUCOR CORP |
30,845 | -5,199 | $5,058 |
| NUE | 30,845 | -5,199 | $5,058 |
| VANGUARD TAX MANAGED FDS (VEA) |
102,165 | +1,812 | $4,718 |
| VEA | 102,165 | +1,812 | $4,718 |
| INVESCO QQQ TR |
12,674 | +491 | $4,682 |
| QQQ | 12,674 | +491 | $4,682 |
| CHEVRON CORP NEW |
26,249 | +524 | $4,130 |
| CVX | 26,249 | +524 | $4,130 |
| GRAINGER W W INC |
5,138 | -912 | $4,052 |
| GWW | 5,138 | -912 | $4,052 |
| BUILDERS FIRSTSOURCE INC |
28,506 | -1,252 | $3,877 |
| BLDR | 28,506 | -1,252 | $3,877 |
| PEPSICO INC |
20,889 | -169 | $3,869 |
| PEP | 20,889 | -169 | $3,869 |
| CATERPILLAR INC |
15,697 | -2,398 | $3,862 |
| CAT | 15,697 | -2,398 | $3,862 |
| EXXON MOBIL CORP |
35,559 | -267 | $3,814 |
| XOM | 35,559 | -267 | $3,814 |
| ISHARES TR (USHY) |
107,816 | +32,112 | $3,806 |
| USHY | 107,816 | +32,112 | $3,806 |
| GENUINE PARTS CO |
21,676 | -2,535 | $3,668 |
| GPC | 21,676 | -2,535 | $3,668 |
| WASTE MGMT INC DEL |
21,017 | -2,798 | $3,645 |
| WM | 21,017 | -2,798 | $3,645 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
62,248 | +51,662 | $3,594 |
| VGSH | 62,248 | +51,662 | $3,594 |
| UNITED PARCEL SERVICE INC |
19,951 | -1,392 | $3,576 |
| UPS | 19,951 | -1,392 | $3,576 |
| MURPHY USA INC |
11,294 | -502 | $3,514 |
| MUSA | 11,294 | -502 | $3,514 |
| WALMART INC |
22,332 | +75 | $3,510 |
| WMT | 22,332 | +75 | $3,510 |
| PULTE GROUP INC |
41,992 | +607 | $3,262 |
| PHM | 41,992 | +607 | $3,262 |
| PROCTER AND GAMBLE CO |
19,835 | +162 | $3,010 |
| PG | 19,835 | +162 | $3,010 |
| LOCKHEED MARTIN CORP |
6,434 | -454 | $2,962 |
| LMT | 6,434 | -454 | $2,962 |
| SMITH A O CORP |
40,016 | -1,091 | $2,912 |
| AOS | 40,016 | -1,091 | $2,912 |
| STEEL DYNAMICS INC |
26,031 | -1,545 | $2,836 |
| STLD | 26,031 | -1,545 | $2,836 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
47,258 | -346,342 | $2,808 |
| FTSM | 47,258 | -346,342 | $2,808 |
| RELIANCE STEEL & ALUMINUM CO |
10,304 | +9,505 | $2,798 |
| RS | 10,304 | +9,505 | $2,798 |
| TOPBUILD CORP |
10,309 | -365 | $2,742 |
| BLD | 10,309 | -365 | $2,742 |
| WATSCO INC |
7,133 | +7,133 | $2,721 |
| WSO | 7,133 | +7,133 | $2,721 |
| DOVER CORP |
18,141 | -671 | $2,679 |
| DOV | 18,141 | -671 | $2,679 |
| PENSKE AUTOMOTIVE GRP INC |
15,889 | +15,889 | $2,648 |
| PAG | 15,889 | +15,889 | $2,648 |
| MICROCHIP TECHNOLOGY INC. |
28,603 | +28,603 | $2,563 |
| MCHP | 28,603 | +28,603 | $2,563 |
| COCA COLA CONS INC |
4,009 | -144 | $2,550 |
| COKE | 4,009 | -144 | $2,550 |
| LINCOLN ELEC HLDGS INC |
12,749 | -37 | $2,532 |
| LECO | 12,749 | -37 | $2,532 |
| LOUISIANA PAC CORP |
31,573 | -1,587 | $2,367 |
| LPX | 31,573 | -1,587 | $2,367 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
15,543 | -4,390 | $2,326 |
| RSP | 15,543 | -4,390 | $2,326 |
| D R HORTON INC |
18,670 | +18,670 | $2,272 |
| DHI | 18,670 | +18,670 | $2,272 |
| EMCOR GROUP INC |
12,186 | +12,186 | $2,252 |
| EME | 12,186 | +12,186 | $2,252 |
| GENERAL DYNAMICS CORP |
10,354 | -250 | $2,228 |
| GD | 10,354 | -250 | $2,228 |
| BADGER METER INC |
14,965 | +14,965 | $2,208 |
| BMI | 14,965 | +14,965 | $2,208 |
| EXPEDITORS INTL WASH INC |
17,962 | -383 | $2,176 |
| EXPD | 17,962 | -383 | $2,176 |
| ARCHER DANIELS MIDLAND CO |
28,303 | +4 | $2,139 |
| ADM | 28,303 | +4 | $2,139 |
| INVESCO EXCHANGE TRADED FD T (RYT) |
7,155 | +218 | $2,104 |
| RYT | 7,155 | +218 | $2,104 |
| DONALDSON INC |
33,455 | +779 | $2,091 |
| DCI | 33,455 | +779 | $2,091 |
| SUPER MICRO COMPUTER INC |
8,214 | +8,214 | $2,047 |
| SMCI | 8,214 | +8,214 | $2,047 |
| COMMERCIAL METALS CO |
38,030 | -355 | $2,003 |
| CMC | 38,030 | -355 | $2,003 |
See Full List: All Stocks Held By Monument Capital Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Monument Capital Management
|
Size ($ in 1000's)
At 06/30/2023: $313,665 At 03/31/2023: $298,791 Monument Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Monument Capital Management 13F filings. Link to 13F filings: SEC filings |
