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David Armstrong

Monument Capital Management

Assets Managed
$399.107M
Holdings
217
Last Quarter
2026 - Q1
Filed Date
1mo 30d ago
Growth Rate
-0.71%(2Q avg: -0.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Monument Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Monument Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 399.107M in assets, with a quarterly growth rate of -0.71% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by David Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -1.53%
2.84%
$11.301M
30,529 shares@ $370.18 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -4.24%
2.46%
$9.781M
13,806 shares@ $708.45 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1%
2.12%
$8.453M
33,306 shares@ $253.79 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -1.02%
2.11%
$8.401M
58,982 shares@ $142.44 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Decreased -4.16%
2.09%
$8.318M
6,032 shares@ $1379.05 avg price
EME
Emcor Group Inc
Recent Activity
Decreased -3.38%
2.02%
$8.029M
10,874 shares@ $738.33 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.38%
1.85%
$7.369M
17,282 shares@ $426.41 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 0.03%
1.78%
$7.072M
19,833 shares@ $356.56 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
New Position
1.68%
$6.694M
45,930 shares@ $145.74 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.39%
1.64%
$6.508M
52,363 shares@ $124.29 avg price

1-10 of 217