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David Armstrong

Monument Capital Management

Assets Managed
$497.184M
Holdings
262
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
24.58%(2Q avg: 11.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Monument Capital Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 262 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 497.184M in assets, with a quarterly growth rate of 24.58% and a 2-quarter average growth rate of 11.94%. The portfolio is managed by David Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAT
Caterpillar Inc
Recent Activity
Decreased -18.29%
2.42%
$12.012M
11,280 shares@ $1064.94 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.3%
2.35%
$11.65M
31,231 shares@ $373.03 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Decreased -3.91%
2.32%
$11.488M
5,796 shares@ $1982.05 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 386.34%
2.1%
$10.436M
84,048 shares@ $124.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.3%
1.99%
$9.859M
34,072 shares@ $289.37 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -3.43%
1.89%
$9.357M
56,958 shares@ $164.28 avg price
EME
Emcor Group Inc
Recent Activity
Decreased -3.27%
1.76%
$8.729M
10,518 shares@ $829.88 avg price
DELL
Dell Technologies -c
Recent Activity
Decreased -4.46%
1.75%
$8.655M
20,059 shares@ $431.47 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 3.29%
1.71%
$8.468M
11,713 shares@ $723.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 7.32%
1.67%
$8.28M
23,169 shares@ $357.38 avg price

1-10 of 262