Monument Capital Management Portfolio Changes in Q2 2026
This analysis details the significant stock purchases and sales by Monument Capital Management during the second quarter of 2026.
Monument Capital Management's portfolio saw notable changes during the second quarter ending June 30, 2026. The firm managed a total portfolio value of $495 million (approx.) and held 257 distinct positions.
The investor demonstrated activity across various sectors. In Technology, they increased exposure to Microsoft Corp (MSFT) by acquiring shares, while also adding Applied Materials Inc (AMAT). Conversely, in the same sector, Alphabet Inc (GOOGL) was sold significantly during this period.
Industrials experienced substantial shifts as well. CATERPILLAR INC (CAT), EMECOR GROUP INC (EME), and BORGWARNER INC (BWA) were added to the portfolio, reflecting confidence in these cyclical businesses. However, SOUTHWEST AIRLINES CO (LUV) was sold entirely.
Financial Services saw modest additions with SynchroNY Financial Inc (SYF). In contrast, significant sales occurred for Mercury General Corp New (MCY), which exited the portfolio completely.
The investor also engaged in ETF transactions. They notably purchased shares of iShares Core MSCI World Small Cap ETF (IWP) and iShares TR MSCI EAFE ETF (EFA). On the flip side, they sold their entire position in iShares Strategic Allocation Fund (SCHG).
For other sectors like Energy, Basic Materials, Consumer Defensive, and Healthcare, no specific purchase or sale activities were disclosed by Monument Capital Management during this quarter.