Monument Capital Management
CIK 1729428 · View on SEC EDGAR ↗
- Portfolio value
- $497.2M
- Positions
- 262
- As of
- June 30, 2026
#3,781 of 9,443 by 13F value · top 40.0%
Portfolio value QoQ: +24.6% 13F does not disclose cash
- Top 10 holdings weight
- 19.90%
- Top 25 holdings weight
- 38.86%
- Positions above 1%
- 31
- Effective number of positions
- 102.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 15.63% Est. buys $122,135,360 · sells $70,059,016
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 67.2% still held
- New positions
- 66
- Increased
- 98
- Decreased
- 74
- Closed
- 21
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
17.1%
Technology
14.3%
Healthcare
5.8%
Retail
4.9%
Financial Services
4.2%
Financials
3.6%
Consumer Discretionary
3.0%
Communication Services
2.5%
Energy
2.1%
Materials
1.8%
Consumer Staples
1.4%
Utilities
1.2%
Real Estate
1.1%
Logistics & Transportation
1.0%
Consumer products
0.8%
Communications
0.5%
Diversified Consumer Services
0.2%
Packaging
0.1%
Telecommunication
0.1%
Other/Unmapped
34.4%
Full portfolio 262 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CAT Caterpillar, Inc. Common Stock | $12,012,421 | 2.42% | 11,280 | $2,231,592 | Down ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $11,649,940 | 2.34% | 31,231 | $348,988 | Up ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $11,487,947 | 2.31% | 5,796 | $3,169,562 | Down ×4 | ||
| IWF | $10,436,245 | 2.10% | 84,048 | $3,067,045 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $9,859,106 | 1.98% | 34,072 | $1,406,444 | Up ×1 | ||
| ITOT | $9,356,540 | 1.88% | 56,958 | $955,733 | Down ×6 | ||
| EME EMCOR Group, Inc. Common Stock | $8,728,663 | 1.76% | 10,518 | $700,093 | Down ×4 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $8,654,704 | 1.74% | 20,059 | $5,208,633 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $8,468,453 | 1.70% | 11,713 | $4,592,234 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8,279,993 | 1.67% | 23,169 | $2,071,581 | Up ×5 | ||
| IWB | $8,081,400 | 1.63% | 19,735 | $1,009,886 | Down ×1 | ||
| IWO | $7,716,101 | 1.55% | 19,586 | Up ×1 | |||
| SOXX SOXX | $7,493,047 | 1.51% | 11,694 | Up ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $7,162,512 | 1.44% | 16,529 | $3,626,653 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6,437,861 | 1.29% | 8,742 | $1,266,051 | Down ×6 | ||
| APH Amphenol Corporation Common Stock | $6,127,540 | 1.23% | 34,752 | $1,599,132 | Down ×4 | ||
| IHE IHE | $6,018,521 | 1.21% | 60,787 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $5,843,593 | 1.18% | 51,594 | $-664,143 | Down ×5 | ||
| FXR | $5,815,788 | 1.17% | 63,826 | $600,853 | Down ×2 | ||
| IAT | $5,782,482 | 1.16% | 92,951 | Up ×1 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $5,778,239 | 1.16% | 7,270 | $210,361 | Down ×4 | ||
| SPY SPY | $5,570,904 | 1.12% | 7,460 | $4,728,203 | Up ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $5,520,354 | 1.11% | 57,241 | $577,731 | Up ×1 | ||
| ITA ITA | $5,493,480 | 1.10% | 22,661 | $753,824 | Up ×1 | ||
| RL Ralph Lauren Corporation Common Stock | $5,407,346 | 1.09% | 13,471 | $575,220 | Down ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,302,914 | 1.07% | 64,161 | $433,795 | Up ×1 | ||
| JBL Jabil Inc. Common Stock | $5,158,889 | 1.04% | 13,383 | $1,522,409 | Down ×1 | ||
| FLOT | $5,074,064 | 1.02% | 99,394 | ||||
| EWO | $5,065,744 | 1.02% | 119,687 | $730,670 | Down ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $5,033,555 | 1.01% | 42,857 | $402,462 | Up ×1 | ||
| MBB iShares MBS ETF | $4,969,862 | 1.00% | 52,580 | $430,397 | Up ×1 | ||
| EWP | $4,805,086 | 0.97% | 80,907 | $331,998 | Down ×2 | ||
| CAH Cardinal Health, Inc. Common Stock | $4,646,674 | 0.93% | 19,560 | $541,343 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $4,596,161 | 0.92% | 18,097 | $413,974 | Up ×6 | ||
| KLAC KLA Corporation - Common Stock | $4,588,104 | 0.92% | 15,207 | $4,250,922 | Up ×2 | ||
| MTZ MasTec, Inc. Common Stock | $4,583,733 | 0.92% | 11,017 | $931,341 | Down ×1 | ||
| EXEL Exelixis, Inc. - Common Stock | $4,406,611 | 0.89% | 80,989 | $852,874 | Down ×4 | ||
| EWI | $4,376,838 | 0.88% | 73,883 | $384,107 | Down ×2 | ||
| VEA | $4,375,947 | 0.88% | 61,417 | $255,744 | Down ×6 | ||
| EIS | $4,290,271 | 0.86% | 35,542 | $104,557 | Down ×2 | ||
| TPR Tapestry, Inc. Common Stock | $4,057,800 | 0.82% | 27,721 | $51,405 | Down ×3 | ||
| EWC | $4,049,210 | 0.81% | 70,250 | $198,898 | Down ×1 | ||
| CRS Carpenter Technology Corporation Common Stock | $3,966,281 | 0.80% | 6,430 | $1,381,839 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,948,433 | 0.79% | 12,063 | $559,844 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,934,669 | 0.79% | 19,664 | $506,696 | Up ×3 | ||
| TT Trane Technologies plc | $3,892,934 | 0.78% | 7,926 | $570,266 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $3,786,901 | 0.76% | 5,259 | $784,699 | Down ×5 | ||
| MTG MGIC Investment Corporation Common Stock | $3,774,961 | 0.76% | 133,864 | $171,944 | Down ×5 | ||
| ROST Ross Stores, Inc. - Common Stock | $3,568,522 | 0.72% | 16,765 | $3,357,647 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3,429,879 | 0.69% | 9,080 | $884,544 | Up ×1 | ||
| LUV Southwest Airlines Company Common Stock | $3,334,896 | 0.67% | 64,856 | Up ×1 | |||
| NUE Nucor Corporation Common Stock | $3,267,983 | 0.66% | 14,671 | $2,644,667 | Up ×1 | ||
| FCFS FirstCash Holdings, Inc. - Common Stock | $3,241,123 | 0.65% | 14,983 | $342,539 | Down ×1 | ||
| VLO Valero Energy Corporation Common Stock | $3,220,341 | 0.65% | 12,365 | $410,547 | Up ×2 | ||
| RSP | $3,086,131 | 0.62% | 14,505 | $1,083,361 | Up ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $3,076,579 | 0.62% | 23,216 | $-133,200 | Down ×3 | ||
| STLD Steel Dynamics, Inc. - Common Stock | $3,047,018 | 0.61% | 13,279 | $2,766,743 | Up ×1 | ||
| VTI | $3,036,511 | 0.61% | 8,206 | $482,550 | Up ×4 | ||
| LLY Eli Lilly and Company Common Stock | $3,032,749 | 0.61% | 2,528 | $808,293 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,972,365 | 0.60% | 2,575 | $2,527,072 | Up ×1 | ||
| TKR Timken Company (The) Common Stock | $2,949,851 | 0.59% | 20,299 | Up ×1 | |||
| CCEP Coca-Cola Europacific Partners plc - Ordinary Shares | $2,921,944 | 0.59% | 29,199 | $154,605 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,912,419 | 0.59% | 22,665 | $271,483 | Up ×4 | ||
| MCY Mercury General Corporation Common Stock | $2,823,084 | 0.57% | 26,478 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2,807,645 | 0.56% | 11,780 | $603,940 | Up ×1 | ||
| IWM | $2,789,378 | 0.56% | 9,284 | Up ×1 | |||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $2,740,724 | 0.55% | 14,552 | $319,423 | Down ×1 | ||
| ALSN Allison Transmission Holdings, Inc. Common Stock | $2,693,584 | 0.54% | 23,892 | $-166,660 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,660,438 | 0.54% | 18,143 | $205,116 | Up ×1 | ||
| EVR Evercore Inc. Class A Common Stock | $2,620,879 | 0.53% | 7,676 | $480,276 | Up ×3 | ||
| JHG Janus Henderson Group plc Ordinary Shares | $2,611,942 | 0.53% | 50,278 | $-65,565 | Down ×1 | ||
| EFA | $2,525,323 | 0.51% | 24,310 | Up ×1 | |||
| R Ryder System, Inc. Common Stock | $2,486,699 | 0.50% | 9,428 | Up ×1 | |||
| BWA BorgWarner Inc. Common Stock | $2,419,815 | 0.49% | 36,443 | Up ×1 | |||
| FERG Ferguson Enterprises Inc. Common Stock | $2,406,052 | 0.48% | 10,138 | $22,368 | Down ×1 | ||
| EWT | $2,362,376 | 0.48% | 21,751 | $822,490 | Up ×1 | ||
| NTAP NetApp, Inc. - Common Stock | $2,227,306 | 0.45% | 14,392 | ||||
| V Visa Inc. | $2,133,032 | 0.43% | 6,217 | $457,679 | Up ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $2,100,086 | 0.42% | 1,544 | $416,173 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $2,017,963 | 0.41% | 17,180 | $837,198 | Up ×1 | ||
| FDX FedEx Corporation Common Stock | $2,017,959 | 0.41% | 6,444 | $-136,743 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,986,617 | 0.40% | 14,531 | $-394,825 | Up ×2 | ||
| EPOL | $1,907,180 | 0.38% | 49,396 | $105,868 | Down ×1 | ||
| RSPT | $1,883,362 | 0.38% | 29,199 | $436,290 | Down ×6 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1,817,095 | 0.37% | 1,883 | $1,283,518 | Up ×2 | ||
| THD | $1,769,136 | 0.36% | 24,466 | Up ×1 | |||
| WDC Western Digital Corporation - Common Stock | $1,676,001 | 0.34% | 2,624 | $1,020,604 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,636,469 | 0.33% | 6,503 | $291,681 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,614,640 | 0.32% | 2,866 | $146,300 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,612,572 | 0.32% | 19,842 | $194,459 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,564,698 | 0.31% | 4,428 | $473,673 | Up ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1,549,813 | 0.31% | 12,267 | $-2,345,021 | Down ×1 | ||
| BRKA | $1,497,700 | 0.30% | 2 | $61,420 | |||
| BRKB | $1,481,154 | 0.30% | 2,960 | $975,119 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,480,337 | 0.30% | 4,197 | $83,083 | Down ×2 | ||
| DINO HF Sinclair Corporation Common Stock | $1,468,013 | 0.30% | 21,077 | Up ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1,367,605 | 0.28% | 9,996 | $67,372 | Up ×5 | ||
| ED Consolidated Edison, Inc. Common Stock | $1,354,395 | 0.27% | 12,243 | $62,607 | Up ×5 | ||
| MCK McKesson Corporation Common Stock | $1,346,496 | 0.27% | 1,782 | $-3,507,487 | Down ×4 | ||
| PM Philip Morris International Inc Common Stock | $1,263,442 | 0.25% | 6,984 | $189,590 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IWF | $10,436,245 | 2.10% | up ×3 |
| GOOGL | $8,279,993 | 1.67% | up ×5 |
| JNJ | $4,596,161 | 0.92% | up ×6 |
| NVDA | $3,934,669 | 0.79% | up ×3 |
| VTI | $3,036,511 | 0.61% | up ×4 |
| MRK | $2,912,419 | 0.59% | up ×4 |
| EVR | $2,620,879 | 0.53% | up ×3 |
| GOOG | $1,564,698 | 0.31% | up ×4 |
| BRKB | $1,481,154 | 0.30% | up ×3 |
| AEP | $1,367,605 | 0.28% | up ×5 |
| ED | $1,354,395 | 0.27% | up ×5 |
| TFC | $1,141,277 | 0.23% | up ×3 |
| C | $892,805 | 0.18% | up ×3 |
| GEV | $824,752 | 0.17% | up ×3 |
| HSBC | $726,107 | 0.15% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IWO | $7,716,101 | 19,586 | 1.55% |
| SOXX | $7,493,047 | 11,694 | 1.51% |
| IHE | $6,018,521 | 60,787 | 1.21% |
| IAT | $5,782,482 | 92,951 | 1.16% |
| FLOT | $5,074,064 | 99,394 | 1.02% |
| LUV | $3,334,896 | 64,856 | 0.67% |
| TKR | $2,949,851 | 20,299 | 0.59% |
| MCY | $2,823,084 | 26,478 | 0.57% |
| IWM | $2,789,378 | 9,284 | 0.56% |
| EFA | $2,525,323 | 24,310 | 0.51% |
| R | $2,486,699 | 9,428 | 0.50% |
| BWA | $2,419,815 | 36,443 | 0.49% |
| NTAP | $2,227,306 | 14,392 | 0.45% |
| THD | $1,769,136 | 24,466 | 0.36% |
| DINO | $1,468,013 | 21,077 | 0.30% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DELL | Trimmed | -937 | +$5.2M |
| AMAT | Bought more | +372 | +$4.6M |
| LRCX | Trimmed | -20 | +$3.6M |
| MCK | Trimmed | -4K | -$3.5M |
| FIX | Trimmed | -236 | +$3.2M |
| IWF | Bought more | +67K | +$3.1M |
| PGR | Trimmed | -13K | -$2.5M |
| GILD | Trimmed | -16K | -$2.3M |
| CAT | Trimmed | -3K | +$2.2M |
| GOOGL | Bought more | +2K | +$2.1M |
8 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IWP | March 31, 2026 | 50,810 | $6,957,907 | No longer tracked |
| IWS | June 30, 2026 | 45,930 | $6,693,838 | No longer tracked |
| VONG | March 31, 2026 | 52,274 | $6,364,360 | |
| TIP | June 30, 2025 | 52,993 | $5,886,992 | No longer tracked |
| IEZ | June 30, 2026 | 196,934 | $5,701,239 | No longer tracked |
| FXO | March 31, 2026 | 92,440 | $5,578,746 | No longer tracked |
| BNDX | March 31, 2025 | 112,507 | $5,518,488 | |
| XLC | June 30, 2026 | 46,033 | $5,103,262 | No longer tracked |
| IGE | June 30, 2026 | 79,801 | $5,022,675 | No longer tracked |
| XLK | March 31, 2026 | 34,386 | $4,950,620 | No longer tracked |
| XLU | March 31, 2026 | 114,825 | $4,901,875 | No longer tracked |
| USHY | Dec. 31, 2025 | 127,239 | $4,807,089 | No longer tracked |
| FLOT | March 31, 2026 | 93,040 | $4,732,014 | No longer tracked |
| XLY | Dec. 31, 2025 | 19,447 | $4,660,302 | No longer tracked |
| EVR | March 31, 2025 | 16,724 | $4,635,775 | 48.4% |
| XLK | March 31, 2025 | 19,551 | $4,546,093 | No longer tracked |
| XLY | March 31, 2025 | 20,256 | $4,544,455 | No longer tracked |
| TLT | June 30, 2026 | 51,521 | $4,466,355 | |
| LOPE | Dec. 31, 2025 | 19,133 | $4,200,076 | -12.4% |
| FIX | March 31, 2025 | 9,753 | $4,135,742 | 417.2% |
| DECK | March 31, 2025 | 19,106 | $3,880,238 | -19.8% |
| EWG | Sept. 30, 2025 | 86,901 | $3,676,781 | No longer tracked |
| CNM | Sept. 30, 2025 | 60,846 | $3,672,056 | -16.8% |
| GDDY | Sept. 30, 2025 | 20,294 | $3,654,138 | -28.5% |
| EBAY | March 31, 2026 | 41,283 | $3,595,749 | 14.5% |
| EWH | March 31, 2026 | 164,968 | $3,505,570 | No longer tracked |
| EWQ | Sept. 30, 2025 | 80,508 | $3,445,745 | No longer tracked |
| UBER | Dec. 31, 2025 | 34,837 | $3,412,981 | -2.5% |
| PEGA | March 31, 2026 | 56,370 | $3,366,397 | -21.1% |
| AWI | March 31, 2026 | 17,459 | $3,336,476 | 6.9% |
| KTB | March 31, 2025 | 37,701 | $3,220,048 | 23.9% |
| SYF | March 31, 2026 | 38,367 | $3,200,959 | 12.4% |
| EWD | June 30, 2025 | 74,816 | $3,148,257 | No longer tracked |
| CLH | March 31, 2025 | 13,623 | $3,135,197 | 65.0% |
| BLD | March 31, 2026 | 7,512 | $3,133,739 | No longer tracked |
| NRG | March 31, 2026 | 19,488 | $3,103,269 | -18.0% |
| EXP | March 31, 2025 | 12,083 | $2,981,502 | -8.4% |
| RS | Sept. 30, 2025 | 9,448 | $2,965,771 | 38.5% |
| RDN | March 31, 2026 | 81,751 | $2,942,223 | 10.4% |
| ALL | March 31, 2026 | 14,040 | $2,922,521 | 23.2% |
| PPC | Sept. 30, 2025 | 64,773 | $2,913,490 | -22.6% |
| KR | Sept. 30, 2025 | 40,447 | $2,901,267 | -17.3% |
| LII | June 30, 2025 | 5,170 | $2,899,323 | -27.8% |
| SYF | March 31, 2025 | 44,230 | $2,874,926 | 44.5% |
| HLI | March 31, 2026 | 16,337 | $2,845,796 | -10.4% |
| RGA | Sept. 30, 2025 | 14,317 | $2,839,831 | 25.4% |
| HRB | March 31, 2025 | 53,715 | $2,838,317 | -3.3% |
| LAZ | March 31, 2025 | 54,563 | $2,808,881 | 2.9% |
| EXPE | March 31, 2026 | 9,817 | $2,781,254 | 41.2% |
| NRG | March 31, 2025 | 30,588 | $2,759,618 | 25.5% |
| OSK | June 30, 2026 | 18,467 | $2,718,527 | -1.6% |
| INCY | June 30, 2026 | 28,605 | $2,692,303 | 13.0% |
| TXRH | Sept. 30, 2025 | 14,198 | $2,660,847 | 21.7% |
| CBT | June 30, 2025 | 31,636 | $2,630,187 | 12.9% |
| DRI | Dec. 31, 2025 | 13,477 | $2,565,462 | 19.5% |
| NEU | Dec. 31, 2025 | 3,077 | $2,548,402 | 34.9% |
| FLS | June 30, 2026 | 34,083 | $2,505,441 | 4.6% |
| LPX | March 31, 2025 | 23,007 | $2,382,400 | -19.9% |
| DDS | June 30, 2026 | 4,042 | $2,312,469 | 14.8% |
| NTAP | March 31, 2025 | 19,749 | $2,292,502 | 120.0% |
| EXPE | June 30, 2025 | 13,453 | $2,261,481 | 93.3% |
| VYM | June 30, 2026 | 14,476 | $2,143,896 | No longer tracked |
| EZA | March 31, 2026 | 30,701 | $2,112,224 | No longer tracked |
| HALO | Dec. 31, 2025 | 27,468 | $2,014,503 | 57.9% |
| CSL | March 31, 2025 | 5,335 | $1,967,809 | 5.5% |
| ECH | March 31, 2026 | 47,224 | $1,907,850 | No longer tracked |
| EWW | March 31, 2026 | 26,783 | $1,856,865 | No longer tracked |
| EWZ | June 30, 2026 | 47,701 | $1,831,241 | No longer tracked |
| MCHI | Dec. 31, 2025 | 26,404 | $1,738,703 | |
| EWY | Sept. 30, 2025 | 23,999 | $1,722,648 | No longer tracked |
| EPOL | Dec. 31, 2025 | 51,539 | $1,659,556 | No longer tracked |
| ECH | June 30, 2025 | 51,227 | $1,527,589 | No longer tracked |
| MCHI | June 30, 2025 | 27,528 | $1,497,523 | |
| FTSM | June 30, 2025 | 19,531 | $1,168,735 | |
| UNH | June 30, 2025 | 1,294 | $677,788 | 25.8% |
| EOG | June 30, 2025 | 4,612 | $591,499 | 27.9% |
| JEPI | June 30, 2026 | 9,923 | $562,436 | No longer tracked |
| IUSG | June 30, 2026 | 3,551 | $550,804 | |
| KMI | March 31, 2025 | 16,909 | $463,307 | 12.6% |
| BKE | March 31, 2025 | 8,985 | $456,528 | 10.3% |
| FTRI | June 30, 2026 | 25,286 | $451,349 | |
| PIZ | June 30, 2026 | 8,855 | $438,516 | |
| UE | March 31, 2025 | 20,083 | $431,785 | 14.2% |
| IT | Sept. 30, 2025 | 1,041 | $420,793 | -26.0% |
| T | June 30, 2026 | 14,172 | $410,846 | 22.0% |
| APO | Sept. 30, 2025 | 2,671 | $378,935 | -0.4% |
| IPAR | March 31, 2025 | 2,752 | $361,916 | 1.2% |
| SKT | June 30, 2025 | 10,401 | $351,450 | 25.4% |
| SO | March 31, 2026 | 4,019 | $350,417 | -4.2% |
| ABT | March 31, 2026 | 2,774 | $347,507 | 11.9% |
| VNO | March 31, 2025 | 8,238 | $346,326 | 3.3% |
| SLG | March 31, 2025 | 4,984 | $338,513 | -0.5% |
| AKR | March 31, 2025 | 13,882 | $335,389 | 0.4% |
| BSX | March 31, 2026 | 3,320 | $316,562 | -18.0% |
| ARES | Sept. 30, 2025 | 1,750 | $303,100 | -10.2% |
| HP | March 31, 2025 | 9,372 | $300,091 | 69.4% |
| MAC | March 31, 2025 | 15,016 | $299,119 | 43.6% |
| PAYX | Sept. 30, 2025 | 1,973 | $287,025 | -2.5% |
| EPR | Dec. 31, 2025 | 4,818 | $279,492 | 22.8% |
| CNS | March 31, 2025 | 2,998 | $276,835 | 1.5% |
| CNS | Sept. 30, 2025 | 3,642 | $274,425 | 24.2% |
| STEP | Sept. 30, 2025 | 4,900 | $271,950 | -24.5% |
| MET | Dec. 31, 2025 | 3,220 | $265,194 | 19.3% |
| CL | Sept. 30, 2025 | 2,905 | $264,080 | 13.9% |
| DLR | Dec. 31, 2025 | 1,519 | $262,610 | 24.1% |
| ACT | Sept. 30, 2025 | 7,045 | $261,722 | 28.4% |
| IWD | Sept. 30, 2025 | 1,331 | $258,520 | No longer tracked |
| COKE | Sept. 30, 2025 | 2,302 | $257,071 | 61.2% |
| UPS | March 31, 2025 | 2,033 | $256,351 | -7.1% |
| HUBB | June 30, 2025 | 760 | $251,579 | 15.1% |
| NHI | Sept. 30, 2025 | 3,587 | $251,520 | -6.2% |
| BCC | March 31, 2025 | 2,113 | $251,151 | -17.9% |
| FFIN | Sept. 30, 2025 | 6,926 | $249,197 | 1.5% |
| CG | Dec. 31, 2025 | 3,974 | $249,170 | -17.5% |
| SBRA | Dec. 31, 2025 | 13,355 | $248,937 | 9.1% |
| BOH | June 30, 2025 | 3,590 | $247,602 | 14.8% |
| VICI | March 31, 2026 | 8,739 | $245,741 | -3.2% |
| TXN | March 31, 2025 | 1,308 | $245,338 | 48.0% |
| ISRG | Sept. 30, 2025 | 451 | $245,078 | -11.7% |
| TOWN | Sept. 30, 2025 | 7,137 | $243,943 | 7.9% |
| SPOT | March 31, 2026 | 418 | $242,737 | 11.4% |
| MDT | March 31, 2026 | 2,526 | $242,648 | 8.6% |
| MDLZ | Dec. 31, 2025 | 3,847 | $240,337 | 19.9% |
| IBOC | Sept. 30, 2025 | 3,483 | $231,828 | 3.8% |
| XVV | March 31, 2026 | 4,386 | $231,142 | No longer tracked |
| AROC | Sept. 30, 2025 | 9,290 | $230,671 | 22.3% |
| PCAR | Sept. 30, 2025 | 2,422 | $230,237 | 29.6% |
| BKE | June 30, 2026 | 4,559 | $229,591 | 0.2% |
| UMBF | Sept. 30, 2025 | 2,142 | $225,253 | 24.0% |
| SYK | Dec. 31, 2025 | 609 | $224,960 | -3.3% |
| OMC | June 30, 2025 | 2,696 | $223,525 | 21.2% |
| NVR | March 31, 2025 | 27 | $220,830 | -12.4% |
| BLDR | June 30, 2025 | 1,767 | $220,740 | -39.8% |
| QCOM | March 31, 2025 | 1,437 | $220,713 | 5.5% |
| MSI | Dec. 31, 2025 | 480 | $219,499 | 26.0% |
| K | Dec. 31, 2025 | 2,669 | $218,911 | No longer tracked |
| CMCSA | June 30, 2026 | 7,616 | $218,655 | 8.5% |
| EMR | March 31, 2025 | 1,759 | $217,985 | 41.7% |
| CMI | March 31, 2025 | 620 | $216,132 | 92.1% |
| OTTR | June 30, 2025 | 2,683 | $215,633 | 19.6% |
| VNO | Dec. 31, 2025 | 5,320 | $215,620 | 14.8% |
| HON | June 30, 2025 | 1,014 | $214,783 | 0.8% |
| ADP | March 31, 2026 | 834 | $214,569 | 37.5% |
| FISV | Sept. 30, 2025 | 1,241 | $213,961 | -60.2% |
| AIT | Dec. 31, 2025 | 817 | $213,278 | 33.5% |
| SLB | June 30, 2025 | 5,100 | $213,185 | 60.1% |
| CI | Sept. 30, 2025 | 644 | $212,738 | -3.4% |
| WRB | Dec. 31, 2025 | 2,769 | $212,161 | -0.7% |
| CCI | Dec. 31, 2025 | 2,177 | $210,059 | -14.5% |
| GEV | March 31, 2025 | 638 | $209,857 | 218.2% |
| YUM | Sept. 30, 2025 | 1,415 | $209,675 | -3.1% |
| ROST | March 31, 2025 | 1,384 | $209,376 | 81.1% |
| ISRG | March 31, 2026 | 369 | $208,987 | -14.3% |
| BMY | March 31, 2025 | 3,655 | $206,727 | 9.5% |
| FAST | Dec. 31, 2025 | 4,213 | $206,606 | 27.5% |
| MTB | March 31, 2025 | 1,097 | $206,247 | 35.2% |
| RSPS | Sept. 30, 2025 | 6,871 | $205,915 | No longer tracked |
| CUBE | Dec. 31, 2025 | 5,040 | $204,926 | 15.4% |
| TMUS | Dec. 31, 2025 | 855 | $204,783 | -10.1% |
| CALM | June 30, 2026 | 2,583 | $204,444 | 0.3% |
| CL | March 31, 2025 | 2,243 | $203,945 | -2.8% |
| TQQQ | March 31, 2026 | 3,855 | $203,240 | |
| BMI | Dec. 31, 2025 | 1,135 | $202,688 | -25.0% |
| MSI | June 30, 2026 | 466 | $202,230 | 16.3% |
| GHC | March 31, 2026 | 184 | $202,142 | 10.5% |
| UNH | Dec. 31, 2025 | 582 | $201,098 | 18.8% |
| CTRE | March 31, 2026 | 5,561 | $201,086 | 9.5% |
| PLTK | Sept. 30, 2025 | 40,484 | $191,489 | -38.8% |
| MPT | March 31, 2026 | 33,300 | $166,500 | -10.8% |
| ADT | Dec. 31, 2025 | 12,807 | $111,549 | -8.6% |
| RES | March 31, 2025 | 15,688 | $93,187 | 16.8% |
| NOTV | June 30, 2026 | 32,421 | $8,835 | No longer tracked |