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Monument Capital Management

An institutional investment manager in ALEXANDRIA, VA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 22, 2026. SEC CIK 1729428.

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Holdings: 262 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Caterpillar IncCATCOM14912310112.02.4%11,280Reduced−2,526
Microsoft CorpMSFTCOM59491810411.62.3%31,231Added+702
Comfort Sys USA IncFIXCOM19990810411.52.3%5,796Reduced−236
Ishares TRRUS 1000 GRW ETF46428761410.42.1%84,048Added+66,766
Apple IncAAPLCOM0378331009.92.0%34,072Added+766
Ishares TRCORE S&P TTL STK4642871509.41.9%56,958Reduced−2,024
Emcor Group IncEMECOM29084Q1008.71.8%10,518Reduced−356
Dell Technologies IncDELLCL C24703L2028.71.7%20,059Reduced−937
Applied Matls IncAMATCOM0382221058.51.7%11,713Added+372
Alphabet IncGOOGLCAP STK CL A02079K3058.31.7%23,169Added+1,579
Ishares TRRUS 1000 ETF4642876228.11.6%19,735Reduced−98
Ishares TRRUS 2000 GRW ETF4642876487.71.6%19,586New+19,586
Ishares TRISHARES SEMICDTR4642875237.51.5%11,694New+11,694
LAM Research CorpLRCXCOM NEW5128073067.21.4%16,529Reduced−20
Invesco QQQ TRUNIT SER 146090E1036.41.3%8,742Reduced−218
Amphenol CorpAPHCL A0320951016.11.2%34,752Reduced−1,088
Ishares TRU.S. PHARMA ETF4642888366.01.2%60,787New+60,787
Walmart IncWMTCOM9311421035.81.2%51,594Reduced−769
First TR Exchange-Traded FDINDLS PROD DUR33734X1505.81.2%63,826Reduced−59
Ishares TRUS REGNL BKS ETF4642887785.81.2%92,951New+92,951
Caseys Gen Stores IncCASYCOM1475281035.81.2%7,270Reduced−380
State STR SPDR S&P 500 ETF TSPYTR UNIT78462F1035.61.1%7,460Added+6,164
Ishares TRJPMORGAN USD EMG4642882815.51.1%57,241Added+4,621
Ishares TRUS AER DEF ETF4642887605.51.1%22,661Added+994
Ralph Lauren CorpRLCL A7512121015.41.1%13,471Reduced−576
Vanguard Scottsdale FDSINT-TERM CORP92206C8705.31.1%64,161Added+5,320
Jabil IncJBLCOM4663131035.21.0%13,383Reduced−307
Ishares TRFLTG RATE NT ETF46429B6555.11.0%99,394New+99,394
Ishares IncMSCI AUSTRIA ETF4642862025.11.0%119,687Reduced−2,600
Ishares TR3 7 YR TREAS BD4642886615.01.0%42,857Added+3,809
Ishares TRMBS ETF4642885885.01.0%52,580Added+4,771
Ishares IncMSCI SPAIN ETF4642867644.81.0%80,907Reduced−1,455
Cardinal Health IncCAHCOM14149Y1084.60.9%19,560Added+132
Johnson & JohnsonJNJCOM4781601044.60.9%18,097Added+988
KLA CorpKLACCOM NEW4824801004.60.9%15,207Added+14,978
Mastec IncMTZCOM5763231094.60.9%11,017Reduced−335
Exelixis IncEXELCOM30161Q1044.40.9%80,989Reduced−1,868
Ishares IncMSCI ITALY ETF46434G8304.40.9%73,883Reduced−859
Vanguard Tax-Managed FDSVAN FTSE DEV MKT9219438584.40.9%61,417Reduced−2,881
Ishares IncMSCI ISRAEL ETF4642866324.30.9%35,542Reduced−529
Tapestry IncTPRCOM8760301074.10.8%27,721Reduced−671
Ishares IncMSCI CDA ETF4642865094.00.8%70,250Reduced−24
Carpenter Technology CorpCRSCOM1442851034.00.8%6,430Reduced−127
Jpmorgan Chase & CoJPMCOM46625H1003.90.8%12,063Added+543
Nvidia CorporationNVDACOM67066G1043.90.8%19,664Added+8
Trane Technologies plcSHSG8994E1033.90.8%7,926Reduced−47
Quanta SVCS IncPWRCOM74762E1023.80.8%5,259Reduced−209
Mgic Invt Corp WisMTGCOM5528481033.80.8%133,864Reduced−3,394
Ross Stores IncROSTCOM7782961033.60.7%16,765Added+15,792
Broadcom IncAVGOCOM11135F1013.40.7%9,080Added+856
Southwest Airls CoLUVCOM8447411083.30.7%64,856New+64,856
Nucor CorpNUECOM6703461053.30.7%14,671Added+10,985
Firstcash Holdings IncFCFSCOM33768G1073.20.7%14,983Reduced−435
Valero Energy CorpVLOCOM91913Y1003.20.6%12,365Added+993
Invesco Exchange Traded FD TS&P500 EQL WGT46137V3573.10.6%14,505Added+4,070
Hartford Insurance Group IncHIGCOM4165151043.10.6%23,216Reduced−520
Steel Dynamics IncSTLDCOM8581191003.00.6%13,279Added+11,722
Vanguard Index FDSTOTAL STK MKT9229087693.00.6%8,206Added+245
ELI Lilly & CoLLYCOM5324571083.00.6%2,528Added+110
Micron Technology IncMUCOM5951121033.00.6%2,575Added+1,257
Timken CoTKRCOM8873891042.90.6%20,299New+20,299
Coca-Cola Europacific PartneSHSG258391042.90.6%29,199Reduced−1,322
Merck & Co IncMRKCOM58933Y1052.90.6%22,665Added+710
Mercury Genl Corp NewMCYCOM5894001002.80.6%26,478New+26,478
Amazon Com IncAMZNCOM0231351062.80.6%11,780Added+1,199
Ishares TRRUSSELL 2000 ETF4642876552.80.6%9,284New+9,284
C H Robinson Worldwide inCHRWCOM NEW12541W2092.70.6%14,552Reduced−28
Allison Transmission Holdings IALSNCOM01973R1012.70.5%23,892Reduced−542
Procter & Gamble CoPGCOM7427181092.70.5%18,143Added+1,144
Evercore IncEVRCLASS A29977A1052.60.5%7,676Added+505
Janus Henderson Group plcORD SHSG4474Y2142.60.5%50,278Reduced−1,844
Ishares TRMSCI EAFE ETF4642874652.50.5%24,310New+24,310
Ryder Sys IncRCOM7835491082.50.5%9,428New+9,428
Borgwarner IncBWACOM0997241062.40.5%36,443New+36,443
Ferguson Enterprises IncFERGCOMMON STOCK NEW31488V1072.40.5%10,138Reduced−81
Ishares IncMSCI TAIWAN ETF46434G7722.40.5%21,751Added+38
Netapp IncNTAPCOM64110D1042.20.4%14,392New+14,392
Visa IncVCOM CL A92826C8392.10.4%6,217Added+674
WW Grainger IncGWWCOM3848021042.10.4%1,544Unchanged
Cisco Sys IncCSCOCOM17275R1022.00.4%17,180Added+1,962
Fedex CorpFDXCOM31428X1062.00.4%6,444Added+395
Exxon Mobil CorpCOM30231G1022.00.4%14,531Added+494
Ishares TRMSCI POLAND ETF46429B6061.90.4%49,396Reduced−77
Invesco Exchange Traded FD TS&P500 EQL TEC46137V2821.90.4%29,199Reduced−2,773
Seagate Technology HLDNGS PLORD SHSG7997R1031.80.4%1,883Added+521
Ishares IncMSCI THAILND ETF4642866241.80.4%24,466New+24,466
Western Digital CorpWDCCOM9581021051.70.3%2,624Added+201
Abbvie IncABBVCOM00287Y1091.60.3%6,503Added+320
Meta Platforms IncMETACL A30303M1021.60.3%2,866Added+300
Coca Cola CoKOCOM1912161001.60.3%19,842Added+1,195
Alphabet IncGOOGLCAP STK CL C02079K1071.60.3%4,428Added+625
Gilead Sciences IncGILDCOM3755581031.50.3%12,267Reduced−15,679
Berkshire Hathaway Inc DelBRK-BCL A0846701081.50.3%2Unchanged
Berkshire Hathaway Inc DelBRK-BCL B NEW0846707021.50.3%2,960Added+1,904
Home Depot IncHDCOM4370761021.50.3%4,197Reduced−51
HF Sinclair CorpDINOCOM4039491001.50.3%21,077New+21,077
American Elec PWR Co IncAEPCOM0255371011.40.3%9,996Added+77
Consolidated Edison IncEDCOM2091151041.40.3%12,243Added+829
McKesson CorpMCKCOM58155Q1031.30.3%1,782Reduced−3,827
Philip Morris International IncPMCOM7181721091.30.3%6,984Added+489
Vanguard Scottsdale FDSVNG RUS1000VAL92206C7141.20.2%11,406New+11,406
Murphy USA IncMUSACOM6267551021.20.2%2,202Unchanged
Ishares TRRUS 1000 VAL ETF4642875981.20.2%4,842Added+3,861
TJX Cos Inc NewTJXCOM8725401091.20.2%7,691Added+408
Truist Finl CorpTFCCOM89832Q1091.10.2%22,908Added+605
Waste MGMT Inc DelWMCOM94106L1091.10.2%4,987Reduced−19
GE AerospaceGECOM NEW3696043011.10.2%2,873Unchanged
Ishares TRCORE S&P500 ETF4642872001.00.2%1,369New+1,369
Schwab Strategic TRUS LCAP GR ETF8085243001.00.2%29,829New+29,829
Ishares TRMSCI EMG MKT ETF4642872341.00.2%14,714New+14,714
Chevron CorporationCVXCOM1667641001.00.2%5,961Added+268
Wells Fargo & CoWFCCOM9497461011.00.2%11,653Added+2,566
SPDR Series TrustST STR BLO 1 ETF78468R6631.00.2%10,407New+10,407
Service Corp InternationalSCICOM8175651040.90.2%12,465Unchanged
Amgen IncAMGNCOM0311621000.90.2%2,614Reduced−52
Southern CoSOCOM8425871070.90.2%9,647New+9,647
Duke Energy Corp NewDUKCOM NEW26441C2040.90.2%7,137Added+1,285
Iron MTN Inc DelIRMCOM46284V1010.90.2%7,149Added+3,600
Citigroup IncCCOM NEW1729674240.90.2%6,379Added+403
Oreilly Automotive IncORLYCOM67103H1070.90.2%9,326Added+156
Mastercard IncorporatedMACL A57636Q1040.80.2%1,646Reduced−61
GE Vernova IncGEVCOM36828A1010.80.2%702Added+45
Costco Wholesale CorporationCOSTCOM22160K1050.80.2%876Reduced−88
SPDR Series TrustST STR SP METAL78464A7550.80.2%7,504New+7,504
Novartis AGNVSSPONSORED ADR66987V1090.80.2%5,076Unchanged
Netflix Inc.NFLXCOM64110L1060.80.2%10,761Reduced−435
Bristol-Myers Squibb CoBMYCOM1101221080.70.1%12,867Added+3,742
Vanguard International Equity Index FTT WRLD ST ETF9220427420.70.1%4,713Reduced−78
Marathon Pete CorpMPCCOM56585A1020.70.1%2,867Added+164
Pulte Group IncPHMCOM7458671010.70.1%5,318Added+2
Ishares TRCORE US AGGBD ET4642872260.70.1%7,356New+7,356
HSBC Holdings plcHSBCSPON ADR NEW4042804060.70.1%7,636Added+35
Radiant Logistics IncRLGTCOM75025X1000.70.1%76,500Unchanged
Eaton Corp plcSHSG291831030.70.1%1,683Added+26
Synopsys IncSNPSCOM8716071070.70.1%1,582Reduced−16
SPDR Gold TRGLDGOLD SHS78463V1070.70.1%1,914New+1,914
Altria Group IncMOCOM02209S1030.70.1%9,623Added+4,510
Cummins IncCMICOM2310211060.70.1%960Added+396
Progressive CorpPGRCOM7433151030.70.1%3,055Reduced−13,099
Ares Capital CorpARCCCOM04010L1030.70.1%35,592Reduced−209
WEC Energy Group IncWECCOM92939U1060.70.1%5,572Added+2,154
Goldman Sachs Group IncGSCOM38141G1040.60.1%637Added+38
Taiwan Semiconductor ManufacTSMSPONSORED ADS8740391000.60.1%1,302New+1,302
Corning IncGLWCOM2193501050.60.1%2,359New+2,359
Palantir Technologies IncPLTRCL A69608A1080.60.1%5,156Reduced−474
Newmont CorpNEMCOM6516391060.60.1%6,358Added+659
Ishares TRNATIONAL MUN ETF4642884140.60.1%5,513New+5,513
Oracle CorpORCLCOM68389X1050.60.1%4,042Added+45
United Rentals IncURICOM9113631090.60.1%521Added+116
Arch Cap Group LtdORDG0450A1050.60.1%5,997Reduced−38
Vici Pptys IncVICICOM9256521090.60.1%21,106New+21,106
SPDR Index SHS FDSST STR MSCI GLB78463X4750.60.1%6,524New+6,524
Totalenergies SEACTF921241000.60.1%7,137Reduced−59
Ishares TRCORE S&P US VLU4642876630.60.1%5,036New+5,036
Goldman Sachs ETF TRS&P 500 PREMIUM38149W6220.50.1%9,838New+9,838
First TR Exchange-Traded FDVEST LADDERED33733E6900.50.1%26,182New+26,182
Nextera Energy IncNEECOM65339F1010.50.1%6,019Reduced−1,692
Advanced Micro Devices IncAMDCOM0079031070.50.1%882New+882
Simon Ppty Group Inc NewSPGCOM8288061090.50.1%2,284Reduced−1,022
Tesla IncTSLACOM88160R1010.50.1%1,211Reduced−141
Booking Holdings IncBKNGCOM09857L1080.50.1%2,843Added+2,717
Fidus Invt CorpFDUSCOM3165001070.50.1%26,460Added+7,421
Cencora IncCORCOM03073E1050.50.1%1,776Added+223
Golub Cap BDC IncGBDCCOM38173M1020.5<0.1%38,583Added+10,579
Lockheed Martin CorpLMTCOM5398301090.5<0.1%967Reduced−17
Dimensional ETF TrustUS COR EQU 2 ETF25434V7080.5<0.1%11,012Unchanged
Travelers Companies IncTRVCOM89417E1090.5<0.1%1,472Added+214
Royal Caribbean GroupCOMV7780T1030.5<0.1%1,524Unchanged
Hercules Capital IncHTGCCOM4270965080.5<0.1%30,442Reduced−431
Blackstone Secd Lending FDBXSLCOMMON STOCK09261X1020.5<0.1%20,223Added+5,802
Apple Hospitality REIT IncAPLECOM NEW03784Y2000.5<0.1%28,505Added+12,061
Parker-Hannifin CorpPHCOM7010941040.5<0.1%487Unchanged
Mueller Inds IncMLICOM6247561020.5<0.1%3,875Added+26
Welltower IncWELLCOM95040Q1040.5<0.1%2,077Reduced−32
Realty Income CorpOCOM7561091040.5<0.1%7,471Added+3,787
Intel CorpINTCCOM4581401000.5<0.1%3,290New+3,290
Illinois Tool WKS IncITWCOM4523081090.5<0.1%1,675Added+100
Broadstone Net Lease IncBNLCOM11135E2030.4<0.1%21,414Added+10,267
CubesmartCUBECOM2296631090.4<0.1%11,026New+11,026
Astrazeneca plcORDG0593M1070.4<0.1%2,243Added+315
WP Carey IncWPCCOM92936U1090.4<0.1%5,946New+5,946
Thermo Fisher Scientific IncTMOCOM8835561020.4<0.1%841Added+80
Southern Copper CorpSCCOCOM84265V1050.4<0.1%2,411Added+540
Packaging Corp AmerPKGCOM6951561090.4<0.1%1,760Unchanged
Capital One Finl CorpCOFCOM14040H1050.4<0.1%2,087Added+509
Ubiquiti IncUICOM90353W1030.4<0.1%782Reduced−6,640
Aflac IncAFLCOM0010551020.4<0.1%3,538Added+117
Verizon Communications IncVZCOM92343V1040.4<0.1%9,781Reduced−7,636
Unitedhealth Group IncUNHCOM91324P1020.4<0.1%944New+944
Bank of Ny Mellon CorpBNYCOM0640581000.4<0.1%2,678Unchanged
Vanguard Index FDSS&P 500 ETF SHS9229083630.4<0.1%562New+562
McDonalds CorpMCDCOM5801351010.4<0.1%1,428Reduced−289
American Express CoAXPCOM0258161090.4<0.1%1,124Added+185
Ssga Active ETF TRST STR TOTAL ETF78467V8480.4<0.1%9,561New+9,561
Crown Castle IncCCICOM22822V1010.4<0.1%4,947New+4,947
State STR SPDR Dow Jones IndDIAUT SER 178467X1090.4<0.1%712Added+5
Ishares TRRUS MID CAP ETF4642874990.4<0.1%3,335New+3,335
Autozone IncAZOCOM0533321020.4<0.1%115Added+26
Lowes Cos IncLOWCOM5486611070.4<0.1%1,662Added+281
Kinder Morgan Inc DelKMICOM49456B1010.4<0.1%11,440Added+122
Chubb LimitedCOMH1467J1040.4<0.1%1,044New+1,044
Sixth Street Specialty LendiTSLXCOM83012A1090.4<0.1%20,663Added+2,549
RIO Tinto plcRIOSPONSORED ADR7672041000.3<0.1%3,597Added+961
Ishares TREAFE VALUE ETF4642888770.3<0.1%4,415New+4,415
Bank of Amer CorpBACCOM0605051040.3<0.1%5,868Added+453
Interdigital IncIDCCCOM45867G1010.3<0.1%1,154Reduced−21
Marriott International Inc NewMARCL A5719032020.3<0.1%873Unchanged
Henry Jack & Assoc IncJKHYCOM4262811010.3<0.1%2,346Added+28
Union Pac CorpUNPCOM9078181080.3<0.1%1,164Added+211
First Bancorp CorporationFBPCOM NEW3186727060.3<0.1%12,147Unchanged
Anglogold Ashanti plcCOM SHSG0378L1000.3<0.1%3,792Reduced−47,165
Cboe Global MKTS IncCBOECOM12503M1080.3<0.1%1,238Unchanged
Vale S aVALESPONSORED ADS91912E1050.3<0.1%19,222Unchanged
Ciena CorpCIENCOM NEW1717793090.3<0.1%583New+583
Teradyne IncTERCOM8807701020.3<0.1%590New+590
Ishares TRMSCI ACWI EX US4642882400.3<0.1%3,747New+3,747
GSK plcGSKSPONSORED ADR37733W2040.3<0.1%5,257Unchanged
International Business MachsIBMCOM4592001010.3<0.1%965Added+17
Berkley W R CorpWRBCOM0844231020.3<0.1%3,848New+3,848
Fair Isaac CorpFICOCOM3032501040.3<0.1%225Reduced−28
Linde plcSHSG549501030.3<0.1%513Added+100
Installed BLDG Prods IncIBPCOM45780R1010.3<0.1%1,139Reduced−259
Kontoor Brands IncKTBCOM50050N1030.3<0.1%3,123Added+153
SPDR Series TrustST NUVE HIGH ETF78464A2840.3<0.1%10,228New+10,228
Ishares TRRUS MD CP GR ETF4642874810.3<0.1%1,757New+1,757
Fox CorpFOXACL A COM35137L1050.3<0.1%4,888Reduced−789
Deluxe Corp Medium Term NTSDLXCOM2480191010.3<0.1%10,600Reduced−830
3M CoMMMCOM88579Y1010.2<0.1%1,538Reduced−65
Archrock IncAROCCOM03957W1060.2<0.1%6,076Unchanged
HCA Healthcare IncHCACOM40412C1010.2<0.1%628Reduced−3,957
Blackrock IncBLKCOM09290D1010.2<0.1%254Reduced−85
Murphy Oil CorpMURCOM6267171020.2<0.1%7,481Unchanged
Emerson Elec CoEMRCOM2910111040.2<0.1%1,679Unchanged
Eversource EnergyESCOM30040W1080.2<0.1%3,322Added+239
Pepsico IncPEPCOM7134481080.2<0.1%1,766Reduced−668
Ventas IncVTRCOM92276F1000.2<0.1%2,684Reduced−2,731
Ebay Inc.EBAYCOM2786421030.2<0.1%2,132New+2,132
Synchrony FinancialSYFCOM87165B1030.2<0.1%3,131New+3,131
Howmet Aerospace IncHWMCOM4432011080.2<0.1%879Unchanged
SLB LimitedSLBCOM STK8068571080.2<0.1%5,078New+5,078
US BancorpUSBCOM NEW9029733040.2<0.1%3,839New+3,839
Coca Cola Cons IncCOKECOM1910981020.2<0.1%1,188Unchanged
Ishares TRESG SELECT SCRE46436E5690.2<0.1%3,946New+3,946
ConocophillipsCOPCOM20825C1040.2<0.1%2,153New+2,153
American International Group IncAIGCOM NEW0268747840.2<0.1%2,961Added+101
Ishares Silver TRSLVISHARES46428Q1090.2<0.1%4,115New+4,115
Applied Indl Technologies inAITCOM03820C1050.2<0.1%649New+649
Janus Detroit STR TRHENDRSON AAA CL47103U8450.2<0.1%4,342New+4,342
Cintas CorpCTASCOM1729081050.2<0.1%1,288Added+49
Proshares TRULTRAPRO QQQ74347X8310.2<0.1%2,690New+2,690
Freeport McMoran IncFCXCL B35671D8570.2<0.1%3,449Reduced−72
American Beacon Select FundsGLG NAT RES ETF02368W4080.2<0.1%4,398New+4,398
YUM Brands IncYUMCOM9884981010.2<0.1%1,328New+1,328
Vanguard Index FDSMCAP GR IDXVIP9229085380.2<0.1%692New+692
Pfizer IncPFECOM7170811030.2<0.1%8,759New+8,759
DHT Holdings IncSHS NEWY2065G1210.2<0.1%12,711Reduced−575
UMB Finl CorpUMBFCOM9027881080.2<0.1%1,437New+1,437
Starbucks CorpSBUXCOM8552441090.2<0.1%1,994New+1,994
Colgate Palmolive CoCLCOM1941621030.2<0.1%2,199New+2,199
Virtuix Holdings Inc.VTIXCOM CL A92835U1010.1<0.1%33,555Unchanged
RPC IncRESCOM7496601060.1<0.1%16,652Reduced−3,489
Ambev SAABEVSPONSORED ADR02319V1030.0<0.1%11,171Unchanged

Sold out: 21 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
AT&T IncTCOM00206R1020.00.0%0Sold out−14,172
Buckle IncBKECOM1184401060.00.0%0Sold out−4,559
CAL Maine Foods IncCALMCOM NEW1280302020.00.0%0Sold out−2,583
Comcast Corp NewCMCSACL A20030N1010.00.0%0Sold out−7,616
Dillards IncDDSCL A2540671010.00.0%0Sold out−4,042
First TR Exchange-Traded FDINDXX NAT RE ETF33734X8380.00.0%0Sold out−25,286
Flowserve CorpFLSCOM34354P1050.00.0%0Sold out−34,083
Incyte CorpINCYCOM45337C1020.00.0%0Sold out−28,605
Inotiv IncCOM45783Q1000.00.0%0Sold out−32,421
Invesco Exch Traded FD TR IIDORSEY WRGT DVLP46138E8750.00.0%0Sold out−8,855
Ishares IncMSCI BRAZIL ETF4642864000.00.0%0Sold out−47,701
Ishares TR20 YR TR BD ETF4642874320.00.0%0Sold out−51,521
Ishares TRCORE S&P US GWT4642876710.00.0%0Sold out−3,551
Ishares TRNORTH AMERN NAT4642873740.00.0%0Sold out−79,801
Ishares TRUS OIL EQ&SV ETF4642888440.00.0%0Sold out−196,934
Ishares TRRUS MDCP VAL ETF4642874730.00.0%0Sold out−45,930
J P Morgan Exchange Traded FEQUITY PREMIUM46641Q3320.00.0%0Sold out−9,923
Motorola Solutions IncMSICOM NEW6200763070.00.0%0Sold out−466
Oshkosh CorpOSKCOM6882392010.00.0%0Sold out−18,467
Select Sector SPDR TRSTATE STREET COM81369Y8520.00.0%0Sold out−46,033
Vanguard Whitehall FDSHIGH DIV YLD9219464060.00.0%0Sold out−14,476

Source: SEC EDGAR, Form 13F-HR, accession 0001729428-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.