MONARCH CAPITAL MANAGEMENT INC
CIK: 0000938759SEC EDGAR →
Portfolio Value
$406.8M
Holdings
124
As of
Q4 2025
New Positions
124
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 48,243 | $23.3M | 5.73% |
| 2 | APPLE INC | 62,763 | $17.1M | 4.19% |
| 3 | WALMART INC | 125,935 | $14.0M | 3.45% |
| 4 | MERCK & CO INC | 122,866 | $13.0M | 3.20% |
| 5 | JOHNSON & JOHNSON | 60,883 | $12.6M | 3.10% |
| 6 | ALPHABET INC | 38,435 | $12.1M | 2.96% |
| 7 | MCDONALDS CORP | 39,029 | $11.9M | 2.93% |
| 8 | HOME DEPOT INC | 33,189 | $11.4M | 2.81% |
| 9 | ABBVIE INC | 49,592 | $11.3M | 2.79% |
| 10 | CISCO SYS INC | 136,438 | $10.5M | 2.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (124)
$23.3M · 48K shares
$17.1M · 63K shares
$14.0M · 126K shares
$13.0M · 123K shares
$12.6M · 61K shares
$12.1M · 38K shares
$11.9M · 39K shares
$11.4M · 33K shares
$11.3M · 50K shares
$10.5M · 136K shares
$9.9M · 98K shares
$9.3M · 149K shares
$9.2M · 96K shares
$9.1M · 35K shares
$8.8M · 153K shares
$7.8M · 19K shares
$7.6M · 57K shares
$6.9M · 129K shares
$6.8M · 54K shares
$6.7M · 21K shares
$6.6M · 46K shares
$6.6M · 94K shares
$6.3M · 57K shares
$6.0M · 50K shares
$5.7M · 59K shares
$5.3M · 44K shares
$5.1M · 30K shares
$5.0M · 14K shares
$5.0M · 16K shares
$5.0M · 31K shares
$4.8M · 18K shares
$4.7M · 58K shares
$4.5M · 28K shares
$4.2M · 34K shares
$4.1M · 56K shares
$3.7M · 14K shares
$3.4M · 49K shares
$3.3M · 37K shares
$3.3M · 14K shares
$3.2M · 87K shares
$3.1M · 126K shares
$3.0M · 31K shares
$3.0M · 16K shares
$2.8M · 52K shares
$2.8M · 6K shares
$2.8M · 41K shares
$2.6M · 52K shares
$2.5M · 19K shares
$2.4M · 3K shares
$2.4M · 45K shares
$2.3M · 7K shares
$2.3M · 30K shares
$2.3M · 7K shares
$2.3M · 59K shares
$2.2M · 19K shares
$2.1M · 14K shares
$2.0M · 139K shares
$1.9M · 47K shares
$1.9M · 13K shares
$1.8M · 19K shares
$1.7M · 4K shares
$1.7M · 50K shares
$1.7M · 11K shares
$1.6M · 22K shares
$1.5M · 5K shares
$1.4M · 24K shares
$1.3M · 24K shares
$1.3M · 1K shares
$1.2M · 1K shares
$1.2M · 2K shares
$1.2M · 21K shares
$1.1M · 6K shares
$877K · 6K shares
$874K · 6K shares
$856K · 1K shares
$845K · 2K shares
$835K · 9K shares
$824K · 6K shares
$775K · 9K shares
$754K · 1 shares
$752K · 8K shares
$749K · 3K shares
$735K · 853 shares
$732K · 4K shares
$708K · 1K shares
$708K · 2K shares
$662K · 2K shares
$638K · 3K shares
$631K · 3K shares
$602K · 2K shares
$601K · 17K shares
$569K · 7K shares
$551K · 9K shares
$526K · 13K shares
$503K · 10K shares
$502K · 5K shares
$487K · 3K shares
$478K · 2K shares
$466K · 1K shares
$453K · 5K shares
$451K · 2K shares
$445K · 4K shares
$424K · 908 shares
$405K · 6K shares
$404K · 1K shares
$380K · 5K shares
$354K · 14K shares
$345K · 551 shares
$340K · 1K shares
$334K · 9K shares
$308K · 2K shares
$299K · 16K shares
$293K · 5K shares
$270K · 806 shares
$270K · 847 shares
$249K · 970 shares
$248K · 760 shares
$242K · 984 shares
$237K · 801 shares
$228K · 2K shares
$224K · 5K shares
$214K · 4K shares
$204K · 900 shares
$7K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $73.1M | 18.0% |
| Healthcare | 15 | $72.4M | 17.8% |
| Financial Services | 26 | $61.2M | 15.0% |
| Industrials | 20 | $60.3M | 14.8% |
| Consumer Defensive | 12 | $48.6M | 11.9% |
| Consumer Cyclical | 5 | $28.6M | 7.0% |
| Communication Services | 5 | $19.6M | 4.8% |
| Basic Materials | 7 | $12.0M | 2.9% |
| Energy | 6 | $11.0M | 2.7% |
| Utilities | 6 | $10.3M | 2.5% |
| Unknown | 6 | $9.8M | 2.4% |