Monarch Capital Management Inc has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $349 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.6M, Merck & Co., Inc. with a value of $15.6M, Home Depot, Inc. with a value of $13.1M, Apple Inc. with a value of $11.5M, and Mcdonalds Corp with a value of $11.4M.

Examining the 13F form we can see an increase of $22.2M in the current position value, from $326M to 349M.

Below you can find more details about Monarch Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $349 Million
Healthcare: $70 Million
Technology: $60.5 Million
Industrials: $56.5 Million
Consumer Defensive: $46.3 Million
Financial Services: $39.1 Million
Consumer Cyclical: $30.4 Million
Communication Services: $14 Million
Energy: $10.8 Million
Other: $21.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 116
  • Current Value $349 Million
  • Prior Value $326 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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