Monarch Capital Management Inc Portfolio Holdings
Monarch Capital Management Inc
- $397 Million
- Q4 2025
Monarch Capital Management Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $397 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24.5M, Apple Inc. with a value of $16.8M, Walmart Inc. with a value of $13M, Johnson & Johnson with a value of $12.2M, and Home Depot, Inc. with a value of $11.9M.
Examining the 13F form we can see an decrease of $5.47M in the current position value, from $403M to 397M.
Below you can find more details about Monarch Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$397 Million
Technology: $75.2 Million
Healthcare: $70.5 Million
Industrials: $58.8 Million
Consumer Defensive: $51.2 Million
Financial Services: $41.1 Million
Consumer Cyclical: $29.7 Million
Communication Services: $22 Million
ETFs: $20.2 Million
Other: $28.7 Million