Monarch Capital Management Inc has filed its 13F form on August 20, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Million distributed in 117 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 $13.7M, Walmart Inc. with a value of $13M, Home Depot, Inc. with a value of $12.3M, and Mcdonalds Corp with a value of $11.1M.
Examining the 13F form we can see an increase of $13.6M in the current position value, from $353M to 367M.
Below you can find more details about Monarch Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$367 Million
Technology: $70 Million
Healthcare: $64.1 Million
Industrials: $60 Million
Consumer Defensive: $52.4 Million
Financial Services: $41 Million
Consumer Cyclical: $29 Million
Communication Services: $16.6 Million
Energy: $9.79 Million
Other: $24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
