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 Market Cap. of $10 Billions to $200 Billions