Monarch Capital Management Inc has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $335 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.7M, Merck & Co., Inc. with a value of $14.3M, Apple Inc. with a value of $13.7M, Home Depot, Inc. with a value of $11.7M, and Walmart Inc. with a value of $10.4M.
Examining the 13F form we can see an decrease of $13.3M in the current position value, from $349M to 335M.
Below you can find more details about Monarch Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$335 Million
Healthcare: $64.4 Million
Technology: $61.6 Million
Industrials: $52.8 Million
Consumer Defensive: $45.1 Million
Financial Services: $36.8 Million
Consumer Cyclical: $27.3 Million
Communication Services: $14.8 Million
Energy: $10.5 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions