Monarch Capital Management Inc has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $365 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.7M, Apple Inc. with a value of $15.3M, Home Depot, Inc. with a value of $13.7M, Merck & Co., Inc. with a value of $13.2M, and Walmart Inc. with a value of $12.2M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $335M to 365M.

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

Portfolio value $365 Million
Healthcare: $67.8 Million
Technology: $64.4 Million
Industrials: $60 Million
Consumer Defensive: $50.3 Million
Financial Services: $41 Million
Consumer Cyclical: $31.5 Million
Communication Services: $14.3 Million
Energy: $10.4 Million
Other: $25.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $365 Million
  • Prior Value $335 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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