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Holdings (Monthly) Guide ↗

Monarch Dividend Plus Index ETF

· Northern Lights Fund Trust IV
Monthly Holdings $61M AUM 39 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 9 New 16 Added 5 Reduced 9 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 COGNIZANT TECHNOLOGY SOLUTIONS CORP 192446102 Feb 2026 41,761 +11,945 $2.3M +21.2% 3.83% EC
2 KBR INC 48242W106 Feb 2026 65,475 +20,074 $2.3M +19.4% 3.76% EC
3 FACTSET RESEARCH SYSTEMS INC 303075105 Feb 2026 9,258 -682 $2.3M +5.5% 3.74% EC
4 GENPACT LTD G3922B107 Feb 2026 67,751 +17,943 $2.2M +12.8% 3.67% EC
5 ACCENTURE PLC G1151C101 Feb 2026 11,659 +2,655 $2.2M +16.1% 3.59% EC
6 BOOZ ALLEN HAMILTON HOLDING CORP 099502106 Feb 2026 27,084 +1,970 $2.1M +8.3% 3.53% EC
7 OSHKOSH CORP 688239201 Feb 2026 16,349 +5,303 $2.1M +13.2% 3.49% EC
8 ANGLOGOLD ASHANTI PLC G0378L100 May 2026 21,337 NEW $2.1M 3.40% EC
9 ZOETIS INC 98978V103 May 2026 26,519 NEW $2.1M 3.39% EC
10 SS&C TECHNOLOGIES HOLDINGS INC 78467J100 Feb 2026 30,477 +3,313 $2.1M +0.6% 3.38% EC
11 AMDOCS LTD G02602103 Feb 2026 32,489 +4,857 $2.0M +6.1% 3.36% EC
12 H & R BLOCK INC 093671105 Feb 2026 52,838 -10,967 $2.0M +4.1% 3.34% EC
13 LEIDOS HOLDINGS INC 525327102 May 2026 15,913 NEW $2.0M 3.34% EC
14 BECTON DICKINSON & COMPANY 075887109 May 2026 13,719 NEW $2.0M 3.32% EC
15 GENERAL MILLS INC 370334104 Feb 2026 59,659 +16,202 $2.0M +2.6% 3.32% EC
16 HAMILTON LANE INC 407497106 May 2026 23,111 NEW $2.0M 3.31% EC
17 WILLIS TOWERS WATSON PLC G96629103 Feb 2026 7,924 +1,501 $2.0M +0.9% 3.25% EC
18 COMCAST CORP 20030N101 Feb 2026 79,490 +17,619 $2.0M +3.2% 3.25% EC
19 ELEVANCE HEALTH INC 036752103 Feb 2026 5,013 -639 $2.0M +9.0% 3.24% EC
20 BROWN & BROWN INC 115236101 Feb 2026 34,971 +7,109 $2.0M -1.7% 3.23% EC
21 MARSH & MCLENNAN COMPANIES INC 571748102 Feb 2026 12,223 +1,411 $2.0M -3.2% 3.21% EC
22 INGREDION INC 457187102 Feb 2026 19,179 +2,631 $1.9M +0.1% 3.20% EC
23 LAMB WESTON HOLDINGS INC 513272104 Feb 2026 44,670 +4,499 $1.9M -0.4% 3.17% EC
24 MARATHON PETROLEUM CORP 56585A102 Feb 2026 7,718 -2,137 $1.9M -1.7% 3.16% EC
25 CIGNA GROUP (THE) 125523100 Feb 2026 6,901 -15 $1.9M -4.5% 3.15% EC
26 CHARLES SCHWAB CORP (THE) 808513105 May 2026 21,658 NEW $1.9M 3.11% EC
27 APOLLO GLOBAL MANAGEMENT INC 03769M106 May 2026 14,540 NEW $1.9M 3.08% EC
28 AMERIPRISE FINANCIAL INC 03076C106 Feb 2026 4,184 +76 $1.9M -3.4% 3.07% EC
29 STIFEL FINANCIAL CORP 860630102 May 2026 26,480 NEW $1.9M 3.05% EC
30 MATADOR RESOURCES COMPANY 576485205 May 2026 32,618 NEW $1.7M 2.87% EC
Nexstar Media Group Inc 65336K103 8,377 SOLD $2.1M
Merck & Co., Inc 58933Y105 15,858 SOLD $2.0M
UnitedHealth Group Inc. 91324P102 6,685 SOLD $2.0M
Ovintiv Inc 69047Q102 38,335 SOLD $1.9M
QUALCOMM Inc. 747525103 13,571 SOLD $1.9M
FedEx Corporation 31428X106 4,989 SOLD $1.9M
Graphic Packaging Holding Company 388689101 154,879 SOLD $1.9M
Target Corp. 87612E106 16,617 SOLD $1.9M
Synchrony Financial 87165B103 26,428 SOLD $1.8M