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Portfolio (Quarterly) Guide ↗

MONARCH CAPITAL MANAGEMENT INC

· CIK 0000938759
13F Portfolio $436M AUM 130 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 49 Added 51 Reduced 2 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRM SALESFORCE INC Technology 13,029.0 $2.0M 0.47% +2K +21.7% $156.88 +29.9%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 48,126.0 $2.0M 0.47% +969.0 +2.0% $42.34 +19.7%
23 LMT LOCKHEED MARTIN CORP Industrials 3,992.0 $2.0M 0.47% +368.0 +10.2% $509.47 +11.4%
24 PEP PEPSICO INC Consumer Defensive 13,813.0 $1.9M 0.43% +490.0 +3.7% $135.40 +5.0%
25 PPL PPL CORP Utilities 51,041.0 $1.9M 0.43% +1K +2.9% $36.52 -3.3%
26 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 22,191.0 $1.7M 0.39% +735.0 +3.4% $76.40 +4.7%
27 AMZN AMAZON COM INC Consumer Cyclical 6,216.0 $1.5M 0.34% +542.0 +9.6% $238.34 +9.2%
28 PGR PROGRESSIVE CORP Financial Services 5,633.0 $1.2M 0.28% +3K +88.2% $218.45 +2.1%
29 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,263.0 $1.1M 0.25% +3K +62.4% $131.43 -2.0%
30 VTWO VANGUARD SCOTTSDALE FDS 8,867.0 $1.1M 0.25% +306.0 +3.6% $121.42 -0.3%
31 RSP INVESCO EXCHANGE TRADED FD T 4,952.0 $1.1M 0.24% +260.0 +5.5% $212.77 +4.6%
32 VOO VANGUARD INDEX FDS 1,411.0 $969K 0.22% +950.0 +206.1% $686.81 +2.5%
33 VYMI VANGUARD WHITEHALL FDS 9,834.0 $966K 0.22% +3K +35.1% $98.20 +7.9%
34 NVO NOVO-NORDISK A S Healthcare 16,150.0 $774K 0.18% +2K +13.1% $47.94 -0.0%
35 V VISA INC Financial Services 2,134.0 $732K 0.17% +119.0 +5.9% $343.09 +11.6%
36 RIO RIO TINTO PLC Basic Materials 7,662.0 $727K 0.17% +4K +122.9% $94.93 +11.7%
37 MO ALTRIA GROUP INC Consumer Defensive 9,718.0 $709K 0.16% +961.0 +11.0% $72.92 -5.7%
38 NVDA NVIDIA CORPORATION Technology 3,489.0 $698K 0.16% +148.0 +4.4% $200.09 +5.7%
39 CL COLGATE PALMOLIVE CO Consumer Defensive 7,249.0 $665K 0.15% +100.0 +1.4% $91.68 +0.1%
40 WFC WELLS FARGO & CO Financial Services 7,834.0 $647K 0.15% +150.0 +1.9% $82.64 +2.7%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Healthcare 18.9%
Industrials 17.3%
Consumer Defensive 13.4%
Financial Services 10.8%
Consumer Cyclical 7.0%
Basic Materials 3.7%
Utilities 2.9%
Communication Services 2.9%
Energy 2.9%