Portfolio (Quarterly) Guide ↗

MONARCH CAPITAL MANAGEMENT INC

· CIK 0000938759

13F Portfolio $409M AUM 127 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 33 Added 53 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBM	INTERNATIONAL BUSINESS MACHS	Technology	801	$237K	0.06%	SOLD
2	—	STRIVE INC	—	10,000	$7K	0.00%	SOLD

Sector Allocation

Healthcare 19.2%

Technology 17.1%

Industrials 16.0%

Consumer Defensive 14.5%

Financial Services 10.0%

Consumer Cyclical 7.3%

Communication Services 5.8%

Energy 3.7%

Basic Materials 3.5%

Utilities 3.0%