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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NKE	NIKE INC	Consumer Cyclical	4,570	$243K	0.06%	SOLD
2	PSX	PHILLIPS 66	Energy	1,104	$201K	0.05%	SOLD

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%