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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 Chg Shares Chg % Period Price ① Since Period ①
1 RIO RIO TINTO PLC Basic Materials 3,437.0 $326K 0.08% NEW $94.95 +5.4%
2 GFL GFL ENVIRONMENTAL INC Industrials 5,895.0 $246K 0.06% NEW $41.72 -15.9%
3 NVS NOVARTIS AG Healthcare 1,400.0 $214K 0.05% NEW $152.75 -3.7%
4 MDLZ MONDELEZ INTL INC Consumer Defensive 3,500.0 $203K 0.05% NEW $58.07 +3.5%
5 PSX PHILLIPS 66 Energy 1,104.0 $201K 0.05% NEW $182.18 -8.8%

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
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%