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Portfolio (Quarterly) Guide ↗

MONARCH CAPITAL MANAGEMENT INC

· CIK 0000938759
13F Portfolio $407M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New
Page 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTAS CINTAS CORP Industrials 2,400.0 $451K 0.11% NEW $188.07 -9.2%
102 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,372.0 $446K 0.11% NEW $101.95 +0.6%
103 DE DEERE & CO Industrials 908.0 $424K 0.10% NEW $467.19 +26.1%
104 VEA VANGUARD TAX-MANAGED FDS 6,498.0 $406K 0.10% NEW $62.47 +15.8%
105 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,153.0 $404K 0.10% NEW $350.55 +10.8%
106 BKH BLACK HILLS CORP Utilities 5,485.0 $381K 0.09% NEW $69.42 +4.8%
107 T AT&T INC Communication Services 14,256.0 $354K 0.09% NEW $24.84 -11.4%
108 VOO VANGUARD INDEX FDS 551.0 $346K 0.09% NEW $627.13 +9.7%
109 ITW ILLINOIS TOOL WKS INC Industrials 1,377.0 $341K 0.08% NEW $247.59 +6.7%
110 FRME FIRST MERCHANTS CORP Financial Services 8,918.0 $334K 0.08% NEW $37.48 +8.6%
111 IWP ISHARES TR 2,256.0 $309K 0.08% NEW $136.94 +3.7%
112 HL HECLA MNG CO Basic Materials 15,600.0 $299K 0.07% NEW $19.19 -16.8%
113 NKE NIKE INC Consumer Cyclical 4,570.0 $293K 0.07% NEW $64.12 -29.5%
114 CSL CARLISLE COS INC Industrials 847.0 $271K 0.07% NEW $319.86 +12.8%
115 VTI VANGUARD INDEX FDS 806.0 $270K 0.07% NEW $335.27 +10.4%
116 AMAT APPLIED MATLS INC Technology 970.0 $249K 0.06% NEW $256.99 +140.1%
117 AMGN AMGEN INC Healthcare 760.0 $249K 0.06% NEW $327.31 +3.1%
118 IWM ISHARES TR 984.0 $242K 0.06% NEW $246.16 +20.1%
119 IBM INTERNATIONAL BUSINESS MACHS Technology 801.0 $237K 0.06% NEW $296.21 -15.9%
120 COP CONOCOPHILLIPS Energy 2,436.0 $228K 0.06% NEW $93.61 +15.1%
Page 6 of 7  ·  124 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 19.1%
Healthcare 18.9%
Industrials 16.0%
Consumer Defensive 13.6%
Financial Services 10.4%
Consumer Cyclical 7.4%
Communication Services 6.2%
Basic Materials 3.1%
Utilities 2.7%
Energy 2.7%