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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
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 59,810.0 $15.2M 3.71% -3K -4.7% $253.79 +17.4%
2 WMT WALMART INC Consumer Defensive 117,777.0 $14.7M 3.59% -8K -6.5% $124.50 -5.9%
3 MRK MERCK & CO INC Healthcare 120,559.0 $14.6M 3.57% -2K -1.9% $120.95 -5.9%
4 JNJ JOHNSON & JOHNSON Healthcare 58,478.0 $14.3M 3.50% -2K -4.0% $244.44 -6.6%
5 MCD MCDONALDS CORP Consumer Cyclical 37,902.0 $11.8M 2.88% -1K -2.9% $310.79 -10.4%
6 HD HOME DEPOT INC Consumer Cyclical 33,005.0 $10.9M 2.66% -184.0 -0.6% $328.89 +1.6%
7 GOOG ALPHABET INC Communication Services 37,576.0 $10.8M 2.64% -859.0 -2.2% $286.86 +28.1%
8 ABBV ABBVIE INC Healthcare 48,772.0 $10.6M 2.60% -820.0 -1.6% $217.49 -0.4%
9 CSCO CISCO SYS INC Technology 133,936.0 $10.4M 2.54% -3K -1.8% $77.59 +54.1%
10 PWR QUANTA SVCS INC Industrials 17,418.0 $9.6M 2.34% -1K -5.9% $549.02 +27.9%
11 FELE FRANKLIN ELEC INC Industrials 94,722.0 $8.7M 2.14% -2K -1.6% $92.17 +13.1%
12 LKFN LAKELAND FINL CORP Financial Services 147,958.0 $8.5M 2.08% -6K -3.6% $57.38 +4.3%
13 XOM EXXON MOBIL CORP Energy 47,911.0 $8.1M 1.99% -2K -3.4% $169.66 -18.8%
14 EMR EMERSON ELEC CO Industrials 56,587.0 $7.4M 1.81% -649.0 -1.1% $131.02 +15.0%
15 KO COCA COLA CO Consumer Defensive 91,307.0 $7.0M 1.71% -3K -3.4% $76.47 +3.8%
16 PG PROCTER & GAMBLE CO Consumer Defensive 45,899.0 $6.6M 1.62% -400.0 -0.9% $144.44 +4.1%
17 USB US BANCORP Financial Services 124,409.0 $6.5M 1.60% -5K -3.9% $52.53 +10.7%
18 JPM JPMORGAN CHASE & CO Financial Services 20,550.0 $6.0M 1.48% -390.0 -1.9% $294.16 +10.6%
19 AFL AFLAC INC Financial Services 54,888.0 $6.0M 1.47% -2K -3.7% $109.71 +5.3%
20 GILD GILEAD SCIENCES INC Healthcare 40,107.0 $5.6M 1.37% -3K -7.9% $139.37 -11.2%
Page 1 of 3  ·  53 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
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%