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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
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NSC NORFOLK SOUTHN CORP Industrials 2,000.0 $629K 0.14% -115.0 -5.4% $314.59 +11.7%
42 OTIS OTIS WORLDWIDE CORP Industrials 8,460.0 $606K 0.14% -373.0 -4.2% $71.60 -0.2%
43 PNC PNC FINL SVCS GROUP INC Financial Services 2,264.0 $557K 0.13% -30.0 -1.3% $246.22 -0.9%
44 AMAT APPLIED MATLS INC Technology 770.0 $557K 0.13% -200.0 -20.6% $723.00 -33.6%
45 BP BP PLC Energy 14,772.0 $546K 0.12% -2K -9.7% $36.95 +16.0%
46 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,179.0 $463K 0.11% -193.0 -4.4% $110.85 +0.2%
47 CPRT COPART INC Industrials 14,095.0 $397K 0.09% -206.0 -1.4% $28.19 +18.2%
48 FRME FIRST MERCHANTS CORP Financial Services 8,418.0 $368K 0.08% -500.0 -5.6% $43.69 -4.9%
49 VTI VANGUARD INDEX FDS 758.0 $280K 0.06% -48.0 -6.0% $370.04 +2.2%
50 AMGN AMGEN INC Healthcare 730.0 $264K 0.06% -30.0 -4.0% $362.12 +22.1%
51 HL HECLA MINING COMPANY Basic Materials 14,350.0 $221K 0.05% -1K -7.1% $15.43 +35.6%
Page 3 of 3  ·  51 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 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%