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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 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER AND GAMBLE CO Consumer Defensive 46,299.0 $6.6M 1.63% NEW $143.31 +4.9%
22 KO COCA COLA CO Consumer Defensive 94,475.0 $6.6M 1.62% NEW $69.91 +13.6%
23 AFL AFLAC INC Financial Services 56,982.0 $6.3M 1.54% NEW $110.27 +4.7%
24 XOM EXXON MOBIL CORP Energy 49,571.0 $6.0M 1.47% NEW $120.34 +14.5%
25 MDT MEDTRONIC PLC Healthcare 58,902.0 $5.7M 1.40% NEW $96.60 -17.9%
26 GILD GILEAD SCIENCES INC Healthcare 43,527.0 $5.3M 1.31% NEW $122.74 +0.8%
27 STLD STEEL DYNAMICS INC Basic Materials 30,148.0 $5.1M 1.26% NEW $169.80 +47.2%
28 SYK STRYKER CORPORATION Healthcare 14,277.0 $5.0M 1.24% NEW $352.35 -12.6%
29 GOOGL ALPHABET INC Communication Services 15,941.0 $5.0M 1.23% NEW $313.00 +17.6%
30 MMM 3M CO Industrials 30,925.0 $5.0M 1.22% NEW $160.10 +0.3%
31 ACN ACCENTURE PLC IRELAND Technology 18,045.0 $4.8M 1.19% NEW $268.30 -52.3%
32 NEE NEXTERA ENERGY INC Utilities 58,438.0 $4.7M 1.15% NEW $80.28 +8.1%
33 CINF CINCINNATI FINL CORP Financial Services 27,617.0 $4.5M 1.11% NEW $164.11 +3.7%
34 GPC GENUINE PARTS CO Consumer Cyclical 33,779.0 $4.2M 1.03% NEW $123.75 -12.2%
35 SYY SYSCO CORP Consumer Defensive 55,759.0 $4.1M 1.01% NEW $73.69 +6.8%
36 FFIV F5 INC Technology 14,497.0 $3.7M 0.91% NEW $255.26 +51.0%
37 FLS FLOWSERVE CORP Industrials 48,806.0 $3.4M 0.83% NEW $69.52 +17.5%
38 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37,058.0 $3.3M 0.82% NEW $90.16 -2.4%
39 APD AIR PRODS & CHEMS INC Basic Materials 13,504.0 $3.3M 0.82% NEW $247.02 +13.4%
40 INTC INTEL CORP Technology 87,048.0 $3.2M 0.79% NEW $36.90 +263.1%
Page 2 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%