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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 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USB US BANCORP Financial Services 124,409.0 $6.5M 1.60% -5K -3.9% $52.53 +10.7%
22 JPM JPMORGAN CHASE & CO Financial Services 20,550.0 $6.0M 1.48% -390.0 -1.9% $294.16 +10.6%
23 AFL AFLAC INC Financial Services 54,888.0 $6.0M 1.47% -2K -3.7% $109.71 +5.3%
24 GILD GILEAD SCIENCES INC Healthcare 40,107.0 $5.6M 1.37% -3K -7.9% $139.37 -11.2%
25 ABT ABBOTT LABORATORIES Healthcare 54,260.0 $5.6M 1.36% $102.67 -13.9%
26 NEE NEXTERA ENERGY INC Utilities 57,238.0 $5.3M 1.30% -1K -2.0% $92.88 -6.6%
27 STLD STEEL DYNAMICS INC Basic Materials 29,133.0 $5.3M 1.29% -1K -3.4% $180.38 +38.6%
28 MDT MEDTRONIC PLC Healthcare 59,621.0 $5.2M 1.27% +719.0 +1.2% $87.36 -9.2%
29 SYK STRYKER CORPORATION Healthcare 13,998.0 $4.6M 1.13% -279.0 -1.9% $329.47 -6.6%
30 MMM 3M CO Industrials 31,203.0 $4.5M 1.11% +278.0 +0.9% $145.23 +10.6%
31 GOOGL ALPHABET INC Communication Services 15,581.0 $4.5M 1.10% -360.0 -2.3% $287.56 +28.0%
32 CINF CINCINNATI FINL CORP Financial Services 27,192.0 $4.3M 1.05% -425.0 -1.5% $158.29 +7.5%
33 FFIV F5 INC Technology 14,451.0 $4.2M 1.02% $289.33 +33.2%
34 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 13,724.0 $4.0M 0.98% +220.0 +1.6% $290.49 -3.5%
35 SYY SYSCO CORP Consumer Defensive 54,533.0 $3.9M 0.95% -1K -2.2% $71.33 +10.3%
36 GPC GENUINE PARTS CO Consumer Cyclical 36,505.0 $3.9M 0.95% +3K +8.1% $106.52 +2.0%
37 INTC INTEL CORP Technology 86,472.0 $3.8M 0.93% -576.0 -0.7% $44.13 +203.6%
38 ACN ACCENTURE PLC IRELAND Technology 18,205.0 $3.6M 0.88% +160.0 +0.9% $198.29 -35.5%
39 PFE PFIZER INC Healthcare 124,842.0 $3.5M 0.86% -1K -0.8% $28.08 -10.2%
40 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37,388.0 $3.4M 0.83% +330.0 +0.9% $90.66 -3.0%
Page 2 of 7  ·  127 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%