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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 125,842.0 $3.1M 0.77% NEW $24.90 +1.2%
42 UPS UNITED PARCEL SERVICE INC Industrials 30,625.0 $3.0M 0.75% NEW $99.19 +5.7%
43 RTX RTX CORPORATION Industrials 16,308.0 $3.0M 0.73% NEW $183.40 +1.2%
44 VWO VANGUARD INTL EQUITY INDEX F 52,228.0 $2.8M 0.69% NEW $53.76 +13.0%
45 BERKSHIRE HATHAWAY INC DEL 5,565.0 $2.8M 0.69% NEW $502.65
46 FISV FISERV INC Technology 41,361.0 $2.8M 0.68% NEW $67.17 -28.7%
47 VTIP VANGUARD MALVERN FDS 52,476.0 $2.6M 0.64% NEW $49.46 +1.5%
48 DG DOLLAR GEN CORP NEW Consumer Defensive 18,824.0 $2.5M 0.61% NEW $132.77 -14.6%
49 REGN REGENERON PHARMACEUTICALS Healthcare 3,119.0 $2.4M 0.59% NEW $771.88 -21.0%
50 CARR CARRIER GLOBAL CORPORATION Industrials 44,775.0 $2.4M 0.58% NEW $52.84 +35.9%
51 CB CHUBB LIMITED Financial Services 7,487.0 $2.3M 0.58% NEW $312.96 +3.3%
52 EEFT EURONET WORLDWIDE INC Technology 29,974.0 $2.3M 0.56% NEW $76.11 -13.5%
53 GE GE AEROSPACE Industrials 7,393.0 $2.3M 0.56% NEW $308.39 +16.0%
54 RCI ROGERS COMMUNICATIONS INC Communication Services 59,386.0 $2.3M 0.55% NEW $37.97 -1.0%
55 DIS DISNEY WALT CO Communication Services 19,112.0 $2.2M 0.54% NEW $114.36 -9.2%
56 CVX CHEVRON CORP NEW Energy 14,001.0 $2.1M 0.52% NEW $152.41 +13.9%
57 AES AES CORP Utilities 139,431.0 $2.0M 0.49% NEW $14.34 +2.0%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 46,757.0 $1.9M 0.47% NEW $40.73 +11.4%
59 PEP PEPSICO INC Consumer Defensive 12,973.0 $1.9M 0.46% NEW $144.68 -1.8%
60 TGT TARGET CORP Consumer Defensive 18,529.0 $1.8M 0.45% NEW $97.75 +33.7%
Page 3 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%