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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 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLS FLOWSERVE CORP Industrials 45,686.0 $3.4M 0.82% -3K -6.4% $73.67 +10.9%
42 RTX RTX CORPORATION Industrials 16,098.0 $3.1M 0.76% -210.0 -1.3% $192.90 -3.8%
43 UPS UNITED PARCEL SVCS INC Industrials 31,458.0 $3.1M 0.76% +833.0 +2.7% $98.38 +6.7%
44 VWO VANGUARD INTL EQUITY INDEX F 51,778.0 $2.8M 0.69% -450.0 -0.9% $54.05 +12.4%
45 CVX CHEVRON CORPORATION Energy 13,511.0 $2.8M 0.68% -490.0 -3.5% $206.90 -16.1%
46 BERKSHIRE HATHAWAY INC DEL 5,567.0 $2.7M 0.65% $479.20
47 VTIP VANGUARD MALVERN FDS 53,336.0 $2.7M 0.65% +860.0 +1.6% $49.95 +0.5%
48 CARR CARRIER GLOBAL CORPORATION Industrials 46,865.0 $2.6M 0.65% +2K +4.7% $56.31 +27.5%
49 FISV FISERV INC Technology 45,576.0 $2.5M 0.62% +4K +10.2% $55.80 -14.2%
50 CB CHUBB LTD SWITZ Financial Services 7,653.0 $2.5M 0.61% +166.0 +2.2% $326.76 -1.0%
51 REGN REGENERON PHARMACEUTICALS Healthcare 3,205.0 $2.5M 0.61% +86.0 +2.8% $772.65 -21.1%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 47,157.0 $2.4M 0.58% +400.0 +0.9% $50.20 -9.6%
53 TGT TARGET CORP Consumer Defensive 19,269.0 $2.3M 0.57% +740.0 +4.0% $121.20 +7.9%
54 RCI ROGERS COMMUNICATIONS INC Communication Services 59,746.0 $2.3M 0.56% +360.0 +0.6% $38.49 -2.4%
55 LMT LOCKHEED MARTIN CORP Industrials 3,624.0 $2.2M 0.54% $604.40 -15.5%
56 DG DOLLAR GEN CORP Consumer Defensive 17,954.0 $2.1M 0.52% -870.0 -4.6% $118.73 -4.4%
57 PEP PEPSICO INC Consumer Defensive 13,323.0 $2.1M 0.51% +350.0 +2.7% $155.29 -8.5%
58 OKE ONEOK INC NEW Energy 22,616.0 $2.0M 0.50% +775.0 +3.5% $90.39 -5.9%
59 CRM SALESFORCE INC Technology 10,704.0 $2.0M 0.49% +5K +94.9% $186.67 -18.7%
60 AES AES CORP Utilities 139,101.0 $2.0M 0.48% $14.09 +3.8%
Page 3 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%