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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37,714.0 $3.3M 0.75% +326.0 +0.9% $86.33 +16.4%
42 VWO VANGUARD INTL EQUITY INDEX F 52,656.0 $3.1M 0.72% +878.0 +1.7% $59.69 +2.0%
43 PFE PFIZER INC Healthcare 127,572.0 $3.1M 0.70% +3K +2.2% $24.08 +17.4%
44 RTX RTX CORPORATION Industrials 15,948.0 $3.0M 0.69% -150.0 -0.9% $189.73 +11.4%
45 FISV FISERV INC Technology 56,749.0 $2.8M 0.64% +11K +24.5% $49.05 +6.9%
46 BERKSHIRE HATHAWAY INC DEL 5,531.0 $2.8M 0.64% -36.0 -0.7% $500.39
47 CB CHUBB LIMITED Financial Services 7,853.0 $2.7M 0.61% +200.0 +2.6% $341.61 +0.8%
48 VTIP VANGUARD MALVERN FDS 51,236.0 $2.6M 0.59% -2K -3.9% $50.23 -0.9%
49 TGT TARGET CORP Consumer Defensive 18,999.0 $2.5M 0.57% -270.0 -1.4% $130.61 +24.0%
50 GE GE AEROSPACE Industrials 6,368.0 $2.4M 0.55% -352.0 -5.2% $373.73 -5.5%
51 REGN REGENERON PHARMACEUTICALS Healthcare 3,816.0 $2.4M 0.55% +611.0 +19.1% $623.55 +32.6%
52 ACN ACCENTURE PLC IRELAND Technology 19,088.0 $2.4M 0.55% +883.0 +4.8% $124.44 +46.5%
53 DG DOLLAR GEN CORP Consumer Defensive 18,898.0 $2.2M 0.50% +944.0 +5.3% $115.11 +5.5%
54 CVX CHEVRON CORPORATION Energy 13,121.0 $2.2M 0.50% -390.0 -2.9% $165.76 +20.5%
55 OKE ONEOK INC NEW Energy 24,961.0 $2.2M 0.50% +2K +10.4% $86.94 +6.7%
56 RCI ROGERS COMMUNICATIONS INC Communication Services 63,006.0 $2.1M 0.47% +3K +5.5% $32.73 +12.6%
57 CRM SALESFORCE INC Technology 13,029.0 $2.0M 0.47% +2K +21.7% $156.88 +30.6%
58 AES AES CORP Utilities 139,351.0 $2.0M 0.47% $14.66 +0.4%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 48,126.0 $2.0M 0.47% +969.0 +2.0% $42.34 +18.4%
60 LMT LOCKHEED MARTIN CORP Industrials 3,992.0 $2.0M 0.47% +368.0 +10.2% $509.47 +10.7%
Page 3 of 7  ·  130 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%