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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEV GE VERNOVA INC Utilities 1,710.0 $2.0M 0.46% -111.0 -6.1% $1175.20 -20.9%
62 EEFT EURONET WORLDWIDE INC Technology 26,680.0 $2.0M 0.45% -2K -7.3% $73.19 -2.0%
63 PEP PEPSICO INC Consumer Defensive 13,813.0 $1.9M 0.43% +490.0 +3.7% $135.40 +4.6%
64 PPL PPL CORP Utilities 51,041.0 $1.9M 0.43% +1K +2.9% $36.52 -3.7%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 10,213.0 $1.9M 0.43% -317.0 -3.0% $182.38 +6.9%
66 DIS DISNEY WALT CO Communication Services 19,074.0 $1.9M 0.42% -198.0 -1.0% $97.00 +14.5%
67 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 22,191.0 $1.7M 0.39% +735.0 +3.4% $76.40 +3.9%
68 GWW WW GRAINGER INC Industrials 1,234.0 $1.7M 0.39% -15.0 -1.2% $1360.40 -2.2%
69 SMG SCOTTS MIRACLE-GRO CO Basic Materials 24,077.0 $1.6M 0.38% $68.11 -7.4%
70 PLXS PLEXUS CORP Technology 5,425.0 $1.6M 0.37% -175.0 -3.1% $300.67 -18.9%
71 AMZN AMAZON COM INC Consumer Cyclical 6,216.0 $1.5M 0.34% +542.0 +9.6% $238.34 +9.4%
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,815.0 $1.4M 0.32% -150.0 -0.6% $57.62 +17.2%
73 LLY ELI LILLY & CO Healthcare 1,108.0 $1.3M 0.30% -22.0 -1.9% $1199.43 -0.8%
74 CAT CATERPILLAR INC Industrials 1,237.0 $1.3M 0.30% $1064.90 -23.1%
75 PGR PROGRESSIVE CORP Financial Services 5,633.0 $1.2M 0.28% +3K +88.2% $218.45 +2.1%
76 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,263.0 $1.1M 0.25% +3K +62.4% $131.43 -1.6%
77 VTWO VANGUARD SCOTTSDALE FDS 8,867.0 $1.1M 0.25% +306.0 +3.6% $121.42 -0.3%
78 RSP INVESCO EXCHANGE TRADED FD T 4,952.0 $1.1M 0.24% +260.0 +5.5% $212.77 +4.5%
79 LIN LINDE PLC Basic Materials 1,897.0 $984K 0.23% -85.0 -4.3% $518.94 -5.3%
80 VOO VANGUARD INDEX FDS 1,411.0 $969K 0.22% +950.0 +206.1% $686.81 +2.6%
Page 4 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%