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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 J JACOBS SOLUTIONS INC Industrials 6,109.0 $778K 0.19% -115.0 -1.9% $127.28 -5.0%
82 BP BP PLC Energy 16,355.0 $769K 0.19% -950.0 -5.5% $47.00 -16.8%
83 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,087.0 $727K 0.18% +2K +47.9% $142.85 -14.4%
84 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.18% $718140.00
85 VYMI VANGUARD WHITEHALL FDS 7,279.0 $686K 0.17% +2K +44.3% $94.24 +5.3%
86 OTIS OTIS WORLDWIDE CORP Industrials 8,833.0 $681K 0.17% -50.0 -0.6% $77.08 -4.9%
87 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,976.0 $670K 0.16% $338.89 +36.4%
88 WFC WELLS FARGO & CO Financial Services 7,684.0 $612K 0.15% -1K -14.3% $79.61 +3.3%
89 CL COLGATE PALMOLIVE CO Consumer Defensive 7,149.0 $609K 0.15% -60.0 -0.8% $85.23 +5.0%
90 V VISA INC Financial Services 2,015.0 $609K 0.15% $302.24 +8.3%
91 NSC NORFOLK SOUTHN CORP Industrials 2,115.0 $607K 0.15% -180.0 -7.8% $287.00 +4.6%
92 PGR PROGRESSIVE CORP Financial Services 2,993.0 $593K 0.14% +2K +232.6% $198.24 +3.3%
93 MO ALTRIA GROUP INC Consumer Defensive 8,757.0 $587K 0.14% -650.0 -6.9% $67.05 +3.1%
94 NVDA NVIDIA CORPORATION Technology 3,341.0 $583K 0.14% -45.0 -1.3% $174.41 +20.8%
95 ORCL ORACLE CORP Technology 3,759.0 $553K 0.14% $147.11 +25.3%
96 CNI CANADIAN NATL RY CO Industrials 5,317.0 $548K 0.13% +235.0 +4.6% $103.12 +10.0%
97 NVO NOVO-NORDISK A S Healthcare 14,285.0 $536K 0.13% +4K +44.2% $37.52 +15.1%
98 NUE NUCOR CORP Basic Materials 2,976.0 $505K 0.12% $169.66 +43.7%
99 DE DEERE & CO Industrials 881.0 $498K 0.12% -27.0 -3.0% $564.92 +4.3%
100 PNC PNC FINL SVCS GROUP INC Financial Services 2,294.0 $477K 0.12% $208.09 +11.5%
Page 5 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%