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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NI NISOURCE INC Utilities 5,640.0 $268K 0.06% $47.55 -13.7%
122 AMGN AMGEN INC Healthcare 730.0 $264K 0.06% -30.0 -4.0% $362.12 +21.6%
123 COP CONOCOPHILLIPS Energy 2,436.0 $253K 0.06% $103.96 +26.3%
124 IWS ISHARES TR 1,520.0 $250K 0.06% NEW $164.60 +4.7%
125 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,785.0 $248K 0.06% NEW $139.09 -2.6%
126 NVS NOVARTIS AG Healthcare 1,450.0 $227K 0.05% +50.0 +3.6% $156.72 +0.7%
127 HL HECLA MINING COMPANY Basic Materials 14,350.0 $221K 0.05% -1K -7.1% $15.43 +34.0%
128 UNP UNION PAC CORP Industrials 800.0 $218K 0.05% NEW $272.00 +14.8%
129 MDLZ MONDELEZ INTL INC Consumer Defensive 3,500.0 $204K 0.05% $58.27 +8.5%
130 EFA ISHARES TR 1,938.0 $201K 0.05% NEW $103.88 +4.7%
Page 7 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%