MONARCH CAPITAL MANAGEMENT INC
•CIK: 938759•Filing: Q4 2025
MONARCH CAPITAL MANAGEMENT INC manages $407M across a diverse portfolio of 124 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, with top holdings including MSFT at $23.3M and AAPL at $17.1M. Further notable allocations include WMT ($14.0M), MRK ($13.0M), and JNJ ($12.6M). This positioning suggests a core focus on established, market-leading secular growth sectors.
Total AUM
$406.8M
QoQ Performance
-0.3%
Positions
118
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.7%
AAPL4.2%
WMT3.4%
MRK3.2%
JNJ3.1%
GOOG3.0%
MCD2.9%
HD2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.7%
Technology19.4%
Healthcare14.9%
Consumer9.6%
Consumer Staples4.5%
Industrial4.0%
Financial4.0%
Energy1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑32 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023