§ 13F · FUND PROFILE
MONARCH CAPITAL MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $372.5T (13F)Positions · 117Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$406.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 48K | $23.3T | 5.7% | NEW |
| 2 | AAPL | APPLE INC | 63K | $17.1T | 4.2% | NEW |
| 3 | WMT | WALMART INC | 126K | $14.0T | 3.4% | NEW |
| 4 | MRK | MERCK & CO INC | 123K | $13.0T | 3.2% | NEW |
| 5 | JNJ | JOHNSON & JOHNSON | 61K | $12.6T | 3.1% | NEW |
| 6 | GOOG | ALPHABET INC | 38K | $12.1T | 3.0% | NEW |
| 7 | MCD | MCDONALDS CORP | 39K | $11.9T | 2.9% | NEW |
| 8 | HD | HOME DEPOT INC | 33K | $11.4T | 2.8% | NEW |
| 9 | ABBV | ABBVIE INC | 50K | $11.3T | 2.8% | NEW |
| 10 | CSCO | CISCO SYS INC | 136K | $10.5T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONARCH SIGNAL
AC read
MONARCH CAPITAL MANAGEMENT INC is a Other fund managing $372493.1 trillion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed