§ 13F · FUND PROFILE
MONARCH CAPITAL MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $372M (13F)Positions · 117Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 48K | $18M | 4.4% | ±0% |
| 2 | AAPL | APPLE INC | 60K | $15M | 3.7% | −5% |
| 3 | WMT | WALMART INC | 118K | $15M | 3.6% | −6% |
| 4 | MRK | MERCK & CO INC | 121K | $15M | 3.6% | −2% |
| 5 | JNJ | JOHNSON & JOHNSON | 58K | $14M | 3.5% | −4% |
| 6 | SGOV | ISHARES TR | 125K | $13M | 3.1% | +27% |
| 7 | MCD | MCDONALDS CORP | 38K | $12M | 2.9% | −3% |
| 8 | HD | HOME DEPOT INC | 33K | $11M | 2.7% | −1% |
| 9 | KR | KROGER CO | 149K | $11M | 2.6% | ±0% |
| 10 | GOOG | ALPHABET INC | 38K | $11M | 2.6% | −2% |
§ 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 $372 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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