Monarch Capital Management Inc Purchases in Q3 2025

Monarch Capital Management Inc

  • $403 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
132K
New
$100.37 - $100.74 $13.2M - $13.3M
132K $13.3M
JNJ
Johnson & Johnson

Healthcare
175
+ 0.28%
$155.17 - $185.42 $27.2K - $32.4K
62.5K $11.6M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.03%
$174.36 - $254.72 $872 - $1.27K
16.6K $4.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.63K
New
$181.56 - $190.33 $840K - $881K
4.63K $877K
FISV
Fiserv Inc

Technology
6.99K
+ 23.06%
N/A
37.3K $4.67M
MCD
Mcdonalds Corp

Consumer Cyclical
870
+ 2.28%
$291.67 - $316.99 $254K - $276K
39K $11.9M
MRK
Merck & Co., Inc.

Healthcare
1.46K
+ 1.2%
$77.6 - $87.37 $113K - $128K
123K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.07K
New
$567.77 - $614.76 $609K - $660K
1.07K $657K
GPC
Genuine Parts CO

Consumer Cyclical
493
+ 1.47%
$122.23 - $142.77 $60.3K - $70.4K
34.1K $4.73M
LMT
Lockheed Martin Corp

Industrials
689
+ 23.67%
$410.74 - $499.21 $283K - $344K
3.6K $1.8M
CRM
Salesforce, Inc.

Technology
1.76K
New
$231.66 - $273.65 $407K - $481K
1.76K $416K
AES
Aes Corp

Utilities
5.64K
+ 4.44%
$10.77 - $13.94 $60.8K - $78.6K
133K $1.74M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
570
+ 24.31%
$534.91 - $598.71 $305K - $341K
2.92K $1.64M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.34K
New
$79.76 - $85.78 $346K - $373K
4.34K $367K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.04K
+ 2.95%
$90.62 - $107.71 $93.8K - $111K
36.1K $3.55M
PPL
Ppl Corp

Utilities
2.45K
+ 5.31%
$33.54 - $37.24 $82.2K - $91.2K
48.6K $1.81M
PEP
Pepsico Inc

Consumer Defensive
1.06K
+ 9.62%
$133.81 - $152.16 $142K - $162K
12.1K $1.7M
NVO
Novo Nordisk A S

Healthcare
4.22K
New
$45.38 - $71.7 $192K - $303K
4.22K $234K
EEM
Ishares Msci Emerging Markets

ETFs
3.93K
New
$48.07 - $53.4 $189K - $210K
3.93K $209K
CVX
Chevron Corp

Energy
230
+ 1.63%
$145.57 - $161.83 $33.5K - $37.2K
14.3K $2.22M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.25K
+ 6.72%
$53.54 - $64.21 $66.9K - $80.3K
19.9K $1.19M
PFE
Pfizer Inc

Healthcare
1.43K
+ 1.19%
$23.29 - $25.88 $33.2K - $36.9K
122K $3.1M
NVDA
Nvidia Corp

Technology
589
+ 25.79%
$153.3 - $186.58 $90.3K - $110K
2.87K $536K
VZ
Verizon Communications Inc

Communication Services
2.9K
+ 6.83%
$40.84 - $45.06 $118K - $131K
45.4K $1.99M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.1K
+ 31.02%
$86.92 - $99.32 $95.6K - $109K
4.65K $454K
MMM
3 M CO

Industrials
228
+ 0.74%
$144.41 - $160.2 $32.9K - $36.5K
31.1K $4.82M
HL
Hecla Mining CO

Basic Materials
4.7K
+ 43.12%
$5.59 - $12.1 $26.3K - $56.9K
15.6K $188K
FLS
Flowserve Corp

Industrials
915
+ 1.83%
$51.98 - $57.7 $47.6K - $52.8K
50.9K $2.7M
CNI
Canadian National Railway CO

Industrials
1.17K
+ 32.94%
$92.01 - $106.6 $107K - $124K
4.7K $443K
AMZN
Amazon Com Inc

Consumer Cyclical
293
+ 11.64%
$211.65 - $238.24 $62K - $69.8K
2.81K $617K
CB
Chubb LTD

Financial Services
390
+ 5.46%
$265.99 - $289.59 $104K - $113K
7.53K $2.12M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
730
+ 1.44%
$49.78 - $50.75 $36.3K - $37K
51.6K $2.61M
CHKP
Check Point Software Technologies LTD

Technology
425
+ 15.28%
$180.73 - $231.23 $76.8K - $98.3K
3.21K $663K
SHW
Sherwin Williams CO

Basic Materials
121
+ 9.06%
$330.88 - $375.23 $40K - $45.4K
1.46K $504K
OKE
Oneok Inc

Energy
2.61K
+ 15.64%
$71.36 - $83.47 $186K - $218K
19.3K $1.41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
42
+ 1.87%
$185.88 - $207.44 $7.81K - $8.71K
2.29K $460K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 3.14%
$214.92 - $244.84 $6.45K - $7.35K
984 $238K
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 2.28%
$303.93 - $329.86 $5.47K - $5.94K
806 $264K
Ge Vernova Inc
25
+ 1.29%
N/A
1.97K $0
ABT
Abbott Laboratories

Healthcare
786
+ 1.46%
$120.51 - $136.62 $94.7K - $107K
54.5K $7.29M
TGT
Target Corp

Consumer Defensive
1.32K
+ 9.02%
$86.56 - $107.43 $114K - $142K
15.9K $1.43M
CPRT
Copart Inc

Consumer Cyclical
585
+ 4.34%
$44.6 - $49.97 $26.1K - $29.2K
14.1K $632K
DG
Dollar General Corp

Consumer Defensive
1.45K
+ 8.83%
$101.86 - $116.32 $148K - $169K
17.9K $1.85M
APD
Air Products & Chemicals, Inc.

Basic Materials
56
+ 0.45%
$265.78 - $299.3 $14.9K - $16.8K
12.6K $3.45M
SMG
Scotts Miracle Gro CO

Basic Materials
890
+ 4.09%
$55.82 - $70.08 $49.7K - $62.4K
22.6K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
480
+ 1.05%
$150.47 - $161.22 $72.2K - $77.4K
46.2K $7.09M
CARR
Carrier Global Corp

Industrials
2.25K
+ 5.74%
$58.75 - $80.73 $132K - $181K
41.4K $2.47M
KR
Kroger CO

Consumer Defensive
1.96K
+ 1.37%
$64.52 - $74.35 $127K - $146K
145K $9.77M
ACN
Accenture PLC

Technology
491
+ 2.76%
$232.56 - $304.78 $114K - $150K
18.3K $4.51M
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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