Monarch Capital Management Inc has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $359 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.2M, Apple Inc. with a value of $16.5M, Walmart Inc. with a value of $13.2M, Home Depot, Inc. with a value of $13.1M, and Merck & Co., Inc. with a value of $11.6M.
Examining the 13F form we can see an decrease of $6.08M in the current position value, from $365M to 359M.
Below you can find more details about Monarch Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$359 Million
Technology: $67 Million
Healthcare: $63.3 Million
Industrials: $58.3 Million
Consumer Defensive: $50.1 Million
Financial Services: $41.9 Million
Consumer Cyclical: $29.9 Million
Communication Services: $15.5 Million
Energy: $9.97 Million
Other: $23.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
