Monarch Capital Management Inc holds a diversified book of 130 stocks worth $436.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Apple Inc. Their largest long position is Microsoft Corp at 4% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/938759/holdings"
Use Arkolith to show MONARCH CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Monarch Capital Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Monarch Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.9T |
| FMR LLC | 80 / 80 | $534.8B |
| MORGAN STANLEY | 80 / 80 | $458.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $436.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $298.1B |
| NORTHERN TRUST CORP | 80 / 80 | $256.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $198.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $177.4B |
Ranked by how many of Monarch Capital Management Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $18.1M | 48.4K | 4.1% | ▲+0.8% Added · +380 sh | |
| 2 | Apple Inc COM | $16.9M | 58.4K | 3.9% | ▼−2.3% Reduced · −1K sh | |
| 3 | Merck & Co Inc COM | $15.4M | 119.3K | 3.5% | ▼−1.0% Reduced · −1K sh | |
| 4 | Cisco Sys Inc COM | $15.0M | 128.0K | 3.4% | ▼−4.4% Reduced · −6K sh | |
| 5 | Johnson & Johnson COM | $14.7M | 57.8K | 3.4% | ▼−1.2% Reduced · −726 sh | |
| 6 | Alphabet Inc CAP STK CL C | $13.1M | 37.1K | 3.0% | ▼−1.2% Reduced · −466 sh | |
| 7 | Walmart Inc COM | $13.0M | 114.5K | 3.0% | ▼−2.8% Reduced · −3K sh | |
| 8 | Abbvie Inc COM | $12.3M | 49.0K | 2.8% | ▲+0.6% Added · +275 sh | |
| 9 | Home Depot Inc COM | $11.5M | 32.7K | 2.6% | ▼−0.9% Reduced · −288 sh | |
| 10 | Quanta Svcs Inc COM | $11.2M | 15.6K | 2.6% | ▼−11% Reduced · −2K sh | |
| 11 | McDonalds Corp COM | $10.2M | 37.7K | 2.3% | ▼−0.7% Reduced · −250 sh | |
| 12 | Intel Corp COM | $10.1M | 72.1K | 2.3% | ▼−17% Reduced · −14K sh | |
| 13 | Franklin Elec Inc COM | $9.9M | 92.8K | 2.3% | ▼−2.1% Reduced · −2K sh | |
| 14 | Ishares TR 0-3 MTH TREASURY | $9.5M | 94.5K | 2.2% | ▼−24% Reduced · −30K sh | |
| 15 | Lakeland Finl Corp COM | $9.1M | 146.8K | 2.1% | ▼−0.8% Reduced · −1K sh | |
| 16 | Kroger Co COM | $8.6M | 154.2K | 2.0% | ▲+3.4% Added · +5K sh | |
| 17 | Automatic Data Processing In COM | $8.3M | 37.0K | 1.9% | ▲+0.1% Added · +21 sh | |
| 18 | Emerson Elec Co COM | $8.1M | 56.4K | 1.8% | ▼−0.4% Reduced · −222 sh | |
| 19 | US Bancorp COM NEW | $7.5M | 123.6K | 1.7% | ▼−0.6% Reduced · −797 sh | |
| 20 | Coca Cola Co COM | $7.3M | 89.8K | 1.7% | ▼−1.7% Reduced · −2K sh | |
| 21 | JPMorgan Chase & Co COM | $6.8M | 20.7K | 1.6% | ▲+0.7% Added · +145 sh | |
| 22 | Procter & Gamble Co COM | $6.7M | 45.5K | 1.5% | ▼−0.9% Reduced · −403 sh | |
| 23 | Aflac Inc COM | $6.3M | 54.1K | 1.5% | ▼−1.5% Reduced · −820 sh | |
| 24 | Exxon Mobil Corp COM | $6.2M | 45.4K | 1.4% | ▼−5.2% Reduced · −2K sh | |
| 25 | Steel Dynamics Inc COM | $6.1M | 26.5K | 1.4% | ▼−8.9% Reduced · −3K sh | |
| 26 | F5 Inc COM | $5.8M | 14.0K | 1.3% | ▼−2.9% Reduced · −415 sh | |
| 27 | Alphabet Inc CAP STK CL A | $5.4M | 15.1K | 1.2% | ▼−3.4% Reduced · −523 sh | |
| 28 | Gilead Sciences Inc COM | $5.1M | 40.7K | 1.2% | ▲+1.4% Added · +578 sh | |
| 29 | 3M Co COM | $5.1M | 31.3K | 1.2% | ▲+0.4% Added · +129 sh | |
| 30 | Abbott Laboratories COM | $5.1M | 55.8K | 1.2% | ▲+2.8% Added · +2K sh | |
| 31 | Cincinnati Finl Corp COM | $5.0M | 27.1K | 1.2% | ▼−0.5% Reduced · −141 sh | |
| 32 | NextEra Energy Inc COM | $5.0M | 56.6K | 1.1% | ▼−1.1% Reduced · −661 sh | |
| 33 | Stryker Corporation COM | $4.8M | 15.3K | 1.1% | ▲+9.3% Added · +1K sh | |
| 34 | Medtronic PLC SHS | $4.7M | 60.0K | 1.1% | ▲+0.6% Added · +365 sh | |
| 35 | Sysco Corp COM | $4.6M | 54.7K | 1.0% | ▲+0.3% Added · +160 sh | |
| 36 | Genuine Parts Co COM | $4.5M | 37.7K | 1.0% | ▲+3.2% Added · +1K sh | |
| 37 | Air Products And Chemicals I COM | $4.0M | 13.8K | 0.9% | ▲+0.3% Added · +37 sh | |
| 38 | Carrier Global Corporation COM | $3.4M | 47.0K | 0.8% | ▲+0.2% Added · +95 sh | |
| 39 | United Parcel Svcs Inc CL B | $3.4M | 32.0K | 0.8% | ▲+1.8% Added · +578 sh | |
| 40 | Flowserve Corp COM | $3.4M | 45.5K | 0.8% | ▼−0.4% Reduced · −195 sh | |
| 41 | Zimmer Biomet Holdings Inc COM | $3.3M | 37.7K | 0.7% | ▲+0.9% Added · +326 sh | |
| 42 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.1M | 52.7K | 0.7% | ▲+1.7% Added · +878 sh | |
| 43 | Pfizer Inc COM | $3.1M | 127.6K | 0.7% | ▲+2.2% Added · +3K sh | |
| 44 | RTX Corporation COM | $3.0M | 15.9K | 0.7% | ▼−0.9% Reduced · −150 sh | |
| 45 | Fiserv Inc COM | $2.8M | 56.7K | 0.6% | ▲+25% Added · +11K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.5K | 0.6% | ▼−0.6% Reduced · −36 sh | |
| 47 | Chubb Limited COM | $2.7M | 7.9K | 0.6% | ▲+2.6% Added · +200 sh | |
| 48 | Vanguard Malvern FDS STRM INFPROIDX | $2.6M | 51.2K | 0.6% | ▼−3.9% Reduced · −2K sh | |
| 49 | Target Corp COM | $2.5M | 19.0K | 0.6% | ▼−1.4% Reduced · −270 sh | |
| 50 | Ge Aerospace COM NEW | $2.4M | 6.4K | 0.5% | ▼−5.2% Reduced · −352 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 130 | $436.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 127 | $408.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 124 | $406.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 122 | $407.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 20, 2025 | 117 | $372.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 115 | $359.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 114 | $365.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 118 | $371.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.