Monarch Capital Management Inc holds a diversified book of 130 stocks worth $436.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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.
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
+3 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), 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 | 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 the share of each fund's own book sitting in the names it shares with Monarch Capital Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MONARCH CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 130 | $436.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 127 | $408.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 124 | $406.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 122 | $407.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 20, 2025 | 51d | 117 | $372.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 115 | $359.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 114 | $365.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 118 | $371.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.