MONARCH CAPITAL MANAGEMENT INC

CIK 0000938759 · FORT WAYNE, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

MONARCH CAPITAL MANAGEMENT INC reported 130 positions worth $436.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: MSFT (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$436.2M
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.4%
Est. Net Flow (Q)
2026 Q2
10 / 130 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$18.1M4.14%48,413
2AAPLAPPLE INCSH$16.9M3.87%58,407
3MRKMERCK & CO INCSH$15.4M3.53%119,322
4CSCOCISCO SYS INCSH$15.0M3.45%128,027
5JNJJOHNSON & JOHNSONSH$14.7M3.36%57,752
6GOOGALPHABET INCSH$13.1M3.01%37,110
7WMTWALMART INCSH$13.0M2.97%114,462
8ABBVABBVIE INCSH$12.3M2.83%49,047
9HDHOME DEPOT INCSH$11.5M2.65%32,717
10PWRQUANTA SVCS INCSH$11.2M2.57%15,558

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MONARCH CAPITAL MANAGEMENT INC hold as of Q2 2026?

MONARCH CAPITAL MANAGEMENT INC reported 130 positions worth $436.2M in its Q2 2026 13F filing. Largest positions: MSFT (4.1%), AAPL (3.9%), MRK (3.5%), CSCO (3.4%) and JNJ (3.4%).

What did MONARCH CAPITAL MANAGEMENT INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MONARCH CAPITAL MANAGEMENT INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.