StockDriftsStockDriftsTop 50 Monarch Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.14% | 48.4K | $18.1M | +0.79%(+380) | $48.16(+943.90%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.87% | 58.4K | $16.9M | -2.35%(-1.40K) | $48.72(+529.42%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.53% | 119.3K | $15.4M | -1.03%(-1.24K) | $24.52(+438.44%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.45% | 128.0K | $15.0M | -4.41%(-5.91K) | $27.24(+344.41%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.36% | 57.8K | $14.7M | -1.24%(-726) | $101.47(+158.85%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.01% | 37.1K | $13.1M | -1.24%(-466) | $53.98(+549.28%) | 2026-06-30 | |
| WMT | WALMART INC | 2.97% | 114.5K | $13.0M | -2.81%(-3.31K) | $17.02(+564.64%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.83% | 49.0K | $12.3M | +0.56%(+275) | $58.73(+324.54%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.65% | 32.7K | $11.5M | -0.87%(-288) | $109.90(+222.87%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.57% | 15.6K | $11.2M | -10.68%(-1.86K) | $33.43(+1906.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.36% | +34.42% | +7.44% | +43.16% |
| Top 20 Holdings Unweighted | +11.28% | +37.79% | +7.89% | +46.17% |
Monarch Capital Management INC reports $436.18M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.1%), AAPL (3.9%) and MRK (3.5%). The top 20 holdings account for 52.68% of reported assets. Its disclosed equity book has returned +34.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Monarch Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 938759). View Monarch Capital Management INC’s 13F filings on SEC