Institutional Fund
Monarch Capital Management Inc
Fort Wayne, INCIK 9387595 filings on record
Portfolio Value
$408.60M
Q1 2026
Holdings
127
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.4%
from $406.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp4.4%
- Apple Inc3.7%
- Walmart Inc3.6%
- Merck & Co Inc3.6%
- Johnson & Johnson3.5%
- Ishares Tr3.1%
- Other78.2%
Portfolio Holdings
127 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 48.0K | $17.78M | 4.4% | −210 | Reduced |
| 2 | Apple Inc | 59.8K | $15.18M | 3.7% | −3.0K | Reduced |
| 3 | Walmart Inc | 117.8K | $14.66M | 3.6% | −8.2K | Reduced |
| 4 | Merck & Co Inc | 120.6K | $14.58M | 3.6% | −2.3K | Reduced |
| 5 | Johnson & Johnson | 58.5K | $14.29M | 3.5% | −2.4K | Reduced |
| 6 | Ishares Tr | 124.9K | $12.57M | 3.1% | +26.4K | Added |
| 7 | Mcdonalds Corp | 37.9K | $11.78M | 2.9% | −1.1K | Reduced |
| 8 | Home Depot Inc | 33.0K | $10.86M | 2.7% | −184 | Reduced |
| 9 | Kroger Co | 149.1K | $10.79M | 2.6% | +217 | Added |
| 10 | Alphabet Inc | 37.6K | $10.78M | 2.6% | −859 | Reduced |
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