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Vicki Bandor Braun

@Monarch Capital Management Inc

Latest period2024 - Q4ReportedManaged Assets$365.15MTotal holdings114
Assets growth rate-1.69%Assets growth rate (2-Q avg)3.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Monarch Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Monarch Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 365.15M in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Vicki Bandor Braun, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.06%
5.82%
$21.247M
50,407 shares@ $421.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.4%
4.52%
$16.49M
65,849 shares@ $250.43 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.45%
3.62%
$13.187M
145,674 shares@ $90.53 avg price
HD
Home Depot Inc
Recent Activity
Decreased -0.22%
3.6%
$13.119M
33,727 shares@ $389.0 avg price
MRK
Merck & Co Inc
Recent Activity
Increased 0.52%
3.21%
$11.701M
116,909 shares@ $100.09 avg price
MCD
Mcdonalds Corp
Recent Activity
Decreased -0.26%
3.15%
$11.496M
39,656 shares@ $289.9 avg price
LKFN
Lakeland Finl Corp
Recent Activity
Decreased -1.67%
2.93%
$10.664M
155,088 shares@ $68.77 avg price
ADP
Automatic Data Processing In
Recent Activity
Decreased -2.64%
2.91%
$10.618M
36,104 shares@ $294.1 avg price
FELE
Franklin Elec Inc
Recent Activity
Decreased -2.68%
2.66%
$9.689M
99,421 shares@ $97.46 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.73%
2.58%
$9.411M
52,959 shares@ $177.71 avg price

1-10 of 114