Vicki Bandor Braun

@Monarch Capital Management Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$365.15M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SOLVSolventum Corp Recent Activity Exited	0%	$293,452 4,209 shares@ $69.73 avg price	Exited
AMTMAmentum Holdings Inc Recent Activity Exited	0%	$248,809 7,715 shares@ $32.26 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$244,880 760 shares@ $322.22 avg price	Exited
EEMIshares Tr Recent Activity Exited	0%	$225,861 4,925 shares@ $45.87 avg price	Exited
TXNTexas Instrs Inc Recent Activity Exited	0%	$204,092 988 shares@ $206.58 avg price	Exited