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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.4%
4.52%
$16.49M
65,849 shares@ $250.43 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.52%
3.21%
$11.701M
116,909 shares@ $100.09 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.33%
2.39%
$8.715M
60,264 shares@ $144.63 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.24%
2.15%
$7.815M
46,615 shares@ $167.66 avg price
ABTAbbott Labs
Recent Activity
Increased 0.02%
1.75%
$6.354M
56,174 shares@ $113.12 avg price
GPCGenuine Parts Co
Recent Activity
Increased 6.08%
1.02%
$3.696M
31,459 shares@ $117.49 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 4.36%
0.94%
$3.427M
27,180 shares@ $126.1 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 4.86%
0.93%
$3.38M
11,655 shares@ $290.05 avg price
PFEPfizer Inc
Recent Activity
Increased 7.61%
0.84%
$3.061M
115,382 shares@ $26.54 avg price
DISDisney Walt Co
Recent Activity
Increased 0.39%
0.68%
$2.449M
21,892 shares@ $111.86 avg price