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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
KRKroger Co
Recent Activity
Decreased -0.85%
2.44%
$8.874M
145,111 shares@ $61.16 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.33%
2.39%
$8.715M
60,264 shares@ $144.63 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.15%
2.33%
$8.488M
143,371 shares@ $59.21 avg price
EMREmerson Elec Co
Recent Activity
Decreased -4.22%
2.15%
$7.823M
63,124 shares@ $123.94 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.24%
2.15%
$7.815M
46,615 shares@ $167.66 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -4.24%
2.08%
$7.592M
24,020 shares@ $316.05 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.88%
2%
$7.268M
38,166 shares@ $190.45 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.35%
1.79%
$6.509M
104,542 shares@ $62.27 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.58%
1.76%
$6.426M
26,807 shares@ $239.72 avg price
AFLAflac Inc
Recent Activity
Decreased -0.21%
1.75%
$6.378M
61,657 shares@ $103.45 avg price