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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
ABTAbbott Labs
Recent Activity
Increased 0.02%
1.75%
$6.354M
56,174 shares@ $113.12 avg price
USBUs Bancorp Del
Recent Activity
Decreased -0.29%
1.74%
$6.347M
131,332 shares@ $48.34 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.11%
1.71%
$6.221M
17,683 shares@ $351.8 avg price
FIFiserv Inc
Recent Activity
Decreased -1.53%
1.68%
$6.12M
29,794 shares@ $205.43 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.82%
1.59%
$5.77M
15,989 shares@ $360.9 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.81%
1.5%
$5.461M
50,771 shares@ $107.58 avg price
MDTMedtronic Plc
Recent Activity
Decreased -1.32%
1.39%
$5.07M
63,063 shares@ $80.4 avg price
SYYSysco Corp
Recent Activity
Decreased -0.66%
1.27%
$4.608M
60,273 shares@ $76.47 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -1.75%
1.2%
$4.349M
47,079 shares@ $92.37 avg price
MMM3m Co
Recent Activity
Decreased -0.65%
1.15%
$4.191M
32,462 shares@ $129.1 avg price