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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
NEENextera Energy Inc
Recent Activity
1.15%
$4.183M
58,342 shares@ $71.7 avg price
CINFCincinnati Finl Corp
Recent Activity
Decreased -0.95%
1.13%
$4.122M
28,525 shares@ $144.52 avg price
FFIVF5 Inc
Recent Activity
Decreased -2.24%
1.11%
$4.034M
16,041 shares@ $251.48 avg price
GPCGenuine Parts Co
Recent Activity
Increased 6.08%
1.02%
$3.696M
31,459 shares@ $117.49 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Decreased -0.28%
1.01%
$3.66M
34,571 shares@ $105.88 avg price
STLDSteel Dynamics Inc
Recent Activity
Decreased -0.25%
0.98%
$3.544M
30,988 shares@ $114.38 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
FLSFlowserve Corp
Recent Activity
Decreased -5.94%
0.78%
$2.832M
49,131 shares@ $57.65 avg price