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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
CARRCarrier Global Corporation
Recent Activity
Decreased -1.59%
0.73%
$2.634M
38,456 shares@ $68.49 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -0.41%
0.72%
$2.611M
53,921 shares@ $48.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.15%
0.72%
$2.61M
5,759 shares@ $453.29 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.35%
0.68%
$2.449M
55,616 shares@ $44.05 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.97%
0.57%
$2.062M
14,236 shares@ $144.85 avg price
CBChubb Limited
Recent Activity
Decreased -0.69%
0.53%
$1.913M
6,906 shares@ $277.08 avg price
INTCIntel Corp
Recent Activity
Decreased -0.64%
0.51%
$1.849M
92,212 shares@ $20.06 avg price
OKEOneok Inc New
Recent Activity
Decreased -1.94%
0.42%
$1.52M
15,141 shares@ $100.41 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -0.2%
0.38%
$1.381M
24,408 shares@ $56.57 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.11%
0.38%
$1.364M
8,902 shares@ $153.25 avg price