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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
SMGScotts Miracle-gro Co
Recent Activity
Decreased -2.06%
0.37%
$1.35M
20,353 shares@ $66.35 avg price
GWWGrainger W W Inc
Recent Activity
Decreased -2.69%
0.37%
$1.333M
1,265 shares@ $1054.06 avg price
PLXSPlexus Corp
Recent Activity
Decreased -2.32%
0.27%
$985,824
6,300 shares@ $156.48 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -1.36%
0.25%
$903,133
9,752 shares@ $92.62 avg price
LINLinde Plc
Recent Activity
Decreased -6.1%
0.25%
$901,397
2,153 shares@ $418.68 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
Decreased -9.05%
0.22%
$800,953
85,847 shares@ $9.34 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.92%
0.22%
$782,495
854 shares@ $916.28 avg price
NTRSNorthern Tr Corp
Recent Activity
Decreased -3.91%
0.21%
$759,611
7,357 shares@ $103.26 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -3.03%
0.2%
$714,650
2,171 shares@ $329.19 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -9.09%
0.18%
$633,690
2,700 shares@ $234.7 avg price