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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
KMBKimberly-clark Corp
Recent Activity
Decreased -11.36%
0.17%
$611,640
4,626 shares@ $132.22 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -8.58%
0.13%
$452,447
1,331 shares@ $339.94 avg price
CATCaterpillar Inc
Recent Activity
Decreased -6.07%
0.13%
$448,735
1,237 shares@ $362.77 avg price
NUENucor Corp
Recent Activity
Decreased -2.72%
0.12%
$419,088
3,574 shares@ $117.27 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -28.25%
0.11%
$385,101
1,513 shares@ $254.53 avg price
FRMEFirst Merchants Corp
Recent Activity
Decreased -8.23%
0.1%
$355,740
8,918 shares@ $39.9 avg price
TAt&t Inc
Recent Activity
Decreased -10.82%
0.1%
$349,201
15,336 shares@ $22.78 avg price