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Jessica Gonzalez

Monarch Capital Management Inc

Assets Managed
$436.183M
Holdings
130
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
6.76%(2Q avg: 3.6%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Monarch Capital Management Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 130 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 436.183M in assets, with a quarterly growth rate of 6.76% and a 2-quarter average growth rate of 3.6%. The portfolio is managed by Jessica Gonzalez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 0.8%
4.15%
$18.059M
48,413 shares@ $373.03 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.34%
3.88%
$16.901M
58,407 shares@ $289.37 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -1.02%
3.54%
$15.412M
119,322 shares@ $129.17 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -4.41%
3.45%
$15.038M
128,027 shares@ $117.47 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.24%
3.37%
$14.667M
57,752 shares@ $253.98 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.24%
3.01%
$13.112M
37,110 shares@ $353.34 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.81%
2.98%
$12.964M
114,462 shares@ $113.27 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.57%
2.83%
$12.342M
49,047 shares@ $251.65 avg price
HD
Home Depot Inc
Recent Activity
Decreased -0.87%
2.65%
$11.539M
32,717 shares@ $352.69 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -10.67%
2.57%
$11.202M
15,558 shares@ $720.05 avg price

1-10 of 130