Long-term investor
Monarch Capital Management Inc. @monarchcapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000938759).
Record
- Tracked since 2025-06-30 (454 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +933.2% · all +933.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 4.1% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- MRK · 3.5% · long · since 2025-06-30
- CSCO · 3.4% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- 02079K107 · 3.0% · long · since 2025-06-30
- WMT · 3.0% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- HD · 2.6% · long · since 2025-06-30
- PWR · 2.6% · long · since 2025-06-30
- MCD · 2.3% · long · since 2025-06-30
- INTC · 2.3% · long · since 2025-06-30