Monarch Capital Management Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of the third quarter.
The report lists 130 individual securities held by the firm. The largest position disclosed is in Walmart Inc., where Monarch Capital holds 11,887,929 shares, valued at approximately $114,395,000. The second-largest holding is US Bancorp, with 7,149,155 shares valued at $122,627,000. Other significant positions include Johnson & Johnson (15,075,355 shares), Merck & Co. (17,024,628 shares), and Intel Corporation (8,480,664 shares).
The filing also includes various exchange-traded funds. Notable ETF holdings include the Vanguard S&P 500 ETF (935,649 shares), the Vanguard International Equity Index Fund FTSE Emerging Markets ETF (3,078,209 shares), and the iShares MSCI EAFE ETF (201,339 shares).
The report was signed by Jessica Gonzalez, Chief Compliance Officer, and was filed on October 19, 2026.
