Monarch Capital Management Inc/ Top Holdings and 13F Report (2025) About Monarch Capital Management Inc/Investment ActivityMonarch Capital Management Inc/ has $359.80 million in total holdings as of March 31, 2025.Monarch Capital Management Inc/ owns shares of 115 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Monarch Capital Management Inc/ has purchased 114 new stocks and bought additional shares in 27 stocks.Monarch Capital Management Inc/ sold shares of 64 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $18,831,064Apple $14,226,761Home Depot $12,246,630Walmart $12,234,459McDonald's $12,154,630 Largest New Holdings this Quarter 031162100 - Amgen $236,778 Holding65473P105 - NiSource $215,284 Holding459200101 - International Business Machines $211,610 Holding Largest Purchases this Quarter Alphabet 4,646 shares (about $718.46K)Dollar General 4,465 shares (about $392.61K)United Parcel Service 2,565 shares (about $282.12K)Johnson & Johnson 1,592 shares (about $264.02K)Amgen 760 shares (about $236.78K) Largest Sales this Quarter JPMorgan Chase & Co. 4,257 shares (about $1.04M)Walmart 6,628 shares (about $583.19K)Stryker 1,093 shares (about $407.79K)Apple 1,802 shares (about $400.28K)AbbVie 1,616 shares (about $338.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMonarch Capital Management Inc/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,831,064$91,220 ▼-0.5%50,1645.2%Computer and TechnologyAAPLApple$14,226,761$400,278 ▼-2.7%64,0474.0%Computer and TechnologyHDHome Depot$12,246,630$113,978 ▼-0.9%33,4163.4%Retail/WholesaleWMTWalmart$12,234,459$583,188 ▼-4.5%139,0463.4%Retail/WholesaleMCDMcDonald's$12,154,630$232,716 ▼-1.9%38,9113.4%Retail/WholesaleADPAutomatic Data Processing$10,993,091$86,231 ▼-0.8%35,8233.1%Business ServicesMRKMerck & Co., Inc.$10,773,710$208,221 ▲2.0%119,2133.0%MedicalABBVAbbVie$10,757,386$338,584 ▼-3.1%51,3433.0%MedicalJNJJohnson & Johnson$10,258,200$264,017 ▲2.6%61,8562.9%MedicalKRKroger$9,692,464$130,100 ▼-1.3%143,1892.7%Retail/WholesaleFELEFranklin Electric$9,081,295$252,349 ▼-2.7%96,7332.5%IndustrialsLKFNLakeland Financial$9,080,828$137,604 ▼-1.5%152,7732.5%FinanceCSCOCisco Systems$8,679,265$168,160 ▼-1.9%140,6462.4%Computer and TechnologyPGProcter & Gamble$7,877,324$66,805 ▼-0.8%46,2232.2%Consumer StaplesKOCoca-Cola$7,348,181$179,291 ▼-2.4%102,0522.0%Consumer StaplesABTAbbott Laboratories$7,259,935$191,547 ▼-2.6%54,7302.0%MedicalEMREmerson Electric$6,816,977$103,939 ▼-1.5%62,1761.9%IndustrialsAFLAflac$6,579,335$276,307 ▼-4.0%59,1721.8%FinanceFIFiserv$6,431,674$147,735 ▼-2.2%29,1251.8%Business ServicesGOOGAlphabet$6,023,292$60,617 ▲1.0%38,5541.7%Computer and TechnologyXOMExxon Mobil$6,008,820$29,376 ▼-0.5%50,5241.7%EnergyPWRQuanta Services$5,865,458$239,946 ▼-3.9%23,0761.6%ConstructionUSBU.S. Bancorp$5,561,589$48,914 ▼-0.9%130,1871.5%FinanceSYKStryker$5,557,549$407,787 ▼-6.8%14,8961.5%MedicalJPMJPMorgan Chase & Co.$5,531,515$1,044,242 ▼-15.9%22,5501.5%FinanceMDTMedtronic$5,527,891$171,162 ▼-3.0%61,1691.5%MedicalACNAccenture$5,407,342$110,462 ▼-2.0%17,3291.5%Computer and TechnologyGILDGilead Sciences$5,007,363$267,797 ▼-5.1%44,6891.4%MedicalMMM3M$4,571,312$196,058 ▼-4.1%31,1271.3%Multi-Sector ConglomeratesSYYSysco$4,399,821$123,066 ▼-2.7%58,6331.2%Consumer StaplesCINFCincinnati Financial$4,193,953$44,577 ▼-1.1%28,2251.2%FinanceNEENextEra Energy$4,104,531$31,333 ▼-0.8%57,9001.1%UtilitiesFFIVF5$3,937,069$334,169 ▼-7.8%14,7861.1%Computer and TechnologyZBHZimmer Biomet$3,894,049$26,994 ▼-0.7%34,3331.1%MedicalGPCGenuine Parts$3,853,949$82,129 ▲2.2%32,1441.1%Retail/WholesaleSTLDSteel Dynamics$3,847,502$38,879 ▼-1.0%30,6781.1%Basic MaterialsAPDAir Products and Chemicals$3,504,240$66,947 ▲1.9%11,8821.0%Basic MaterialsUPSUnited Parcel Service$3,271,653$282,124 ▲9.4%29,7450.9%TransportationBRK.BBerkshire Hathaway$3,062,868$4,261 ▼-0.1%5,7510.9%FinancePFEPfizer$2,933,866$10,085 ▲0.3%115,7800.8%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,631,627$59,032 ▼-2.2%52,7380.7%ManufacturingGOOGLAlphabet$2,615,118$718,458 ▲37.9%16,9110.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,513,801$3,395 ▼-0.1%55,5410.7%ETFCARRCarrier Global$2,428,284$9,827 ▼-0.4%38,3010.7%Computer and TechnologyFLSFlowserve$2,340,392$65,370 ▼-2.7%47,7960.7%IndustrialsCVXChevron$2,311,279$70,262 ▼-3.0%13,8160.6%EnergyRTXRTX$2,217,911$16,558 ▼-0.7%16,7440.6%AerospaceCBChubb$2,095,716$4,844 ▲0.2%6,9220.6%FinanceDISWalt Disney$2,092,144$68,597 ▼-3.2%21,1970.6%Consumer DiscretionaryINTCIntel$2,066,065$28,070 ▼-1.3%90,9760.6%Computer and TechnologyGEGeneral Electric$1,870,193$69,177 ▼-3.6%9,3270.5%TransportationVZVerizon Communications$1,841,118$46,948 ▼-2.5%40,5890.5%Computer and TechnologyCCRDCoreCard$1,834,516$561 ▲0.0%98,0500.5%Business ServicesPMPhilip Morris International$1,776,053$7,841 ▼-0.4%11,0990.5%Consumer StaplesPPLPPL$1,655,242$18,127 ▼-1.1%45,6560.5%UtilitiesBMYBristol-Myers Squibb$1,488,6440.0%24,4080.4%MedicalTGTTarget$1,485,565$1,878 ▲0.1%14,2350.4%Retail/WholesaleRCIRogers Communications$1,475,245$155,380 ▲11.8%54,7830.4%Consumer DiscretionaryOKEONEOK$1,441,766$60,524 ▼-4.0%14,5310.4%EnergyAESAES$1,407,373$103,508 ▲7.9%113,3150.4%UtilitiesDGDollar General$1,388,679$392,608 ▲39.4%15,7930.4%Retail/WholesalePEPPepsiCo$1,376,000$41,234 ▲3.1%9,1770.4%Consumer StaplesGWWW.W. Grainger$1,239,727$9,878 ▼-0.8%1,2550.3%IndustrialsLMTLockheed Martin$1,171,721$87,108 ▲8.0%2,6230.3%AerospaceLLYEli Lilly and Company$1,134,801$4,955 ▲0.4%1,3740.3%MedicalSMGScotts Miracle-Gro$1,124,312$7,136 ▲0.6%20,4830.3%Basic MaterialsLINDE PLC$952,234$50,289 ▼-5.0%2,0450.3%SHSOTISOtis Worldwide$950,782$55,625 ▼-5.5%9,2130.3%ConstructionREGNRegeneron Pharmaceuticals$890,459$213,736 ▲31.6%1,4040.2%MedicalWBAWalgreens Boots Alliance$887,133$71,778 ▼-7.5%79,4210.2%Retail/WholesaleCOSTCostco Wholesale$806,751$946 ▼-0.1%8530.2%Retail/WholesaleBRK.ABerkshire Hathaway$798,4420.0%10.2%FinancePLXSPlexus$788,000$19,220 ▼-2.4%6,1500.2%Computer and TechnologyJJacobs Solutions$781,313$154,377 ▼-16.5%6,4630.2%Business ServicesCPRTCopart$778,735$5,659 ▲0.7%13,7610.2%Business ServicesZIMVZimVie$752,760$44,712 ▲6.3%69,7000.2%MedicalADMArcher-Daniels-Midland$744,636$164,674 ▲28.4%15,5100.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$716,507$5,611 ▲0.8%1,2770.2%FinanceWFCWells Fargo & Company$713,880$27,926 ▲4.1%9,9440.2%FinanceNTRSNorthern Trust$703,554$27,733 ▼-3.8%7,0780.2%FinanceBPBP$702,697$11,827 ▼-1.7%20,7960.2%EnergyVVisa$677,790$8,061 ▲1.2%1,9340.2%Business ServicesCLColgate-Palmolive$675,4840.0%7,2090.2%Consumer StaplesGE VERNOVA INC$646,584$16,180 ▼-2.4%2,1180.2%COMNSCNorfolk Southern$625,284$14,211 ▼-2.2%2,6400.2%TransportationMOAltria Group$621,8150.0%10,1870.2%Consumer StaplesKMBKimberly-Clark$614,791$47,997 ▼-7.2%4,2910.2%Consumer StaplesCHKPCheck Point Software Technologies$596,923$31,909 ▼-5.1%2,6190.2%Computer and TechnologyORCLOracle$539,5270.0%3,8590.1%Computer and TechnologyELVElevance Health$501,5090.0%1,1530.1%MedicalCTASCintas$493,2720.0%2,4000.1%Business ServicesSHWSherwin-Williams$464,7720.0%1,3310.1%Basic MaterialsNUENucor$432,0610.0%3,5740.1%Basic MaterialsDEDeere & Company$427,6410.0%9080.1%IndustrialsTAT&T$419,563$14,140 ▼-3.3%14,8360.1%Computer and TechnologyCATCaterpillar$407,9630.0%1,2370.1%IndustrialsPNCThe PNC Financial Services Group$395,8350.0%2,2520.1%FinanceITWIllinois Tool Works$376,7040.0%1,5130.1%IndustrialsAMZNAmazon.com$373,671$26,066 ▲7.5%1,9640.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$362,317$63,436 ▼-14.9%7,1280.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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