Sponsored
The Analysis of MONARCH CAPITAL MANAGEMENT INC's Holdings & P&L
Currently, MONARCH CAPITAL MANAGEMENT INC holds 127 types of securities in its portfolio with a total value $408.6M. In the most recent quarter, they have increased their positions in SGOV (+26.4K shares, valued at $2.7M), CRM (+5.2K shares, valued at $973.1K), AMZN (+2.4K shares, valued at $505.7K); decreased their positions in WMT (-8.2K shares, valued at $1.0M), AAPL (-3.0K shares, valued at $749.4K), PWR (-1.1K shares, valued at $600.1K); initiated new positions in RIO (+3.4K shares, valued at $326.4K), GFL (+5.9K shares, valued at $245.9K), NVS (+1.4K shares, valued at $213.8K).
1M P&L
+10.5M+2.79%
3M P&L
+7.6M+2.00%
HY P&L
+33.2M+9.44%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Drug Manufacturers - General37.5M
10.3%
2Software - Infrastructure25.2M
6.9%
3N/A25.1M
6.9%
Top Industries by Stock Count
1N/A13 stocks
11.1%
2Drug Manufacturers - General9 stocks
7.7%
3Software - Infrastructure5 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
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MSFT
-0.44%MICROSOFT CORP
Shares48.0K
Event2026-03-31
Filed2026-04-16
AAPL
-4.71%APPLE INC
Shares59.8K
Event2026-03-31
Filed2026-04-16
WMT
-6.48%WALMART INC
Shares117.8K
Event2026-03-31
Filed2026-04-16
MERCK & CO INC
-1.88%MERCK & CO INC
Shares120.6K
Event2026-03-31
Filed2026-04-16
JNJ
-3.95%JOHNSON & JOHNSON
Shares58.5K
Event2026-03-31
Filed2026-04-16
SGOV
26.85%ISHARES TR
Shares124.9K
Event2026-03-31
Filed2026-04-16
MCD
-2.89%MCDONALDS CORP
Shares37.9K
Event2026-03-31
Filed2026-04-16
HD
-0.55%HOME DEPOT INC
Shares33.0K
Event2026-03-31
Filed2026-04-16
KR
0.15%KROGER CO
Shares149.1K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
-2.23%ALPHABET INC
Shares37.6K
Event2026-03-31
Filed2026-04-16
ABBV
-1.65%ABBVIE INC
Shares48.8K
Event2026-03-31
Filed2026-04-16
CSCO
-1.83%CISCO SYS INC
Shares133.9K
Event2026-03-31
Filed2026-04-16
PWR
-5.90%QUANTA SVCS INC
Shares17.4K
Event2026-03-31
Filed2026-04-16
FELE
-1.65%FRANKLIN ELEC INC
Shares94.7K
Event2026-03-31
Filed2026-04-16
LKFN
-3.59%LAKELAND FINL CORP
Shares148.0K
Event2026-03-31
Filed2026-04-16
XOM
-3.35%EXXON MOBIL CORP
Shares47.9K
Event2026-03-31
Filed2026-04-16
ADP
4.64%AUTOMATIC DATA PROCESSING IN
Shares36.9K
Event2026-03-31
Filed2026-04-16
EMR
-1.13%EMERSON ELEC CO
Shares56.6K
Event2026-03-31
Filed2026-04-16
KO
-3.35%COCA COLA CO
Shares91.3K
Event2026-03-31
Filed2026-04-16
PG
-0.86%PROCTER & GAMBLE CO
Shares45.9K
Event2026-03-31
Filed2026-04-16
USB
-3.85%US BANCORP
Shares124.4K
Event2026-03-31
Filed2026-04-16
JPM
-1.86%JPMORGAN CHASE & CO
Shares20.6K
Event2026-03-31
Filed2026-04-16
AFL
-3.67%AFLAC INC
Shares54.9K
Event2026-03-31
Filed2026-04-16
GILD
-7.86%GILEAD SCIENCES INC
Shares40.1K
Event2026-03-31
Filed2026-04-16
ABT
-0.01%ABBOTT LABORATORIES
Shares54.3K
Event2026-03-31
Filed2026-04-16
NEE
-2.05%NEXTERA ENERGY INC
Shares57.2K
Event2026-03-31
Filed2026-04-16
STLD
-3.37%STEEL DYNAMICS INC
Shares29.1K
Event2026-03-31
Filed2026-04-16
MEDTRONIC PLC
1.22%MEDTRONIC PLC
Shares59.6K
Event2026-03-31
Filed2026-04-16
SYK
-1.95%STRYKER CORPORATION
Shares14.0K
Event2026-03-31
Filed2026-04-16
MMM
0.90%3M CO
Shares31.2K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
-2.26%ALPHABET INC
Shares15.6K
Event2026-03-31
Filed2026-04-16
CINF
-1.54%CINCINNATI FINL CORP
Shares27.2K
Event2026-03-31
Filed2026-04-16
FFIV
-0.32%F5 INC
Shares14.5K
Event2026-03-31
Filed2026-04-16
APD
1.63%AIR PRODUCTS AND CHEMICALS I
Shares13.7K
Event2026-03-31
Filed2026-04-16
SYY
-2.20%SYSCO CORP
Shares54.5K
Event2026-03-31
Filed2026-04-16
GPC
8.07%GENUINE PARTS CO
Shares36.5K
Event2026-03-31
Filed2026-04-16
INTC
-0.66%INTEL CORP
Shares86.5K
Event2026-03-31
Filed2026-04-16
ACCENTURE PLC IRELAND
0.89%ACCENTURE PLC IRELAND
Shares18.2K
Event2026-03-31
Filed2026-04-16
PFE
-0.79%PFIZER INC
Shares124.8K
Event2026-03-31
Filed2026-04-16
ZBH
0.89%ZIMMER BIOMET HOLDINGS INC
Shares37.4K
Event2026-03-31
Filed2026-04-16
FLS
-6.39%FLOWSERVE CORP
Shares45.7K
Event2026-03-31
Filed2026-04-16
RTX
-1.29%RTX CORPORATION
Shares16.1K
Event2026-03-31
Filed2026-04-16
UPS
2.72%UNITED PARCEL SVCS INC
Shares31.5K
Event2026-03-31
Filed2026-04-16
VWO
-0.86%VANGUARD INTL EQUITY INDEX F
Shares51.8K
Event2026-03-31
Filed2026-04-16
CVX
-3.50%CHEVRON CORPORATION
Shares13.5K
Event2026-03-31
Filed2026-04-16
BERKSHIRE HATHAWAY INC DEL
0.04%BERKSHIRE HATHAWAY INC DEL
Shares5.6K
Event2026-03-31
Filed2026-04-16
VTIP
1.64%VANGUARD MALVERN FDS
Shares53.3K
Event2026-03-31
Filed2026-04-16
CARR
4.67%CARRIER GLOBAL CORPORATION
Shares46.9K
Event2026-03-31
Filed2026-04-16
FI
10.19%FISERV INC
Shares45.6K
Event2026-03-31
Filed2026-04-16
CB
2.22%CHUBB LTD SWITZ
Shares7.7K
Event2026-03-31
Filed2026-04-16
REGN
2.76%REGENERON PHARMACEUTICALS
Shares3.2K
Event2026-03-31
Filed2026-04-16
VZ
0.86%VERIZON COMMUNICATIONS INC
Shares47.2K
Event2026-03-31
Filed2026-04-16
TGT
3.99%TARGET CORP
Shares19.3K
Event2026-03-31
Filed2026-04-16
RCI
0.61%ROGERS COMMUNICATIONS INC
Shares59.7K
Event2026-03-31
Filed2026-04-16
LMT
0.30%LOCKHEED MARTIN CORP
Shares3.6K
Event2026-03-31
Filed2026-04-16
DG
-4.62%DOLLAR GEN CORP
Shares18.0K
Event2026-03-31
Filed2026-04-16
PEP
2.70%PEPSICO INC
Shares13.3K
Event2026-03-31
Filed2026-04-16
OKE
3.55%ONEOK INC NEW
Shares22.6K
Event2026-03-31
Filed2026-04-16
CRM
94.94%SALESFORCE INC
Shares10.7K
Event2026-03-31
Filed2026-04-16
AES
-0.24%AES CORP
Shares139.1K
Event2026-03-31
Filed2026-04-16
GE AEROSPACE
-9.10%GE AEROSPACE
Shares6.7K
Event2026-03-31
Filed2026-04-16
EEFT
-4.02%EURONET WORLDWIDE INC
Shares28.8K
Event2026-03-31
Filed2026-04-16
PPL
-0.05%PPL CORP
Shares49.6K
Event2026-03-31
Filed2026-04-16
DIS
0.84%DISNEY WALT CO
Shares19.3K
Event2026-03-31
Filed2026-04-16
PM
-0.08%PHILIP MORRIS INTL INC
Shares10.5K
Event2026-03-31
Filed2026-04-16
GEV
-4.11%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-04-16
ADM
0.05%ARCHER DANIELS MIDLAND CO
Shares21.5K
Event2026-03-31
Filed2026-04-16
SMG
-0.17%SCOTTS MIRACLE-GRO CO
Shares24.2K
Event2026-03-31
Filed2026-04-16
BMY
-0.06%BRISTOL-MYERS SQUIBB CO
Shares24.0K
Event2026-03-31
Filed2026-04-16
GWW
-1.50%WW GRAINGER INC
Shares1.2K
Event2026-03-31
Filed2026-04-16
AMZN
74.80%AMAZON COM INC
Shares5.7K
Event2026-03-31
Filed2026-04-16
PLXS
-5.88%PLEXUS CORP
Shares5.6K
Event2026-03-31
Filed2026-04-16
LLY
-2.59%ELI LILLY & CO
Shares1.1K
Event2026-03-31
Filed2026-04-16
LINDE PLC
0.00%LINDE PLC
Shares2.0K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
-17.13%INVESCO EXCHANGE TRADED FD T
Shares4.7K
Event2026-03-31
Filed2026-04-16
CAT
0.00%CATERPILLAR INC
Shares1.2K
Event2026-03-31
Filed2026-04-16
VTWO
13.23%VANGUARD SCOTTSDALE FDS
Shares8.6K
Event2026-03-31
Filed2026-04-16
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares853
Event2026-03-31
Filed2026-04-16
SPY
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.3K
Event2026-03-31
Filed2026-04-16
NTRS
-12.27%NORTHERN TR CORP
Shares5.6K
Event2026-03-31
Filed2026-04-16
J
-1.85%JACOBS SOLUTIONS INC
Shares6.1K
Event2026-03-31
Filed2026-04-16
BP
-5.49%BP PLC
Shares16.4K
Event2026-03-31
Filed2026-04-16
CHKP
47.92%CHECK POINT SOFTWARE TECH LT
Shares5.1K
Event2026-03-31
Filed2026-04-16
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-16
VYMI
44.31%VANGUARD WHITEHALL FDS
Shares7.3K
Event2026-03-31
Filed2026-04-16
OTIS
-0.56%OTIS WORLDWIDE CORP
Shares8.8K
Event2026-03-31
Filed2026-04-16
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.0K
Event2026-03-31
Filed2026-04-16
WFC
-14.33%WELLS FARGO & CO
Shares7.7K
Event2026-03-31
Filed2026-04-16
CL
-0.83%COLGATE PALMOLIVE CO
Shares7.1K
Event2026-03-31
Filed2026-04-16
V
-0.20%VISA INC
Shares2.0K
Event2026-03-31
Filed2026-04-16
NSC
-7.84%NORFOLK SOUTHN CORP
Shares2.1K
Event2026-03-31
Filed2026-04-16
PGR
232.56%PROGRESSIVE CORP
Shares3.0K
Event2026-03-31
Filed2026-04-16
MO
-6.91%ALTRIA GROUP INC
Shares8.8K
Event2026-03-31
Filed2026-04-16
NVDA
-1.33%NVIDIA CORPORATION
Shares3.3K
Event2026-03-31
Filed2026-04-16
ORCL
0.00%ORACLE CORP
Shares3.8K
Event2026-03-31
Filed2026-04-16
CNI
4.62%CANADIAN NATL RY CO
Shares5.3K
Event2026-03-31
Filed2026-04-16
NVO
44.23%NOVO-NORDISK A S
Shares14.3K
Event2026-03-31
Filed2026-04-16
NUE
0.00%NUCOR CORP
Shares3.0K
Event2026-03-31
Filed2026-04-16
DE
-2.97%DEERE & CO
Shares881
Event2026-03-31
Filed2026-04-16
PNC
0.00%PNC FINL SVCS GROUP INC
Shares2.3K
Event2026-03-31
Filed2026-04-16
CPRT
6.24%COPART INC
Shares14.3K
Event2026-03-31
Filed2026-04-16
SHW
1.32%SHERWIN WILLIAMS CO
Shares1.5K
Event2026-03-31
Filed2026-04-16
KMB
0.00%KIMBERLY-CLARK CORP
Shares4.4K
Event2026-03-31
Filed2026-04-16
VEA
1.54%VANGUARD TAX-MANAGED FDS
Shares6.6K
Event2026-03-31
Filed2026-04-16
CTAS
0.00%CINTAS CORP
Shares2.4K
Event2026-03-31
Filed2026-04-16
T
-7.01%AT&T INC
Shares13.3K
Event2026-03-31
Filed2026-04-16
BKH
0.00%BLACK HILLS CORP
Shares5.5K
Event2026-03-31
Filed2026-04-16
ITW
0.00%ILLINOIS TOOL WKS INC
Shares1.4K
Event2026-03-31
Filed2026-04-16
FRME
0.00%FIRST MERCHANTS CORP
Shares8.9K
Event2026-03-31
Filed2026-04-16
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares1.2K
Event2026-03-31
Filed2026-04-16
AMAT
0.00%APPLIED MATLS INC
Shares970
Event2026-03-31
Filed2026-04-16
RIO
NewRIO TINTO PLC
Shares3.4K
Event2026-03-31
Filed2026-04-16
COP
0.00%CONOCOPHILLIPS
Shares2.4K
Event2026-03-31
Filed2026-04-16
CSL
8.26%CARLISLE COS INC
Shares917
Event2026-03-31
Filed2026-04-16
IWP
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-16
HL
-0.96%HECLA MINING COMPANY
Shares15.4K
Event2026-03-31
Filed2026-04-16
VANGUARD INDEX FDS
-16.33%VANGUARD INDEX FDS
Shares461
Event2026-03-31
Filed2026-04-16
AMGN
0.00%AMGEN INC
Shares760
Event2026-03-31
Filed2026-04-16
NI
5.03%NISOURCE INC
Shares5.6K
Event2026-03-31
Filed2026-04-16
VTI
0.00%VANGUARD INDEX FDS
Shares806
Event2026-03-31
Filed2026-04-16
GFL
NewGFL ENVIRONMENTAL INC
Shares5.9K
Event2026-03-31
Filed2026-04-16
IWM
0.00%ISHARES TR
Shares984
Event2026-03-31
Filed2026-04-16
NKE
0.00%NIKE INC
Shares4.6K
Event2026-03-31
Filed2026-04-16
EEM
0.00%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-16
NVS
NewNOVARTIS AG
Shares1.4K
Event2026-03-31
Filed2026-04-16
MDLZ
NewMONDELEZ INTL INC
Shares3.5K
Event2026-03-31
Filed2026-04-16
PSX
NewPHILLIPS 66
Shares1.1K
Event2026-03-31
Filed2026-04-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available