Sponsored

The Analysis of MONARCH CAPITAL MANAGEMENT INC's Holdings & P&L

Currently, MONARCH CAPITAL MANAGEMENT INC holds 130 types of securities in its portfolio with a total value $436.2M. In the most recent quarter, they have increased their positions in VOO (+950 shares, valued at $652.5K), PGR (+2.6K shares, valued at $576.7K), FI (+11.2K shares, valued at $548.0K); decreased their positions in SGOV (-30.3K shares, valued at $3.1M), INTC (-14.4K shares, valued at $2.0M), N/A (-1.9K shares, valued at $1.3M); initiated new positions in TXN (+988 shares, valued at $294.5K), IWS (+1.5K shares, valued at $250.2K), N/A (+1.8K shares, valued at $248.3K).

1M P&L

+10.4M+2.97%

3M P&L

+18.8M+5.50%

HY P&L

+17.8M+5.19%

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 - General42.3M

12.0%

2Software - Infrastructure26.9M

7.6%

3N/A23.8M

6.7%

Top Industries by Stock Count

1N/A14 stocks

12.8%

2Drug Manufacturers - General9 stocks

8.3%

3Specialty Industrial Machinery5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP48.4K shares0.79%2026-06-302026-07-22

AAPL APPLE INC58.4K shares-2.35%2026-06-302026-07-22

MRK MERCK & CO INC119.3K shares-1.03%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC128.0K shares-4.41%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON57.8K shares-1.24%2026-06-302026-07-22

GOOG ALPHABET INC37.1K shares-1.24%2026-06-302026-07-22

WMT WALMART INC114.5K shares-2.81%2026-06-302026-07-22

ABBVIE INC ABBVIE INC49.0K shares0.56%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC32.7K shares-0.87%2026-06-302026-07-22

QUANTA SVCS INC QUANTA SVCS INC15.6K shares-10.68%2026-06-302026-07-22

MCD MCDONALDS CORP37.7K shares-0.66%2026-06-302026-07-22

INTC INTEL CORP72.1K shares-16.61%2026-06-302026-07-22

FELE FRANKLIN ELEC INC92.8K shares-2.06%2026-06-302026-07-22

SGOV ISHARES TR94.5K shares-24.31%2026-06-302026-07-22

LKFN LAKELAND FINL CORP146.8K shares-0.76%2026-06-302026-07-22

KR KROGER CO154.2K shares3.43%2026-06-302026-07-22

Sponsored

ADP AUTOMATIC DATA PROCESSING IN37.0K shares0.06%2026-06-302026-07-22

EMR EMERSON ELEC CO56.4K shares-0.39%2026-06-302026-07-22

USB US BANCORP123.6K shares-0.64%2026-06-302026-07-22

KO COCA COLA CO89.8K shares-1.67%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO20.7K shares0.71%2026-06-302026-07-22

PG PROCTER & GAMBLE CO45.5K shares-0.88%2026-06-302026-07-22

AFL AFLAC INC54.1K shares-1.49%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP45.4K shares-5.17%2026-06-302026-07-22

Sponsored

STLD STEEL DYNAMICS INC26.5K shares-8.95%2026-06-302026-07-22

FFIV F5 INC14.0K shares-2.87%2026-06-302026-07-22

GOOGL ALPHABET INC15.1K shares-3.36%2026-06-302026-07-22

GILD GILEAD SCIENCES INC40.7K shares1.44%2026-06-302026-07-22

3M CO 3M CO31.3K shares0.41%2026-06-302026-07-22

ABT ABBOTT LABORATORIES55.8K shares2.85%2026-06-302026-07-22

CINF CINCINNATI FINL CORP27.1K shares-0.52%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC56.6K shares-1.15%2026-06-302026-07-22

Sponsored

SYK STRYKER CORPORATION15.3K shares9.27%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC60.0K shares0.61%2026-06-302026-07-22

SYY SYSCO CORP54.7K shares0.29%2026-06-302026-07-22

GPC GENUINE PARTS CO37.7K shares3.19%2026-06-302026-07-22

APD AIR PRODUCTS AND CHEMICALS I13.8K shares0.27%2026-06-302026-07-22

CARR CARRIER GLOBAL CORPORATION47.0K shares0.20%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC32.0K shares1.84%2026-06-302026-07-22

FLS FLOWSERVE CORP45.5K shares-0.43%2026-06-302026-07-22

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC37.7K shares0.87%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F52.7K shares1.70%2026-06-302026-07-22

PFE PFIZER INC127.6K shares2.19%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION15.9K shares-0.93%2026-06-302026-07-22

FI FISERV INC56.7K shares24.52%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares-0.65%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED7.9K shares2.61%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS51.2K shares-3.94%2026-06-302026-07-22

Sponsored

TGT TARGET CORP19.0K shares-1.40%2026-06-302026-07-22

GE GE AEROSPACE6.4K shares-5.24%2026-06-302026-07-22

REGN REGENERON PHARMACEUTICALS3.8K shares19.06%2026-06-302026-07-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND19.1K shares4.85%2026-06-302026-07-22

DG DOLLAR GEN CORP18.9K shares5.26%2026-06-302026-07-22

CVX CHEVRON CORPORATION13.1K shares-2.89%2026-06-302026-07-22

OKE ONEOK INC NEW25.0K shares10.37%2026-06-302026-07-22

RCI ROGERS COMMUNICATIONS INC63.0K shares5.46%2026-06-302026-07-22

Sponsored

CRM SALESFORCE INC13.0K shares21.72%2026-06-302026-07-22

AES CORP AES CORP139.4K shares0.18%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC48.1K shares2.05%2026-06-302026-07-22

LMT LOCKHEED MARTIN CORP4.0K shares10.15%2026-06-302026-07-22

GEV GE VERNOVA INC1.7K shares-6.10%2026-06-302026-07-22

EEFT EURONET WORLDWIDE INC26.7K shares-7.26%2026-06-302026-07-22

PEP PEPSICO INC13.8K shares3.68%2026-06-302026-07-22

PPL CORP PPL CORP51.0K shares2.88%2026-06-302026-07-22

Sponsored

PM PHILIP MORRIS INTL INC10.2K shares-3.01%2026-06-302026-07-22

DIS DISNEY WALT CO19.1K shares-1.03%2026-06-302026-07-22

ADM ARCHER DANIELS MIDLAND CO22.2K shares3.43%2026-06-302026-07-22

GWW WW GRAINGER INC1.2K shares-1.20%2026-06-302026-07-22

SMG SCOTTS MIRACLE-GRO CO24.1K shares-0.50%2026-06-302026-07-22

PLXS PLEXUS CORP5.4K shares-3.13%2026-06-302026-07-22

AMZN AMAZON COM INC6.2K shares9.55%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO23.8K shares-0.63%2026-06-302026-07-22

Sponsored

LLY ELI LILLY & CO1.1K shares-1.95%2026-06-302026-07-22

CAT CATERPILLAR INC1.2K shares0.00%2026-06-302026-07-22

PGR PROGRESSIVE CORP5.6K shares88.21%2026-06-302026-07-22

CHKP CHECK POINT SOFTWARE TECH LT8.3K shares62.43%2026-06-302026-07-22

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS8.9K shares3.57%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T5.0K shares5.54%2026-06-302026-07-22

LIN LINDE PLC1.9K shares-4.29%2026-06-302026-07-22

VOO VANGUARD INDEX FDS1.4K shares206.07%2026-06-302026-07-22

Sponsored

VYMI VANGUARD WHITEHALL FDS9.8K shares35.10%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares0.00%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-06-302026-07-22

NTRS NORTHERN TR CORP5.3K shares-5.57%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION853 shares0.00%2026-06-302026-07-22

NVO NOVO-NORDISK A S16.1K shares13.06%2026-06-302026-07-22

J JACOBS SOLUTIONS INC6.1K shares0.00%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-22

Sponsored

VISA INC VISA INC2.1K shares5.91%2026-06-302026-07-22

RIO RIO TINTO PLC7.7K shares122.93%2026-06-302026-07-22

MO ALTRIA GROUP INC9.7K shares10.97%2026-06-302026-07-22

NVDA NVIDIA CORPORATION3.5K shares4.43%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO7.2K shares1.40%2026-06-302026-07-22

WFC WELLS FARGO & CO7.8K shares1.95%2026-06-302026-07-22

CNI CANADIAN NATL RY CO5.3K shares0.56%2026-06-302026-07-22

NUE NUCOR CORP2.9K shares-4.13%2026-06-302026-07-22

Sponsored

NSC NORFOLK SOUTHN CORP2.0K shares-5.44%2026-06-302026-07-22

OTIS OTIS WORLDWIDE CORP8.5K shares-4.22%2026-06-302026-07-22

ORACLE CORP ORACLE CORP3.9K shares4.66%2026-06-302026-07-22

DE DEERE & CO881 shares0.00%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC2.3K shares-1.31%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS7.8K shares18.51%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC770 shares-20.62%2026-06-302026-07-22

BP BP PLC14.8K shares-9.68%2026-06-302026-07-22

Sponsored

SHW SHERWIN WILLIAMS CO1.5K shares-0.07%2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP4.2K shares-4.41%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY1.2K shares0.00%2026-06-302026-07-22

CTAS CINTAS CORP2.4K shares0.00%2026-06-302026-07-22

BKH BLACK HILLS CORP5.5K shares0.00%2026-06-302026-07-22

CPRT COPART INC14.1K shares-1.44%2026-06-302026-07-22

GFL GFL ENVIRONMENTAL INC10.6K shares80.58%2026-06-302026-07-22

IWP ISHARES TR2.7K shares17.73%2026-06-302026-07-22

Sponsored

ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2026-06-302026-07-22

FRME FIRST MERCHANTS CORP8.4K shares-5.61%2026-06-302026-07-22

CSL CARLISLE COS INC992 shares8.18%2026-06-302026-07-22

IWM ISHARES TR1.1K shares13.92%2026-06-302026-07-22

EEM ISHARES TR4.3K shares10.27%2026-06-302026-07-22

TXN TEXAS INSTRS INC988 sharesnew addition2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS758 shares-5.96%2026-06-302026-07-22

T AT&T INC13.3K shares0.00%2026-06-302026-07-22

Sponsored

NI NISOURCE INC5.6K shares0.00%2026-06-302026-07-22

AMGN AMGEN INC730 shares-3.95%2026-06-302026-07-22

COP CONOCOPHILLIPS2.4K shares0.00%2026-06-302026-07-22

IWS ISHARES TR1.5K sharesnew addition2026-06-302026-07-22

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC1.8K sharesnew addition2026-06-302026-07-22

NVS NOVARTIS AG1.4K shares3.57%2026-06-302026-07-22

HL HECLA MINING COMPANY14.3K shares-7.12%2026-06-302026-07-22

UNP UNION PAC CORP800 sharesnew addition2026-06-302026-07-22

Sponsored

MDLZ MONDELEZ INTL INC3.5K shares0.00%2026-06-302026-07-22

EFA ISHARES TR1.9K sharesnew addition2026-06-302026-07-22

MSFT

MICROSOFT CORP

0.79%

Shares48.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-2.35%

Shares58.4K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-1.03%

Shares119.3K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-4.41%

Shares128.0K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-1.24%

Shares57.8K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-1.24%

Shares37.1K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

-2.81%

Shares114.5K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.56%

Shares49.0K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-0.87%

Shares32.7K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

-10.68%

Shares15.6K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-0.66%

Shares37.7K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

-16.61%

Shares72.1K

Event2026-06-30

Filed2026-07-22

FELE

FRANKLIN ELEC INC

-2.06%

Shares92.8K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

-24.31%

Shares94.5K

Event2026-06-30

Filed2026-07-22

LKFN

LAKELAND FINL CORP

-0.76%

Shares146.8K

Event2026-06-30

Filed2026-07-22

KROGER CO

3.43%

Shares154.2K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

0.06%

Shares37.0K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

-0.39%

Shares56.4K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

-0.64%

Shares123.6K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-1.67%

Shares89.8K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.71%

Shares20.7K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-0.88%

Shares45.5K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

-1.49%

Shares54.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-5.17%

Shares45.4K

Event2026-06-30

Filed2026-07-22

STLD

STEEL DYNAMICS INC

-8.95%

Shares26.5K

Event2026-06-30

Filed2026-07-22

FFIV

F5 INC

-2.87%

Shares14.0K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-3.36%

Shares15.1K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

1.44%

Shares40.7K

Event2026-06-30

Filed2026-07-22

3M CO

0.41%

Shares31.3K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

2.85%

Shares55.8K

Event2026-06-30

Filed2026-07-22

CINF

CINCINNATI FINL CORP

-0.52%

Shares27.1K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

-1.15%

Shares56.6K

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

9.27%

Shares15.3K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

0.61%

Shares60.0K

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

0.29%

Shares54.7K

Event2026-06-30

Filed2026-07-22

GPC

GENUINE PARTS CO

3.19%

Shares37.7K

Event2026-06-30

Filed2026-07-22

APD

AIR PRODUCTS AND CHEMICALS I

0.27%

Shares13.8K

Event2026-06-30

Filed2026-07-22

CARR

CARRIER GLOBAL CORPORATION

0.20%

Shares47.0K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

1.84%

Shares32.0K

Event2026-06-30

Filed2026-07-22

FLS

FLOWSERVE CORP

-0.43%

Shares45.5K

Event2026-06-30

Filed2026-07-22

ZBH

ZIMMER BIOMET HOLDINGS INC

0.87%

Shares37.7K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

1.70%

Shares52.7K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

2.19%

Shares127.6K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-0.93%

Shares15.9K

Event2026-06-30

Filed2026-07-22

FISERV INC

24.52%

Shares56.7K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.65%

Shares5.5K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

2.61%

Shares7.9K

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

-3.94%

Shares51.2K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

-1.40%

Shares19.0K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

-5.24%

Shares6.4K

Event2026-06-30

Filed2026-07-22

REGN

REGENERON PHARMACEUTICALS

19.06%

Shares3.8K

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

4.85%

Shares19.1K

Event2026-06-30

Filed2026-07-22

DOLLAR GEN CORP

5.26%

Shares18.9K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-2.89%

Shares13.1K

Event2026-06-30

Filed2026-07-22

OKE

ONEOK INC NEW

10.37%

Shares25.0K

Event2026-06-30

Filed2026-07-22

RCI

ROGERS COMMUNICATIONS INC

5.46%

Shares63.0K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

21.72%

Shares13.0K

Event2026-06-30

Filed2026-07-22

AES CORP

0.18%

Shares139.4K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

2.05%

Shares48.1K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

10.15%

Shares4.0K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-6.10%

Shares1.7K

Event2026-06-30

Filed2026-07-22

EEFT

EURONET WORLDWIDE INC

-7.26%

Shares26.7K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

3.68%

Shares13.8K

Event2026-06-30

Filed2026-07-22

PPL CORP

2.88%

Shares51.0K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

-3.01%

Shares10.2K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

-1.03%

Shares19.1K

Event2026-06-30

Filed2026-07-22

ADM

ARCHER DANIELS MIDLAND CO

3.43%

Shares22.2K

Event2026-06-30

Filed2026-07-22

GWW

WW GRAINGER INC

-1.20%

Shares1.2K

Event2026-06-30

Filed2026-07-22

SMG

SCOTTS MIRACLE-GRO CO

-0.50%

Shares24.1K

Event2026-06-30

Filed2026-07-22

PLXS

PLEXUS CORP

-3.13%

Shares5.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

9.55%

Shares6.2K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

-0.63%

Shares23.8K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-1.95%

Shares1.1K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

PGR

PROGRESSIVE CORP

88.21%

Shares5.6K

Event2026-06-30

Filed2026-07-22

CHKP

CHECK POINT SOFTWARE TECH LT

62.43%

Shares8.3K

Event2026-06-30

Filed2026-07-22

VANGUARD SCOTTSDALE FDS

3.57%

Shares8.9K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

5.54%

Shares5.0K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

-4.29%

Shares1.9K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

206.07%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

35.10%

Shares9.8K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

NTRS

NORTHERN TR CORP

-5.57%

Shares5.3K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares853

Event2026-06-30

Filed2026-07-22

NVO

NOVO-NORDISK A S

13.06%

Shares16.1K

Event2026-06-30

Filed2026-07-22

JACOBS SOLUTIONS INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

VISA INC

5.91%

Shares2.1K

Event2026-06-30

Filed2026-07-22

RIO

RIO TINTO PLC

122.93%

Shares7.7K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

10.97%

Shares9.7K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

4.43%

Shares3.5K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

1.40%

Shares7.2K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

1.95%

Shares7.8K

Event2026-06-30

Filed2026-07-22

CNI

CANADIAN NATL RY CO

0.56%

Shares5.3K

Event2026-06-30

Filed2026-07-22

NUE

NUCOR CORP

-4.13%

Shares2.9K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

-5.44%

Shares2.0K

Event2026-06-30

Filed2026-07-22

OTIS

OTIS WORLDWIDE CORP

-4.22%

Shares8.5K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

4.66%

Shares3.9K

Event2026-06-30

Filed2026-07-22

DEERE & CO

0.00%

Shares881

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

-1.31%

Shares2.3K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

18.51%

Shares7.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-20.62%

Shares770

Event2026-06-30

Filed2026-07-22

BP PLC

-9.68%

Shares14.8K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

-4.41%

Shares4.2K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

BKH

BLACK HILLS CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

CPRT

COPART INC

-1.44%

Shares14.1K

Event2026-06-30

Filed2026-07-22

GFL

GFL ENVIRONMENTAL INC

80.58%

Shares10.6K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

17.73%

Shares2.7K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

FRME

FIRST MERCHANTS CORP

-5.61%

Shares8.4K

Event2026-06-30

Filed2026-07-22

CSL

CARLISLE COS INC

8.18%

Shares992

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

13.92%

Shares1.1K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

10.27%

Shares4.3K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

New

Shares988

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-5.96%

Shares758

Event2026-06-30

Filed2026-07-22

AT&T INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-22

NISOURCE INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

-3.95%

Shares730

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

CONSTELLATION BRANDS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

3.57%

Shares1.4K

Event2026-06-30

Filed2026-07-22

HECLA MINING COMPANY

-7.12%

Shares14.3K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

New

Shares800

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available