MC
| |
MONARCH CAPITAL MANAGEMENT INC13F | |
| MONARCH CAPITAL MANAGEMENT INC | |
| Last update 2025-04-15 | 115 Stocks (3 new) |
| Value $360.00 Mil | Turnover 1 % |
MONARCH CAPITAL MANAGEMENT INC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 50,164 | 18,831.1 | -0.48% | 5.230 | -0.03% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AAPL | Apple Inc | 64,047 | 14,226.8 | -2.74% | 3.950 | -0.12% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
HD | The Home Depot Inc | 33,416 | 12,246.6 | -0.92% | 3.400 | -0.03% | 0.000 | +5.23% | -3.67% | 368,193.0 | Retail - Cyclical | |
WMT | Walmart Inc | 139,046 | 12,234.5 | -4.55% | 3.400 | -0.16% | 0.000 | +1.97% | +5.02% | 753,351.5 | Retail - Defensive | |
MCD | McDonald's Corp | 38,911 | 12,154.6 | -1.88% | 3.380 | -0.06% | 0.010 | -2.67% | +4.64% | 214,445.5 | Restaurants | |
ADP | Automatic Data Processing Inc | 35,823 | 10,993.1 | -0.78% | 3.060 | -0.02% | 0.010 | +1.54% | +4.46% | 122,852.5 | Software | |
MRK | Merck & Co Inc | 119,213 | 10,773.7 | +1.97% | 2.990 | +0.06% | 0.000 | +6.33% | -14.63% | 209,319.6 | Drug Manufacturers | |
ABBV | AbbVie Inc | 51,343 | 10,757.4 | -3.05% | 2.990 | -0.08% | 0.000 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 61,856 | 10,258.2 | +2.64% | 2.850 | +0.07% | 0.000 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
KR | The Kroger Co | 143,189 | 9,692.5 | -1.32% | 2.690 | -0.03% | 0.020 | +3.96% | +16.55% | 46,664.4 | Retail - Defensive |
MONARCH CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
MONARCH CAPITAL MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.28% | 225.19 ($254.94) 279.95 | $286.86 | 12.52% | Reduce -15.88% | 22,550 | -4,257 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.20% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Add 37.88% | 16,911 | 4,646 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.16% | 84.5 ($93.81) 105.05 | $94.40 | 0.63% | Reduce -4.55% | 139,046 | -6,628 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.12% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -2.74% | 64,047 | -1,802 | |
DG | Dollar General Corp | 2025-03-31 | Add Add | +0.11% | 68.44 ($75.71) 87.93 | $113.14 | 49.44% | Add 39.42% | 15,793 | 4,465 | |
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -0.11% | 355.18 ($380.56) 399.9 | $389.46 | 2.34% | Reduce -6.84% | 14,896 | -1,093 | |
FFIV | F5 Inc | 2025-03-31 | Reduce Reduce | -0.09% | 251.75 ($279.63) 310.6 | $291.89 | 4.38% | Reduce -7.82% | 14,786 | -1,255 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.08% | 169.2 ($194.4) 216.66 | $192.45 | -1.00% | Reduce -3.05% | 51,343 | -1,616 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.08% | 236.71 ($288.97) 358.03 | $383.78 | 32.81% | Reduce -3.93% | 23,076 | -944 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.08% | 109.66 ($119.57) 136.26 | $101.27 | -15.30% | Add 9.44% | 29,745 | 2,565 |
MONARCH CAPITAL MANAGEMENT INC Total Holding History ($B)
MONARCH CAPITAL MANAGEMENT INC's Asset Allocation
MONARCH CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MONARCH CAPITAL MANAGEMENT INC's Hypothetical Growth since 2025-03-31
MONARCH CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MONARCH CAPITAL MANAGEMENT INC's Holdings Heat Map
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MONARCH CAPITAL MANAGEMENT INC's Holdings Bubble Chart
MONARCH CAPITAL MANAGEMENT INC News
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