MC
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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 | +31.86% | +19.54% | 3,730,542.4 | Software | |
AAPL | Apple Inc | 64,047 | 14,226.8 | -2.74% | 3.950 | -0.12% | 0.000 | +11.95% | -14.78% | 3,179,747.7 | Hardware | |
HD | The Home Depot Inc | 33,416 | 12,246.6 | -0.92% | 3.400 | -0.03% | 0.000 | +7.12% | -2.00% | 374,540.6 | Retail - Cyclical | |
WMT | Walmart Inc | 139,046 | 12,234.5 | -4.55% | 3.400 | -0.16% | 0.000 | +5.26% | +5.86% | 759,336.8 | Retail - Defensive | |
MCD | McDonald's Corp | 38,911 | 12,154.6 | -1.88% | 3.380 | -0.06% | 0.010 | -1.56% | +4.78% | 214,724.3 | Restaurants | |
ADP | Automatic Data Processing Inc | 35,823 | 10,993.1 | -0.78% | 3.060 | -0.02% | 0.010 | +5.59% | +5.96% | 124,618.3 | Software | |
MRK | Merck & Co Inc | 119,213 | 10,773.7 | +1.97% | 2.990 | +0.06% | 0.000 | +9.97% | -13.53% | 212,031.5 | Drug Manufacturers | |
ABBV | AbbVie Inc | 51,343 | 10,757.4 | -3.05% | 2.990 | -0.08% | 0.000 | +13.22% | +12.03% | 345,190.5 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 61,856 | 10,258.2 | +2.64% | 2.850 | +0.07% | 0.000 | +6.88% | +10.76% | 379,112.9 | Drug Manufacturers | |
KR | The Kroger Co | 143,189 | 9,692.5 | -1.32% | 2.690 | -0.03% | 0.020 | +4.89% | +17.04% | 46,862.7 | 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 | $287.69 | 12.85% | Reduce -15.88% | 22,550 | -4,257 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.20% | 154.33 ($181.36) 206.38 | $177.40 | -2.18% | Add 37.88% | 16,911 | 4,646 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.16% | 84.5 ($93.81) 105.05 | $95.16 | 1.44% | Reduce -4.55% | 139,046 | -6,628 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.12% | 209.68 ($231.67) 247.1 | $212.89 | -8.10% | Reduce -2.74% | 64,047 | -1,802 | |
DG | Dollar General Corp | 2025-03-31 | Add Add | +0.11% | 68.44 ($75.71) 87.93 | $112.19 | 48.18% | Add 39.42% | 15,793 | 4,465 | |
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -0.11% | 355.18 ($380.56) 399.9 | $395.80 | 4.00% | Reduce -6.84% | 14,896 | -1,093 | |
FFIV | F5 Inc | 2025-03-31 | Reduce Reduce | -0.09% | 251.75 ($279.63) 310.6 | $301.90 | 7.96% | Reduce -7.82% | 14,786 | -1,255 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.08% | 169.2 ($194.4) 216.66 | $195.67 | 0.65% | Reduce -3.05% | 51,343 | -1,616 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.08% | 236.71 ($288.97) 358.03 | $379.93 | 31.48% | Reduce -3.93% | 23,076 | -944 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.08% | 109.66 ($119.57) 136.26 | $103.04 | -13.82% | Add 9.44% | 29,745 | 2,565 |
MONARCH CAPITAL MANAGEMENT INC Total Holding History ($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 % |
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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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