Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONARCH CAPITAL MANAGEMENT INC (CIK 938759) reported $408.6M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($17.8M, 4.35%), AAPL ($15.2M, 3.71%), WMT ($14.7M, 3.59%), MRK ($14.6M, 3.57%), JNJ ($14.3M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.8M | 4.35% | 48,033 | Trimmed |
| 2 | AAPL | APPLE INC | $15.2M | 3.71% | 59,810 | Trimmed |
| 3 | WMT | WALMART INC | $14.7M | 3.59% | 117,777 | Trimmed |
| 4 | MRK | MERCK & CO INC | $14.6M | 3.57% | 120,559 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $14.3M | 3.50% | 58,478 | Trimmed |
| 6 | SGOV | ISHARES TR | $12.6M | 3.08% | 124,858 | Added |
| 7 | MCD | MCDONALDS CORP | $11.8M | 2.88% | 37,902 | Trimmed |
| 8 | HD | HOME DEPOT INC | $10.9M | 2.66% | 33,005 | Trimmed |
| 9 | GOOG | ALPHABET INC | $10.8M | 2.64% | 37,576 | Trimmed |
| 10 | KR | KROGER CO | $10.8M | 2.64% | 149,082 | Added |
| 11 | ABBV | ABBVIE INC | $10.6M | 2.60% | 48,772 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $10.4M | 2.54% | 133,936 | Trimmed |
| 13 | PWR | QUANTA SVCS INC | $9.6M | 2.34% | 17,418 | Trimmed |
| 14 | FELE | FRANKLIN ELEC INC | $8.7M | 2.14% | 94,722 | Trimmed |
| 15 | LKFN | LAKELAND FINL CORP | $8.5M | 2.08% | 147,958 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $8.1M | 1.99% | 47,911 | Trimmed |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $7.6M | 1.85% | 36,937 | Added |
| 18 | EMR | EMERSON ELEC CO | $7.4M | 1.81% | 56,587 | Trimmed |
| 19 | KO | COCA COLA CO | $7.0M | 1.71% | 91,307 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $6.6M | 1.62% | 45,899 | Trimmed |
| 21 | USB | US BANCORP | $6.5M | 1.60% | 124,409 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.48% | 20,550 | Trimmed |
| 23 | AFL | AFLAC INC | $6.0M | 1.47% | 54,888 | Trimmed |
| 24 | GILD | GILEAD SCIENCES INC | $5.6M | 1.37% | 40,107 | Trimmed |
| 25 | ABT | ABBOTT LABORATORIES | $5.6M | 1.36% | 54,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31