Filed: 8/20/2025ACC: 0000938759-25-000009
📋 What this filing means
MONARCH CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $372.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$372.49M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$322.31M86.5%
COM NEW$8.29M2.2%
CAP STK CL C$7.03M1.9%
SHS$6.33M1.7%
SHS CLASS A$5.32M1.4%
CL B$5.17M1.4%
CAP STK CL A$2.92M0.8%
Portfolio Concentration
Top 3$51.21M13.7%
4–10$73.66M19.8%
11–25$107.73M28.9%
Rest$139.89M37.6%
Top 3 weight
13.7%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Sole
Full voting authority
2.84M
shares
% of voting shares79.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
751.48K
shares
% of voting shares20.9%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeSole · 79.1% of voting shares
Institutional Holdings117
Rows:
MICROSOFT CORP
SOLEShares49.18K
TypeSH
Market value$24.46M
6.57%
Sole
38.56K
Shared
0.00
None
10.62K
APPLE INC
SOLEShares66.97K
TypeSH
Market value$13.74M
3.69%
Sole
53.94K
Shared
0.00
None
13.03K
WALMART INC
SOLEShares133.03K
TypeSH
Market value$13.01M
3.49%
Sole
103.06K
Shared
0.00
None
29.98K
HOME DEPOT INC
SOLEShares33.50K
TypeSH
Market value$12.28M
3.30%
Sole
23.65K
Shared
0.00
None
9.85K
MCDONALDS CORP
SOLEShares38.16K
TypeSH
Market value$11.15M
2.99%
Sole
31.23K
Shared
0.00
None
6.93K
AUTOMATIC DATA PROCESSING IN
SOLEShares35.33K
TypeSH
Market value$10.94M
2.94%
Sole
28.26K
Shared
0.00
None
7.07K
KROGER CO
SOLEShares142.91K
TypeSH
Market value$10.25M
2.75%
Sole
110.72K
Shared
0.00
None
32.19K
CISCO SYS INC
SOLEShares140.87K
TypeSH
Market value$9.77M
2.62%
Sole
110.10K
Shared
0.00
None
30.77K
MERCK & CO INC
SOLEShares121.88K
TypeSH
Market value$9.72M
2.61%
Sole
98.12K
Shared
0.00
None
23.76K
ABBVIE INC
SOLEShares51.37K
TypeSH
Market value$9.54M
2.56%
Sole
39.08K
Shared
0.00
None
12.29K
JOHNSON & JOHNSON
SOLEShares62.28K
TypeSH
Market value$9.51M
2.55%
Sole
49.76K
Shared
0.00
None
12.53K
LAKELAND FINL CORP
SOLEShares154.49K
TypeSH
Market value$9.49M
2.55%
Sole
128.94K
Shared
0.00
None
25.56K
FRANKLIN ELEC INC
SOLEShares97.40K
TypeSH
Market value$8.74M
2.35%
Sole
70.94K
Shared
0.00
None
26.47K
QUANTA SVCS INC
SOLEShares21.70K
TypeSH
Market value$8.20M
2.20%
Sole
18.42K
Shared
0.00
None
3.27K
EMERSON ELEC CO
SOLEShares59.23K
TypeSH
Market value$7.90M
2.12%
Sole
44.72K
Shared
0.00
None
14.51K
ABBOTT LABS
SOLEShares53.67K
TypeSH
Market value$7.30M
1.96%
Sole
39.80K
Shared
0.00
None
13.87K
PROCTER AND GAMBLE CO
SOLEShares45.69K
TypeSH
Market value$7.28M
1.95%
Sole
32.56K
Shared
0.00
None
13.13K
ALPHABET INC
SOLEShares39.63K
TypeSH
Market value$7.03M
1.89%
Sole
33.81K
Shared
0.00
None
5.82K
COCA COLA CO
SOLEShares97.43K
TypeSH
Market value$6.93M
1.86%
Sole
76.63K
Shared
0.00
None
20.80K
JPMORGAN CHASE & CO.
SOLEShares22K
TypeSH
Market value$6.38M
1.71%
Sole
20.44K
Shared
0.00
None
1.56K
AFLAC INC
SOLEShares58.93K
TypeSH
Market value$6.21M
1.67%
Sole
44.39K
Shared
0.00
None
14.54K
US BANCORP DEL
SOLEShares133.80K
TypeSH
Market value$6.10M
1.64%
Sole
105.27K
Shared
0.00
None
28.54K
STRYKER CORPORATION
SOLEShares14.41K
TypeSH
Market value$5.71M
1.53%
Sole
11.58K
Shared
0.00
None
2.83K
EXXON MOBIL CORP
SOLEShares51.44K
TypeSH
Market value$5.54M
1.49%
Sole
39.29K
Shared
0.00
None
12.15K
MEDTRONIC PLC
SOLEShares61.57K
TypeSH
Market value$5.40M
1.45%
Sole
49.34K
Shared
0.00
None
12.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 49.18K | SH | $24.46M 6.57% | 38.56K | 0.00 | 10.62K |
APPLE INCSOLE | COM | 66.97K | SH | $13.74M 3.69% | 53.94K | 0.00 | 13.03K |
WALMART INCSOLE | COM | 133.03K | SH | $13.01M 3.49% | 103.06K | 0.00 | 29.98K |
HOME DEPOT INCSOLE | COM | 33.50K | SH | $12.28M 3.30% | 23.65K | 0.00 | 9.85K |
MCDONALDS CORPSOLE | COM | 38.16K | SH | $11.15M 2.99% | 31.23K | 0.00 | 6.93K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 35.33K | SH | $10.94M 2.94% | 28.26K | 0.00 | 7.07K |
KROGER COSOLE | COM | 142.91K | SH | $10.25M 2.75% | 110.72K | 0.00 | 32.19K |
CISCO SYS INCSOLE | COM | 140.87K | SH | $9.77M 2.62% | 110.10K | 0.00 | 30.77K |
MERCK & CO INCSOLE | COM | 121.88K | SH | $9.72M 2.61% | 98.12K | 0.00 | 23.76K |
ABBVIE INCSOLE | COM | 51.37K | SH | $9.54M 2.56% | 39.08K | 0.00 | 12.29K |
JOHNSON & JOHNSONSOLE | COM | 62.28K | SH | $9.51M 2.55% | 49.76K | 0.00 | 12.53K |
LAKELAND FINL CORPSOLE | COM | 154.49K | SH | $9.49M 2.55% | 128.94K | 0.00 | 25.56K |
FRANKLIN ELEC INCSOLE | COM | 97.40K | SH | $8.74M 2.35% | 70.94K | 0.00 | 26.47K |
QUANTA SVCS INCSOLE | COM | 21.70K | SH | $8.20M 2.20% | 18.42K | 0.00 | 3.27K |
EMERSON ELEC COSOLE | COM | 59.23K | SH | $7.90M 2.12% | 44.72K | 0.00 | 14.51K |
ABBOTT LABSSOLE | COM | 53.67K | SH | $7.30M 1.96% | 39.80K | 0.00 | 13.87K |
PROCTER AND GAMBLE COSOLE | COM | 45.69K | SH | $7.28M 1.95% | 32.56K | 0.00 | 13.13K |
ALPHABET INCSOLE | CAP STK CL C | 39.63K | SH | $7.03M 1.89% | 33.81K | 0.00 | 5.82K |
COCA COLA COSOLE | COM | 97.43K | SH | $6.93M 1.86% | 76.63K | 0.00 | 20.80K |
JPMORGAN CHASE & CO.SOLE | COM | 22K | SH | $6.38M 1.71% | 20.44K | 0.00 | 1.56K |
AFLAC INCSOLE | COM | 58.93K | SH | $6.21M 1.67% | 44.39K | 0.00 | 14.54K |
US BANCORP DELSOLE | COM NEW | 133.80K | SH | $6.10M 1.64% | 105.27K | 0.00 | 28.54K |
STRYKER CORPORATIONSOLE | COM | 14.41K | SH | $5.71M 1.53% | 11.58K | 0.00 | 2.83K |
EXXON MOBIL CORPSOLE | COM | 51.44K | SH | $5.54M 1.49% | 39.29K | 0.00 | 12.15K |
MEDTRONIC PLCSOLE | SHS | 61.57K | SH | $5.40M 1.45% | 49.34K | 0.00 | 12.23K |
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