Filed: 10/20/2025ACC: 0000938759-25-000010
📋 What this filing means
MONARCH CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $407.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$407.89M
Total AUM (reported)
3.68M
Total Shares
Allocation by class
COM$337.92M82.8%
0-3 MNTH TREASRY$13.26M3.3%
CAP STK CL C$9.63M2.4%
COM NEW$8.93M2.2%
SHS$6.67M1.6%
CL B$4.89M1.2%
SHS CLASS A$4.51M1.1%
Portfolio Concentration
Top 3$55.23M13.5%
4–10$82.60M20.2%
11–25$116.13M28.5%
Rest$153.94M37.7%
Top 3 weight
13.5%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 3.68M
Sole
Full voting authority
118.78K
shares
% of voting shares3.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.57M
shares
% of voting shares96.8%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeNone · 96.8% of voting shares
Institutional Holdings122
Rows:
MICROSOFT CORP
SOLEShares48.50K
TypeSH
Market value$25.12M
6.16%
Sole
830.00
Shared
0.00
None
47.67K
APPLE INC
SOLEShares65.07K
TypeSH
Market value$16.57M
4.06%
Sole
1.13K
Shared
0.00
None
63.94K
HOME DEPOT INC
SOLEShares33.41K
TypeSH
Market value$13.54M
3.32%
Sole
600.00
Shared
0.00
None
32.81K
WALMART INC
SOLEShares130.52K
TypeSH
Market value$13.45M
3.30%
Sole
1.73K
Shared
0.00
None
128.80K
ISHARES TR
SOLEShares131.70K
TypeSH
Market value$13.26M
3.25%
Sole
600.00
Shared
0.00
None
131.10K
MCDONALDS CORP
SOLEShares39.03K
TypeSH
Market value$11.86M
2.91%
Sole
445.00
Shared
0.00
None
38.58K
ABBVIE INC
SOLEShares50.47K
TypeSH
Market value$11.69M
2.87%
Sole
1.33K
Shared
0.00
None
49.14K
JOHNSON & JOHNSON
SOLEShares62.46K
TypeSH
Market value$11.58M
2.84%
Sole
1.45K
Shared
0.00
None
61.01K
MERCK & CO INC
SOLEShares123.34K
TypeSH
Market value$10.43M
2.56%
Sole
2.80K
Shared
0.00
None
120.54K
AUTOMATIC DATA PROCESSING IN
SOLEShares35.02K
TypeSH
Market value$10.33M
2.53%
Sole
370.00
Shared
0.00
None
34.65K
LAKELAND FINL CORP
SOLEShares153.94K
TypeSH
Market value$9.88M
2.42%
Sole
3.40K
Shared
0.00
None
150.54K
KROGER CO
SOLEShares144.87K
TypeSH
Market value$9.77M
2.39%
Sole
6.80K
Shared
0.00
None
138.07K
ALPHABET INC
SOLEShares39.56K
TypeSH
Market value$9.63M
2.36%
Sole
2.60K
Shared
0.00
None
36.95K
CISCO SYS INC
SOLEShares140.03K
TypeSH
Market value$9.58M
2.35%
Sole
4.40K
Shared
0.00
None
135.63K
FRANKLIN ELEC INC
SOLEShares97.36K
TypeSH
Market value$9.27M
2.27%
Sole
1.65K
Shared
0.00
None
95.71K
QUANTA SVCS INC
SOLEShares20.12K
TypeSH
Market value$8.34M
2.04%
Sole
640.00
Shared
0.00
None
19.48K
EMERSON ELEC CO
SOLEShares58.73K
TypeSH
Market value$7.70M
1.89%
Sole
1.40K
Shared
0.00
None
57.33K
ABBOTT LABS
SOLEShares54.46K
TypeSH
Market value$7.29M
1.79%
Sole
1.42K
Shared
0.00
None
53.04K
PROCTER AND GAMBLE CO
SOLEShares46.17K
TypeSH
Market value$7.09M
1.74%
Sole
350.00
Shared
0.00
None
45.82K
JPMORGAN CHASE & CO.
SOLEShares21.11K
TypeSH
Market value$6.66M
1.63%
Sole
615.00
Shared
0.00
None
20.49K
AFLAC INC
SOLEShares58.92K
TypeSH
Market value$6.58M
1.61%
Sole
2.47K
Shared
0.00
None
56.45K
US BANCORP DEL
SOLEShares133.48K
TypeSH
Market value$6.50M
1.59%
Sole
5.70K
Shared
0.00
None
127.78K
COCA COLA CO
SOLEShares96.34K
TypeSH
Market value$6.43M
1.58%
Sole
2.05K
Shared
0.00
None
94.29K
MEDTRONIC PLC
SOLEShares59.84K
TypeSH
Market value$5.73M
1.40%
Sole
1.85K
Shared
0.00
None
57.99K
EXXON MOBIL CORP
SOLEShares50.37K
TypeSH
Market value$5.68M
1.39%
Sole
2.30K
Shared
0.00
None
48.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 48.50K | SH | $25.12M 6.16% | 830.00 | 0.00 | 47.67K |
APPLE INCSOLE | COM | 65.07K | SH | $16.57M 4.06% | 1.13K | 0.00 | 63.94K |
HOME DEPOT INCSOLE | COM | 33.41K | SH | $13.54M 3.32% | 600.00 | 0.00 | 32.81K |
WALMART INCSOLE | COM | 130.52K | SH | $13.45M 3.30% | 1.73K | 0.00 | 128.80K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 131.70K | SH | $13.26M 3.25% | 600.00 | 0.00 | 131.10K |
MCDONALDS CORPSOLE | COM | 39.03K | SH | $11.86M 2.91% | 445.00 | 0.00 | 38.58K |
ABBVIE INCSOLE | COM | 50.47K | SH | $11.69M 2.87% | 1.33K | 0.00 | 49.14K |
JOHNSON & JOHNSONSOLE | COM | 62.46K | SH | $11.58M 2.84% | 1.45K | 0.00 | 61.01K |
MERCK & CO INCSOLE | COM | 123.34K | SH | $10.43M 2.56% | 2.80K | 0.00 | 120.54K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 35.02K | SH | $10.33M 2.53% | 370.00 | 0.00 | 34.65K |
LAKELAND FINL CORPSOLE | COM | 153.94K | SH | $9.88M 2.42% | 3.40K | 0.00 | 150.54K |
KROGER COSOLE | COM | 144.87K | SH | $9.77M 2.39% | 6.80K | 0.00 | 138.07K |
ALPHABET INCSOLE | CAP STK CL C | 39.56K | SH | $9.63M 2.36% | 2.60K | 0.00 | 36.95K |
CISCO SYS INCSOLE | COM | 140.03K | SH | $9.58M 2.35% | 4.40K | 0.00 | 135.63K |
FRANKLIN ELEC INCSOLE | COM | 97.36K | SH | $9.27M 2.27% | 1.65K | 0.00 | 95.71K |
QUANTA SVCS INCSOLE | COM | 20.12K | SH | $8.34M 2.04% | 640.00 | 0.00 | 19.48K |
EMERSON ELEC COSOLE | COM | 58.73K | SH | $7.70M 1.89% | 1.40K | 0.00 | 57.33K |
ABBOTT LABSSOLE | COM | 54.46K | SH | $7.29M 1.79% | 1.42K | 0.00 | 53.04K |
PROCTER AND GAMBLE COSOLE | COM | 46.17K | SH | $7.09M 1.74% | 350.00 | 0.00 | 45.82K |
JPMORGAN CHASE & CO.SOLE | COM | 21.11K | SH | $6.66M 1.63% | 615.00 | 0.00 | 20.49K |
AFLAC INCSOLE | COM | 58.92K | SH | $6.58M 1.61% | 2.47K | 0.00 | 56.45K |
US BANCORP DELSOLE | COM NEW | 133.48K | SH | $6.50M 1.59% | 5.70K | 0.00 | 127.78K |
COCA COLA COSOLE | COM | 96.34K | SH | $6.43M 1.58% | 2.05K | 0.00 | 94.29K |
MEDTRONIC PLCSOLE | SHS | 59.84K | SH | $5.73M 1.40% | 1.85K | 0.00 | 57.99K |
EXXON MOBIL CORPSOLE | COM | 50.37K | SH | $5.68M 1.39% | 2.30K | 0.00 | 48.06K |
Page 1 of 5
…