Monarch Capital Management Inc

13F filer · CIK 0000938759

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$436MU.S. long equity reported on 13F

Positions1174 new · 2 closed

Net flow last quarter-$2.27MBuys minus sells

Top 10 positions weight32.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026117 positions
MSFTMicrosoft Corp	$18.1M	4.14%	0.00%	+0.8%	Q2 2013
AAPLApple Inc.	$16.9M	3.87%	0.00%	-2.4%	Q3 2014
MRKMerck & Co., Inc.	$15.4M	3.53%	0.00%	-1.0%	Q2 2013
CSCOCisco Systems, Inc.	$15M	3.45%	0.00%	-4.4%	Q2 2013
JNJJohnson & Johnson	$14.7M	3.36%	0.00%	-1.2%	Q2 2013
GOOGAlphabet Inc.	$13.1M	3.01%	Not reported	-1.2%	Q3 2015
WMTWalmart Inc.	$13M	2.97%	0.00%	-2.8%	Q2 2013
ABBVAbbVie Inc.	$12.3M	2.83%	0.00%	+0.6%	Q2 2013
HDHome Depot, Inc.	$11.5M	2.65%	0.00%	-0.9%	Q2 2013
PWRQuanta Services, Inc.	$11.2M	2.57%	0.01%	-10.7%	Q1 2018
MCDMcdonalds Corp	$10.2M	2.33%	0.01%	-0.7%	Q2 2013
INTCIntel Corp	$10.1M	2.31%	0.00%	-16.6%	Q2 2013
FELEFranklin Electric Co Inc	$9.94M	2.28%	0.21%	-2.1%	Q2 2013
LKFNLakeland Financial Corp	$9.06M	2.08%	0.59%	-0.8%	Q2 2013
KRKroger Co	$8.56M	1.96%	0.03%	+3.4%	Q2 2017
ADPAutomatic Data Processing Inc	$8.33M	1.91%	0.01%	+0.1%	Q2 2013
EMREmerson Electric Co	$8.07M	1.85%	0.01%	-0.4%	Q2 2013
USBUS Bancorp \de\	$7.51M	1.72%	0.01%	-0.6%	Q2 2013
KOCoca Cola Co	$7.33M	1.68%	0.00%	-1.7%	Q2 2013
JPMJPMorgan Chase & Co	$6.77M	1.55%	0.00%	+0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$6.67M	1.53%	0.00%	-0.9%	Q2 2013
AFLAflac Inc	$6.34M	1.45%	0.01%	-1.5%	Q2 2013
XOMExxonMobil Holdings Corp	$6.21M	1.42%	0.00%	-5.2%	Q2 2013
STLDSteel Dynamics Inc	$6.1M	1.40%	0.02%	-9.0%	Q2 2013
FFIVF5, Inc.	$5.84M	1.34%	0.02%	-2.9%	Q2 2019
GOOGLAlphabet Inc.	$5.38M	1.23%	0.00%	-3.4%	Q3 2015
GILDGilead Sciences, Inc.	$5.14M	1.18%	0.00%	+1.4%	Q1 2016
MMM3m Co	$5.07M	1.16%	0.01%	+0.4%	Q2 2013
ABTAbbott Laboratories	$5.06M	1.16%	0.00%	+2.9%	Q2 2013
CINFCincinnati Financial Corp	$5.03M	1.15%	0.02%	-0.5%	Q2 2013
NEENextera Energy Inc	$4.97M	1.14%	0.00%	-1.2%	Q2 2013
SYKStryker Corp	$4.83M	1.11%	0.00%	+9.3%	Q2 2013
MDTMedtronic plc	$4.74M	1.09%	0.00%	+0.6%	Q2 2013
SYYSysco Corp	$4.57M	1.05%	0.01%	+0.3%	Q2 2013
GPCGenuine Parts Co	$4.47M	1.03%	0.03%	+3.2%	Q2 2013
APDAir Products & Chemicals, Inc.	$4.03M	0.92%	0.01%	+0.3%	Q2 2013
CARRCARRIER GLOBAL Corp	$3.44M	0.79%	0.01%	+0.2%	Q2 2020
UPSUnited Parcel Service Inc	$3.44M	0.79%	0.00%	+1.8%	Q2 2013
FLSFlowserve Corp	$3.38M	0.78%	0.04%	-0.4%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$3.26M	0.75%	0.02%	+0.9%	Q2 2013
PFEPfizer Inc	$3.07M	0.70%	0.00%	+2.2%	Q2 2013
RTXRTX Corp	$3.03M	0.69%	0.00%	-0.9%	Q2 2020
FISVFiserv Inc	$2.78M	0.64%	0.01%	+24.5%	Q3 2020
BRK.BBerkshire Hathaway Inc	$2.77M	0.63%	Not reported	-0.7%	Q2 2013
CBChubb Ltd	$2.68M	0.62%	0.00%	+2.6%	Q2 2013
TGTTarget Corp	$2.48M	0.57%	0.00%	-1.4%	Q2 2013
GEGeneral Electric Co	$2.38M	0.55%	0.00%	-5.2%	Q3 2021
REGNRegeneron Pharmaceuticals, Inc.	$2.38M	0.55%	0.00%	+19.1%	Q4 2021
ACNAccenture plc	$2.38M	0.54%	0.00%	+4.9%	Q2 2013
DGDollar General Corp	$2.18M	0.50%	0.01%	+5.3%	Q4 2019

Q1 2026Reported Apr 16, 2026115 positions
MSFTMicrosoft Corp	$17.8M	4.35%	0.00%	-0.4%	Q2 2013
AAPLApple Inc.	$15.2M	3.71%	0.00%	-4.7%	Q3 2014
WMTWalmart Inc.	$14.7M	3.59%	0.00%	-6.5%	Q2 2013
MRKMerck & Co., Inc.	$14.6M	3.57%	0.00%	-1.9%	Q2 2013
JNJJohnson & Johnson	$14.3M	3.50%	0.00%	-4.0%	Q2 2013
MCDMcdonalds Corp	$11.8M	2.88%	0.01%	-2.9%	Q2 2013
HDHome Depot, Inc.	$10.9M	2.66%	0.00%	-0.6%	Q2 2013
KRKroger Co	$10.8M	2.64%	0.02%	+0.2%	Q2 2017
GOOGAlphabet Inc.	$10.8M	2.64%	Not reported	-2.2%	Q3 2015
ABBVAbbVie Inc.	$10.6M	2.60%	0.00%	-1.7%	Q2 2013
CSCOCisco Systems, Inc.	$10.4M	2.54%	0.00%	-1.8%	Q2 2013
PWRQuanta Services, Inc.	$9.56M	2.34%	0.01%	-5.9%	Q1 2018
FELEFranklin Electric Co Inc	$8.73M	2.14%	0.21%	-1.7%	Q2 2013
LKFNLakeland Financial Corp	$8.49M	2.08%	0.59%	-3.6%	Q2 2013
XOMExxonMobil Holdings Corp	$8.13M	1.99%	0.00%	-3.4%	Q2 2013
ADPAutomatic Data Processing Inc	$7.56M	1.85%	0.01%	+4.6%	Q2 2013
EMREmerson Electric Co	$7.41M	1.81%	0.01%	-1.1%	Q2 2013
KOCoca Cola Co	$6.98M	1.71%	0.00%	-3.4%	Q2 2013
PGPROCTER & GAMBLE Co	$6.63M	1.62%	0.00%	-0.9%	Q2 2013
USBUS Bancorp \de\	$6.54M	1.60%	0.01%	-3.9%	Q2 2013
JPMJPMorgan Chase & Co	$6.04M	1.48%	0.00%	-1.9%	Q2 2013
AFLAflac Inc	$6.02M	1.47%	0.01%	-3.7%	Q2 2013
GILDGilead Sciences, Inc.	$5.59M	1.37%	0.00%	-7.9%	Q1 2016
ABTAbbott Laboratories	$5.57M	1.36%	0.00%	0.0%	Q2 2013
NEENextera Energy Inc	$5.32M	1.30%	0.00%	-2.1%	Q2 2013
STLDSteel Dynamics Inc	$5.25M	1.29%	0.02%	-3.4%	Q2 2013
MDTMedtronic plc	$5.21M	1.27%	0.00%	+1.2%	Q2 2013
SYKStryker Corp	$4.61M	1.13%	0.00%	-2.0%	Q2 2013
MMM3m Co	$4.53M	1.11%	0.01%	+0.9%	Q2 2013
GOOGLAlphabet Inc.	$4.48M	1.10%	0.00%	-2.3%	Q3 2015
CINFCincinnati Financial Corp	$4.3M	1.05%	0.02%	-1.5%	Q2 2013
FFIVF5, Inc.	$4.18M	1.02%	0.03%	-0.3%	Q2 2019
APDAir Products & Chemicals, Inc.	$3.99M	0.98%	0.01%	+1.6%	Q2 2013
SYYSysco Corp	$3.89M	0.95%	0.01%	-2.2%	Q2 2013
GPCGenuine Parts Co	$3.89M	0.95%	0.03%	+8.1%	Q2 2013
INTCIntel Corp	$3.82M	0.93%	0.00%	-0.7%	Q2 2013
ACNAccenture plc	$3.61M	0.88%	0.00%	+0.9%	Q2 2013
PFEPfizer Inc	$3.51M	0.86%	0.00%	-0.8%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$3.39M	0.83%	0.02%	+0.9%	Q2 2013
FLSFlowserve Corp	$3.37M	0.82%	0.04%	-6.4%	Q2 2013
RTXRTX Corp	$3.11M	0.76%	0.00%	-1.3%	Q2 2020
UPSUnited Parcel Service Inc	$3.09M	0.76%	0.00%	+2.7%	Q2 2013
CVXChevron Corp	$2.8M	0.68%	0.00%	-3.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.67M	0.65%	Not reported	0.0%	Q2 2013
CARRCARRIER GLOBAL Corp	$2.64M	0.65%	0.01%	+4.7%	Q2 2020
FISVFiserv Inc	$2.54M	0.62%	0.01%	+10.2%	Q3 2020
CBChubb Ltd	$2.5M	0.61%	0.00%	+2.2%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$2.48M	0.61%	0.00%	+2.8%	Q4 2021
VZVerizon Communications Inc	$2.37M	0.58%	0.00%	+0.9%	Q2 2013
TGTTarget Corp	$2.34M	0.57%	0.00%	+4.0%	Q2 2013

Q4 2025Reported Jan 23, 2026112 positions
MSFTMicrosoft Corp	$23.3M	5.73%	0.00%	-0.5%	Q2 2013
AAPLApple Inc.	$17.1M	4.19%	0.00%	-3.5%	Q3 2014
WMTWalmart Inc.	$14M	3.45%	0.00%	-3.5%	Q2 2013
MRKMerck & Co., Inc.	$13M	3.20%	0.01%	-0.4%	Q2 2013
JNJJohnson & Johnson	$12.6M	3.10%	0.00%	-2.5%	Q2 2013
GOOGAlphabet Inc.	$12.1M	2.96%	Not reported	-2.8%	Q3 2015
MCDMcdonalds Corp	$11.9M	2.93%	0.01%	0.0%	Q2 2013
HDHome Depot, Inc.	$11.4M	2.81%	0.00%	-0.7%	Q2 2013
ABBVAbbVie Inc.	$11.3M	2.79%	0.00%	-1.8%	Q2 2013
CSCOCisco Systems, Inc.	$10.5M	2.58%	0.00%	-2.6%	Q2 2013
KRKroger Co	$9.3M	2.29%	0.02%	+2.8%	Q2 2017
FELEFranklin Electric Co Inc	$9.2M	2.26%	0.22%	-1.1%	Q2 2013
ADPAutomatic Data Processing Inc	$9.13M	2.24%	0.01%	+0.8%	Q2 2013
LKFNLakeland Financial Corp	$8.76M	2.15%	0.61%	-0.3%	Q2 2013
PWRQuanta Services, Inc.	$7.81M	1.92%	0.01%	-8.0%	Q1 2018
EMREmerson Electric Co	$7.6M	1.87%	0.01%	-2.6%	Q2 2013
USBUS Bancorp \de\	$6.95M	1.71%	0.01%	-3.1%	Q2 2013
ABTAbbott Laboratories	$6.8M	1.67%	0.00%	-0.4%	Q2 2013
JPMJPMorgan Chase & Co	$6.75M	1.66%	0.00%	-0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$6.64M	1.63%	0.00%	+0.3%	Q2 2013
KOCoca Cola Co	$6.6M	1.62%	0.00%	-1.9%	Q2 2013
AFLAflac Inc	$6.28M	1.54%	0.01%	-3.3%	Q2 2013
XOMExxonMobil Holdings Corp	$5.97M	1.47%	0.00%	-1.6%	Q2 2013
MDTMedtronic plc	$5.69M	1.40%	0.00%	-1.6%	Q2 2013
GILDGilead Sciences, Inc.	$5.34M	1.31%	0.00%	-1.6%	Q1 2016
STLDSteel Dynamics Inc	$5.12M	1.26%	0.02%	-3.9%	Q2 2013
SYKStryker Corp	$5.03M	1.24%	0.00%	-0.3%	Q2 2013
GOOGLAlphabet Inc.	$4.99M	1.23%	0.00%	-4.0%	Q3 2015
MMM3m Co	$4.95M	1.22%	0.01%	-0.5%	Q2 2013
ACNAccenture plc	$4.84M	1.19%	0.00%	-1.3%	Q2 2013
NEENextera Energy Inc	$4.69M	1.15%	0.00%	-1.8%	Q2 2013
CINFCincinnati Financial Corp	$4.53M	1.11%	0.02%	-1.8%	Q2 2013
GPCGenuine Parts Co	$4.18M	1.03%	0.02%	-1.1%	Q2 2013
SYYSysco Corp	$4.11M	1.01%	0.01%	-2.6%	Q2 2013
FFIVF5, Inc.	$3.7M	0.91%	0.03%	+1.3%	Q2 2019
FLSFlowserve Corp	$3.39M	0.83%	0.04%	-4.0%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$3.34M	0.82%	0.02%	+2.8%	Q2 2013
APDAir Products & Chemicals, Inc.	$3.34M	0.82%	0.01%	+6.9%	Q2 2013
INTCIntel Corp	$3.21M	0.79%	0.00%	-3.1%	Q2 2013
PFEPfizer Inc	$3.13M	0.77%	0.00%	+3.5%	Q2 2013
UPSUnited Parcel Service Inc	$3.04M	0.75%	0.00%	+3.7%	Q2 2013
RTXRTX Corp	$2.99M	0.74%	0.00%	-1.9%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.8M	0.69%	Not reported	-2.3%	Q2 2013
FISVFiserv Inc	$2.78M	0.68%	0.01%	+10.9%	Q3 2020
DGDollar General Corp	$2.5M	0.61%	0.01%	+5.1%	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$2.41M	0.59%	0.00%	+7.0%	Q4 2021
CARRCARRIER GLOBAL Corp	$2.37M	0.58%	0.01%	+8.3%	Q2 2020
CBChubb Ltd	$2.34M	0.58%	0.00%	-0.5%	Q2 2013
EEFTEuronet Worldwide, Inc.	$2.28M	0.56%	0.07%	New	Q4 2025
GEGeneral Electric Co	$2.28M	0.56%	0.00%	-8.4%	Q3 2021

Q3 2025Reported Oct 20, 2025110 positions
MSFTMicrosoft Corp	$25.1M	6.16%	0.00%	-1.4%	Q2 2013
AAPLApple Inc.	$16.6M	4.06%	0.00%	-2.8%	Q3 2014
HDHome Depot, Inc.	$13.5M	3.32%	0.00%	-0.3%	Q2 2013
WMTWalmart Inc.	$13.5M	3.30%	0.00%	-1.9%	Q2 2013
MCDMcdonalds Corp	$11.9M	2.91%	0.01%	+2.3%	Q2 2013
ABBVAbbVie Inc.	$11.7M	2.87%	0.00%	-1.8%	Q2 2013
JNJJohnson & Johnson	$11.6M	2.84%	0.00%	+0.3%	Q2 2013
MRKMerck & Co., Inc.	$10.4M	2.56%	0.00%	+1.2%	Q2 2013
ADPAutomatic Data Processing Inc	$10.3M	2.53%	0.01%	-0.9%	Q2 2013
LKFNLakeland Financial Corp	$9.88M	2.42%	0.60%	-0.4%	Q2 2013
KRKroger Co	$9.77M	2.39%	0.02%	+1.4%	Q2 2017
GOOGAlphabet Inc.	$9.63M	2.36%	Not reported	-0.2%	Q3 2015
CSCOCisco Systems, Inc.	$9.58M	2.35%	0.00%	-0.6%	Q2 2013
FELEFranklin Electric Co Inc	$9.27M	2.27%	0.22%	-0.1%	Q2 2013
PWRQuanta Services, Inc.	$8.34M	2.04%	0.01%	-7.3%	Q1 2018
EMREmerson Electric Co	$7.7M	1.89%	0.01%	-0.8%	Q2 2013
ABTAbbott Laboratories	$7.29M	1.79%	0.00%	+1.5%	Q2 2013
PGPROCTER & GAMBLE Co	$7.09M	1.74%	0.00%	+1.1%	Q2 2013
JPMJPMorgan Chase & Co	$6.66M	1.63%	0.00%	-4.1%	Q2 2013
AFLAflac Inc	$6.58M	1.61%	0.01%	0.0%	Q2 2013
USBUS Bancorp \de\	$6.5M	1.59%	0.01%	-0.2%	Q2 2013
KOCoca Cola Co	$6.43M	1.58%	0.00%	-1.1%	Q2 2013
MDTMedtronic plc	$5.73M	1.40%	0.00%	-2.8%	Q2 2013
XOMExxonMobil Holdings Corp	$5.68M	1.39%	0.00%	-2.1%	Q2 2013
SYKStryker Corp	$5.3M	1.30%	0.00%	-0.7%	Q2 2013
GILDGilead Sciences, Inc.	$4.91M	1.20%	0.00%	-1.0%	Q1 2016
MMM3m Co	$4.82M	1.18%	0.01%	+0.7%	Q2 2013
FISVFiserv Inc	$4.81M	1.18%	0.01%	+23.1%	Q3 2020
GPCGenuine Parts Co	$4.76M	1.17%	0.02%	+1.5%	Q2 2013
SYYSysco Corp	$4.71M	1.16%	0.01%	-1.4%	Q2 2013
FFIVF5, Inc.	$4.63M	1.13%	0.02%	-4.9%	Q2 2019
ACNAccenture plc	$4.51M	1.11%	0.00%	+2.8%	Q2 2013
NEENextera Energy Inc	$4.49M	1.10%	0.00%	+1.5%	Q2 2013
CINFCincinnati Financial Corp	$4.47M	1.10%	0.02%	Not reported	Q2 2013
STLDSteel Dynamics Inc	$4.38M	1.07%	0.02%	-0.4%	Q2 2013
GOOGLAlphabet Inc.	$4.04M	0.99%	0.00%	0.0%	Q3 2015
ZBHZimmer Biomet Holdings, Inc.	$3.56M	0.87%	0.02%	+3.0%	Q2 2013
APDAir Products & Chemicals, Inc.	$3.45M	0.84%	0.01%	+0.5%	Q2 2013
PFEPfizer Inc	$3.1M	0.76%	0.00%	+1.2%	Q2 2013
INTCIntel Corp	$3.01M	0.74%	0.00%	-0.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.86M	0.70%	Not reported	-1.5%	Q2 2013
RTXRTX Corp	$2.78M	0.68%	0.00%	-0.4%	Q2 2020
FLSFlowserve Corp	$2.71M	0.66%	0.04%	+1.8%	Q2 2013
CCRDCoreCard Corp	$2.7M	0.66%	Not reported	-1.1%	Q1 2021
CARRCARRIER GLOBAL Corp	$2.47M	0.61%	0.00%	+5.7%	Q2 2020
UPSUnited Parcel Service Inc	$2.47M	0.60%	0.00%	-0.8%	Q2 2013
GEGeneral Electric Co	$2.43M	0.60%	0.00%	-5.1%	Q3 2021
DISWalt Disney Co	$2.31M	0.57%	0.00%	-2.0%	Q2 2013
CVXChevron Corp	$2.22M	0.54%	0.00%	+1.6%	Q2 2013
CBChubb Ltd	$2.13M	0.52%	0.00%	+5.5%	Q2 2013

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