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CIK: 0000938759
Total reported value
$436.5M
$436.5M
115 檔
16.0%
In Q1 2025, Monarch Capital Management Inc's U.S. equity holdings reached a combined market value of $436.5M, distributed across 115 disclosed stock positions.
In Q1 2025, Monarch Capital Management Inc displayed an active expansion posture, initiating 115 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | +1.52% | -0.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.45% | -2.74% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 3.40% | -0.51% | -0.92% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.40% | -0.25% | -4.55% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.38% | -0.32% | -1.88% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.06% | +0.29% | -0.78% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.99% | +0.37% | +1.97% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.99% | +0.07% | -3.05% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.85% | +0.09% | +2.64% | |
| 10 | KR | Kroger Co | Stock-Consumer Staples | 2.69% | +0.16% | -1.32% | |
| 11 | FELE | Franklin Electric Co Inc | Stock-Industrials | 2.52% | -0.28% | -2.70% | |
| 12 | LKFN | Lakeland Financial CORP | Stock-Other | 2.52% | -0.15% | -1.49% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.41% | -0.35% | -1.90% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | -0.02% | -0.84% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.04% | +0.02% | -2.38% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.02% | +0.09% | -2.57% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.89% | +0.11% | -1.50% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 1.83% | -0.09% | -4.03% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.79% | +0.01% | -2.25% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | -0.10% | +1.02% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -1.42% | EXIT | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 1.63% | -0.33% | -3.93% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.55% | -0.08% | -0.87% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.54% | -0.11% | -6.84% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.02% | -15.88% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.54% | +0.09% | -3.00% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.50% | +0.25% | -2.00% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.39% | +0.21% | -5.08% | |
| 29 | MMM | 3m Co | Stock-Industrials | 1.27% | — | -4.11% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.22% | -0.09% | -2.72% | |
| 31 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.17% | -0.17% | -1.05% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.14% | -0.13% | -0.76% | |
| 33 | FFIV | F5 Inc | Stock-Tech | 1.09% | — | -7.82% | |
| 34 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 1.08% | +0.02% | -0.69% | |
| 35 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.07% | +0.04% | +2.18% | |
| 36 | STLD | Steel Dynamics Inc | Stock-Materials | 1.07% | -0.09% | -1.00% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.97% | -0.08% | +1.95% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.91% | -0.13% | +9.44% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.01% | -0.14% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | +0.11% | +0.34% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.73% | -0.02% | -2.19% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.06% | +37.88% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.01% | -0.13% | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.67% | -0.15% | -0.40% | |
| 45 | FLS | Flowserve CORP | Stock-Industrials | 0.65% | -0.02% | -2.72% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.64% | +0.11% | -2.95% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.01% | -0.74% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.03% | +0.23% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | +0.03% | -3.17% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.57% | -0.37% | -1.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | HD | Home Depot Inc | — | NEW | New buy |
| 4 | WMT | Walmart Inc | — | NEW | New buy |
| 5 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 6 | ADP | Automatic Data Processing | — | NEW | New buy |
| 7 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 8 | ABBV | Abbvie Inc | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | KR | Kroger Co | — | NEW | New buy |
| 11 | FELE | Franklin Electric Co Inc | — | NEW | New buy |
| 12 | LKFN | Lakeland Financial CORP | — | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | KO | Coca-cola Co/the | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | EMR | Emerson Electric Co | — | NEW | New buy |
| 18 | AFL | Aflac Inc | — | NEW | New buy |
| 19 | FISV | Fiserv Inc | — | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | PWR | Quanta Services Inc | — | NEW | New buy |
| 23 | USB | US Bancorp | — | NEW | New buy |
| 24 | SYK | Stryker CORP | — | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 26 | MDT | Medtronic plc | — | NEW | New buy |
| 27 | ACN | Accenture plc | — | NEW | New buy |
| 28 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 29 | MMM | 3m Co | — | NEW | New buy |
| 30 | SYY | Sysco CORP | — | NEW | New buy |
| 31 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 32 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 33 | FFIV | F5 Inc | — | NEW | New buy |
| 34 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 35 | GPC | Genuine Parts Co | — | NEW | New buy |
| 36 | STLD | Steel Dynamics Inc | — | NEW | New buy |
| 37 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 38 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | PFE | Pfizer Inc | — | NEW | New buy |
| 41 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 43 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 44 | CARR | Carrier Global CORP | — | NEW | New buy |
| 45 | FLS | Flowserve CORP | — | NEW | New buy |
| 46 | CVX | Chevron CORP | — | NEW | New buy |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | CB | Chubb Limited | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 50 | INTC | Intel CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Monarch Capital Management Inc reported a total U.S. public equity portfolio value of $436.5M across 115 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, HD) accounted for 16.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $18.8M
During Q1 2025, Monarch Capital Management Inc's top holdings by market value included MSFT (5.2%)、AAPL (4.0%)、HD (3.4%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q1 2025, Monarch Capital Management Inc made 115 total portfolio adjustments, initiating 115 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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