$260 Million is the total value of MONARCH CAPITAL MANAGEMENT INC/'s 91 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT | $1,121,000 | -6.6% | 11,160 | 0.0% | 0.43% | -3.4% | |
| PLXS | PLEXUS | $1,021,000 | -1.6% | 17,100 | 0.0% | 0.39% | +1.8% | |
| BRKB | BERKSHIRE HATHAWAY B | $930,000 | +0.6% | 4,663 | 0.0% | 0.36% | +4.1% | |
| GOOGL | ALPHABET CLASS A | $901,000 | -1.5% | 869 | 0.0% | 0.35% | +2.1% | |
| MO | ALTRIA GROUP | $851,000 | -12.7% | 13,651 | 0.0% | 0.33% | -9.9% | |
| PNC | PNC FINANCIAL SERVICES GROUP | $602,000 | +4.9% | 3,979 | 0.0% | 0.23% | +8.4% | |
| UPS | UNITED PARCEL SERVICE | $584,000 | -12.2% | 5,584 | 0.0% | 0.22% | -8.9% | |
| CL | COLGATE-PALMOLIVE | $539,000 | -4.9% | 7,515 | 0.0% | 0.21% | -1.9% | |
| ANTM | ANTHEM | $431,000 | -2.3% | 1,960 | 0.0% | 0.17% | +1.2% | |
| FRME | FIRST MERCHANTS | $431,000 | -0.9% | 10,331 | 0.0% | 0.17% | +2.5% | |
| GWW | GRAINGER W W | $418,000 | +19.4% | 1,482 | 0.0% | 0.16% | +23.8% | |
| BRKA | BERKSHIRE HATHAWAY A | $299,000 | +0.3% | 1 | 0.0% | 0.12% | +3.6% | |
| HSBCPRA | HSBC HLDGS PLC ADR A 1/40PF Aprd | $216,000 | -0.5% | 8,400 | 0.0% | 0.08% | +2.5% | |
| SSY | SUNLINK HEALTH SYSTEMS | $33,000 | -13.2% | 23,947 | 0.0% | 0.01% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCK & CO INC | 42 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.5% |
| MCDONALDS CORP | 42 | Q3 2023 | 3.8% |
| LAKELAND FINL CORP | 42 | Q3 2023 | 4.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.4% |
| FRANKLIN ELECTRIC | 42 | Q3 2023 | 4.0% |
| WALMART STORES | 42 | Q3 2023 | 3.4% |
| COCA COLA CO | 42 | Q3 2023 | 3.5% |
| AUTOMATIC DATA PROCESSING IN | 42 | Q3 2023 | 3.1% |
View MONARCH CAPITAL MANAGEMENT INC/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
View MONARCH CAPITAL MANAGEMENT INC/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.