Fund Holdings

MONARCH CAPITAL MANAGEMENT INC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR094,511+94,51109,514,4232.18%+9,514,423
INTEL CORP(INTC)86,47272,107-14,3653,816,01010,068,3012.31%+6,252,291
CISCO SYS INC(CSCO)133,936128,027-5,90910,392,09515,038,0523.45%+4,645,957
ALPHABET INC(GOOG)37,57637,110-46610,779,05213,112,0773.01%+2,333,025
ABBVIE INC(ABBV)48,77249,047+27510,607,42312,342,1882.83%+1,734,765
APPLE INC(AAPL)59,81058,407-1,40315,179,18416,900,6543.87%+1,721,470
F5 INC(FFIV)14,45114,036-4154,181,1085,838,4151.34%+1,657,307
QUANTA SVCS INC17,41815,558-1,8609,562,83111,202,3832.57%+1,639,552
FRANKLIN ELEC INC(FELE)94,72292,767-1,9558,730,5279,943,6952.28%+1,213,168
US BANCORP(USB)124,409123,612-7976,535,2057,509,7471.72%+974,542
ALPHABET INC(GOOG)15,58115,058-5234,480,4735,381,2781.23%+900,805
STEEL DYNAMICS INC(STLD)29,13326,525-2,6085,254,8656,097,0721.40%+842,207
MERCK & CO INC(MRK)120,559119,322-1,23714,581,77115,412,2143.53%+830,443
CARRIER GLOBAL CORPORATION(CARR)46,86546,960+952,638,9693,444,5160.79%+805,547
AUTOMATIC DATA PROCESSING IN36,93736,958+217,559,8898,332,0611.91%+772,172
JPMORGAN CHASE & CO(JPM)20,55020,695+1456,044,9886,774,0951.55%+729,107
CINCINNATI FINL CORP(CINF)27,19227,051-1414,304,2225,031,2091.15%+726,987
VANGUARD INDEX FDS4611,411+950275,471969,0890.22%+693,618
HOME DEPOT INC(HD)33,00532,717-28810,855,01511,538,6322.65%+683,617
SYSCO CORP(SYY)54,53354,693+1603,889,8394,571,2411.05%+681,402
EMERSON ELEC CO(EMR)56,58756,365-2227,414,0298,068,6501.85%+654,621
PROGRESSIVE CORP(PGR)2,9935,633+2,640593,3331,230,5290.28%+637,196
GENUINE PARTS CO(GPC)36,50537,668+1,1633,888,4364,474,8201.03%+586,384
LAKELAND FINL CORP(LKFN)147,958146,833-1,1258,489,8319,062,5332.08%+572,702
3M CO(MMM)31,20331,332+1294,531,6125,072,9651.16%+541,353
PLEXUS CORP(PLXS)5,6005,425-1751,134,2241,631,1350.37%+496,911
GE AEROSPACE(GE)6,7206,368-3521,910,0932,379,9130.55%+469,820
CATERPILLAR INC(CAT)1,2371,2370876,3661,317,2820.30%+440,916
GE VERNOVA INC(GEV)1,8211,710-1111,590,1752,009,5920.46%+419,417
RIO TINTO PLC(RIO)3,4377,662+4,225326,353727,3540.17%+401,001
JOHNSON & JOHNSON(JNJ)58,47857,752-72614,294,36314,667,2763.36%+372,913
CHECK POINT SOFTWARE TECH LT
ORD
5,0878,263+3,176726,6781,086,0070.25%+359,329
COCA COLA CO(KO)91,30789,785-1,5226,982,1257,334,7931.68%+352,668
UNITED PARCEL SVCS INC(UPS)31,45832,036+5783,094,8393,443,8700.79%+349,031
VANGUARD INTL EQUITY INDEX F51,77852,656+8782,798,6203,143,0570.72%+344,437
AFLAC INC(AFL)54,88854,068-8206,021,7636,339,4731.45%+317,710
WW GRAINGER INC(GWW)1,2491,234-151,362,4221,678,7340.38%+316,312
AMAZON COM INC(AMZN)5,6746,216+5421,181,7241,481,5220.34%+299,798
TEXAS INSTRS INC(TXN)0988+9880294,4940.07%+294,494
ELI LILLY & CO(LLY)1,1301,108-221,039,3411,328,9690.30%+289,628
VANGUARD WHITEHALL FDS7,2799,834+2,555685,973965,6990.22%+279,726
MICROSOFT CORP(MSFT)48,03348,413+38017,780,37618,059,0184.14%+278,642
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,9761,9760669,645945,5350.22%+275,890
ISHARES TR01,520+1,5200250,1920.06%+250,192
CONSTELLATION BRANDS INC(STZ)01,785+1,7850248,2760.06%+248,276
FISERV INC(FISV)45,57656,749+11,1732,543,1412,783,5390.64%+240,398
NOVO-NORDISK A S(NVO)14,28516,150+1,865535,973774,2310.18%+238,258
APPLIED MATLS INC970770-200331,537556,7100.13%+225,173
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
8,5618,867+306857,5561,076,6320.25%+219,076
UNION PAC CORP(UNP)0800+8000217,6000.05%+217,600
STRYKER CORPORATION(SYK)13,99815,296+1,2984,611,9224,829,2541.11%+217,332
ISHARES TR01,938+1,9380201,3200.05%+201,320
CHUBB LIMITED
COM
7,6537,853+2002,500,6572,682,6960.62%+182,039
SCOTTS MIRACLE-GRO CO(SMG)24,19724,077-1201,471,4201,639,8850.38%+168,465
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,6924,952+260900,4891,053,6380.24%+153,149
TARGET CORP(TGT)19,26918,999-2702,335,4262,481,4840.57%+146,058
GFL ENVIRONMENTAL INC(GFL)5,89510,645+4,750245,940391,6300.09%+145,690
NORTHERN TR CORP(NTRS)5,6055,293-312786,774924,3700.21%+137,596
ARCHER DANIELS MIDLAND CO21,45622,191+7351,559,6371,695,3930.39%+135,756
VANGUARD TAX-MANAGED FDS6,5987,819+1,221422,800557,1040.13%+134,304
NUCOR CORP(NUE)2,9762,853-123504,909637,1040.15%+132,195
ONEOK INC NEW(OKE)22,61624,961+2,3452,044,2612,170,1100.50%+125,849
VISA INC(V)2,0152,134+119609,014732,1550.17%+123,141
ALTRIA GROUP INC(MO)8,7579,718+961587,157708,6110.16%+121,454
STATE STR SPDR S&P 500 ETF T(SPY)1,2521,2520816,476937,3400.21%+120,864
NVIDIA CORPORATION(NVDA)3,3413,489+148582,704698,1150.16%+115,411
ELEVANCE HEALTH INC FORMERLY(ELV)1,1531,1530337,541445,9000.10%+108,359
PHILIP MORRIS INTL INC(PM)10,53010,213-3171,755,7751,862,6470.43%+106,872
BERKSHIRE HATHAWAY INC DEL5,5675,531-362,667,7072,767,6580.63%+99,951
ISHARES TR2,2562,656+400289,039388,8650.09%+99,826
ISHARES TR9841,121+137244,032336,8050.08%+92,773
CANADIAN NATL RY CO(CNI)5,3175,347+30548,296639,4930.15%+91,197
AES CORP(AES)139,101139,351+2501,959,9342,042,8860.47%+82,952
PNC FINL SVCS GROUP INC(PNC)2,2942,264-30477,359557,4430.13%+80,084
ISHARES TR3,9254,328+403222,901296,0790.07%+73,178
DEERE & CO(DE)8818810497,695560,2720.13%+62,577
COLGATE PALMOLIVE CO(CL)7,1497,249+100609,310664,5890.15%+55,279
CARLISLE COS INC(CSL)917992+75305,930359,8480.08%+53,918
AIR PRODUCTS AND CHEMICALS I13,72413,761+373,986,6854,034,4500.92%+47,765
SALESFORCE INC(CRM)10,70413,029+2,3251,998,1162,043,9910.47%+45,875
DOLLAR GEN CORP(DG)17,95418,898+9442,131,6792,175,3490.50%+43,670
EURONET WORLDWIDE INC(EEFT)28,76826,680-2,0881,909,3331,952,7100.45%+43,377
PROCTER & GAMBLE CO(PG)45,89945,496-4036,629,6526,671,5341.53%+41,882
KIMBERLY-CLARK CORP(KMB)4,3724,179-193426,467463,2570.11%+36,790
WELLS FARGO & CO(WFC)7,6847,834+150611,724647,4020.15%+35,678
SHERWIN WILLIAMS CO(SHW)1,4591,458-1467,683502,0190.12%+34,336
BERKSHIRE HATHAWAY INC DEL110718,140748,8500.17%+30,710
BLACK HILLS CORP5,4855,4850380,714408,0840.09%+27,370
ORACLE CORP(ORCL)3,7593,934+175552,987576,5280.13%+23,541
FIRST MERCHANTS CORP(FRME)8,9188,418-500345,395367,7830.08%+22,388
NORFOLK SOUTHN CORP(NSC)2,1152,000-115607,005629,1800.14%+22,175
VANGUARD INDEX FDS806758-48258,573280,4910.06%+21,918
FLOWSERVE CORP(FLS)45,68645,491-1953,365,4863,380,7320.78%+15,246
ILLINOIS TOOL WKS INC(ITW)1,3771,3770360,200374,2180.09%+14,018
NOVARTIS AG(NVS)1,4001,450+50213,850227,2440.05%+13,394
NISOURCE INC(NI)5,6405,6400263,163268,1820.06%+5,019
CINTAS CORP(CTAS)2,4002,4000405,936408,1920.09%+2,256
LINDE PLC(LIN)1,9821,897-85982,597984,4300.23%+1,833
MONDELEZ INTL INC(MDLZ)3,5003,5000203,253203,9530.05%+700
AMGEN INC(AMGN)760730-30267,406264,3480.06%-3,058
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