Fund HoldingsMONARCH CAPITAL MANAGEMENT INC

Total Portfolio Value
$371.43M
Total Bought
$17.28M
Total Sold
$22.97M
Net Transaction
-$5.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HOME DEPOT INC(HD)033,804+33,804013,6973.69%+13,697
MCDONALDS CORP(MCD)039,761+39,761012,1083.26%+12,108
WALMART INC(WMT)152,969150,883-2,08610,35812,1843.28%+1,826
APPLE INC(AAPL)64,99765,590+59313,69015,2824.11%+1,593
ABBVIE INC(ABBV)053,352+53,352010,5362.84%+10,536
AUTOMATIC DATA PROCESSING IN037,085+37,085010,3072.77%+10,307
AFLAC INC(AFL)62,23361,792-4415,5586,9081.86%+1,350
3M CO(MMM)32,75732,677-803,3474,4671.20%+1,120
KROGER CO(KR)0146,356+146,35608,3862.26%+8,386
JOHNSON & JOHNSON(JNJ)58,97859,474+4968,6209,6382.59%+1,018
QUANTA SVCS INC025,084+25,08407,4792.01%+7,479
FISERV INC(FISV)30,41930,260-1594,5345,4361.46%+903
ACCENTURE PLC IRELAND
SHS CLASS A
017,703+17,70306,2581.68%+6,258
CISCO SYS INC(CSCO)142,524143,596+1,0726,7717,6422.06%+871
COCA COLA CO(KO)104,793104,918+1256,7087,5782.04%+869
NEXTERA ENERGY INC(NEE)57,44058,342+9024,0674,9321.33%+864
US BANCORP DEL(USB)0131,717+131,71706,0641.63%+6,064
F5 INC(FFIV)16,50716,410-972,8433,6130.97%+770
MEDTRONIC PLC(MDT)063,908+63,90805,7871.56%+5,787
GILEAD SCIENCES INC(GILD)48,21647,919-2973,3084,0181.08%+709
FRANKLIN ELEC INC(FELE)0102,163+102,163010,7092.88%+10,709
AIR PRODS & CHEMS INC10,12911,115+9862,6143,3090.89%+696
CARRIER GLOBAL CORPORATION(CARR)39,16139,081-802,4783,1460.85%+668
ABBOTT LABS056,164+56,16406,4031.72%+6,403
CINCINNATI FINL CORP(CINF)28,90528,799-1063,4343,9411.06%+506
LAKELAND FINL CORP(LKFN)0157,725+157,725010,2712.77%+10,271
UNITED PARCEL SERVICE INC(UPS)22,43026,045+3,6153,0703,5510.96%+481
SCOTTS MIRACLE-GRO CO(SMG)20,78820,783-51,3521,8020.49%+449
SYSCO CORP(SYY)060,676+60,67604,7361.28%+4,736
DEERE & CO(DE)0908+90803800.10%+380
RTX CORPORATION(RTX)16,79416,704-901,6862,0240.54%+338
JPMORGAN CHASE & CO.(JPM)27,97128,392+4215,6575,9871.61%+329
PROCTER AND GAMBLE CO(PG)46,85346,504-3497,7278,0542.17%+327
BERKSHIRE HATHAWAY INC DEL5,8185,768-502,3672,6550.71%+288
STRYKER CORPORATION(SYK)16,47116,286-1855,6175,8971.59%+279
AES CORP(AES)85,30688,391+3,0851,4991,7730.48%+274
BRISTOL-MYERS SQUIBB CO(BMY)24,22824,458+2301,0061,2650.34%+259
LOCKHEED MARTIN CORP(LMT)2,1692,170+11,0131,2680.34%+255
AMENTUM HOLDINGS INC07,715+7,71502490.07%+249
PPL CORP(PPL)46,45646,156-3001,2911,5330.41%+242
CHUBB LIMITED
COM
6,9546,95401,7792,0110.54%+232
VANGUARD INTL EQUITY INDEX F55,74655,816+702,4392,6710.72%+231
GE AEROSPACE(GE)10,0719,672-3991,6011,8270.49%+226
PHILIP MORRIS INTL INC(PM)11,14811,14801,1431,3680.37%+224
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
02,467+2,46702200.06%+220
PLEXUS CORP(PLXS)6,4506,45006668820.24%+216
ISHARES TR0954+95402110.06%+211
TEXAS INSTRS INC(TXN)0988+98802040.05%+204
VERIZON COMMUNICATIONS INC(VZ)39,83140,431+6001,6431,8160.49%+173
GRAINGER W W INC(GWW)1,3081,300-81,1801,3500.36%+170
ORACLE CORP(ORCL)3,4833,859+3764926580.18%+166
GENUINE PARTS CO(GPC)28,77029,656+8864,0004,1641.12%+164
FLOWSERVE CORP(FLS)52,73652,236-5002,5432,7060.73%+163
ROGERS COMMUNICATIONS INC(RCI)38,69339,138+4451,4381,5820.43%+144
ILLINOIS TOOL WKS INC(ITW)1,7332,109+3764125550.15%+143
GE VERNOVA INC(GEV)2,5312,239-2924345710.15%+137
PFIZER INC(PFE)106,132107,230+1,0982,9703,1030.84%+134
ONEOK INC NEW(OKE)15,71615,441-2751,2821,4070.38%+125
SHERWIN WILLIAMS CO(SHW)1,4561,45604355560.15%+121
PEPSICO INC(PEP)8,5569,002+4461,4111,5310.41%+120
TARGET CORP(TGT)14,06214,057-52,0822,1910.59%+109
EXXON MOBIL CORP51,22151,186-355,8976,0001.62%+103
NORFOLK SOUTHN CORP(NSC)2,9702,97006387380.20%+100
NIKE INC(NKE)4,0004,400+4003033900.11%+87
LINDE PLC(LIN)2,2932,29301,0061,0930.29%+87
BERKSHIRE HATHAWAY INC DEL1106126910.19%+79
CATERPILLAR INC(CAT)1,3171,31704395150.14%+76
CINTAS CORP(CTAS)6002,400+1,8004204940.13%+74
PNC FINL SVCS GROUP INC(PNC)2,2522,25203504160.11%+66
VANGUARD MALVERN FDS53,77754,147+3702,6102,6700.72%+60
AT&T INC(T)16,69817,198+5003193780.10%+59
OTIS WORLDWIDE CORP(OTIS)10,0629,887-1759691,0280.28%+59
ALTRIA GROUP INC(MO)10,18710,18704735290.14%+56
CHECK POINT SOFTWARE TECH LT
ORD
2,8722,747-1254745300.14%+56
NORTHERN TR CORP(NTRS)7,6577,65706496950.19%+46
CORECARD CORPORATION92,75096,100+3,3501,3531,3950.38%+42
COLGATE PALMOLIVE CO(CL)7,2897,209-807077480.20%+41
FIRST MERCHANTS CORP(FRME)9,7189,71803243620.10%+38
SPDR S&P 500 ETF TR(SPY)1,2671,26706927290.20%+37
BLACK HILLS CORP5,4805,48002983350.09%+37
COPART INC(CPRT)12,66113,661+1,0006867160.19%+30
COSTCO WHSL CORP NEW(COST)867862-57377640.21%+27
MONDELEZ INTL INC(MDLZ)3,1753,17502092350.06%+26
AMGEN INC(AMGN)710760+502222450.07%+23
KIMBERLY-CLARK CORP(KMB)5,2195,21907277480.20%+21
VISA INC(V)1,9321,911-215075250.14%+18
ISHARES TR4,9254,92502102260.06%+16
ISHARES TR2,2562,25602492650.07%+16
CONSTELLATION BRANDS INC(STZ)1,1111,161+502862990.08%+13
VANGUARD INDEX FDS777776-12092200.06%+12
VANGUARD TAX-MANAGED FDS8,8968,376-5204404420.12%+3
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,9761,97603453440.09%-0
ARCHER DANIELS MIDLAND CO10,96011,070+1106636610.18%-1
AMAZON COM INC(AMZN)1,7751,825+503433400.09%-3
CANADIAN NATL RY CO(CNI)3,1873,18703783730.10%-4
DOLLAR GEN CORP NEW(DG)2,6013,998+1,3973443380.09%-6
SOLVENTUM CORP(SOLV)5,7624,209-1,5533052930.08%-11
VERA BRADLEY INC14,10014,100088770.02%-11
ZIMMER BIOMET HOLDINGS INC(ZBH)034,671+34,67103,7511.01%+3,751
ELI LILLY & CO(LLY)1,1621,16201,0521,0290.28%-23
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