MONARCH CAPITAL MANAGEMENT INC
Top Portfolio Positions
112 positions ·
$371,763,097 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
48,033 | $17,780,375 | 4.78% | |
| AAPL |
Apple Inc.
Technology
|
59,810 | $15,179,179 | 4.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
117,777 | $14,637,325 | 3.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
120,559 | $14,502,042 | 3.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
58,478 | $14,294,362 | 3.85% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
37,902 | $11,779,562 | 3.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
33,005 | $10,855,014 | 2.92% | |
| KR |
Kroger Co
Consumer Defensive
|
149,082 | $10,787,573 | 2.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
48,772 | $10,607,422 | 2.85% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
133,936 | $10,392,094 | 2.80% |
Portfolio Trend
Holdings in LKFN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,489,830 | 147,958 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,756,712 | 153,465 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,882,819 | 153,938 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,493,594 | 154,493 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $9,080,827 | 152,773 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,663,850 | 155,088 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,271,052 | 157,725 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,772,144 | 158,845 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,652,318 | 160,620 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,653,985 | 163,505 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,930,376 | 167,096 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,159,656 | 168,171 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $10,505,542 | 167,713 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,402,346 | 169,965 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $12,876,375 | 176,849 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $12,138,255 | 182,750 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $13,421,415 | 183,855 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $15,018,075 | 187,398 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $13,928,844 | 195,520 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,121,197 | 196,645 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $13,556,742 | 195,935 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,771,508 | 201,036 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,305,549 | 201,591 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $9,405,822 | 201,885 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,468,482 | 203,224 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||