13F Filings History of MONARCH CAPITAL MANAGEMENT INC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$406,843,849
Signature - Title
Jessica Gonzalez - Chief Compliance Officer
Location
Fort Wayne, IN
Summary
This page shows a list of all the recent 13F filings made by MONARCH CAPITAL MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONARCH CAPITAL MANAGEMENT INC reported 124 stock holdings with total value $406,843,849 as of Q4 2025. Top holdings included MSFT, AAPL, WMT, MRK, and JNJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 124 $406,843,849 +$7,749,905 -$14,700,088 -$6,950,183 MSFT, AAPL, WMT, MRK, JNJ 13F-HR 23 Jan 2026, 11:00
Q3 2025 122 $407,893,806 +$20,804,259 -$5,474,350 +$15,329,909 MSFT, AAPL, HD, WMT, SGOV 13F-HR 20 Oct 2025, 16:14
Q2 2025 117 $372,493,093 +$6,454,978 -$4,690,851 +$1,764,127 MSFT, AAPL, WMT, HD, MCD 13F-HR 20 Aug 2025, 11:21
Q1 2025 115 $359,800,826 +$3,655,225 -$8,185,881 -$4,530,656 MSFT, AAPL, HD, WMT, MCD 13F-HR 15 Apr 2025, 11:03
Q4 2024 114 $365,149,501 +$3,351,605 -$5,542,308 -$2,190,703 MSFT, AAPL, WMT, HD, MRK 13F-HR 15 Jan 2025, 16:41
Q3 2024 118 $371,432,614 +$4,129,825 -$2,282,000 +$1,847,825 MSFT, AAPL, HD, MRK, WMT 13F-HR 16 Oct 2024, 12:56
Q2 2024 114 $340,309,281 +$3,342,594 -$6,222,144 -$2,879,550 MSFT, MRK, AAPL, HD, WMT 13F-HR 24 Jul 2024, 12:18
Q1 2024 116 $354,330,423 +$8,202,408 -$3,186,419 +$5,015,989 MSFT, MRK, HD, AAPL, MCD 13F-HR 25 Apr 2024, 11:08
Q4 2023 112 $330,163,502 +$2,004,388 -$9,276,832 -$7,272,444 MSFT, MRK, AAPL, MCD, HD 13F-HR 17 Jan 2024, 12:05
Q3 2023 109 $311,237,858 +$980,097 -$3,146,363 -$2,166,266 MSFT, MRK, AAPL, MCD, HD 13F-HR 02 Nov 2023, 14:04
Q2 2023 111 $329,755,859 +$2,268,537 -$5,545,123 -$3,276,586 MSFT, MRK, AAPL, MCD, FELE 13F-HR 01 Aug 2023, 15:25
Q1 2023 111 $325,761,298 +$3,342,224 -$8,195,678 -$4,853,454 MSFT, MRK, AAPL, MCD, FELE 13F-HR 25 Apr 2023, 16:58
Q4 2022 109 $326,059,129 +$1,330,382 -$18,416,376 -$17,085,994 MRK, MSFT, LKFN, MCD, HD 13F-HR 26 Jan 2023, 17:14
Q3 2022 113 $306,786,000 +$7,005,908 -$13,319,499 -$6,313,591 MSFT, LKFN, MRK, AAPL, MCD 13F-HR 20 Oct 2022, 13:27
Q2 2022 121 $335,530,000 +$3,530,601 -$4,327,589 -$796,988 MSFT, MRK, LKFN, AAPL, MCD 13F-HR 20 Jul 2022, 12:02
Q1 2022 123 $378,050,000 +$5,822,706 -$5,625,361 +$197,345 MSFT, AAPL, LKFN, MCD, MRK 13F-HR 20 Apr 2022, 12:45
Q4 2021 123 $389,964,000 +$4,724,229 -$8,953,316 -$4,229,087 MSFT, HD, AAPL, LKFN, MCD 13F-HR 19 Jan 2022, 17:15
Q3 2021 118 $359,643,000 +$12,188,170 -$3,824,579 +$8,363,591 MSFT, LKFN, HD, AAPL, MCD 13F-HR 04 Nov 2021, 14:55
Q2 2021 111 $349,952,000 +$3,959,175 -$3,302,794 +$656,381 MSFT, LKFN, HD, MCD, AAPL 13F-HR 22 Jul 2021, 15:04
Q1 2021 110 $337,232,000 +$4,616,480 -$11,714,451 -$7,097,971 MSFT, LKFN, HD, MRK, MCD 13F-HR 27 Apr 2021, 12:51
Q4 2020 104 $317,825,000 +$7,777,605 -$6,062,048 +$1,715,557 MSFT, MRK, LKFN, AAPL, MCD 13F-HR 26 Jan 2021, 11:25
Q3 2020 99 $287,843,000 +$10,495,221 -$3,326,580 +$7,168,641 MSFT, MRK, MCD, HD, WMT 13F-HR 22 Oct 2020, 15:21
Q2 2020 94 $273,661,000 +$5,693,793 -$8,568,690 -$2,874,897 MSFT, MRK, HD, LKFN, MCD 13F-HR 23 Jul 2020, 14:07
Q1 2020 90 $245,000,000 +$8,952,896 -$8,641,912 +$310,984 MRK, MSFT, WMT, JNJ, MCD 13F-HR 30 Apr 2020, 13:51
Q4 2019 104 $306,467,000 +$4,704,531 -$3,582,748 +$1,121,783 MRK, MSFT, LKFN, MCD, JNJ 13F-HR 28 Jan 2020, 09:30
Q3 2019 98 $286,116,000 +$2,879,384 -$3,183,515 -$304,131 MRK, MCD, HD, MSFT, WMT 13F-HR 30 Oct 2019, 11:55
Q2 2019 99 $279,968,000 +$3,125,496 -$3,941,546 -$816,050 MRK, MCD, MSFT, LKFN, JNJ 13F-HR 31 Jul 2019, 12:36
Q1 2019 98 $275,812,000 +$4,906,613 -$2,915,970 +$1,990,643 MRK, MCD, JNJ, LKFN, CSCO 13F-HR 01 May 2019, 15:47
Q4 2018 92 $246,976,000 +$6,684,160 -$9,158,714 -$2,474,554 MRK, MCD, WBA, JNJ, LKFN 13F-HR 23 Jan 2019, 12:53
Q3 2018 97 $276,343,000 +$2,081,792 -$8,013,658 -$5,931,866 MRK, MCD, HD, MSFT, LKFN 13F-HR 13 Nov 2018, 20:00
Q2 2018 93 $260,833,000 +$2,102,264 -$6,284,627 -$4,182,363 LKFN, MRK, HD, MCD, MSFT 13F-HR 14 Aug 2018, 08:29
Q1 2018 91 $259,937,000 +$7,307,591 -$4,312,267 +$2,995,324 LKFN, MCD, MRK, JNJ, HD 13F-HR 18 Apr 2018, 14:48
Q4 2017 91 $268,843,000 +$1,092,445 -$15,983,138 -$14,890,693 MCD, LKFN, WMT, JNJ, HD 13F-HR 31 Jan 2018, 09:41
Q3 2017 92 $268,229,000 +$2,437,044 -$6,568,894 -$4,131,850 LKFN, MRK, MCD, WBA, JNJ 13F-HR 18 Oct 2017, 11:26
Q2 2017 94 $264,177,000 +$2,845,117 -$17,731,509 -$14,886,392 MRK, MCD, LKFN, JNJ, WBA 13F-HR 26 Jul 2017, 12:48
Q1 2017 96 $273,274,000 +$1,762,982 -$5,576,289 -$3,813,307 MRK, WBA, LKFN, MCD, JNJ 13F-HR 21 Apr 2017, 13:31
Q4 2016 97 $267,856,000 +$3,164,522 -$5,232,783 -$2,068,261 MRK, LKFN, WBA, XOM, MCD 13F-HR 24 Jan 2017, 11:41
Q3 2016 100 $264,011,000 +$6,601,459 -$12,174,715 -$5,573,256 MRK, WBA, XOM, FELE, JNJ 13F-HR 05 Oct 2016, 17:30
Q2 2016 99 $268,580,000 +$1,378,896 -$20,535,799 -$19,156,903 MRK, WBA, XOM, JNJ, KO 13F-HR 29 Jul 2016, 15:57
Q1 2016 100 $277,468,000 +$9,684,437 -$3,521,907 +$6,162,530 WBA, MRK, MCD, XOM, KO Restatement 21 Jun 2016, 18:13
Q4 2015 98 $260,477,000 +$2,441,248 -$5,522,863 -$3,081,615 WBA, MRK, MCD, XOM, KO 13F-HR 25 Jan 2016, 16:14
Q3 2015 98 $245,500,000 +$8,193,404 -$7,946,620 +$246,784 WBA, MRK, XOM, MCD, KO 13F-HR 28 Oct 2015, 11:29
Q2 2015 102 $261,808,000 +$4,554,404 -$4,349,231 +$205,173 WBA, MRK, XOM, MCD, KO 13F-HR 24 Jul 2015, 09:43
Q1 2015 107 $264,615,000 +$14,022,217 -$10,482,405 +$3,539,812 WBA, MRK, XOM, MCD, KO 13F-HR 09 Apr 2015, 10:11
Q4 2014 101 $264,078,000 +$15,386,807 -$11,390,266 +$3,996,541 MRK, WBA, XOM, KO, MCD 13F-HR 07 Jan 2015, 10:42
Q3 2014 99 $250,469,000 +$3,113,781 -$8,847,911 -$5,734,130 MRK, XOM, KO, WAG, JNJ 13F-HR 09 Oct 2014, 14:28
Q2 2014 92 $258,869,000 +$3,198,355 -$5,029,482 -$1,831,127 MRK, WAG, XOM, KO, FELE 13F-HR 11 Jul 2014, 10:50
Q1 2014 87 $252,922,000 +$5,103,264 -$9,813,426 -$4,710,162 MRK, FELE, XOM, WAG, KO 13F-HR 16 Apr 2014, 14:31
Q4 2013 86 $255,034,000 $0 $0 $0 FELE, MRK, XOM, KO, WAG 13F-HR 16 Jan 2014, 14:35