0000938759-24-000017.txt : 20241016
0000938759-24-000017.hdr.sgml : 20241016
20241016125603
ACCESSION NUMBER: 0000938759-24-000017
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241016
DATE AS OF CHANGE: 20241016
EFFECTIVENESS DATE: 20241016
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MONARCH CAPITAL MANAGEMENT INC
CENTRAL INDEX KEY: 0000938759
ORGANIZATION NAME:
IRS NUMBER: 351923576
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04766
FILM NUMBER: 241374037
BUSINESS ADDRESS:
STREET 1: 127 WEST BERRY STREET STE 402
CITY: FORT WAYNE
STATE: IN
ZIP: 46802
BUSINESS PHONE: 2604222765
MAIL ADDRESS:
STREET 1: 127 W BERRY STREET STE 402
CITY: FORT WAYNE
STATE: IN
ZIP: 46802
FORMER COMPANY:
FORMER CONFORMED NAME: MONARCH CAPITAL MANAGEMENT INC/
DATE OF NAME CHANGE: 19990330
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000938759
XXXXXXXX
09-30-2024
09-30-2024
MONARCH CAPITAL MANAGEMENT INC
127 W BERRY STREET STE 402
FORT WAYNE
IN
46802
13F HOLDINGS REPORT
028-04766
N
Vicki Bandor Braun
Chief Compliance Officer
260-422-2765
Vicki Bandor Braun
Fort Wayne
IN
10-16-2024
0
118
371432614
false
INFORMATION TABLE
2
q3-13f093024.xml
09-30-24 13F REPORT MONARCH CAPITAL
3M CO
COM
88579Y101
4466946
32677
SH
SOLE
27219
0
5458
ABBOTT LABS
COM
002824100
6403258
56164
SH
SOLE
43772
0
12392
ABBVIE INC
COM
00287Y109
10535953
53352
SH
SOLE
42596
0
10756
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
6257657
17703
SH
SOLE
14247
0
3456
AES CORP
COM
00130H105
1773124
88391
SH
SOLE
75271
0
13120
AFLAC INC
COM
001055102
6908346
61792
SH
SOLE
48646
0
13146
AIR PRODS & CHEMS INC
COM
009158106
3309381
11115
SH
SOLE
9870
0
1245
ALPHABET INC
CAP STK CL A
02079K305
2000981
12065
SH
SOLE
10905
0
1160
ALPHABET INC
CAP STK CL C
02079K107
6437819
38506
SH
SOLE
33571
0
4935
ALTRIA GROUP INC
COM
02209S103
529469
10187
SH
SOLE
8202
0
1985
AMAZON COM INC
COM
023135106
340053
1825
SH
SOLE
1725
0
100
AMENTUM HOLDINGS INC
COM
023939101
248809
7715
SH
SOLE
5765
0
1950
AMGEN INC
COM
031162100
244880
760
SH
SOLE
760
0
0
APPLE INC
COM
037833100
15282470
65590
SH
SOLE
55728
0
9862
ARCHER DANIELS MIDLAND CO
COM
039483102
661322
11070
SH
SOLE
10895
0
175
AT&T INC
COM
00206R102
378356
17198
SH
SOLE
15148
0
2050
AUTOMATIC DATA PROCESSING IN
COM
053015103
10307093
37085
SH
SOLE
30136
0
6949
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
691180
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2654780
5768
SH
SOLE
4730
0
1038
BLACK HILLS CORP
COM
092113109
334938
5480
SH
SOLE
5480
0
0
BP PLC
SPONSORED ADR
055622104
663773
21146
SH
SOLE
19233
0
1913
BRISTOL-MYERS SQUIBB CO
COM
110122108
1265457
24458
SH
SOLE
22567
0
1891
CANADIAN NATL RY CO
COM
136375102
373358
3187
SH
SOLE
3187
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
3145630
39081
SH
SOLE
32512
0
6569
CATERPILLAR INC
COM
149123101
515106
1317
SH
SOLE
817
0
500
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
529650
2747
SH
SOLE
2484
0
263
CHEVRON CORP NEW
COM
166764100
2117154
14376
SH
SOLE
10310
0
4066
CHUBB LIMITED
COM
H1467J104
2010834
6954
SH
SOLE
6240
0
714
CINCINNATI FINL CORP
COM
172062101
3940675
28799
SH
SOLE
24420
0
4379
CINTAS CORP
COM
172908105
494112
2400
SH
SOLE
2400
0
0
CISCO SYS INC
COM
17275R102
7642180
143596
SH
SOLE
115463
0
28133
COCA COLA CO
COM
191216100
7577517
104918
SH
SOLE
84097
0
20821
COLGATE PALMOLIVE CO
COM
194162103
748367
7209
SH
SOLE
5055
0
2154
CONOCOPHILLIPS
COM
20825C104
261937
2488
SH
SOLE
2058
0
430
CONSTELLATION BRANDS INC
CL A
21036P108
299179
1161
SH
SOLE
1161
0
0
COPART INC
COM
217204106
715837
13661
SH
SOLE
12250
0
1411
CORECARD CORPORATION
COM
45816D100
1395372
96100
SH
SOLE
81545
0
14555
COSTCO WHSL CORP NEW
COM
22160K105
764181
862
SH
SOLE
829
0
33
DEERE & CO
COM
244199105
380271
908
SH
SOLE
908
0
0
DISNEY WALT CO
COM
254687106
2097616
21807
SH
SOLE
18573
0
3234
DOLLAR GEN CORP NEW
COM
256677105
338111
3998
SH
SOLE
3348
0
650
ELEVANCE HEALTH INC
COM
036752103
599560
1153
SH
SOLE
962
0
191
ELI LILLY & CO
COM
532457108
1029463
1162
SH
SOLE
680
0
482
EMERSON ELEC CO
COM
291011104
7208687
65911
SH
SOLE
52217
0
13694
EXXON MOBIL CORP
COM
30231G102
6000023
51186
SH
SOLE
40897
0
10289
F5 INC
COM
315616102
3613482
16410
SH
SOLE
14188
0
2222
FIRST MERCHANTS CORP
COM
320817109
361510
9718
SH
SOLE
9718
0
0
FISERV INC
COM
337738108
5436209
30260
SH
SOLE
24563
0
5697
FLOWSERVE CORP
COM
34354P105
2706414
52236
SH
SOLE
41521
0
10715
FRANKLIN ELEC INC
COM
353514102
10708726
102163
SH
SOLE
75555
0
26608
GE AEROSPACE
COM NEW
369604301
1826654
9672
SH
SOLE
6737
0
2935
GE VERNOVA INC
COM
36828A101
570901
2239
SH
SOLE
1510
0
729
GENUINE PARTS CO
COM
372460105
4163610
29656
SH
SOLE
23779
0
5877
GILEAD SCIENCES INC
COM
375558103
4017500
47919
SH
SOLE
38472
0
9447
GRAINGER W W INC
COM
384802104
1350453
1300
SH
SOLE
1014
0
286
HOME DEPOT INC
COM
437076102
13697381
33804
SH
SOLE
24235
0
9569
ILLINOIS TOOL WKS INC
COM
452308109
554803
2109
SH
SOLE
1528
0
581
INTEL CORP
COM
458140100
2177347
92811
SH
SOLE
74958
0
17853
ISHARES TR
RUSSELL 2000 ETF
464287655
210730
954
SH
SOLE
954
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
225861
4925
SH
SOLE
4145
0
780
ISHARES TR
RUS MD CP GR ETF
464287481
264607
2256
SH
SOLE
2016
0
240
JACOBS SOLUTIONS INC
COM
46982L108
1009894
7715
SH
SOLE
5765
0
1950
JOHNSON & JOHNSON
COM
478160104
9638357
59474
SH
SOLE
47579
0
11895
JPMORGAN CHASE & CO.
COM
46625H100
5986738
28392
SH
SOLE
27534
0
858
KIMBERLY-CLARK CORP
COM
494368103
748073
5219
SH
SOLE
4059
0
1160
KROGER CO
COM
501044101
8386199
146356
SH
SOLE
117144
0
29212
LAKELAND FINL CORP
COM
511656100
10271052
157725
SH
SOLE
134826
0
22899
LINDE PLC
SHS
G54950103
1093440
2293
SH
SOLE
1643
0
650
LOCKHEED MARTIN CORP
COM
539830109
1268496
2170
SH
SOLE
1782
0
388
MCDONALDS CORP
COM
580135101
12107623
39761
SH
SOLE
32547
0
7214
MEDTRONIC PLC
SHS
G5960L103
5786543
63908
SH
SOLE
52151
0
11757
MERCK & CO INC
COM
58933Y105
13275884
116312
SH
SOLE
95835
0
20477
MICROSOFT CORP
COM
594918104
21703472
50438
SH
SOLE
39426
0
11012
MONDELEZ INTL INC
CL A
609207105
235172
3175
SH
SOLE
2700
0
475
NEXTERA ENERGY INC
COM
65339F101
4931650
58342
SH
SOLE
45372
0
12970
NIKE INC
CL B
654106103
390440
4400
SH
SOLE
4400
0
0
NORFOLK SOUTHN CORP
COM
655844108
738045
2970
SH
SOLE
2770
0
200
NORTHERN TR CORP
COM
665859104
695103
7657
SH
SOLE
5455
0
2202
NUCOR CORP
COM
670346105
554334
3674
SH
SOLE
2782
0
892
ONEOK INC NEW
COM
682680103
1407139
15441
SH
SOLE
12486
0
2955
ORACLE CORP
COM
68389X105
657574
3859
SH
SOLE
3859
0
0
OTIS WORLDWIDE CORP
COM
68902V107
1027655
9887
SH
SOLE
7821
0
2066
PEPSICO INC
COM
713448108
1530791
9002
SH
SOLE
7452
0
1550
PFIZER INC
COM
717081103
3103237
107230
SH
SOLE
86914
0
20316
PHILIP MORRIS INTL INC
COM
718172109
1367742
11148
SH
SOLE
9803
0
1345
PLEXUS CORP
COM
729132100
881780
6450
SH
SOLE
5250
0
1200
PNC FINL SVCS GROUP INC
COM
693475105
416283
2252
SH
SOLE
1344
0
908
PPL CORP
COM
69351T106
1533093
46156
SH
SOLE
36781
0
9375
PROCTER AND GAMBLE CO
COM
742718109
8054493
46504
SH
SOLE
35419
0
11085
QUANTA SVCS INC
COM
74762E102
7478795
25084
SH
SOLE
21718
0
3366
REGENERON PHARMACEUTICALS
COM
75886F107
544543
518
SH
SOLE
508
0
10
ROGERS COMMUNICATIONS INC
CL B
775109200
1582167
39138
SH
SOLE
33126
0
6012
RTX CORPORATION
COM
75513E101
2023857
16704
SH
SOLE
12703
0
4001
SCOTTS MIRACLE-GRO CO
CL A
810186106
1801887
20783
SH
SOLE
17868
0
2915
SHERWIN WILLIAMS CO
COM
824348106
555712
1456
SH
SOLE
1328
0
128
SOLVENTUM CORP
COM SHS
83444M101
293452
4209
SH
SOLE
3643
0
566
SPDR S&P 500 ETF TR
TR UNIT
78462F103
729166
1267
SH
SOLE
1185
0
82
STEEL DYNAMICS INC
COM
858119100
3926277
31066
SH
SOLE
25481
0
5585
STRYKER CORPORATION
COM
863667101
5896510
16286
SH
SOLE
13205
0
3081
SYSCO CORP
COM
871829107
4736369
60676
SH
SOLE
46063
0
14613
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
344407
1976
SH
SOLE
1976
0
0
TARGET CORP
COM
87612E106
2190925
14057
SH
SOLE
12963
0
1094
TEXAS INSTRS INC
COM
882508104
204092
988
SH
SOLE
988
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
3550976
26045
SH
SOLE
22675
0
3370
US BANCORP DEL
COM NEW
902973304
6064148
131717
SH
SOLE
106697
0
25020
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
220408
776
SH
SOLE
776
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2670812
55816
SH
SOLE
43798
0
12018
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
2669989
54147
SH
SOLE
39407
0
14740
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
220452
2467
SH
SOLE
2407
0
60
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
442337
8376
SH
SOLE
7836
0
540
VERA BRADLEY INC
COM
92335C106
76986
14100
SH
SOLE
13600
0
500
VERIZON COMMUNICATIONS INC
COM
92343V104
1815757
40431
SH
SOLE
33345
0
7086
VISA INC
COM CL A
92826C839
525430
1911
SH
SOLE
1836
0
75
WALGREENS BOOTS ALLIANCE INC
COM
931427108
845798
94397
SH
SOLE
74610
0
19787
WALMART INC
COM
931142103
12183803
150883
SH
SOLE
119335
0
31548
WELLS FARGO CO NEW
COM
949746101
539762
9555
SH
SOLE
6770
0
2785
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
3751056
34671
SH
SOLE
27925
0
6746
ZIMVIE INC
COM
98888T107
979386
61713
SH
SOLE
50018
0
11695