LYNCH & ASSOCIATES/IN

CIK: 0001108965Latest portfolio: $528.9M · Q4 2025

Holdings

124

Total Value

$528.9M

New Positions

3

Closed Positions

6

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP
101,334$49.0M9.27%-757
2
IVVISHARES CORE S&P 500 INDEX
33,320$22.8M4.31%-234
3
IJHISHARES CORE S&P MIDCAP 400 IN
313,152$20.7M3.91%+6K
4
WMTWAL-MART STORES INC
181,038$20.2M3.81%-8,498
5
JNJJOHNSON & JOHNSON
87,897$18.2M3.44%-1,222
6
JPMJ P MORGAN CHASE & CO
52,632$17.0M3.21%-1,208
7
ABBVABBVIE INC
69,772$15.9M3.01%-774
8
XOMEXXON MOBIL CORP
122,482$14.7M2.79%+3K
9
IBMINTL BUS MACHINES CORP
46,791$13.9M2.62%-174
10
AAPLAPPLE INC
49,510$13.5M2.54%+2K
11
PGPROCTER & GAMBLE CO
87,009$12.5M2.36%-90
12
CSCOCISCO SYSTEMS INC
150,212$11.6M2.19%+93
13
MCDMCDONALDS CORP
34,047$10.4M1.97%+857
14
MRKMERCK & CO INC
92,958$9.8M1.85%+3K
15
EMREMERSON ELEC CO
73,714$9.8M1.85%-1,116
16
GOOGLALPHABET INC (GOOGLE)
30,415$9.5M1.80%-1,188
17
LLYELI LILLY & CO
8,738$9.4M1.78%+200
18
SPYVSPDR PORTFOLIO S&P 500 VALUE E
157,406$8.9M1.69%+2K
19
ITOTISHARES CORE S&P TOTAL US STOC
56,855$8.5M1.60%+351
20
CVXCHEVRON CORP
52,535$8.0M1.51%+468
21
BACBANK OF AMERICA CORP
143,894$7.9M1.50%-395
22
LMTLOCKHEED MARTIN CORP
15,632$7.6M1.43%+116
23
IJRISHARES S&P SMALLCAP 600 INDEX
59,380$7.1M1.35%+2K
24
KOCOCA-COLA CO
97,170$6.8M1.28%+195
25
ABTABBOTT LABORATORIES
53,681$6.7M1.27%-1,483

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FMDE69K+10K
XLK20K+10K
IJH313K+6K
FENI41K+6K
FESM22K+5K
CGGR38K+5K
MDT15K+4K
CGDG42K+3K
XOM122K+3K
XLY6K+3K

Decreased Positions

NameSharesChange
WMT181K-8498
PFE71K-5197
GIS22K-4945
TXN22K-4890
UPS42K-3363
KEY17K-2500
NBBK54K-2000
SYY58K-1852
SCHD163K-1841
CL21K-1815

Sector Breakdown

Financial Services0.0% ($2.282220668169599e+187T)
Industrials0.0% ($9.783756066355199e+38T)
Healthcare0.0% ($1.8190159429784938e+38T)
Technology0.0% ($4.900713859134591e+31T)
Consumer Defensive0.0% ($2.0169124696793427e+27T)
Consumer Cyclical0.0% ($104056199547543.8T)
Unknown0.0% ($65744858243.5T)
Utilities0.0% ($49603.6T)
Energy0.0% ($1474.0T)
Communication Services0.0% ($951.9T)
Basic Materials0.0% ($1.8B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 7, 2026$528.9M124
Q3 2025Oct 7, 2025$517.9B127
Q2 2025Jul 15, 2025$496.4B125
Q1 2025Apr 17, 2025$462.3B118

Fund Information

CIK0001108965
Most Recent FilingJan 7, 2026
Number of Filings4

LYNCH & ASSOCIATES/IN is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $528.9M across 124 holdings. The largest position is MICROSOFT CORP (MSFT), representing 9.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.