LYNCH & ASSOCIATES/IN Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$496.4M
Holdings
125
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $51.7M |
IVVISHARES CORE S&P 500 INDEX | $21.4M |
WMTWAL-MART STORES INC | $19.1M |
IJHISHARES CORE S&P MIDCAP 400 IN | $18.9M |
JPMJ P MORGAN CHASE & CO | $15.9M |
PGPROCTER & GAMBLE CO | $14.0M |
IBMINTL BUS MACHINES CORP | $13.9M |
JNJJOHNSON & JOHNSON | $13.8M |
ABBVABBVIE INC | $13.6M |
XOMEXXON MOBIL CORP | $13.2M |
CSCOCISCO SYSTEMS INC | $10.4M |
EMREMERSON ELEC CO | $10.2M |
MCDMCDONALDS CORP | $9.8M |
AAPLAPPLE INC | $9.6M |
ABTABBOTT LABORATORIES | $8.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE E | $7.9M |
ITOTISHARES CORE S&P TOTAL US STOC | $7.7M |
CVXCHEVRON CORP | $7.4M |
LMTLOCKHEED MARTIN CORP | $7.3M |
KOCOCA-COLA CO | $7.1M |
SYKSTRYKER CORP | $7.1M |
MRKMERCK & CO INC | $7.1M |
BACBANK OF AMERICA CORP | $6.9M |
LLYELI LILLY & CO | $6.7M |
HONHONEYWELL INTL INC | $6.4M |
BRK/BBERKSHIRE HATHAWAY INC CL B | $6.4M |
IJRISHARES S&P SMALLCAP 600 INDEX | $6.1M |
GOOGLALPHABET INC (GOOGLE) | $5.6M |
LOWLOWES COMPANIES INC | $5.6M |
TXNTEXAS INSTRUMENTS INC | $5.5M |
UPSUNITED PARCEL SERVICE INC | $5.4M |
AMZNAMAZON COM | $4.9M |
RTXRTX CORPORATION | $4.9M |
FTECFIDELITY MCSI INFORMATION TECH | $4.8M |
COFCAPITAL ONE FINANCIAL CORP | $4.7M |
SYYSYSCO CORP | $4.5M |
TJXTJX COMPANIES INC | $4.5M |
BABOEING CO | $4.2M |
NEENEXTERA ENERGY INC | $4.1M |
SCHDSCHWAB STRATEGIC TR US DIVIDEN | $4.1M |
MMM3M COMPANY | $4.0M |
DISWALT DISNEY CO | $4.0M |
ITWILLINOIS TOOL WORKS INC | $4.0M |
FSFGFIRST SVGS FINL GROUP INC | $3.8M |
DUKDUKE ENERGY CORP | $3.7M |
USBU S BANCORP | $3.2M |
4I1PHILIP MORRIS INTERNATIONAL IN | $2.9M |
VVISA INC COM | $2.9M |
VXUSVANGUARD TOTAL INTL STOCK INDE | $2.7M |
FNCLFIDELITY MSCI FINANCIALS INDEX | $2.6M |
XLKTECHNOLOGY SELECT SECTOR SPDR | $2.6M |
HDHOME DEPOT INC | $2.5M |
METAMETA PLATFORMS INC | $2.4M |
CLCOLGATE-PALMOLIVE CO | $2.3M |
FHLCFIDELITY MSCI HEALTHCARE INDEX | $2.2M |
PFEPFIZER INC | $2.0M |
KMBKIMBERLY-CLARK CORP | $2.0M |
FIDUFIDELITY MSCI INDUSTRIALS INDE | $2.0M |
SHWSHERWIN-WILLIAMS CORP | $1.9M |
TTENTOTALENERGIES SE | $1.9M |
UNPUNION PACIFIC CORP | $1.8M |
MOALTRIA GROUP INC | $1.8M |
FMDEFIDELITY ENHANCED MID CAP ETF | $1.8M |
GISGENERAL MILLS INC | $1.8M |
FDISFIDELITY MSCI CONSUMER DISCRET | $1.7M |
FCOMFIDELITY MSCI TELECOMMUNICATIO | $1.6M |
CVSCVS CAREMARK CORP | $1.6M |
BACVERIZON COMMUNICATIONS INC | $1.5M |
AMGNAMGEN INC | $1.4M |
CGDGCAPITAL GROUP DIVIDEND VALUE E | $1.4M |
CICIGNA CORP | $1.4M |
FSTAFIDELITY MSCI CONSUMER STAPLES | $1.4M |
FENYFIDELITY MCSI ENERGY INDEX | $1.3M |
CGGRCAPITAL GROUP GROWTH ETF | $1.3M |
NVDANVIDIA CORPORATION | $1.2M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $1.2M |
DOWDOW INC | $1.0M |
FENIFIDELITY ENHANCED INTERNATIONA | $1.0M |
RDVYFIRST TRUST EXCHANGE-TRADED FD | $1.0M |
NBBKNB BANCORP | $1.0M |
MDYSPDR S&P MID CAP 400 ETF | $985K |
AVGOBROADCOM INC | $947K |
XLIINDUSTRIAL SELECT SECTOR SPDR | $940K |
FTCSFIRST TRUST EXCHANGE-TRADED FD | $875K |
MDTMEDTRONIC PLC | $851K |
XLFFINANCIAL SELECT SECTOR SPDR | $831K |
GEGE AEROSPACE | $815K |
CITCINTAS CORP | $779K |
FUTYFIDELITY MSCI UTILITIES INDEX | $715K |
WMWASTE MANAGEMENT INC | $704K |
IVEISHARES S&P 500 VALUE INDEX | $653K |
BMYBRISTOL-MYERS SQUIBB CO | $647K |
XLYCONSUMER DISCRETIONARY SELECT | $615K |
GIB/ACGI GROUP CL A | $596K |
IWMISHARES RUSSELL 2000 INDEX | $561K |
WFCWELLS FARGO & CO | $539K |
EBCEASTERN BANKSHARES | $534K |
FMATFIDELITY MCSI MATERIALS INDEX | $512K |
XLVHEALTH CARE SELECT SECTOR SPDR | $504K |
FESMFIDELITY ENHANCED SMALL CAP ET | $495K |
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