LYNCH & ASSOCIATES/IN Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$517.9M

Holdings

127

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
102,091$52.9M10.21%
2
IVVISHARES CORE S&P 500 INDEX
33,554$22.5M4.34%
3
IJHISHARES CORE S&P MIDCAP 400 IN
307,397$20.1M3.87%
4
WMTWAL-MART STORES INC
189,536$19.5M3.77%
5
JPMJ P MORGAN CHASE & CO
53,840$17.0M3.28%
6
JNJJOHNSON & JOHNSON
89,119$16.5M3.19%
7
ABBVABBVIE INC
70,546$16.3M3.15%
8
XOMEXXON MOBIL CORP
119,607$13.5M2.60%
9
PGPROCTER & GAMBLE CO
87,099$13.4M2.58%
10
IBMINTL BUS MACHINES CORP
46,965$13.3M2.56%
11
AAPLAPPLE INC
47,331$12.1M2.33%
12
CSCOCISCO SYSTEMS INC
150,119$10.3M1.98%
13
MCDMCDONALDS CORP
33,190$10.1M1.95%
14
EMREMERSON ELEC CO
74,830$9.8M1.90%
15
SPYVSPDR PORTFOLIO S&P 500 VALUE E
154,921$8.6M1.66%
16
ITOTISHARES CORE S&P TOTAL US STOC
56,504$8.2M1.59%
17
CVXCHEVRON CORP
52,067$8.1M1.56%
18
LMTLOCKHEED MARTIN CORP
15,516$7.7M1.50%
19
GOOGLALPHABET INC (GOOGLE)
31,603$7.7M1.48%
20
MRKMERCK & CO INC
90,362$7.6M1.46%
21
BACBANK OF AMERICA CORP
144,289$7.4M1.44%
22
ABTABBOTT LABORATORIES
55,164$7.4M1.43%
23
IJRISHARES S&P SMALLCAP 600 INDEX
57,413$6.8M1.32%
24
SYKSTRYKER CORP
18,093$6.7M1.29%
25
BRK/BBERKSHIRE HATHAWAY INC CL B
13,051$6.6M1.27%
26
LLYELI LILLY & CO
8,538$6.5M1.26%
27
KOCOCA-COLA CO
96,975$6.4M1.24%
28
LOWLOWES COMPANIES INC
25,303$6.4M1.23%
29
RTXRTX CORPORATION
33,854$5.7M1.09%
30
HONHONEYWELL INTL INC
26,882$5.7M1.09%
31
TJXTJX COMPANIES INC
36,606$5.3M1.02%
32
FTECFIDELITY MCSI INFORMATION TECH
23,682$5.3M1.02%
33
COFCAPITAL ONE FINANCIAL CORP
23,179$4.9M0.95%
34
SYYSYSCO CORP
59,520$4.9M0.95%
35
TXNTEXAS INSTRUMENTS INC
26,612$4.9M0.94%
36
FSFGFIRST SVGS FINL GROUP INC
152,500$4.8M0.93%
37
NEENEXTERA ENERGY INC
60,056$4.5M0.88%
38
SCHDSCHWAB STRATEGIC TR US DIVIDEN
164,581$4.5M0.87%
39
ITWILLINOIS TOOL WORKS INC
16,791$4.4M0.85%
40
AMZNAMAZON COM
19,903$4.4M0.84%
41
BABOEING CO
19,980$4.3M0.83%
42
MMM3M COMPANY
25,261$3.9M0.76%
43
DUKDUKE ENERGY CORP
31,427$3.9M0.75%
44
UPSUNITED PARCEL SERVICE INC
45,166$3.8M0.73%
45
DISWALT DISNEY CO
31,643$3.6M0.70%
46
USBU S BANCORP
71,389$3.5M0.67%
47
VXUSVANGUARD TOTAL INTL STOCK INDE
42,528$3.1M0.60%
48
HDHOME DEPOT INC
7,326$3.0M0.57%
49
XLKTECHNOLOGY SELECT SECTOR SPDR
10,114$2.9M0.55%
50
FNCLFIDELITY MSCI FINANCIALS INDEX
35,724$2.7M0.53%
51
VVISA INC COM
7,965$2.7M0.53%
52
METAMETA PLATFORMS INC
3,673$2.7M0.52%
53
4I1PHILIP MORRIS INTERNATIONAL IN
15,387$2.5M0.48%
54
FHLCFIDELITY MSCI HEALTHCARE INDEX
34,649$2.3M0.45%
55
FIDUFIDELITY MSCI INDUSTRIALS INDE
26,726$2.2M0.42%
56
FMDEFIDELITY ENHANCED MID CAP ETF
58,507$2.1M0.41%
57
SHWSHERWIN-WILLIAMS CORP
5,896$2.0M0.39%
58
MOALTRIA GROUP INC
30,713$2.0M0.39%
59
FDISFIDELITY MSCI CONSUMER DISCRET
19,083$2.0M0.38%
60
PFEPFIZER INC
76,340$1.9M0.38%
61
CVSCVS CAREMARK CORP
24,813$1.9M0.36%
62
TTENTOTALENERGIES SE
30,956$1.8M0.36%
63
KMBKIMBERLY-CLARK CORP
14,475$1.8M0.35%
64
CLCOLGATE-PALMOLIVE CO
22,479$1.8M0.35%
65
UNPUNION PACIFIC CORP
7,545$1.8M0.34%
66
FCOMFIDELITY MSCI TELECOMMUNICATIO
24,855$1.8M0.34%
67
CGDGCAPITAL GROUP DIVIDEND VALUE E
39,015$1.6M0.32%
68
BACVERIZON COMMUNICATIONS INC
34,943$1.5M0.30%
69
AMGNAMGEN INC
5,211$1.5M0.28%
70
FSTAFIDELITY MSCI CONSUMER STAPLES
29,278$1.5M0.28%
71
CGGRCAPITAL GROUP GROWTH ETF
33,022$1.4M0.28%
72
FENYFIDELITY MCSI ENERGY INDEX
57,518$1.4M0.27%
73
NVDANVIDIA CORPORATION
7,489$1.4M0.27%
74
CGUSCAPITAL GROUP CORE EQUITY ETF
34,278$1.4M0.26%
75
GISGENERAL MILLS INC
26,708$1.3M0.26%
76
AVGOBROADCOM INC
3,860$1.3M0.25%
77
FENIFIDELITY ENHANCED INTERNATIONA
35,593$1.3M0.24%
78
RDVYFIRST TRUST EXCHANGE-TRADED FD
18,284$1.2M0.24%
79
CICIGNA CORP
3,825$1.1M0.21%
80
MDYSPDR S&P MID CAP 400 ETF
1,740$1.0M0.20%
81
MDTMEDTRONIC PLC
10,827$1.0M0.20%
82
NBBKNB BANCORP
56,334$994K0.19%
83
FTCSFIRST TRUST EXCHANGE-TRADED FD
10,524$985K0.19%
84
XLIINDUSTRIAL SELECT SECTOR SPDR
6,375$983K0.19%
85
GEGE AEROSPACE
3,168$952K0.18%
86
XLFFINANCIAL SELECT SECTOR SPDR
15,775$849K0.16%
87
ORCLORACLE CORP
2,985$839K0.16%
88
FUTYFIDELITY MSCI UTILITIES INDEX
14,552$821K0.16%
89
WMWASTE MANAGEMENT INC
3,086$681K0.13%
90
XLYCONSUMER DISCRETIONARY SELECT
2,834$679K0.13%
91
CITCINTAS CORP
3,269$670K0.13%
92
EBCEASTERN BANKSHARES
35,000$635K0.12%
93
IVEISHARES S&P 500 VALUE INDEX
3,054$630K0.12%
94
IWMISHARES RUSSELL 2000 INDEX
2,600$629K0.12%
95
FESMFIDELITY ENHANCED SMALL CAP ET
16,244$593K0.11%
96
FMATFIDELITY MCSI MATERIALS INDEX
10,860$569K0.11%
97
WFCWELLS FARGO & CO
6,713$562K0.11%
98
XLVHEALTH CARE SELECT SECTOR SPDR
3,744$521K0.10%
99
SPSMSPDR PORTFOLIO S&P 600 SMALL C
11,114$514K0.10%
100
BMYBRISTOL-MYERS SQUIBB CO
11,351$511K0.10%
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