LYNCH & ASSOCIATES/IN Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$518K
Holdings
127
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
IJHISHARES CORE S&P MIDCAP 400 IN | $20.1M |
WMTWAL-MART STORES INC | $19.5M |
JPMJ P MORGAN CHASE & CO | $17.0M |
JNJJOHNSON & JOHNSON | $16.5M |
ABBVABBVIE INC | $16.3M |
XOMEXXON MOBIL CORP | $13.5M |
PGPROCTER & GAMBLE CO | $13.4M |
IBMINTL BUS MACHINES CORP | $13.3M |
AAPLAPPLE INC | $12.1M |
CSCOCISCO SYSTEMS INC | $10.3M |
MCDMCDONALDS CORP | $10.1M |
EMREMERSON ELEC CO | $9.8M |
SPYVSPDR PORTFOLIO S&P 500 VALUE E | $8.6M |
ITOTISHARES CORE S&P TOTAL US STOC | $8.2M |
CVXCHEVRON CORP | $8.1M |
LMTLOCKHEED MARTIN CORP | $7.7M |
GOOGLALPHABET INC (GOOGLE) | $7.7M |
MRKMERCK & CO INC | $7.6M |
BACBANK OF AMERICA CORP | $7.4M |
ABTABBOTT LABORATORIES | $7.4M |
IJRISHARES S&P SMALLCAP 600 INDEX | $6.8M |
SYKSTRYKER CORP | $6.7M |
KOCOCA-COLA CO | $6.4M |
LOWLOWES COMPANIES INC | $6.4M |
RTXRTX CORPORATION | $5.7M |
HONHONEYWELL INTL INC | $5.7M |
TJXTJX COMPANIES INC | $5.3M |
FTECFIDELITY MCSI INFORMATION TECH | $5.3M |
COFCAPITAL ONE FINANCIAL CORP | $4.9M |
SYYSYSCO CORP | $4.9M |
TXNTEXAS INSTRUMENTS INC | $4.9M |
FSFGFIRST SVGS FINL GROUP INC | $4.8M |
NEENEXTERA ENERGY INC | $4.5M |
SCHDSCHWAB STRATEGIC TR US DIVIDEN | $4.5M |
ITWILLINOIS TOOL WORKS INC | $4.4M |
AMZNAMAZON COM | $4.4M |
BABOEING CO | $4.3M |
MMM3M COMPANY | $3.9M |
DUKDUKE ENERGY CORP | $3.9M |
UPSUNITED PARCEL SERVICE INC | $3.8M |
DISWALT DISNEY CO | $3.6M |
USBU S BANCORP | $3.5M |
VXUSVANGUARD TOTAL INTL STOCK INDE | $3.1M |
HDHOME DEPOT INC | $3.0M |
XLKTECHNOLOGY SELECT SECTOR SPDR | $2.9M |
FNCLFIDELITY MSCI FINANCIALS INDEX | $2.7M |
VVISA INC COM | $2.7M |
4I1PHILIP MORRIS INTERNATIONAL IN | $2.5M |
FHLCFIDELITY MSCI HEALTHCARE INDEX | $2.3M |
FIDUFIDELITY MSCI INDUSTRIALS INDE | $2.2M |
FMDEFIDELITY ENHANCED MID CAP ETF | $2.1M |
SHWSHERWIN-WILLIAMS CORP | $2.0M |
MOALTRIA GROUP INC | $2.0M |
FDISFIDELITY MSCI CONSUMER DISCRET | $2.0M |
PFEPFIZER INC | $1.9M |
CVSCVS CAREMARK CORP | $1.9M |
TTENTOTALENERGIES SE | $1.8M |
KMBKIMBERLY-CLARK CORP | $1.8M |
CLCOLGATE-PALMOLIVE CO | $1.8M |
UNPUNION PACIFIC CORP | $1.8M |
FCOMFIDELITY MSCI TELECOMMUNICATIO | $1.8M |
CGDGCAPITAL GROUP DIVIDEND VALUE E | $1.6M |
BACVERIZON COMMUNICATIONS INC | $1.5M |
AMGNAMGEN INC | $1.5M |
FSTAFIDELITY MSCI CONSUMER STAPLES | $1.5M |
CGGRCAPITAL GROUP GROWTH ETF | $1.4M |
FENYFIDELITY MCSI ENERGY INDEX | $1.4M |
NVDANVIDIA CORPORATION | $1.4M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $1.4M |
GISGENERAL MILLS INC | $1.3M |
AVGOBROADCOM INC | $1.3M |
FENIFIDELITY ENHANCED INTERNATIONA | $1.3M |
RDVYFIRST TRUST EXCHANGE-TRADED FD | $1.2M |
CICIGNA CORP | $1.1M |
MDTMEDTRONIC PLC | $1.0M |
NBBKNB BANCORP | $994K |
FTCSFIRST TRUST EXCHANGE-TRADED FD | $985K |
XLIINDUSTRIAL SELECT SECTOR SPDR | $983K |
GEGE AEROSPACE | $952K |
XLFFINANCIAL SELECT SECTOR SPDR | $849K |
ORCLORACLE CORP | $839K |
FUTYFIDELITY MSCI UTILITIES INDEX | $821K |
WMWASTE MANAGEMENT INC | $681K |
XLYCONSUMER DISCRETIONARY SELECT | $679K |
CITCINTAS CORP | $670K |
EBCEASTERN BANKSHARES | $635K |
IVEISHARES S&P 500 VALUE INDEX | $630K |
IWMISHARES RUSSELL 2000 INDEX | $629K |
FESMFIDELITY ENHANCED SMALL CAP ET | $593K |
FMATFIDELITY MCSI MATERIALS INDEX | $569K |
WFCWELLS FARGO & CO | $562K |
XLVHEALTH CARE SELECT SECTOR SPDR | $521K |
SPSMSPDR PORTFOLIO S&P 600 SMALL C | $514K |
BMYBRISTOL-MYERS SQUIBB CO | $511K |
GIB/ACGI GROUP CL A | $483K |
VTIVANGUARD TOTAL STOCK MARKET IN | $472K |
DFASDIMENSIONAL US SMALL CAP ETF | $425K |
RFREGIONS FINANCIAL CORP | $409K |
TSLATESLA MOTORS INC | $386K |
KEYKEYCORP | $373K |
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