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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GIB/ACGI GROUP CL A | 5,423 | $483K | 0.09% | |
| 102 | VTIVANGUARD TOTAL STOCK MARKET IN | 1,439 | $472K | 0.09% | |
| 103 | DFASDIMENSIONAL US SMALL CAP ETF | 6,216 | $425K | 0.08% | |
| 104 | RFREGIONS FINANCIAL CORP | 15,531 | $409K | 0.08% | |
| 105 | TSLATESLA MOTORS INC | 870 | $386K | 0.07% | |
| 106 | KEYKEYCORP | 19,975 | $373K | 0.07% | |
| 107 | SPYSPDR S&P 500 ETF | 553 | $368K | 0.07% | |
| 108 | CATCATERPILLAR INC | 708 | $337K | 0.07% | |
| 109 | COSTCOSTCO WHSL CORP | 363 | $336K | 0.06% | |
| 110 | FRELFIDELITY MSCI REAL ESTATE INDE | 12,072 | $335K | 0.06% | |
| 111 | CSXCSX CORP | 9,350 | $332K | 0.06% | |
| 112 | DOWDOW INC | 14,050 | $322K | 0.06% | |
| 113 | XLFICONSUMER STAPLES SELECT SECTOR | 3,982 | $312K | 0.06% | |
| 114 | LNTALLIANT ENERGY CORP | 4,506 | $303K | 0.06% | |
| 115 | INTCINTEL CORP | 8,985 | $301K | 0.06% | |
| 116 | GEVGE VERNOVA INC | 480 | $295K | 0.06% | |
| 117 | HBANHUNTINGTON BANCSHARES INC | 16,250 | $280K | 0.05% | |
| 118 | VOOVVANGUARD S&P 500 VALUE INDEX F | 1,300 | $259K | 0.05% | |
| 119 | APHAMPHENOL CORP | 2,000 | $247K | 0.05% | |
| 120 | PLTRPALANTIR TECHNOLOGIES INC | 1,317 | $240K | 0.05% | |
| 121 | AVBCAVIDIA BANCORP | 15,206 | $227K | 0.04% | |
| 122 | CBCHUBB LIMITED | 792 | $223K | 0.04% | |
| 123 | DFUSDIMENSIONAL US EQUITY ETF | 2,927 | $212K | 0.04% | |
| 124 | ADPAUTOMATIC DATA PROCESSING INC | 700 | $205K | 0.04% | |
| 125 | WSBKWINCHESTER BANCORP INC | 13,183 | $125K | 0.02% | |
| 126 | FHNFIRST HORIZON NTNL CORP FRAC 1 | 434,329 | $0 | 0.00% | |
| 127 | —MARIJUANA COMPANY OF AMERICA | 200,000 | $0 | 0.00% |
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