LYNCH & ASSOCIATES/IN
CIK: 0001108965SEC EDGAR →
Portfolio Value
$487K
Holdings
124
As of
Q4 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 101,334 | $49K | 10.07% |
| 2 | ISHARES CORE S&P MIDCAP 400 IN | 313,152 | $21K | 4.25% |
| 3 | WAL-MART STORES INC | 181,038 | $20K | 4.15% |
| 4 | JOHNSON & JOHNSON | 87,897 | $18K | 3.74% |
| 5 | J P MORGAN CHASE & CO | 52,632 | $17K | 3.49% |
| 6 | ABBVIE INC | 69,772 | $16K | 3.28% |
| 7 | EXXON MOBIL CORP | 122,482 | $15K | 3.03% |
| 8 | INTL BUS MACHINES CORP | 46,791 | $14K | 2.85% |
| 9 | APPLE INC | 49,510 | $13K | 2.77% |
| 10 | PROCTER & GAMBLE CO | 87,009 | $12K | 2.56% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $139K | 28.5% |
| Technology | 10 | $96K | 19.7% |
| Healthcare | 12 | $66K | 13.6% |
| Industrials | 13 | $50K | 10.3% |
| Consumer Defensive | 9 | $50K | 10.2% |
| Consumer Cyclical | 6 | $29K | 6.0% |
| Energy | 3 | $25K | 5.1% |
| Communication Services | 3 | $13K | 2.7% |
| Utilities | 4 | $9K | 1.9% |
| Unknown | 7 | $8K | 1.7% |
| Basic Materials | 2 | $2K | 0.4% |