LYNCH & ASSOCIATES/IN Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$462.3M
Holdings
118
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RFREGIONS FINANCIAL CORP | 16,531 | $359K | 0.08% | |
| 102 | LNTALLIANT ENERGY CORP | 5,381 | $346K | 0.07% | |
| 103 | TSLATESLA MOTORS INC | 1,336 | $346K | 0.07% | |
| 104 | COSTCOSTCO WHSL CORP | 360 | $340K | 0.07% | |
| 105 | FRELFIDELITY MSCI REAL ESTATE INDE | 12,147 | $333K | 0.07% | |
| 106 | XLFICONSUMER STAPLES SELECT SECTOR | 3,982 | $325K | 0.07% | |
| 107 | KEYKEYCORP | 19,975 | $319K | 0.07% | |
| 108 | DFASDIMENSIONAL US SMALL CAP ETF | 5,271 | $314K | 0.07% | |
| 109 | SPYSPDR S&P 500 ETF | 553 | $309K | 0.07% | |
| 110 | CSXCSX CORP | 10,360 | $304K | 0.07% | |
| 111 | VOOVVANGUARD S&P 500 VALUE INDEX F | 1,425 | $262K | 0.06% | |
| 112 | HBANHUNTINGTON BANCSHARES INC | 16,250 | $243K | 0.05% | |
| 113 | CATCATERPILLAR INC | 708 | $233K | 0.05% | |
| 114 | NECBNORTHEAST CMNTY BANCORP INC | 9,250 | $216K | 0.05% | |
| 115 | ADPAUTOMATIC DATA PROCESSING INC | 702 | $214K | 0.05% | |
| 116 | XLEENERGY SELECT SECTOR SPDR | 2,235 | $208K | 0.04% | |
| 117 | —MARIJUANA COMPANY OF AMERICA | 200,000 | $0 | 0.00% | |
| 118 | FHNFIRST HORIZON NTNL CORP FRAC 1 | 434,329 | $0 | 0.00% |
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