LYNCH & ASSOCIATES/IN Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$496.4M
Holdings
125
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ORCLORACLE CORP | 2,191 | $479K | 0.10% | |
| 102 | SPSMSPDR PORTFOLIO S&P 600 SMALL C | 11,114 | $473K | 0.10% | |
| 103 | SPYSPDR S&P 500 ETF | 746 | $460K | 0.09% | |
| 104 | TSLATESLA MOTORS INC | 1,378 | $437K | 0.09% | |
| 105 | VTIVANGUARD TOTAL STOCK MARKET IN | 1,438 | $437K | 0.09% | |
| 106 | INTCINTEL CORP | 19,395 | $434K | 0.09% | |
| 107 | RFREGIONS FINANCIAL CORP | 16,531 | $388K | 0.08% | |
| 108 | DFASDIMENSIONAL US SMALL CAP ETF | 5,645 | $359K | 0.07% | |
| 109 | COSTCOSTCO WHSL CORP | 363 | $359K | 0.07% | |
| 110 | KEYKEYCORP | 19,975 | $347K | 0.07% | |
| 111 | FRELFIDELITY MSCI REAL ESTATE INDE | 11,972 | $323K | 0.07% | |
| 112 | XLFICONSUMER STAPLES SELECT SECTOR | 3,982 | $322K | 0.06% | |
| 113 | CSXCSX CORP | 9,350 | $305K | 0.06% | |
| 114 | LNTALLIANT ENERGY CORP | 4,918 | $297K | 0.06% | |
| 115 | GEVGE VERNOVA INC | 554 | $293K | 0.06% | |
| 116 | CATCATERPILLAR INC | 708 | $274K | 0.06% | |
| 117 | HBANHUNTINGTON BANCSHARES INC | 16,250 | $272K | 0.05% | |
| 118 | VOOVVANGUARD S&P 500 VALUE INDEX F | 1,300 | $245K | 0.05% | |
| 119 | ADPAUTOMATIC DATA PROCESSING INC | 700 | $215K | 0.04% | |
| 120 | APHAMPHENOL CORP | 2,150 | $212K | 0.04% | |
| 121 | NECBNORTHEAST CMNTY BANCORP INC | 8,750 | $203K | 0.04% | |
| 122 | CBCHUBB LIMITED | 692 | $200K | 0.04% | |
| 123 | WSBKWINCHESTER BANCORP INC | 18,183 | $162K | 0.03% | |
| 124 | —MARIJUANA COMPANY OF AMERICA | 200,000 | $0 | 0.00% | |
| 125 | FHNFIRST HORIZON NTNL CORP FRAC 1 | 434,329 | $0 | 0.00% |
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