LYNCH & ASSOCIATES/IN Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$528.9M
Holdings
124
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GIB/ACGI GROUP CL A | 5,345 | $493K | 0.09% | |
| 102 | VTIVANGUARD TOTAL STOCK MARKET IN | 1,439 | $482K | 0.09% | |
| 103 | RFREGIONS FINANCIAL CORP | 15,281 | $414K | 0.08% | |
| 104 | TSLATESLA MOTORS INC | 915 | $411K | 0.08% | |
| 105 | SPYSPDR S&P 500 ETF | 553 | $377K | 0.07% | |
| 106 | KEYKEYCORP | 17,475 | $360K | 0.07% | |
| 107 | CBCHUBB LIMITED | 1,109 | $346K | 0.07% | |
| 108 | CSXCSX CORP | 9,300 | $337K | 0.06% | |
| 109 | GEVGE VERNOVA INC | 499 | $326K | 0.06% | |
| 110 | CATCATERPILLAR INC | 558 | $319K | 0.06% | |
| 111 | FRELFIDELITY MSCI REAL ESTATE INDE | 11,883 | $319K | 0.06% | |
| 112 | COSTCOSTCO WHSL CORP | 364 | $313K | 0.06% | |
| 113 | XLFICONSUMER STAPLES SELECT SECTOR | 3,982 | $309K | 0.06% | |
| 114 | LNTALLIANT ENERGY CORP | 4,406 | $286K | 0.05% | |
| 115 | HBANHUNTINGTON BANCSHARES INC | 16,250 | $281K | 0.05% | |
| 116 | APHAMPHENOL CORP | 2,000 | $270K | 0.05% | |
| 117 | VOOVVANGUARD S&P 500 VALUE INDEX F | 1,300 | $266K | 0.05% | |
| 118 | AVBCAVIDIA BANCORP | 15,206 | $255K | 0.05% | |
| 119 | PLTRPALANTIR TECHNOLOGIES INC | 1,307 | $232K | 0.04% | |
| 120 | SOLSSOLSTICE ADVANCED MATERIALS IN | 4,577 | $222K | 0.04% | |
| 121 | DFUSDIMENSIONAL US EQUITY ETF | 2,907 | $215K | 0.04% | |
| 122 | FHNFIRST HORIZON NTNL CORP FRAC 1 | 434,329 | $0 | 0.00% | |
| 123 | BCDSBLAQCLOUDS INC | 30,000 | $0 | 0.00% | |
| 124 | —MARIJUANA COMPANY OF AMERICA | 200,000 | $0 | 0.00% |
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