LYNCH & ASSOCIATES/IN

CIK 0001108965 • 6 13F filings • Apr 17, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $462.3M115 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$3.8M	0.8%	26,037 SH
ABBOTT LABORATORIES	COM	$7.4M	1.6%	55,670 SH
ABBVIE INC	COM	$15.2M	3.3%	72,607 SH
ADOBE SYS INC	COM	$439K	0.1%	1,144 SH
ALLIANT ENERGY CORP	COM	$346K	0.1%	5,381 SH
ALPHABET INC (GOOGLE)	COM	$5.0M	1.1%	32,072 SH
ALTRIA GROUP INC	COM	$1.8M	0.4%	30,147 SH
AMAZON COM	COM	$4.1M	0.9%	21,413 SH
AMGEN INC	COM	$1.6M	0.3%	5,142 SH
APPLE INC	COM	$10.4M	2.2%	46,816 SH
AUTOMATIC DATA PROCESSING INC	COM	$214K	0.0%	702 SH
BANK OF AMERICA CORP	COM	$6.0M	1.3%	143,439 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.9M	1.5%	13,031 SH
BOEING CO	COM	$3.3M	0.7%	19,182 SH
BRISTOL-MYERS SQUIBB CO	COM	$856K	0.2%	14,041 SH
CAPITAL GROUP CORE EQUITY ETF	ETF	$984K	0.2%	29,447 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$1.2M	0.3%	32,474 SH
CAPITAL GROUP GROWTH ETF	ETF	$887K	0.2%	25,901 SH
CATERPILLAR INC	COM	$233K	0.1%	708 SH
CHEVRON CORP	COM	$8.8M	1.9%	52,742 SH
CIGNA CORP	COM	$1.4M	0.3%	4,375 SH
CISCO SYSTEMS INC	COM	$9.2M	2.0%	148,845 SH
COCA-COLA CO	COM	$7.2M	1.6%	100,374 SH
COLGATE-PALMOLIVE CO	COM	$2.4M	0.5%	25,606 SH
CONSUMER DISCRETIONARY SELECT	ETF	$555K	0.1%	2,811 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$325K	0.1%	3,982 SH
COSTCO WHSL CORP	COM	$340K	0.1%	360 SH
CSX CORP	COM	$305K	0.1%	10,360 SH
CVS CAREMARK CORP	COM	$1.3M	0.3%	19,882 SH
DIMENSIONAL US SMALL CAP ETF	ETF	$315K	0.1%	5,271 SH
DISCOVER FINL SVCS	COM	$3.6M	0.8%	21,197 SH
DOW INC	COM	$2.0M	0.4%	57,366 SH
DUKE ENERGY CORP	COM	$3.8M	0.8%	30,942 SH
EASTERN BANKSHARES	COM	$574K	0.1%	35,000 SH
ELI LILLY & CO	COM	$6.3M	1.4%	7,593 SH
EMERSON ELEC CO	COM	$8.4M	1.8%	76,650 SH
ENERGY SELECT SECTOR SPDR	ETF	$209K	0.0%	2,235 SH
EXXON MOBIL CORP	COM	$14.3M	3.1%	120,031 SH
FIDELITY ENHANCED INTERNATIONA	ETF	$730K	0.2%	24,534 SH
FIDELITY ENHANCED MID CAP ETF	ETF	$1.3M	0.3%	41,268 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$442K	0.1%	14,997 SH
FIDELITY MCSI ENERGY INDEX	ETF	$1.4M	0.3%	53,246 SH
FIDELITY MCSI INFORMATION TECH	ETF	$3.8M	0.8%	23,558 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$475K	0.1%	9,839 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$1.5M	0.3%	18,181 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.4M	0.3%	27,842 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$2.3M	0.5%	33,617 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$2.2M	0.5%	32,687 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$1.7M	0.4%	24,133 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$334K	0.1%	12,147 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.4M	0.3%	24,381 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$680K	0.1%	13,343 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$801K	0.2%	16,075 SH
FIRST SVGS FINL GROUP INC	COM	$3.9M	0.9%	153,000 SH
FIRST TRUST EXCHANGE-TRADED FD	ETF	$1.6M	0.3%	22,866 SH
GE AEROSPACE	COM	$634K	0.1%	3,168 SH
GENERAL MILLS INC	COM	$2.0M	0.4%	33,224 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$547K	0.1%	3,744 SH
HOME DEPOT INC	COM	$2.4M	0.5%	6,654 SH
HONEYWELL INTL INC	COM	$5.8M	1.3%	27,519 SH
HUNTINGTON BANCSHARES INC	COM	$244K	0.1%	16,250 SH
ILLINOIS TOOL WORKS INC	COM	$4.0M	0.9%	16,133 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$836K	0.2%	6,375 SH
INTEL CORP	COM	$444K	0.1%	19,540 SH
INTL BUS MACHINES CORP	COM	$11.8M	2.5%	47,260 SH
ISHARES CORE S&P 500 INDEX	ETF	$19.1M	4.1%	33,913 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$17.4M	3.8%	298,852 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$6.9M	1.5%	56,649 SH
ISHARES RUSSELL 2000 INDEX	ETF	$519K	0.1%	2,600 SH
ISHARES S&P 500 VALUE INDEX	ETF	$637K	0.1%	3,342 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$5.8M	1.2%	55,147 SH
J P MORGAN CHASE & CO	COM	$13.8M	3.0%	56,132 SH
JOHNSON & JOHNSON	COM	$14.8M	3.2%	89,407 SH
KEYCORP	COM	$319K	0.1%	19,975 SH
KIMBERLY-CLARK CORP	COM	$2.2M	0.5%	15,560 SH
LOCKHEED MARTIN CORP	COM	$7.0M	1.5%	15,759 SH
LOWES COMPANIES INC	COM	$5.9M	1.3%	25,257 SH
MCDONALDS CORP	COM	$10.4M	2.3%	33,323 SH
MEDTRONIC PLC	COM	$873K	0.2%	9,714 SH
MERCK & CO INC	COM	$8.1M	1.8%	90,250 SH
META PLATFORMS INC	COM	$1.6M	0.4%	2,817 SH
MICROSOFT CORP	COM	$39.2M	8.5%	104,528 SH
NB BANCORP	COM	$1.1M	0.2%	60,226 SH
NEXTERA ENERGY INC	COM	$4.2M	0.9%	59,796 SH
NORTHEAST CMNTY BANCORP INC	COM	$217K	0.0%	9,250 SH
NVIDIA CORPORATION	COM	$686K	0.1%	6,327 SH
PFIZER INC	COM	$2.3M	0.5%	88,946 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.6M	0.6%	16,454 SH
PROCTER & GAMBLE CO	COM	$15.1M	3.3%	88,465 SH
REGIONS FINANCIAL CORP	COM	$359K	0.1%	16,531 SH
RTX CORPORATION	COM	$4.5M	1.0%	33,672 SH
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$4.2M	0.9%	150,484 SH
SHERWIN-WILLIAMS CORP	COM	$1.9M	0.4%	5,561 SH
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$7.5M	1.6%	147,646 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$453K	0.1%	11,114 SH
SPDR S&P 500 ETF	ETF	$309K	0.1%	553 SH
SPDR S&P MID CAP 400 ETF	ETF	$928K	0.2%	1,740 SH
STRYKER CORP	COM	$6.7M	1.4%	17,960 SH
SYSCO CORP	COM	$4.5M	1.0%	60,169 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.1M	0.5%	10,224 SH
TESLA MOTORS INC	COM	$346K	0.1%	1,336 SH
TEXAS INSTRUMENTS INC	COM	$4.9M	1.1%	27,084 SH
TJX COMPANIES INC	COM	$4.5M	1.0%	37,335 SH
TOTALENERGIES SE	COM	$2.0M	0.4%	31,344 SH
U S BANCORP	COM	$2.9M	0.6%	68,946 SH
UNION PACIFIC CORP	COM	$2.0M	0.4%	8,273 SH
UNITED PARCEL SERVICE INC	COM	$6.0M	1.3%	54,593 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$262K	0.1%	1,425 SH
VANGUARD TOTAL INTL STOCK INDE	ETF	$2.4M	0.5%	38,232 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$436K	0.1%	1,588 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.3%	32,943 SH
VISA INC COM	COM	$2.7M	0.6%	7,837 SH
WAL-MART STORES INC	COM	$17.8M	3.8%	202,525 SH
WALT DISNEY CO	COM	$3.2M	0.7%	32,199 SH
WELLS FARGO & CO	COM	$473K	0.1%	6,594 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001108965-26-000004	—	View
Jan 7, 2026	Q4 2025	13F-HR	0001108965-26-000001	$528.9M	View
Oct 7, 2025	Q3 2025