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: $496.4M122 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$4.0M	0.8%Prev: 0.7%	26,381 SH	Increased+1,397 SH
ABBOTT LABORATORIES	COM	$8.0M	1.6%Prev: 1.0%	58,833 SH	Increased+7,848 SH
ABBVIE INC	COM	$13.6M	2.7%Prev: 2.9%	73,361 SH	Decreased+3,520 SH
ALLIANT ENERGY CORP	COM	$297K	0.1%Prev: 0.1%	4,918 SH	Decreased+512 SH
ALPHABET INC (GOOGLE)	COM	$5.6M	1.1%Prev: 1.7%	31,945 SH	Decreased+1,372 SH
ALTRIA GROUP INC	COM	$1.8M	0.4%Prev: 0.4%	31,018 SH	Decreased+1,929 SH
AMAZON COM	COM	$4.9M	1.0%Prev: 0.7%	22,516 SH	Increased+4,065 SH
AMGEN INC	COM	$1.5M	0.3%Prev: 0.4%	5,194 SH	Decreased-1,158 SH
AMPHENOL CORP	COM	$212K	0.0%Prev: 0.0%	2,150 SH	Decreased+150 SH
APPLE INC	COM	$9.6M	1.9%Prev: 2.4%	46,993 SH	Decreased-2,941 SH
AUTOMATIC DATA PROCESSING INC	COM	$216K	0.0%	700 SH	New
BANK OF AMERICA CORP	COM	$6.9M	1.4%Prev: 1.3%	144,784 SH	Decreased+225 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.4M	1.3%Prev: 1.2%	13,221 SH	Increased+209 SH
BOEING CO	COM	$4.2M	0.8%Prev: 0.8%	19,849 SH	Increased-651 SH
BRISTOL-MYERS SQUIBB CO	COM	$647K	0.1%Prev: 0.2%	13,986 SH	Decreased-2,196 SH
BROADCOM INC	COM	$947K	0.2%Prev: 0.3%	3,436 SH	Decreased-1,467 SH
CAPITAL GROUP CORE EQUITY ETF	ETF	$1.2M	0.2%Prev: 0.4%	32,360 SH	Decreased-20,478 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$1.4M	0.3%Prev: 0.5%	36,652 SH	Decreased-22,932 SH
CAPITAL GROUP GROWTH ETF	ETF	$1.3M	0.3%Prev: 0.4%	31,213 SH	Decreased-28,239 SH
CAPITAL ONE FINANCIAL CORP	COM	$4.7M	0.9%Prev: 0.8%	22,067 SH	Increased-1,252 SH
CATERPILLAR INC	COM	$275K	0.1%Prev: 0.1%	708 SH	Decreased+150 SH
CGI GROUP CL A	COM	$596K	0.1%Prev: 0.1%	5,688 SH	Increased+1,162 SH
CHEVRON CORP	COM	$7.4M	1.5%Prev: 2.1%	51,986 SH	Decreased-1,187 SH
CHUBB LIMITED	COM	$201K	0.0%Prev: 0.1%	692 SH	Decreased-514 SH
CIGNA CORP	COM	$1.4M	0.3%Prev: 0.2%	4,373 SH	Increased+722 SH
CINTAS CORP	COM	$779K	0.2%	3,497 SH	New
CISCO SYSTEMS INC	COM	$10.4M	2.1%Prev: 2.2%	149,705 SH	Decreased+913 SH
COCA-COLA CO	COM	$7.1M	1.4%Prev: 1.4%	100,462 SH	Decreased+4,159 SH
COLGATE-PALMOLIVE CO	COM	$2.3M	0.5%Prev: 0.3%	25,571 SH	Increased+4,292 SH
CONSUMER DISCRETIONARY SELECT	ETF	$616K	0.1%Prev: 0.1%	2,834 SH	Decreased-2,834 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$322K	0.1%Prev: 0.1%	3,982 SH	Decreased
COSTCO WHSL CORP	COM	$359K	0.1%Prev: 0.1%	363 SH	Increased+22 SH
CSX CORP	COM	$305K	0.1%Prev: 0.1%	9,350 SH	Decreased+554 SH
CVS CAREMARK CORP	COM	$1.6M	0.3%Prev: 0.4%	22,878 SH	Decreased-4,340 SH
DIMENSIONAL US SMALL CAP ETF	ETF	$360K	0.1%Prev: 0.1%	5,645 SH	Decreased-4,963 SH
DOW INC	COM	$1.0M	0.2%	39,603 SH	New
DUKE ENERGY CORP	COM	$3.7M	0.8%Prev: 0.8%	31,737 SH	Decreased+971 SH
EASTERN BANKSHARES	COM	$534K	0.1%Prev: 0.1%	35,000 SH	Decreased
ELI LILLY & CO	COM	$6.7M	1.3%Prev: 1.5%	8,564 SH	Decreased-174 SH
EMERSON ELEC CO	COM	$10.2M	2.0%Prev: 1.8%	76,233 SH	Increased+3,412 SH
EXXON MOBIL CORP	COM	$13.2M	2.7%Prev: 3.8%	122,321 SH	Decreased+1,539 SH
FIDELITY ENHANCED INTERNATIONA	ETF	$1.0M	0.2%Prev: 0.4%	31,133 SH	Decreased-24,780 SH
FIDELITY ENHANCED MID CAP ETF	ETF	$1.8M	0.4%Prev: 0.6%	52,050 SH	Decreased-40,057 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$496K	0.1%Prev: 0.2%	15,504 SH	Decreased-16,818 SH
FIDELITY MCSI ENERGY INDEX	ETF	$1.3M	0.3%Prev: 0.4%	54,505 SH	Decreased-4,674 SH
FIDELITY MCSI INFORMATION TECH	ETF	$4.8M	1.0%Prev: 0.9%	24,518 SH	Decreased+247 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$513K	0.1%Prev: 0.1%	10,278 SH	Decreased-1,035 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$1.7M	0.3%Prev: 0.3%	18,262 SH	Decreased-1,670 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.4M	0.3%Prev: 0.3%	27,978 SH	Decreased-1,793 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$2.6M	0.5%Prev: 0.5%	34,820 SH	Decreased-2,483 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$2.2M	0.4%Prev: 0.5%	33,706 SH	Decreased-2,285 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$2.0M	0.4%Prev: 0.4%	25,388 SH	Decreased+69 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$324K	0.1%Prev: 0.1%	11,972 SH	Decreased-697 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.6M	0.3%Prev: 0.3%	25,292 SH	Decreased+708 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$716K	0.1%Prev: 0.2%	13,605 SH	Decreased-1,438 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$831K	0.2%Prev: 0.1%	15,875 SH	Increased+525 SH
FIRST SVGS FINL GROUP INC	COM	$3.8M	0.8%	152,998 SH	New
FIRST TRUST EXCHANGE-TRADED FD	ETF	$1.9M	0.4%Prev: 0.6%	26,096 SH	Decreased-14,676 SH
GE AEROSPACE	COM	$815K	0.2%Prev: 0.2%	3,168 SH	Decreased
GE VERNOVA INC	COM	$293K	0.1%Prev: 0.1%	554 SH	Decreased+55 SH
GENERAL MILLS INC	COM	$1.8M	0.4%Prev: 0.1%	34,448 SH	Increased+17,355 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$505K	0.1%Prev: 0.1%	3,744 SH	Decreased
HOME DEPOT INC	COM	$2.5M	0.5%Prev: 0.5%	6,818 SH	Decreased-845 SH
HONEYWELL INTL INC	COM	$6.4M	1.3%Prev: 1.1%	27,669 SH	Increased+1,594 SH
HUNTINGTON BANCSHARES INC	COM	$272K	0.1%Prev: 0.0%	16,250 SH	Increased
ILLINOIS TOOL WORKS INC	COM	$4.0M	0.8%Prev: 0.8%	16,122 SH	Decreased-199 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$940K	0.2%Prev: 0.2%	6,375 SH	Decreased
INTEL CORP	COM	$434K	0.1%Prev: 0.0%	19,395 SH	Increased+14,774 SH
INTL BUS MACHINES CORP	COM	$13.9M	2.8%Prev: 2.1%	47,149 SH	Increased+974 SH
ISHARES CORE S&P 500 INDEX	ETF	$21.4M	4.3%Prev: 4.1%	34,406 SH	Decreased+998 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$18.9M	3.8%Prev: 4.0%	304,495 SH	Decreased-14,070 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$7.7M	1.6%Prev: 1.5%	57,057 SH	Decreased-827 SH
ISHARES RUSSELL 2000 INDEX	ETF	$561K	0.1%Prev: 0.1%	2,600 SH	Decreased-10 SH
ISHARES S&P 500 VALUE INDEX	ETF	$653K	0.1%Prev: 0.1%	3,342 SH	Increased+592 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$6.1M	1.2%Prev: 1.4%	55,404 SH	Decreased-5,394 SH
J P MORGAN CHASE & CO	COM	$15.9M	3.2%Prev: 2.9%	54,979 SH	Increased+2,529 SH
JOHNSON & JOHNSON	COM	$13.8M	2.8%Prev: 4.0%	90,118 SH	Decreased+3,363 SH
KEYCORP	COM	$348K	0.1%Prev: 0.1%	19,975 SH	Increased+3,000 SH
KIMBERLY-CLARK CORP	COM	$2.0M	0.4%Prev: 0.2%	15,400 SH	Increased+3,110 SH
LOCKHEED MARTIN CORP	COM	$7.3M	1.5%Prev: 1.8%	15,753 SH	Decreased+230 SH
LOWES COMPANIES INC	COM	$5.6M	1.1%Prev: 1.2%	25,241 SH	Decreased-1,030 SH
MCDONALDS CORP	COM	$9.8M	2.0%Prev: 2.0%	33,387 SH	Decreased-905 SH
MEDTRONIC PLC	COM	$851K	0.2%Prev: 0.3%	9,767 SH	Decreased-5,798 SH
MERCK & CO INC	COM	$7.1M	1.4%Prev: 2.1%	89,173 SH	Decreased-4,265 SH
META PLATFORMS INC	COM	$2.4M	0.5%Prev: 0.4%	3,317 SH	Increased-645 SH
MICROSOFT CORP	COM	$51.7M	10.4%Prev: 7.0%	103,923 SH	Increased+2,883 SH
NB BANCORP	COM	$1.0M	0.2%Prev: 0.2%	56,851 SH	Decreased+3,517 SH
NEXTERA ENERGY INC	COM	$4.1M	0.8%Prev: 1.1%	59,596 SH	Decreased-4,239 SH
NORTHEAST CMNTY BANCORP INC	COM	$203K	0.0%	8,750 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.2%Prev: 0.3%	7,762 SH	Decreased-494 SH
ORACLE CORP	COM	$479K	0.1%Prev: 0.1%	2,191 SH	Increased-667 SH
PFIZER INC	COM	$2.0M	0.4%Prev: 0.5%	81,964 SH	Decreased-6,036 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.9M	0.6%Prev: 0.5%	16,104 SH	Increased+787 SH
PROCTER & GAMBLE CO	COM	$14.0M	2.8%Prev: 2.3%	88,128 SH	Increased+1,751 SH
REGIONS FINANCIAL CORP	COM	$389K	0.1%Prev: 0.1%	16,531 SH	Decreased+1,250 SH
RTX CORPORATION	COM	$4.9M	1.0%Prev: 1.3%	33,819 SH	Decreased-2,222 SH
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$4.1M	0.8%Prev: 1.0%	155,613 SH	Decreased-12,529 SH
SHERWIN-WILLIAMS CORP	COM	$1.9M	0.4%Prev: 0.3%	5,653 SH	Increased-71 SH
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$7.9M	1.6%Prev: 1.7%	150,508 SH	Decreased-10,780 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$473K	0.1%Prev: 0.1%	11,114 SH	Decreased
SPDR S&P 500 ETF	ETF	$461K	0.1%Prev: 0.1%	746 SH	Increased+193 SH
SPDR S&P MID CAP 400 ETF	ETF	$986K	0.2%Prev: 0.2%	1,740 SH	Decreased
STRYKER CORP	COM	$7.1M	1.4%Prev: 1.1%	17,874 SH	Increased+199 SH
SYSCO CORP	COM	$4.5M	0.9%Prev: 0.8%	59,909 SH	Increased+2,046 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.6M	0.5%Prev: 0.5%	10,114 SH	Decreased-10,114 SH
TESLA MOTORS INC	COM	$438K	0.1%Prev: 0.1%	1,378 SH	Increased+296 SH
TEXAS INSTRUMENTS INC	COM	$5.5M	1.1%Prev: 0.9%	26,709 SH	Increased+2,394 SH
TJX COMPANIES INC	COM	$4.5M	0.9%Prev: 1.1%	36,731 SH	Decreased+1,357 SH
TOTALENERGIES SE	COM	$1.9M	0.4%	31,046 SH	New
U S BANCORP	COM	$3.2M	0.6%Prev: 0.7%	69,845 SH	Decreased-4,468 SH
UNION PACIFIC CORP	COM	$1.8M	0.4%Prev: 0.3%	8,020 SH	Increased+540 SH
UNITED PARCEL SERVICE INC	COM	$5.4M	1.1%Prev: 0.9%	53,809 SH	Increased+5,404 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$245K	0.0%Prev: 0.0%	1,300 SH	Decreased
VANGUARD TOTAL INTL STOCK INDE	ETF	$2.7M	0.6%Prev: 0.7%	39,770 SH	Decreased-9,868 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$437K	0.1%Prev: 0.1%	1,438 SH	Decreased-21 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.3%Prev: 0.3%	33,758 SH	Decreased-380 SH
VISA INC COM	COM	$2.9M	0.6%Prev: 0.5%	8,057 SH	Increased-34 SH
WAL-MART STORES INC	COM	$19.1M	3.9%Prev: 4.1%	195,843 SH	Decreased+18,315 SH
WALT DISNEY CO	COM	$4.0M	0.8%Prev: 0.6%	32,199 SH	Increased+1,493 SH
WASTE MANAGEMENT INC	COM	$705K	0.1%Prev: 0.1%	3,080 SH	Decreased-140 SH
WELLS FARGO & CO	COM	$539K	0.1%Prev: 0.1%	6,729 SH	Decreased-434 SH
WINCHESTER BANCORP INC	COM	$163K	0.0%	18,183 SH	New

Sold (vs prior filing)

AVIDIA BANCORP — $299K
BLAQCLOUDS INC — $135
ENERGY SELECT SECTOR SPDR — $214K
FIRST MERCHANTS CORP — $5.0M
PALANTIR TECHNOLOGIES INC — $210K
SOLSTICE ADVANCED MATERIALS IN — $262K
TOTALENERGIES — $2.8M
VERTIV HOLDINGS CO — $213K

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