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: $517.9M124 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$3.9M	0.8%Prev: 0.7%	25,261 SH	Decreased+442 SH
ABBOTT LABORATORIES	COM	$7.4M	1.4%Prev: 0.8%	55,164 SH	Increased+5,794 SH
ABBVIE INC	COM	$16.3M	3.2%Prev: 3.0%	70,546 SH	Decreased+1,469 SH
ALLIANT ENERGY CORP	COM	$304K	0.1%Prev: 0.1%	4,506 SH	Decreased+275 SH
ALPHABET INC (GOOGLE)	COM	$7.7M	1.5%Prev: 1.9%	31,603 SH	Decreased+473 SH
ALTRIA GROUP INC	COM	$2.0M	0.4%Prev: 0.4%	30,713 SH	Decreased+1,289 SH
AMAZON COM	COM	$4.4M	0.8%Prev: 0.8%	19,903 SH	Decreased+1,531 SH
AMGEN INC	COM	$1.5M	0.3%Prev: 0.4%	5,211 SH	Decreased-1,280 SH
AMPHENOL CORP	COM	$248K	0.0%Prev: 0.1%	2,000 SH	Decreased
APPLE INC	COM	$12.1M	2.3%Prev: 2.5%	47,331 SH	Decreased-2,309 SH
AUTOMATIC DATA PROCESSING INC	COM	$205K	0.0%	700 SH	New
AVIDIA BANCORP	COM	$227K	0.0%Prev: 0.1%	15,206 SH	Decreased
BANK OF AMERICA CORP	COM	$7.4M	1.4%Prev: 1.4%	144,289 SH	Decreased+2,209 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.6M	1.3%Prev: 1.1%	13,051 SH	Increased+131 SH
BOEING CO	COM	$4.3M	0.8%Prev: 0.8%	19,980 SH	Decreased-318 SH
BRISTOL-MYERS SQUIBB CO	COM	$512K	0.1%Prev: 0.2%	11,351 SH	Decreased-6,594 SH
BROADCOM INC	COM	$1.3M	0.2%Prev: 0.3%	3,860 SH	Decreased-1,126 SH
CAPITAL GROUP CORE EQUITY ETF	ETF	$1.4M	0.3%Prev: 0.5%	34,278 SH	Decreased-29,967 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$1.6M	0.3%Prev: 0.6%	39,015 SH	Decreased-25,695 SH
CAPITAL GROUP GROWTH ETF	ETF	$1.5M	0.3%Prev: 0.6%	33,022 SH	Decreased-40,613 SH
CAPITAL ONE FINANCIAL CORP	COM	$4.9M	1.0%Prev: 0.8%	23,179 SH	Increased+57 SH
CATERPILLAR INC	COM	$338K	0.1%Prev: 0.1%	708 SH	Decreased+150 SH
CGI GROUP CL A	COM	$483K	0.1%Prev: 0.1%	5,423 SH	Increased+897 SH
CHEVRON CORP	COM	$8.1M	1.6%Prev: 1.5%	52,067 SH	Decreased-1,116 SH
CHUBB LIMITED	COM	$224K	0.0%Prev: 0.1%	792 SH	Decreased-609 SH
CIGNA CORP	COM	$1.1M	0.2%Prev: 0.2%	3,825 SH	Decreased-213 SH
CINTAS CORP	COM	$671K	0.1%	3,269 SH	New
CISCO SYSTEMS INC	COM	$10.3M	2.0%Prev: 3.0%	150,119 SH	Decreased+4,126 SH
COCA-COLA CO	COM	$6.4M	1.2%Prev: 1.4%	96,975 SH	Decreased+1,259 SH
COLGATE-PALMOLIVE CO	COM	$1.8M	0.3%Prev: 0.3%	22,479 SH	Decreased+1,552 SH
CONSUMER DISCRETIONARY SELECT	ETF	$679K	0.1%Prev: 0.1%	2,834 SH	Increased-2,834 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$312K	0.1%Prev: 0.1%	3,982 SH	Decreased
COSTCO WHSL CORP	COM	$336K	0.1%Prev: 0.1%	363 SH	Increased+12 SH
CSX CORP	COM	$332K	0.1%Prev: 0.1%	9,350 SH	Decreased+954 SH
CVS CAREMARK CORP	COM	$1.9M	0.4%Prev: 0.5%	24,813 SH	Decreased-3,136 SH
DIMENSIONAL US EQUITY ETF	ETF	$212K	0.0%Prev: 0.0%	2,927 SH	Decreased+277 SH
DIMENSIONAL US SMALL CAP ETF	ETF	$426K	0.1%Prev: 0.2%	6,216 SH	Decreased-5,217 SH
DOW INC	COM	$322K	0.1%	14,050 SH	New
DUKE ENERGY CORP	COM	$3.9M	0.8%Prev: 0.7%	31,427 SH	Decreased+119 SH
EASTERN BANKSHARES	COM	$635K	0.1%Prev: 0.1%	35,000 SH	Decreased+3,000 SH
ELI LILLY & CO	COM	$6.5M	1.3%Prev: 1.8%	8,538 SH	Decreased-200 SH
EMERSON ELEC CO	COM	$9.8M	1.9%Prev: 1.8%	74,830 SH	Decreased+2,357 SH
EXXON MOBIL CORP	COM	$13.5M	2.6%	119,607 SH	New
FIDELITY ENHANCED INTERNATIONA	ETF	$1.3M	0.2%Prev: 0.4%	35,593 SH	Decreased-28,353 SH
FIDELITY ENHANCED MID CAP ETF	ETF	$2.1M	0.4%Prev: 0.7%	58,507 SH	Decreased-42,608 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$594K	0.1%Prev: 0.3%	16,244 SH	Decreased-19,330 SH
FIDELITY MCSI ENERGY INDEX	ETF	$1.4M	0.3%Prev: 0.3%	57,518 SH	Decreased-3,972 SH
FIDELITY MCSI INFORMATION TECH	ETF	$5.3M	1.0%Prev: 1.2%	23,682 SH	Decreased+487 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$569K	0.1%Prev: 0.1%	10,860 SH	Decreased-1,170 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$2.0M	0.4%Prev: 0.4%	19,083 SH	Decreased-2,312 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.5M	0.3%Prev: 0.3%	29,278 SH	Decreased-6,388 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$2.7M	0.5%Prev: 0.6%	35,724 SH	Decreased-6,234 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$2.3M	0.4%Prev: 0.5%	34,649 SH	Decreased-3,562 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$2.2M	0.4%Prev: 0.5%	26,726 SH	Decreased+211 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$336K	0.1%Prev: 0.1%	12,072 SH	Decreased-1,919 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.8M	0.3%Prev: 0.3%	24,855 SH	Decreased-2,464 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$822K	0.2%Prev: 0.2%	14,552 SH	Decreased-1,410 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$850K	0.2%Prev: 0.1%	15,775 SH	Increased+425 SH
FIRST SVGS FINL GROUP INC	COM	$4.8M	0.9%	152,500 SH	New
FIRST TRUST EXCHANGE-TRADED FD	ETF	$2.2M	0.4%Prev: 0.6%	28,808 SH	Decreased-11,957 SH
GE AEROSPACE	COM	$953K	0.2%Prev: 0.2%	3,168 SH	Decreased
GE VERNOVA INC	COM	$295K	0.1%Prev: 0.1%	480 SH	Decreased-44 SH
GENERAL MILLS INC	COM	$1.3M	0.3%Prev: 0.1%	26,708 SH	Increased+11,389 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$521K	0.1%Prev: 0.1%	3,744 SH	Decreased
HOME DEPOT INC	COM	$3.0M	0.6%Prev: 0.4%	7,326 SH	Increased+342 SH
HONEYWELL INTL INC	COM	$5.7M	1.1%Prev: 0.5%	26,882 SH	Increased+14,120 SH
HUNTINGTON BANCSHARES INC	COM	$281K	0.1%Prev: 0.1%	16,250 SH	Decreased
ILLINOIS TOOL WORKS INC	COM	$4.4M	0.8%Prev: 0.8%	16,791 SH	Increased+652 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$983K	0.2%Prev: 0.2%	6,375 SH	Decreased
INTEL CORP	COM	$301K	0.1%Prev: 0.1%	8,985 SH	Decreased+4,374 SH
INTL BUS MACHINES CORP	COM	$13.3M	2.6%Prev: 2.2%	46,965 SH	Increased+1,318 SH
ISHARES CORE S&P 500 INDEX	ETF	$22.5M	4.3%Prev: 4.3%	33,554 SH	Decreased+667 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$20.1M	3.9%Prev: 4.2%	307,397 SH	Decreased-6,307 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$8.2M	1.6%Prev: 1.6%	56,504 SH	Decreased-508 SH
ISHARES RUSSELL 2000 INDEX	ETF	$629K	0.1%Prev: 0.1%	2,600 SH	Decreased-10 SH
ISHARES S&P 500 VALUE INDEX	ETF	$631K	0.1%Prev: 0.1%	3,054 SH	Increased+329 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$6.8M	1.3%Prev: 1.5%	57,413 SH	Decreased-1,398 SH
J P MORGAN CHASE & CO	COM	$17.0M	3.3%Prev: 3.0%	53,840 SH	Decreased+1,437 SH
JOHNSON & JOHNSON	COM	$16.5M	3.2%Prev: 3.8%	89,119 SH	Decreased+2,419 SH
KEYCORP	COM	$373K	0.1%Prev: 0.1%	19,975 SH	Decreased+3,000 SH
KIMBERLY-CLARK CORP	COM	$1.8M	0.3%Prev: 0.2%	14,475 SH	Increased+2,950 SH
LOCKHEED MARTIN CORP	COM	$7.7M	1.5%Prev: 1.4%	15,516 SH	Decreased+234 SH
LOWES COMPANIES INC	COM	$6.4M	1.2%Prev: 1.0%	25,303 SH	Increased-967 SH
MCDONALDS CORP	COM	$10.1M	1.9%Prev: 1.6%	33,190 SH	Increased-936 SH
MEDTRONIC PLC	COM	$1.0M	0.2%Prev: 0.2%	10,827 SH	Decreased-2,843 SH
MERCK & CO INC	COM	$7.6M	1.5%Prev: 2.1%	90,362 SH	Decreased-3,504 SH
META PLATFORMS INC	COM	$2.7M	0.5%Prev: 0.4%	3,673 SH	Increased-198 SH
MICROSOFT CORP	COM	$52.9M	10.2%Prev: 6.5%	102,091 SH	Increased+1,721 SH
NB BANCORP	COM	$994K	0.2%Prev: 0.2%	56,334 SH	Decreased+6,000 SH
NEXTERA ENERGY INC	COM	$4.5M	0.9%Prev: 1.0%	60,056 SH	Decreased-3,697 SH
NVIDIA CORPORATION	COM	$1.4M	0.3%Prev: 0.3%	7,489 SH	Decreased-1,237 SH
ORACLE CORP	COM	$840K	0.2%Prev: 0.1%	2,985 SH	Increased-309 SH
PALANTIR TECHNOLOGIES INC	COM	$240K	0.0%	1,317 SH	New
PFIZER INC	COM	$1.9M	0.4%Prev: 0.4%	76,340 SH	Decreased-15,377 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.5M	0.5%Prev: 0.5%	15,387 SH	Decreased+105 SH
PROCTER & GAMBLE CO	COM	$13.4M	2.6%Prev: 2.2%	87,099 SH	Increased+1,128 SH
REGIONS FINANCIAL CORP	COM	$410K	0.1%Prev: 0.1%	15,531 SH	Decreased+250 SH
RTX CORPORATION	COM	$5.7M	1.1%Prev: 1.2%	33,854 SH	Decreased-1,875 SH
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$4.5M	0.9%Prev: 0.9%	164,581 SH	Decreased-6,807 SH
SHERWIN-WILLIAMS CORP	COM	$2.0M	0.4%Prev: 0.3%	5,896 SH	Increased+408 SH
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$8.6M	1.7%Prev: 1.8%	154,921 SH	Decreased-11,273 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$515K	0.1%Prev: 0.1%	11,114 SH	Decreased
SPDR S&P 500 ETF	ETF	$368K	0.1%Prev: 0.1%	553 SH	Decreased
SPDR S&P MID CAP 400 ETF	ETF	$1.0M	0.2%Prev: 0.2%	1,740 SH	Decreased
STRYKER CORP	COM	$6.7M	1.3%Prev: 1.0%	18,093 SH	Increased+804 SH
SYSCO CORP	COM	$4.9M	0.9%Prev: 0.8%	59,520 SH	Increased+2,384 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.9M	0.6%Prev: 0.7%	10,114 SH	Decreased-9,999 SH
TESLA MOTORS INC	COM	$387K	0.1%Prev: 0.1%	870 SH	Decreased-282 SH
TEXAS INSTRUMENTS INC	COM	$4.9M	0.9%Prev: 1.3%	26,612 SH	Decreased+2,457 SH
TJX COMPANIES INC	COM	$5.3M	1.0%Prev: 0.9%	36,606 SH	Decreased+1,347 SH
TOTALENERGIES SE	COM	$1.8M	0.4%	30,956 SH	New
U S BANCORP	COM	$3.5M	0.7%Prev: 0.8%	71,389 SH	Decreased-5,422 SH
UNION PACIFIC CORP	COM	$1.8M	0.3%Prev: 0.3%	7,545 SH	Decreased+536 SH
UNITED PARCEL SERVICE INC	COM	$3.8M	0.7%Prev: 0.9%	45,166 SH	Decreased-4,959 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$259K	0.1%Prev: 0.0%	1,300 SH	Decreased
VANGUARD TOTAL INTL STOCK INDE	ETF	$3.1M	0.6%Prev: 0.8%	42,528 SH	Decreased-8,340 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$472K	0.1%Prev: 0.1%	1,439 SH	Decreased-20 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.3%Prev: 0.3%	34,943 SH	Increased-220 SH
VISA INC COM	COM	$2.7M	0.5%Prev: 0.5%	7,965 SH	Decreased+17 SH
WAL-MART STORES INC	COM	$19.5M	3.8%Prev: 3.5%	189,536 SH	Decreased+13,333 SH
WALT DISNEY CO	COM	$3.6M	0.7%Prev: 0.5%	31,643 SH	Increased+2,849 SH
WASTE MANAGEMENT INC	COM	$681K	0.1%Prev: 0.1%	3,086 SH	Decreased-284 SH
WELLS FARGO & CO	COM	$563K	0.1%Prev: 0.1%	6,713 SH	Decreased-445 SH
WINCHESTER BANCORP INC	COM	$126K	0.0%	13,183 SH	New

Sold (vs prior filing)

BLAQCLOUDS INC — $588
EXXON MOBIL HOLDINGS CORP — $16.3M
FIDELITY ENHANCED LARGE CAP VA — $1.3M
FIRST MERCHANTS CORP — $5.7M
HONEYWELL AEROSPACE — $2.8M
NORTHEAST CMNTY BANCORP INC — $205K
SANDISK CORP — $296K
SOLSTICE ADVANCED MATERIALS IN — $295K
TOTALENERGIES — $2.3M
VERTIV HOLDINGS CO — $460K

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