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: $528.9M121 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$4.0M	0.8%Prev: 0.8%	25,252 SH	Increased-9 SH
ABBOTT LABORATORIES	COM	$6.7M	1.3%Prev: 1.4%	53,681 SH	Decreased-1,483 SH
ABBVIE INC	COM	$15.9M	3.0%Prev: 3.2%	69,772 SH	Decreased-774 SH
ALLIANT ENERGY CORP	COM	$286K	0.1%Prev: 0.1%	4,406 SH	Decreased-100 SH
ALPHABET INC (GOOGLE)	COM	$9.5M	1.8%Prev: 1.5%	30,415 SH	Increased-1,188 SH
ALTRIA GROUP INC	COM	$1.7M	0.3%Prev: 0.4%	29,375 SH	Decreased-1,338 SH
AMAZON COM	COM	$4.4M	0.8%Prev: 0.8%	18,975 SH	Increased-928 SH
AMGEN INC	COM	$2.0M	0.4%Prev: 0.3%	6,243 SH	Increased+1,032 SH
AMPHENOL CORP	COM	$270K	0.1%Prev: 0.0%	2,000 SH	Increased
APPLE INC	COM	$13.5M	2.5%Prev: 2.3%	49,510 SH	Increased+2,179 SH
AVIDIA BANCORP	COM	$256K	0.0%Prev: 0.0%	15,206 SH	Increased
BANK OF AMERICA CORP	COM	$7.9M	1.5%Prev: 1.4%	143,894 SH	Increased-395 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.6M	1.2%Prev: 1.3%	13,081 SH	Increased+30 SH
BLAQCLOUDS INC	COM	$87	0.0%	30,000 SH	New
BOEING CO	COM	$4.4M	0.8%Prev: 0.8%	20,353 SH	Increased+373 SH
BRISTOL-MYERS SQUIBB CO	COM	$757K	0.1%Prev: 0.1%	14,041 SH	Increased+2,690 SH
BROADCOM INC	COM	$1.4M	0.3%Prev: 0.2%	4,069 SH	Increased+209 SH
CAPITAL GROUP CORE EQUITY ETF	ETF	$1.5M	0.3%Prev: 0.3%	36,075 SH	Increased+1,797 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$1.8M	0.3%Prev: 0.3%	42,208 SH	Increased+3,193 SH
CAPITAL GROUP GROWTH ETF	ETF	$1.7M	0.3%Prev: 0.3%	37,943 SH	Increased+4,921 SH
CAPITAL ONE FINANCIAL CORP	COM	$5.7M	1.1%Prev: 1.0%	23,504 SH	Increased+325 SH
CATERPILLAR INC	COM	$320K	0.1%Prev: 0.1%	558 SH	Decreased-150 SH
CGI GROUP CL A	COM	$493K	0.1%Prev: 0.1%	5,345 SH	Increased-78 SH
CHEVRON CORP	COM	$8.0M	1.5%Prev: 1.6%	52,535 SH	Decreased+468 SH
CHUBB LIMITED	COM	$346K	0.1%Prev: 0.0%	1,109 SH	Increased+317 SH
CIGNA CORP	COM	$837K	0.2%Prev: 0.2%	3,041 SH	Decreased-784 SH
CISCO SYSTEMS INC	COM	$11.6M	2.2%Prev: 2.0%	150,212 SH	Increased+93 SH
COCA-COLA CO	COM	$6.8M	1.3%Prev: 1.2%	97,170 SH	Increased+195 SH
COLGATE-PALMOLIVE CO	COM	$1.6M	0.3%Prev: 0.3%	20,664 SH	Decreased-1,815 SH
CONSUMER DISCRETIONARY SELECT	ETF	$677K	0.1%Prev: 0.1%	5,668 SH	Decreased+2,834 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$309K	0.1%Prev: 0.1%	3,982 SH	Decreased
COSTCO WHSL CORP	COM	$313K	0.1%Prev: 0.1%	364 SH	Decreased+1 SH
CSX CORP	COM	$337K	0.1%Prev: 0.1%	9,300 SH	Increased-50 SH
CVS CAREMARK CORP	COM	$2.2M	0.4%Prev: 0.4%	27,280 SH	Increased+2,467 SH
DIMENSIONAL US EQUITY ETF	ETF	$216K	0.0%Prev: 0.0%	2,907 SH	Increased-20 SH
DIMENSIONAL US SMALL CAP ETF	ETF	$562K	0.1%Prev: 0.1%	8,073 SH	Increased+1,857 SH
DUKE ENERGY CORP	COM	$3.6M	0.7%Prev: 0.8%	30,732 SH	Decreased-695 SH
EASTERN BANKSHARES	COM	$645K	0.1%Prev: 0.1%	35,000 SH	Increased
ELI LILLY & CO	COM	$9.4M	1.8%Prev: 1.3%	8,738 SH	Increased+200 SH
EMERSON ELEC CO	COM	$9.8M	1.8%Prev: 1.9%	73,714 SH	Decreased-1,116 SH
EXXON MOBIL CORP	COM	$14.7M	2.8%Prev: 2.6%	122,482 SH	Increased+2,875 SH
FIDELITY ENHANCED INTERNATIONA	ETF	$1.5M	0.3%Prev: 0.2%	41,217 SH	Increased+5,624 SH
FIDELITY ENHANCED MID CAP ETF	ETF	$2.5M	0.5%Prev: 0.4%	68,991 SH	Increased+10,484 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$814K	0.2%Prev: 0.1%	21,533 SH	Increased+5,289 SH
FIDELITY MCSI ENERGY INDEX	ETF	$1.5M	0.3%Prev: 0.3%	59,139 SH	Increased+1,621 SH
FIDELITY MCSI INFORMATION TECH	ETF	$5.3M	1.0%Prev: 1.0%	23,677 SH	Increased-5 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$594K	0.1%Prev: 0.1%	11,176 SH	Increased+316 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$2.0M	0.4%Prev: 0.4%	19,294 SH	Increased+211 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.5M	0.3%Prev: 0.3%	30,987 SH	Increased+1,709 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$2.8M	0.5%Prev: 0.5%	36,071 SH	Increased+347 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$2.6M	0.5%Prev: 0.4%	35,566 SH	Increased+917 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$2.2M	0.4%Prev: 0.4%	26,455 SH	Decreased-271 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$320K	0.1%Prev: 0.1%	11,883 SH	Decreased-189 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.8M	0.3%Prev: 0.3%	24,627 SH	Increased-228 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$789K	0.1%Prev: 0.2%	14,282 SH	Decreased-270 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$845K	0.2%Prev: 0.2%	15,425 SH	Decreased-350 SH
FIRST SVGS FINL GROUP INC	COM	$4.9M	0.9%Prev: 0.9%	152,500 SH	Increased
FIRST TRUST EXCHANGE-TRADED FD	ETF	$2.4M	0.5%Prev: 0.4%	30,810 SH	Increased+2,002 SH
GE AEROSPACE	COM	$976K	0.2%Prev: 0.2%	3,168 SH	Increased
GE VERNOVA INC	COM	$326K	0.1%Prev: 0.1%	499 SH	Increased+19 SH
GENERAL MILLS INC	COM	$1.0M	0.2%Prev: 0.3%	21,763 SH	Decreased-4,945 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$580K	0.1%Prev: 0.1%	3,744 SH	Increased
HOME DEPOT INC	COM	$2.5M	0.5%Prev: 0.6%	7,266 SH	Decreased-60 SH
HONEYWELL INTL INC	COM	$5.2M	1.0%Prev: 1.1%	26,645 SH	Decreased-237 SH
HUNTINGTON BANCSHARES INC	COM	$282K	0.1%Prev: 0.1%	16,250 SH	Increased
ILLINOIS TOOL WORKS INC	COM	$4.1M	0.8%Prev: 0.8%	16,606 SH	Decreased-185 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$989K	0.2%Prev: 0.2%	6,375 SH	Increased
INTL BUS MACHINES CORP	COM	$13.9M	2.6%Prev: 2.6%	46,791 SH	Increased-174 SH
ISHARES CORE S&P 500 INDEX	ETF	$22.8M	4.3%Prev: 4.3%	33,320 SH	Increased-234 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$20.7M	3.9%Prev: 3.9%	313,152 SH	Increased+5,755 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$8.5M	1.6%Prev: 1.6%	56,855 SH	Increased+351 SH
ISHARES RUSSELL 2000 INDEX	ETF	$640K	0.1%Prev: 0.1%	2,600 SH	Increased
ISHARES S&P 500 VALUE INDEX	ETF	$583K	0.1%Prev: 0.1%	2,750 SH	Decreased-304 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$7.1M	1.3%Prev: 1.3%	59,380 SH	Increased+1,967 SH
J P MORGAN CHASE & CO	COM	$17.0M	3.2%Prev: 3.3%	52,632 SH	Decreased-1,208 SH
JOHNSON & JOHNSON	COM	$18.2M	3.4%Prev: 3.2%	87,897 SH	Increased-1,222 SH
KEYCORP	COM	$361K	0.1%Prev: 0.1%	17,475 SH	Decreased-2,500 SH
KIMBERLY-CLARK CORP	COM	$1.4M	0.3%Prev: 0.3%	13,600 SH	Decreased-875 SH
LOCKHEED MARTIN CORP	COM	$7.6M	1.4%Prev: 1.5%	15,632 SH	Decreased+116 SH
LOWES COMPANIES INC	COM	$6.2M	1.2%Prev: 1.2%	25,709 SH	Decreased+406 SH
MCDONALDS CORP	COM	$10.4M	2.0%Prev: 1.9%	34,047 SH	Increased+857 SH
MEDTRONIC PLC	COM	$1.5M	0.3%Prev: 0.2%	15,197 SH	Increased+4,370 SH
MERCK & CO INC	COM	$9.8M	1.9%Prev: 1.5%	92,958 SH	Increased+2,596 SH
META PLATFORMS INC	COM	$2.5M	0.5%Prev: 0.5%	3,819 SH	Decreased+146 SH
MICROSOFT CORP	COM	$49.0M	9.3%Prev: 10.2%	101,334 SH	Decreased-757 SH
NB BANCORP	COM	$1.1M	0.2%Prev: 0.2%	54,334 SH	Increased-2,000 SH
NEXTERA ENERGY INC	COM	$5.0M	0.9%Prev: 0.9%	61,796 SH	Increased+1,740 SH
NVIDIA CORPORATION	COM	$1.5M	0.3%Prev: 0.3%	7,949 SH	Increased+460 SH
ORACLE CORP	COM	$625K	0.1%Prev: 0.2%	3,209 SH	Decreased+224 SH
PALANTIR TECHNOLOGIES INC	COM	$232K	0.0%Prev: 0.0%	1,307 SH	Decreased-10 SH
PFIZER INC	COM	$1.8M	0.3%Prev: 0.4%	71,143 SH	Decreased-5,197 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.4M	0.5%Prev: 0.5%	15,182 SH	Decreased-205 SH
PROCTER & GAMBLE CO	COM	$12.5M	2.4%Prev: 2.6%	87,009 SH	Decreased-90 SH
REGIONS FINANCIAL CORP	COM	$414K	0.1%Prev: 0.1%	15,281 SH	Increased-250 SH
RTX CORPORATION	COM	$6.6M	1.3%Prev: 1.1%	36,183 SH	Increased+2,329 SH
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$4.5M	0.8%Prev: 0.9%	162,740 SH	Decreased-1,841 SH
SHERWIN-WILLIAMS CORP	COM	$1.8M	0.3%Prev: 0.4%	5,689 SH	Decreased-207 SH
SOLSTICE ADVANCED MATERIALS IN	COM	$222K	0.0%	4,577 SH	New
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$8.9M	1.7%Prev: 1.7%	157,406 SH	Increased+2,485 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$521K	0.1%Prev: 0.1%	11,114 SH	Increased
SPDR S&P 500 ETF	ETF	$377K	0.1%Prev: 0.1%	553 SH	Increased
SPDR S&P MID CAP 400 ETF	ETF	$1.0M	0.2%Prev: 0.2%	1,740 SH	Increased
STRYKER CORP	COM	$6.3M	1.2%Prev: 1.3%	17,783 SH	Decreased-310 SH
SYSCO CORP	COM	$4.2M	0.8%Prev: 0.9%	57,668 SH	Decreased-1,852 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.9M	0.6%Prev: 0.6%	20,228 SH	Increased+10,114 SH
TESLA MOTORS INC	COM	$411K	0.1%Prev: 0.1%	915 SH	Increased+45 SH
TEXAS INSTRUMENTS INC	COM	$3.8M	0.7%Prev: 0.9%	21,722 SH	Decreased-4,890 SH
TJX COMPANIES INC	COM	$5.5M	1.0%Prev: 1.0%	35,647 SH	Increased-959 SH
TOTALENERGIES	COM	$2.0M	0.4%	31,051 SH	New
U S BANCORP	COM	$3.9M	0.7%Prev: 0.7%	73,280 SH	Increased+1,891 SH
UNION PACIFIC CORP	COM	$1.7M	0.3%Prev: 0.3%	7,449 SH	Decreased-96 SH
UNITED PARCEL SERVICE INC	COM	$4.1M	0.8%Prev: 0.7%	41,803 SH	Increased-3,363 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$266K	0.1%Prev: 0.1%	1,300 SH	Increased
VANGUARD TOTAL INTL STOCK INDE	ETF	$3.3M	0.6%Prev: 0.6%	43,149 SH	Increased+621 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$482K	0.1%Prev: 0.1%	1,439 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.3%Prev: 0.3%	33,678 SH	Decreased-1,265 SH
VISA INC COM	COM	$2.8M	0.5%Prev: 0.5%	8,033 SH	Increased+68 SH
WAL-MART STORES INC	COM	$20.2M	3.8%Prev: 3.8%	181,038 SH	Increased-8,498 SH
WALT DISNEY CO	COM	$3.4M	0.7%Prev: 0.7%	30,260 SH	Decreased-1,383 SH
WASTE MANAGEMENT INC	COM	$668K	0.1%Prev: 0.1%	3,042 SH	Decreased-44 SH
WELLS FARGO & CO	COM	$626K	0.1%Prev: 0.1%	6,713 SH	Increased

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING INC — $205K
CINTAS CORP — $671K
DOW INC — $322K
INTEL CORP — $301K
TOTALENERGIES SE — $1.8M
WINCHESTER BANCORP INC — $126K

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