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: $532.6M123 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$3.6M	0.7%Prev: 0.8%	24,984 SH	Decreased-1,053 SH
ABBOTT LABORATORIES	COM	$5.2M	1.0%Prev: 1.6%	50,985 SH	Decreased-4,685 SH
ABBVIE INC	COM	$15.2M	2.9%Prev: 3.3%	69,841 SH	Decreased-2,766 SH
ALLIANT ENERGY CORP	COM	$316K	0.1%Prev: 0.1%	4,406 SH	Decreased-975 SH
ALPHABET INC (GOOGLE)	COM	$8.8M	1.7%Prev: 1.1%	30,573 SH	Increased-1,499 SH
ALTRIA GROUP INC	COM	$1.9M	0.4%Prev: 0.4%	29,089 SH	Increased-1,058 SH
AMAZON COM	COM	$3.8M	0.7%Prev: 0.9%	18,451 SH	Decreased-2,962 SH
AMGEN INC	COM	$2.2M	0.4%Prev: 0.3%	6,352 SH	Increased+1,210 SH
AMPHENOL CORP	COM	$253K	0.0%	2,000 SH	New
APPLE INC	COM	$12.7M	2.4%Prev: 2.2%	49,934 SH	Increased+3,118 SH
AVIDIA BANCORP	COM	$299K	0.1%	15,206 SH	New
BANK OF AMERICA CORP	COM	$7.0M	1.3%Prev: 1.3%	144,559 SH	Increased+1,120 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.2M	1.2%Prev: 1.5%	13,012 SH	Decreased-19 SH
BLAQCLOUDS INC	COM	$135	0.0%	30,000 SH	New
BOEING CO	COM	$4.1M	0.8%Prev: 0.7%	20,500 SH	Increased+1,318 SH
BRISTOL-MYERS SQUIBB CO	COM	$981K	0.2%Prev: 0.2%	16,182 SH	Increased+2,141 SH
BROADCOM INC	COM	$1.5M	0.3%	4,903 SH	New
CAPITAL GROUP CORE EQUITY ETF	ETF	$2.0M	0.4%Prev: 0.2%	52,838 SH	Increased+23,391 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$2.5M	0.5%Prev: 0.3%	59,584 SH	Increased+27,110 SH
CAPITAL GROUP GROWTH ETF	ETF	$2.4M	0.4%Prev: 0.2%	59,452 SH	Increased+33,551 SH
CAPITAL ONE FINANCIAL CORP	COM	$4.3M	0.8%	23,319 SH	New
CATERPILLAR INC	COM	$395K	0.1%Prev: 0.1%	558 SH	Increased-150 SH
CGI GROUP CL A	COM	$331K	0.1%	4,526 SH	New
CHEVRON CORP	COM	$11.0M	2.1%Prev: 1.9%	53,173 SH	Increased+431 SH
CHUBB LIMITED	COM	$393K	0.1%	1,206 SH	New
CIGNA CORP	COM	$974K	0.2%Prev: 0.3%	3,651 SH	Decreased-724 SH
CISCO SYSTEMS INC	COM	$11.5M	2.2%Prev: 2.0%	148,792 SH	Increased-53 SH
COCA-COLA CO	COM	$7.3M	1.4%Prev: 1.6%	96,303 SH	Increased-4,071 SH
COLGATE-PALMOLIVE CO	COM	$1.8M	0.3%Prev: 0.5%	21,279 SH	Decreased-4,327 SH
CONSUMER DISCRETIONARY SELECT	ETF	$618K	0.1%Prev: 0.1%	5,668 SH	Increased+2,857 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$326K	0.1%Prev: 0.1%	3,982 SH	Increased
COSTCO WHSL CORP	COM	$339K	0.1%Prev: 0.1%	341 SH	Decreased-19 SH
CSX CORP	COM	$361K	0.1%Prev: 0.1%	8,796 SH	Increased-1,564 SH
CVS CAREMARK CORP	COM	$2.0M	0.4%Prev: 0.3%	27,218 SH	Increased+7,336 SH
DIMENSIONAL US SMALL CAP ETF	ETF	$755K	0.1%Prev: 0.1%	10,608 SH	Increased+5,337 SH
DUKE ENERGY CORP	COM	$4.0M	0.8%Prev: 0.8%	30,766 SH	Increased-176 SH
EASTERN BANKSHARES	COM	$685K	0.1%Prev: 0.1%	35,000 SH	Increased
ELI LILLY & CO	COM	$8.0M	1.5%Prev: 1.4%	8,738 SH	Increased+1,145 SH
EMERSON ELEC CO	COM	$9.5M	1.8%Prev: 1.8%	72,821 SH	Increased-3,829 SH
ENERGY SELECT SECTOR SPDR	ETF	$214K	0.0%Prev: 0.0%	3,493 SH	Increased+1,258 SH
EXXON MOBIL CORP	COM	$20.5M	3.8%Prev: 3.1%	120,782 SH	Increased+751 SH
FIDELITY ENHANCED INTERNATIONA	ETF	$2.1M	0.4%Prev: 0.2%	55,913 SH	Increased+31,379 SH
FIDELITY ENHANCED MID CAP ETF	ETF	$3.3M	0.6%Prev: 0.3%	92,107 SH	Increased+50,839 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$1.2M	0.2%Prev: 0.1%	32,322 SH	Increased+17,325 SH
FIDELITY MCSI ENERGY INDEX	ETF	$2.0M	0.4%Prev: 0.3%	59,179 SH	Increased+5,933 SH
FIDELITY MCSI INFORMATION TECH	ETF	$5.0M	0.9%Prev: 0.8%	24,271 SH	Increased+713 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$652K	0.1%Prev: 0.1%	11,313 SH	Increased+1,474 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$1.9M	0.3%Prev: 0.3%	19,932 SH	Increased+1,751 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.6M	0.3%Prev: 0.3%	29,771 SH	Increased+1,929 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$2.6M	0.5%Prev: 0.5%	37,303 SH	Increased+3,686 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$2.5M	0.5%Prev: 0.5%	35,991 SH	Increased+3,304 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$2.2M	0.4%Prev: 0.4%	25,319 SH	Increased+1,186 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$341K	0.1%Prev: 0.1%	12,669 SH	Increased+522 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.7M	0.3%Prev: 0.3%	24,584 SH	Increased+203 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$889K	0.2%Prev: 0.1%	15,043 SH	Increased+1,700 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$758K	0.1%Prev: 0.2%	15,350 SH	Decreased-725 SH
FIRST MERCHANTS CORP	COM	$5.0M	0.9%	130,000 SH	New
FIRST TRUST EXCHANGE-TRADED FD	ETF	$3.1M	0.6%Prev: 0.3%	40,772 SH	Increased+17,906 SH
GE AEROSPACE	COM	$899K	0.2%Prev: 0.1%	3,168 SH	Increased
GE VERNOVA INC	COM	$436K	0.1%	499 SH	New
GENERAL MILLS INC	COM	$636K	0.1%Prev: 0.4%	17,093 SH	Decreased-16,131 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$549K	0.1%Prev: 0.1%	3,744 SH	Increased
HOME DEPOT INC	COM	$2.5M	0.5%Prev: 0.5%	7,663 SH	Increased+1,009 SH
HONEYWELL INTL INC	COM	$5.9M	1.1%Prev: 1.3%	26,075 SH	Increased-1,444 SH
HUNTINGTON BANCSHARES INC	COM	$254K	0.0%Prev: 0.1%	16,250 SH	Increased
ILLINOIS TOOL WORKS INC	COM	$4.2M	0.8%Prev: 0.9%	16,321 SH	Increased+188 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$1.0M	0.2%Prev: 0.2%	6,375 SH	Increased
INTEL CORP	COM	$204K	0.0%Prev: 0.1%	4,621 SH	Decreased-14,919 SH
INTL BUS MACHINES CORP	COM	$11.2M	2.1%Prev: 2.5%	46,175 SH	Decreased-1,085 SH
ISHARES CORE S&P 500 INDEX	ETF	$21.8M	4.1%Prev: 4.1%	33,408 SH	Increased-505 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$21.5M	4.0%Prev: 3.8%	318,565 SH	Increased+19,713 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$8.2M	1.5%Prev: 1.5%	57,884 SH	Increased+1,235 SH
ISHARES RUSSELL 2000 INDEX	ETF	$647K	0.1%Prev: 0.1%	2,610 SH	Increased+10 SH
ISHARES S&P 500 VALUE INDEX	ETF	$581K	0.1%Prev: 0.1%	2,750 SH	Decreased-592 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$7.6M	1.4%Prev: 1.2%	60,798 SH	Increased+5,651 SH
J P MORGAN CHASE & CO	COM	$15.4M	2.9%Prev: 3.0%	52,450 SH	Increased-3,682 SH
JOHNSON & JOHNSON	COM	$21.2M	4.0%Prev: 3.2%	86,755 SH	Increased-2,652 SH
KEYCORP	COM	$340K	0.1%Prev: 0.1%	16,975 SH	Increased-3,000 SH
KIMBERLY-CLARK CORP	COM	$1.2M	0.2%Prev: 0.5%	12,290 SH	Decreased-3,270 SH
LOCKHEED MARTIN CORP	COM	$9.4M	1.8%Prev: 1.5%	15,523 SH	Increased-236 SH
LOWES COMPANIES INC	COM	$6.2M	1.2%Prev: 1.3%	26,271 SH	Increased+1,014 SH
MCDONALDS CORP	COM	$10.7M	2.0%Prev: 2.3%	34,292 SH	Increased+969 SH
MEDTRONIC PLC	COM	$1.3M	0.3%Prev: 0.2%	15,565 SH	Increased+5,851 SH
MERCK & CO INC	COM	$11.2M	2.1%Prev: 1.8%	93,438 SH	Increased+3,188 SH
META PLATFORMS INC	COM	$2.3M	0.4%Prev: 0.4%	3,962 SH	Increased+1,145 SH
MICROSOFT CORP	COM	$37.4M	7.0%Prev: 8.5%	101,040 SH	Decreased-3,488 SH
NB BANCORP	COM	$1.1M	0.2%Prev: 0.2%	53,334 SH	Increased-6,892 SH
NEXTERA ENERGY INC	COM	$5.9M	1.1%Prev: 0.9%	63,835 SH	Increased+4,039 SH
NVIDIA CORPORATION	COM	$1.4M	0.3%Prev: 0.1%	8,256 SH	Increased+1,929 SH
ORACLE CORP	COM	$420K	0.1%	2,858 SH	New
PALANTIR TECHNOLOGIES INC	COM	$210K	0.0%	1,435 SH	New
PFIZER INC	COM	$2.5M	0.5%Prev: 0.5%	88,000 SH	Increased-946 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.5M	0.5%Prev: 0.6%	15,317 SH	Decreased-1,137 SH
PROCTER & GAMBLE CO	COM	$12.5M	2.3%Prev: 3.3%	86,377 SH	Decreased-2,088 SH
REGIONS FINANCIAL CORP	COM	$399K	0.1%Prev: 0.1%	15,281 SH	Increased-1,250 SH
RTX CORPORATION	COM	$7.0M	1.3%Prev: 1.0%	36,041 SH	Increased+2,369 SH
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$5.2M	1.0%Prev: 0.9%	168,142 SH	Increased+17,658 SH
SHERWIN-WILLIAMS CORP	COM	$1.8M	0.3%Prev: 0.4%	5,724 SH	Decreased+163 SH
SOLSTICE ADVANCED MATERIALS IN	COM	$262K	0.0%	3,438 SH	New
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$9.1M	1.7%Prev: 1.6%	161,288 SH	Increased+13,642 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$537K	0.1%Prev: 0.1%	11,114 SH	Increased
SPDR S&P 500 ETF	ETF	$360K	0.1%Prev: 0.1%	553 SH	Increased
SPDR S&P MID CAP 400 ETF	ETF	$1.1M	0.2%Prev: 0.2%	1,740 SH	Increased
STRYKER CORP	COM	$5.8M	1.1%Prev: 1.4%	17,675 SH	Decreased-285 SH
SYSCO CORP	COM	$4.1M	0.8%Prev: 1.0%	57,863 SH	Decreased-2,306 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.7M	0.5%Prev: 0.5%	20,228 SH	Increased+10,004 SH
TESLA MOTORS INC	COM	$402K	0.1%Prev: 0.1%	1,082 SH	Increased-254 SH
TEXAS INSTRUMENTS INC	COM	$4.7M	0.9%Prev: 1.1%	24,315 SH	Decreased-2,769 SH
TJX COMPANIES INC	COM	$5.6M	1.1%Prev: 1.0%	35,374 SH	Increased-1,961 SH
TOTALENERGIES	COM	$2.8M	0.5%	30,321 SH	New
U S BANCORP	COM	$3.9M	0.7%Prev: 0.6%	74,313 SH	Increased+5,367 SH
UNION PACIFIC CORP	COM	$1.8M	0.3%Prev: 0.4%	7,480 SH	Decreased-793 SH
UNITED PARCEL SERVICE INC	COM	$4.8M	0.9%Prev: 1.3%	48,405 SH	Decreased-6,188 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$265K	0.0%Prev: 0.1%	1,300 SH	Increased-125 SH
VANGUARD TOTAL INTL STOCK INDE	ETF	$3.8M	0.7%Prev: 0.5%	49,638 SH	Increased+11,406 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$468K	0.1%Prev: 0.1%	1,459 SH	Increased-129 SH
VERIZON COMMUNICATIONS INC	COM	$1.7M	0.3%Prev: 0.3%	34,138 SH	Increased+1,195 SH
VERTIV HOLDINGS CO	COM	$213K	0.0%	850 SH	New
VISA INC COM	COM	$2.4M	0.5%Prev: 0.6%	8,091 SH	Decreased+254 SH
WAL-MART STORES INC	COM	$22.1M	4.1%Prev: 3.8%	177,528 SH	Increased-24,997 SH
WALT DISNEY CO	COM	$3.0M	0.6%Prev: 0.7%	30,706 SH	Decreased-1,493 SH
WASTE MANAGEMENT INC	COM	$740K	0.1%	3,220 SH	New
WELLS FARGO & CO	COM	$570K	0.1%Prev: 0.1%	7,163 SH	Increased+569 SH

Sold (vs prior filing)

ADOBE SYS INC — $439K
AUTOMATIC DATA PROCESSING INC — $214K
DISCOVER FINL SVCS — $3.6M
DOW INC — $2.0M
FIRST SVGS FINL GROUP INC — $3.9M
NORTHEAST CMNTY BANCORP INC — $217K
TOTALENERGIES SE — $2.0M

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