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: $572.5M126 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$4.0M	0.7%Prev: 0.8%	24,819 SH	Increased-1,562 SH
ABBOTT LABORATORIES	COM	$4.5M	0.8%Prev: 1.6%	49,370 SH	Decreased-9,463 SH
ABBVIE INC	COM	$17.4M	3.0%Prev: 2.7%	69,077 SH	Increased-4,284 SH
ALLIANT ENERGY CORP	COM	$323K	0.1%Prev: 0.1%	4,231 SH	Increased-687 SH
ALPHABET INC (GOOGLE)	COM	$11.1M	1.9%Prev: 1.1%	31,130 SH	Increased-815 SH
ALTRIA GROUP INC	COM	$2.1M	0.4%Prev: 0.4%	29,424 SH	Increased-1,594 SH
AMAZON COM	COM	$4.4M	0.8%Prev: 1.0%	18,372 SH	Decreased-4,144 SH
AMGEN INC	COM	$2.4M	0.4%Prev: 0.3%	6,491 SH	Increased+1,297 SH
AMPHENOL CORP	COM	$353K	0.1%Prev: 0.0%	2,000 SH	Increased-150 SH
APPLE INC	COM	$14.4M	2.5%Prev: 1.9%	49,640 SH	Increased+2,647 SH
AVIDIA BANCORP	COM	$319K	0.1%	15,206 SH	New
BANK OF AMERICA CORP	COM	$8.1M	1.4%Prev: 1.4%	142,080 SH	Increased-2,704 SH
BERKSHIRE HATHAWAY INC CL B	COM	$6.5M	1.1%Prev: 1.3%	12,920 SH	Increased-301 SH
BLAQCLOUDS INC	COM	$588	0.0%	30,000 SH	New
BOEING CO	COM	$4.4M	0.8%Prev: 0.8%	20,298 SH	Increased+449 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.0M	0.2%Prev: 0.1%	17,945 SH	Increased+3,959 SH
BROADCOM INC	COM	$1.9M	0.3%Prev: 0.2%	4,986 SH	Increased+1,550 SH
CAPITAL GROUP CORE EQUITY ETF	ETF	$2.9M	0.5%Prev: 0.2%	64,245 SH	Increased+31,885 SH
CAPITAL GROUP DIVIDEND VALUE E	ETF	$3.2M	0.6%Prev: 0.3%	64,710 SH	Increased+28,058 SH
CAPITAL GROUP GROWTH ETF	ETF	$3.5M	0.6%Prev: 0.3%	73,635 SH	Increased+42,422 SH
CAPITAL ONE FINANCIAL CORP	COM	$4.6M	0.8%Prev: 0.9%	23,122 SH	Decreased+1,055 SH
CATERPILLAR INC	COM	$594K	0.1%Prev: 0.1%	558 SH	Increased-150 SH
CGI GROUP CL A	COM	$292K	0.1%Prev: 0.1%	4,526 SH	Decreased-1,162 SH
CHEVRON CORP	COM	$8.8M	1.5%Prev: 1.5%	53,183 SH	Increased+1,197 SH
CHUBB LIMITED	COM	$477K	0.1%Prev: 0.0%	1,401 SH	Increased+709 SH
CIGNA CORP	COM	$1.1M	0.2%Prev: 0.3%	4,038 SH	Decreased-335 SH
CISCO SYSTEMS INC	COM	$17.1M	3.0%Prev: 2.1%	145,993 SH	Increased-3,712 SH
COCA-COLA CO	COM	$7.8M	1.4%Prev: 1.4%	95,716 SH	Increased-4,746 SH
COLGATE-PALMOLIVE CO	COM	$1.9M	0.3%Prev: 0.5%	20,927 SH	Decreased-4,644 SH
CONSUMER DISCRETIONARY SELECT	ETF	$665K	0.1%Prev: 0.1%	5,668 SH	Increased+2,834 SH
CONSUMER STAPLES SELECT SECTOR	ETF	$331K	0.1%Prev: 0.1%	3,982 SH	Increased
COSTCO WHSL CORP	COM	$328K	0.1%Prev: 0.1%	351 SH	Decreased-12 SH
CSX CORP	COM	$399K	0.1%Prev: 0.1%	8,396 SH	Increased-954 SH
CVS CAREMARK CORP	COM	$2.9M	0.5%Prev: 0.3%	27,949 SH	Increased+5,071 SH
DIMENSIONAL US EQUITY ETF	ETF	$217K	0.0%	2,650 SH	New
DIMENSIONAL US SMALL CAP ETF	ETF	$941K	0.2%Prev: 0.1%	11,433 SH	Increased+5,788 SH
DUKE ENERGY CORP	COM	$4.0M	0.7%Prev: 0.8%	31,308 SH	Increased-429 SH
EASTERN BANKSHARES	COM	$712K	0.1%Prev: 0.1%	32,000 SH	Increased-3,000 SH
ELI LILLY & CO	COM	$10.5M	1.8%Prev: 1.3%	8,738 SH	Increased+174 SH
EMERSON ELEC CO	COM	$10.4M	1.8%Prev: 2.0%	72,473 SH	Increased-3,760 SH
EXXON MOBIL HOLDINGS CORP	COM	$16.3M	2.9%	119,507 SH	New
FIDELITY ENHANCED INTERNATIONA	ETF	$2.6M	0.4%Prev: 0.2%	63,946 SH	Increased+32,813 SH
FIDELITY ENHANCED LARGE CAP VA	ETF	$1.3M	0.2%	33,092 SH	New
FIDELITY ENHANCED MID CAP ETF	ETF	$4.1M	0.7%Prev: 0.4%	101,115 SH	Increased+49,065 SH
FIDELITY ENHANCED SMALL CAP ET	ETF	$1.7M	0.3%Prev: 0.1%	35,574 SH	Increased+20,070 SH
FIDELITY MCSI ENERGY INDEX	ETF	$1.8M	0.3%Prev: 0.3%	61,490 SH	Increased+6,985 SH
FIDELITY MCSI INFORMATION TECH	ETF	$6.6M	1.2%Prev: 1.0%	23,195 SH	Increased-1,323 SH
FIDELITY MCSI MATERIALS INDEX	ETF	$704K	0.1%Prev: 0.1%	12,030 SH	Increased+1,752 SH
FIDELITY MSCI CONSUMER DISCRET	ETF	$2.2M	0.4%Prev: 0.3%	21,395 SH	Increased+3,133 SH
FIDELITY MSCI CONSUMER STAPLES	ETF	$1.9M	0.3%Prev: 0.3%	35,666 SH	Increased+7,688 SH
FIDELITY MSCI FINANCIALS INDEX	ETF	$3.2M	0.6%Prev: 0.5%	41,958 SH	Increased+7,138 SH
FIDELITY MSCI HEALTHCARE INDEX	ETF	$3.0M	0.5%Prev: 0.4%	38,211 SH	Increased+4,505 SH
FIDELITY MSCI INDUSTRIALS INDE	ETF	$2.6M	0.5%Prev: 0.4%	26,515 SH	Increased+1,127 SH
FIDELITY MSCI REAL ESTATE INDE	ETF	$410K	0.1%Prev: 0.1%	13,991 SH	Increased+2,019 SH
FIDELITY MSCI TELECOMMUNICATIO	ETF	$1.9M	0.3%Prev: 0.3%	27,319 SH	Increased+2,027 SH
FIDELITY MSCI UTILITIES INDEX	ETF	$933K	0.2%Prev: 0.1%	15,962 SH	Increased+2,357 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$823K	0.1%Prev: 0.2%	15,350 SH	Decreased-525 SH
FIRST MERCHANTS CORP	COM	$5.7M	1.0%	130,000 SH	New
FIRST TRUST EXCHANGE-TRADED FD	ETF	$3.5M	0.6%Prev: 0.4%	40,765 SH	Increased+14,669 SH
GE AEROSPACE	COM	$1.2M	0.2%Prev: 0.2%	3,168 SH	Increased
GE VERNOVA INC	COM	$616K	0.1%Prev: 0.1%	524 SH	Increased-30 SH
GENERAL MILLS INC	COM	$533K	0.1%Prev: 0.4%	15,319 SH	Decreased-19,129 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$594K	0.1%Prev: 0.1%	3,744 SH	Increased
HOME DEPOT INC	COM	$2.5M	0.4%Prev: 0.5%	6,984 SH	Decreased+166 SH
HONEYWELL AEROSPACE	COM	$2.8M	0.5%	12,762 SH	New
HONEYWELL INTL INC	COM	$2.9M	0.5%Prev: 1.3%	12,762 SH	Decreased-14,907 SH
HUNTINGTON BANCSHARES INC	COM	$288K	0.1%Prev: 0.1%	16,250 SH	Increased
ILLINOIS TOOL WORKS INC	COM	$4.4M	0.8%Prev: 0.8%	16,139 SH	Increased+17 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$1.2M	0.2%Prev: 0.2%	6,375 SH	Increased
INTEL CORP	COM	$644K	0.1%Prev: 0.1%	4,611 SH	Increased-14,784 SH
INTL BUS MACHINES CORP	COM	$12.8M	2.2%Prev: 2.8%	45,647 SH	Decreased-1,502 SH
ISHARES CORE S&P 500 INDEX	ETF	$24.6M	4.3%Prev: 4.3%	32,887 SH	Increased-1,519 SH
ISHARES CORE S&P MIDCAP 400 IN	ETF	$24.2M	4.2%Prev: 3.8%	313,704 SH	Increased+9,209 SH
ISHARES CORE S&P TOTAL US STOC	ETF	$9.4M	1.6%Prev: 1.6%	57,012 SH	Increased-45 SH
ISHARES RUSSELL 2000 INDEX	ETF	$784K	0.1%Prev: 0.1%	2,610 SH	Increased+10 SH
ISHARES S&P 500 VALUE INDEX	ETF	$619K	0.1%Prev: 0.1%	2,725 SH	Decreased-617 SH
ISHARES S&P SMALLCAP 600 INDEX	ETF	$8.7M	1.5%Prev: 1.2%	58,811 SH	Increased+3,407 SH
J P MORGAN CHASE & CO	COM	$17.2M	3.0%Prev: 3.2%	52,403 SH	Increased-2,576 SH
JOHNSON & JOHNSON	COM	$22.0M	3.8%Prev: 2.8%	86,700 SH	Increased-3,418 SH
KEYCORP	COM	$391K	0.1%Prev: 0.1%	16,975 SH	Increased-3,000 SH
KIMBERLY-CLARK CORP	COM	$1.3M	0.2%Prev: 0.4%	11,525 SH	Decreased-3,875 SH
LOCKHEED MARTIN CORP	COM	$7.8M	1.4%Prev: 1.5%	15,282 SH	Increased-471 SH
LOWES COMPANIES INC	COM	$5.8M	1.0%Prev: 1.1%	26,270 SH	Increased+1,029 SH
MCDONALDS CORP	COM	$9.2M	1.6%Prev: 2.0%	34,126 SH	Decreased+739 SH
MEDTRONIC PLC	COM	$1.1M	0.2%Prev: 0.2%	13,670 SH	Increased+3,903 SH
MERCK & CO INC	COM	$12.1M	2.1%Prev: 1.4%	93,866 SH	Increased+4,693 SH
META PLATFORMS INC	COM	$2.2M	0.4%Prev: 0.5%	3,871 SH	Decreased+554 SH
MICROSOFT CORP	COM	$37.4M	6.5%Prev: 10.4%	100,370 SH	Decreased-3,553 SH
NB BANCORP	COM	$1.1M	0.2%Prev: 0.2%	50,334 SH	Increased-6,517 SH
NEXTERA ENERGY INC	COM	$5.6M	1.0%Prev: 0.8%	63,753 SH	Increased+4,157 SH
NORTHEAST CMNTY BANCORP INC	COM	$205K	0.0%Prev: 0.0%	7,375 SH	Increased-1,375 SH
NVIDIA CORPORATION	COM	$1.7M	0.3%Prev: 0.2%	8,726 SH	Increased+964 SH
ORACLE CORP	COM	$483K	0.1%Prev: 0.1%	3,294 SH	Increased+1,103 SH
PFIZER INC	COM	$2.2M	0.4%Prev: 0.4%	91,717 SH	Increased+9,753 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$2.8M	0.5%Prev: 0.6%	15,282 SH	Decreased-822 SH
PROCTER & GAMBLE CO	COM	$12.6M	2.2%Prev: 2.8%	85,971 SH	Decreased-2,157 SH
REGIONS FINANCIAL CORP	COM	$461K	0.1%Prev: 0.1%	15,281 SH	Increased-1,250 SH
RTX CORPORATION	COM	$6.8M	1.2%Prev: 1.0%	35,729 SH	Increased+1,910 SH
SANDISK CORP	COM	$296K	0.1%	130 SH	New
SCHWAB STRATEGIC TR US DIVIDEN	ETF	$5.4M	0.9%Prev: 0.8%	171,388 SH	Increased+15,775 SH
SHERWIN-WILLIAMS CORP	COM	$1.9M	0.3%Prev: 0.4%	5,488 SH	Decreased-165 SH
SOLSTICE ADVANCED MATERIALS IN	COM	$295K	0.1%	3,325 SH	New
SPDR PORTFOLIO S&P 500 VALUE E	ETF	$10.1M	1.8%Prev: 1.6%	166,194 SH	Increased+15,686 SH
SPDR PORTFOLIO S&P 600 SMALL C	ETF	$641K	0.1%Prev: 0.1%	11,114 SH	Increased
SPDR S&P 500 ETF	ETF	$413K	0.1%Prev: 0.1%	553 SH	Decreased-193 SH
SPDR S&P MID CAP 400 ETF	ETF	$1.2M	0.2%Prev: 0.2%	1,740 SH	Increased
STRYKER CORP	COM	$5.4M	1.0%Prev: 1.4%	17,289 SH	Decreased-585 SH
SYSCO CORP	COM	$4.8M	0.8%Prev: 0.9%	57,136 SH	Increased-2,773 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$3.8M	0.7%Prev: 0.5%	20,113 SH	Increased+9,999 SH
TESLA MOTORS INC	COM	$485K	0.1%Prev: 0.1%	1,152 SH	Increased-226 SH
TEXAS INSTRUMENTS INC	COM	$7.2M	1.3%Prev: 1.1%	24,155 SH	Increased-2,554 SH
TJX COMPANIES INC	COM	$5.3M	0.9%Prev: 0.9%	35,259 SH	Increased-1,472 SH
TOTALENERGIES	COM	$2.3M	0.4%	30,161 SH	New
U S BANCORP	COM	$4.6M	0.8%Prev: 0.6%	76,811 SH	Increased+6,966 SH
UNION PACIFIC CORP	COM	$1.9M	0.3%Prev: 0.4%	7,009 SH	Increased-1,011 SH
UNITED PARCEL SERVICE INC	COM	$5.4M	0.9%Prev: 1.1%	50,125 SH	Decreased-3,684 SH
VANGUARD S&P 500 VALUE INDEX F	ETF	$285K	0.0%Prev: 0.0%	1,300 SH	Increased
VANGUARD TOTAL INTL STOCK INDE	ETF	$4.3M	0.8%Prev: 0.6%	50,868 SH	Increased+11,098 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$540K	0.1%Prev: 0.1%	1,459 SH	Increased+21 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.3%Prev: 0.3%	35,163 SH	Increased+1,405 SH
VERTIV HOLDINGS CO	COM	$460K	0.1%	1,375 SH	New
VISA INC COM	COM	$2.7M	0.5%Prev: 0.6%	7,948 SH	Decreased-109 SH
WAL-MART STORES INC	COM	$20.0M	3.5%Prev: 3.9%	176,203 SH	Increased-19,640 SH
WALT DISNEY CO	COM	$2.8M	0.5%Prev: 0.8%	28,794 SH	Decreased-3,405 SH
WASTE MANAGEMENT INC	COM	$751K	0.1%Prev: 0.1%	3,370 SH	Increased+290 SH
WELLS FARGO & CO	COM	$592K	0.1%Prev: 0.1%	7,158 SH	Increased+429 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING INC — $216K
CINTAS CORP — $779K
DOW INC — $1.0M
EXXON MOBIL CORP — $13.2M
FIRST SVGS FINL GROUP INC — $3.8M
TOTALENERGIES SE — $1.9M
WINCHESTER BANCORP INC — $163K

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