The Analysis of LYNCH & ASSOCIATES/IN's Holdings
Currently, LYNCH & ASSOCIATES/IN holds 124 types of securities in its portfolio with a total value $528.9M. In the most recent quarter, they have increased their positions in N/A (+31.1K shares, valued at $2.0M), XLK (+10.1K shares, valued at $1.5M), AAPL (+2.2K shares, valued at $592.4K); decreased their positions in WMT (-8.5K shares, valued at $946.8K), TXN (-4.9K shares, valued at $848.4K), JPM (-1.2K shares, valued at $389.2K); initiated new positions in N/A (+31.1K shares, valued at $2.0M), N/A (+4.6K shares, valued at $222.4K), N/A (+30.0K shares, valued at $87). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP101.3K shares-0.74%2025-12-312026-01-07
IVV ISHARES CORE S&P 500 INDEX33.3K shares-0.70%2025-12-312026-01-07 IJH ISHARES CORE S&P MIDCAP 400 IN313.2K shares1.87%2025-12-312026-01-07 WMT WAL-MART STORES INC181.0K shares-4.48%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON87.9K shares-1.37%2025-12-312026-01-07 JPM J P MORGAN CHASE & CO52.6K shares-2.24%2025-12-312026-01-07 ABBV ABBVIE INC69.8K shares-1.10%2025-12-312026-01-07 XOM EXXON MOBIL CORP122.5K shares2.40%2025-12-312026-01-07 IBM INTL BUS MACHINES CORP46.8K shares-0.37%2025-12-312026-01-07 AAPL APPLE INC49.5K shares4.60%2025-12-312026-01-07 PG PROCTER & GAMBLE CO87.0K shares-0.10%2025-12-312026-01-07 CSCO CISCO SYSTEMS INC150.2K shares0.06%2025-12-312026-01-07 MCD MCDONALDS CORP34.0K shares2.58%2025-12-312026-01-07 EMR EMERSON ELEC CO73.7K shares-1.49%2025-12-312026-01-07 LLY ELI LILLY & CO8.7K shares2.34%2025-12-312026-01-07 SPYV SPDR PORTFOLIO S&P 500 VALUE E157.4K shares1.60%2025-12-312026-01-07 ITOT ISHARES CORE S&P TOTAL US STOC56.9K shares0.62%2025-12-312026-01-07 CVX CHEVRON CORP52.5K shares0.90%2025-12-312026-01-07 BAC BANK OF AMERICA CORP143.9K shares-0.27%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP15.6K shares0.75%2025-12-312026-01-07 IJR ISHARES S&P SMALLCAP 600 INDEX59.4K shares3.43%2025-12-312026-01-07 KO COCA-COLA CO97.2K shares0.20%2025-12-312026-01-07 ABT ABBOTT LABORATORIES53.7K shares-2.69%2025-12-312026-01-07 RTX RTX CORPORATION36.2K shares6.88%2025-12-312026-01-07 SYK STRYKER CORP17.8K shares-1.71%2025-12-312026-01-07 LOW LOWES COMPANIES INC25.7K shares1.60%2025-12-312026-01-07 COF CAPITAL ONE FINANCIAL CORP23.5K shares1.40%2025-12-312026-01-07 TJX TJX COMPANIES INC35.6K shares-2.62%2025-12-312026-01-07 FTEC FIDELITY MCSI INFORMATION TECH23.7K shares-0.02%2025-12-312026-01-07 HON HONEYWELL INTL INC26.6K shares-0.88%2025-12-312026-01-07 FSFG FIRST SVGS FINL GROUP INC152.5K shares0.00%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR US DIVIDEN162.7K shares-1.12%2025-12-312026-01-07 BA BOEING CO20.4K shares1.87%2025-12-312026-01-07 AMZN AMAZON COM19.0K shares-4.66%2025-12-312026-01-07 SYY SYSCO CORP57.7K shares-3.11%2025-12-312026-01-07 UPS UNITED PARCEL SERVICE INC41.8K shares-7.45%2025-12-312026-01-07 ITW ILLINOIS TOOL WORKS INC16.6K shares-1.10%2025-12-312026-01-07 MMM 3M COMPANY25.3K shares-0.04%2025-12-312026-01-07 USB U S BANCORP73.3K shares2.65%2025-12-312026-01-07 TXN TEXAS INSTRUMENTS INC21.7K shares-18.38%2025-12-312026-01-07 DIS WALT DISNEY CO30.3K shares-4.37%2025-12-312026-01-07 VXUS VANGUARD TOTAL INTL STOCK INDE43.1K shares1.46%2025-12-312026-01-07 XLK TECHNOLOGY SELECT SECTOR SPDR20.2K shares100.00%2025-12-312026-01-07 V VISA INC COM8.0K shares0.85%2025-12-312026-01-07 FNCL FIDELITY MSCI FINANCIALS INDEX36.1K shares0.97%2025-12-312026-01-07 FHLC FIDELITY MSCI HEALTHCARE INDEX35.6K shares2.65%2025-12-312026-01-07 META META PLATFORMS INC3.8K shares3.97%2025-12-312026-01-07 FMDE FIDELITY ENHANCED MID CAP ETF69.0K shares17.92%2025-12-312026-01-07 HD HOME DEPOT INC7.3K shares-0.82%2025-12-312026-01-07 PM PHILIP MORRIS INTERNATIONAL IN15.2K shares-1.33%2025-12-312026-01-07 FIDU FIDELITY MSCI INDUSTRIALS INDE26.5K shares-1.01%2025-12-312026-01-07 CVS CVS CAREMARK CORP27.3K shares9.94%2025-12-312026-01-07 AMGN AMGEN INC6.2K shares19.80%2025-12-312026-01-07 TOTALENERGIES TOTALENERGIES31.1K sharesnew addition2025-12-312026-01-07 FDIS FIDELITY MSCI CONSUMER DISCRET19.3K shares1.11%2025-12-312026-01-07 SHW SHERWIN-WILLIAMS CORP5.7K shares-3.51%2025-12-312026-01-07 CGDV CAPITAL GROUP DIVIDEND VALUE E42.2K shares8.18%2025-12-312026-01-07 FCOM FIDELITY MSCI TELECOMMUNICATIO24.6K shares-0.92%2025-12-312026-01-07 PFE PFIZER INC71.1K shares-6.81%2025-12-312026-01-07 UNP UNION PACIFIC CORP7.4K shares-1.27%2025-12-312026-01-07 MO ALTRIA GROUP INC29.4K shares-4.36%2025-12-312026-01-07 CGGR CAPITAL GROUP GROWTH ETF37.9K shares14.90%2025-12-312026-01-07 CL COLGATE-PALMOLIVE CO20.7K shares-8.07%2025-12-312026-01-07 FSTA FIDELITY MSCI CONSUMER STAPLES31.0K shares5.84%2025-12-312026-01-07 FENI FIDELITY ENHANCED INTERNATIONA41.2K shares15.80%2025-12-312026-01-07 NVDA NVIDIA CORPORATION7.9K shares6.14%2025-12-312026-01-07 FENY FIDELITY MCSI ENERGY INDEX59.1K shares2.82%2025-12-312026-01-07 MEDTRONIC PLC MEDTRONIC PLC15.2K shares40.36%2025-12-312026-01-07 CGUS CAPITAL GROUP CORE EQUITY ETF36.1K shares5.24%2025-12-312026-01-07 BROADCOM INC BROADCOM INC4.1K shares5.41%2025-12-312026-01-07 KMB KIMBERLY-CLARK CORP13.6K shares-6.04%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC33.7K shares-3.62%2025-12-312026-01-07 RDVY FIRST TRUST EXCHANGE-TRADED FD19.3K shares5.37%2025-12-312026-01-07 NBBK NB BANCORP54.3K shares-3.55%2025-12-312026-01-07 FTCS FIRST TRUST EXCHANGE-TRADED FD11.5K shares9.70%2025-12-312026-01-07 MDY SPDR S&P MID CAP 400 ETF1.7K shares0.00%2025-12-312026-01-07 GIS GENERAL MILLS INC21.8K shares-18.52%2025-12-312026-01-07 XLI INDUSTRIAL SELECT SECTOR SPDR6.4K shares0.00%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE3.2K shares0.00%2025-12-312026-01-07 XLF FINANCIAL SELECT SECTOR SPDR15.4K shares-2.22%2025-12-312026-01-07 CIGNA CORP CIGNA CORP3.0K shares-20.50%2025-12-312026-01-07 FESM FIDELITY ENHANCED SMALL CAP ET21.5K shares32.56%2025-12-312026-01-07 FUTY FIDELITY MSCI UTILITIES INDEX14.3K shares-1.86%2025-12-312026-01-07 BMY BRISTOL-MYERS SQUIBB CO14.0K shares23.70%2025-12-312026-01-07 XLY CONSUMER DISCRETIONARY SELECT5.7K shares100.00%2025-12-312026-01-07 WM WASTE MANAGEMENT INC3.0K shares-1.43%2025-12-312026-01-07 EBC EASTERN BANKSHARES35.0K shares0.00%2025-12-312026-01-07 IWM ISHARES RUSSELL 2000 INDEX2.6K shares0.00%2025-12-312026-01-07 WFC WELLS FARGO & CO6.7K shares0.00%2025-12-312026-01-07 ORCL ORACLE CORP3.2K shares7.50%2025-12-312026-01-07 FMAT FIDELITY MCSI MATERIALS INDEX11.2K shares2.91%2025-12-312026-01-07 IVE ISHARES S&P 500 VALUE INDEX2.8K shares-9.95%2025-12-312026-01-07 XLV HEALTH CARE SELECT SECTOR SPDR3.7K shares0.00%2025-12-312026-01-07 DFAS DIMENSIONAL US SMALL CAP ETF8.1K shares29.87%2025-12-312026-01-07 SPSM SPDR PORTFOLIO S&P 600 SMALL C11.1K shares0.00%2025-12-312026-01-07 GIB CGI GROUP CL A5.3K shares-1.44%2025-12-312026-01-07 VTI VANGUARD TOTAL STOCK MARKET IN1.4K shares0.00%2025-12-312026-01-07 RF REGIONS FINANCIAL CORP15.3K shares-1.61%2025-12-312026-01-07 TSLA TESLA MOTORS INC915 shares5.17%2025-12-312026-01-07 SPY SPDR S&P 500 ETF553 shares0.00%2025-12-312026-01-07 KEY KEYCORP17.5K shares-12.52%2025-12-312026-01-07 CB CHUBB LIMITED1.1K shares40.03%2025-12-312026-01-07 CSX CSX CORP9.3K shares-0.53%2025-12-312026-01-07 GEV GE VERNOVA INC499 shares3.96%2025-12-312026-01-07 CAT CATERPILLAR INC558 shares-21.19%2025-12-312026-01-07 FREL FIDELITY MSCI REAL ESTATE INDE11.9K shares-1.57%2025-12-312026-01-07 COST COSTCO WHSL CORP364 shares0.28%2025-12-312026-01-07 XLP CONSUMER STAPLES SELECT SECTOR4.0K shares0.00%2025-12-312026-01-07 LNT ALLIANT ENERGY CORP4.4K shares-2.22%2025-12-312026-01-07 HBAN HUNTINGTON BANCSHARES INC16.3K shares0.00%2025-12-312026-01-07 APH AMPHENOL CORP2.0K shares0.00%2025-12-312026-01-07 VOOV VANGUARD S&P 500 VALUE INDEX F1.3K shares0.00%2025-12-312026-01-07 AVBC AVIDIA BANCORP15.2K shares0.00%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC1.3K shares-0.76%2025-12-312026-01-07 DFUS DIMENSIONAL US EQUITY ETF2.9K shares-0.68%2025-12-312026-01-07 BLAQCLOUDS INC BLAQCLOUDS INC30.0K sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available