Sponsored

The Analysis of LYNCH & ASSOCIATES/IN's Holdings & P&L

Currently, LYNCH & ASSOCIATES/IN holds 129 types of securities in its portfolio with a total value $572.5M. In the most recent quarter, they have increased their positions in N/A (+119.5K shares, valued at $16.3M), N/A (+12.8K shares, valued at $2.9M), N/A (+12.8K shares, valued at $2.8M); decreased their positions in N/A (-521 shares, valued at $390.2K), IJH (-4.9K shares, valued at $374.8K), N/A (-2.8K shares, valued at $328.8K); initiated new positions in N/A (+119.5K shares, valued at $16.3M), N/A (+12.8K shares, valued at $2.9M), N/A (+12.8K shares, valued at $2.8M).

1M P&L

-8.1M-1.75%

3M P&L

+16.9M+3.87%

HY P&L

+39.2M+9.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A122.3M

27.0%

2Drug Manufacturers - General50.2M

11.1%

3Software - Infrastructure37.4M

8.3%

Top Industries by Stock Count

1N/A39 stocks

36.4%

2Banks - Regional9 stocks

8.4%

3Drug Manufacturers - General6 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP100.4K shares-0.66%2026-06-302026-07-13

ISHARES CORE S&P 500 INDEX ISHARES CORE S&P 500 INDEX32.9K shares-1.56%2026-06-302026-07-13

IJH ISHARES CORE S&P MIDCAP 400 IN313.7K shares-1.53%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON86.7K shares-0.06%2026-06-302026-07-13

WMT WAL-MART STORES INC176.2K shares-0.75%2026-06-302026-07-13

ABBVIE INC ABBVIE INC69.1K shares-1.09%2026-06-302026-07-13

J P MORGAN CHASE & CO J P MORGAN CHASE & CO52.4K shares-0.09%2026-06-302026-07-13

CISCO SYSTEMS INC CISCO SYSTEMS INC146.0K shares-1.88%2026-06-302026-07-13

Sponsored

EXXON MOBIL HOLDINGS CORP EXXON MOBIL HOLDINGS CORP119.5K sharesnew addition2026-06-302026-07-13

AAPL APPLE INC49.6K shares-0.59%2026-06-302026-07-13

IBM INTL BUS MACHINES CORP45.6K shares-1.14%2026-06-302026-07-13

PG PROCTER & GAMBLE CO86.0K shares-0.47%2026-06-302026-07-13

MRK MERCK & CO INC93.9K shares0.46%2026-06-302026-07-13

GOOGL ALPHABET INC (GOOGLE)31.1K shares1.82%2026-06-302026-07-13

LLY ELI LILLY & CO8.7K shares0.00%2026-06-302026-07-13

EMR EMERSON ELEC CO72.5K shares-0.48%2026-06-302026-07-13

Sponsored

SPYV SPDR PORTFOLIO S&P 500 VALUE E166.2K shares3.04%2026-06-302026-07-13

ITOT ISHARES CORE S&P TOTAL US STOC57.0K shares-1.51%2026-06-302026-07-13

MCD MCDONALDS CORP34.1K shares-0.48%2026-06-302026-07-13

CVX CHEVRON CORP53.2K shares0.02%2026-06-302026-07-13

IJR ISHARES S&P SMALLCAP 600 INDEX58.8K shares-3.27%2026-06-302026-07-13

BAC BANK OF AMERICA CORP142.1K shares-1.71%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP15.3K shares-1.55%2026-06-302026-07-13

KO COCA-COLA CO95.7K shares-0.61%2026-06-302026-07-13

Sponsored

TXN TEXAS INSTRUMENTS INC24.2K shares-0.66%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION35.7K shares-0.87%2026-06-302026-07-13

FTEC FIDELITY MCSI INFORMATION TECH23.2K shares-4.43%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC CL B12.9K shares-0.71%2026-06-302026-07-13

LOW LOWES COMPANIES INC26.3K shares-0.00%2026-06-302026-07-13

FRME FIRST MERCHANTS CORP130.0K shares0.00%2026-06-302026-07-13

NEE NEXTERA ENERGY INC63.8K shares-0.13%2026-06-302026-07-13

SYK STRYKER CORP17.3K shares-2.18%2026-06-302026-07-13

Sponsored

SCHD SCHWAB STRATEGIC TR US DIVIDEN171.4K shares1.93%2026-06-302026-07-13

UPS UNITED PARCEL SERVICE INC50.1K shares3.55%2026-06-302026-07-13

TJX TJX COMPANIES INC35.3K shares-0.33%2026-06-302026-07-13

SYY SYSCO CORP57.1K shares-1.26%2026-06-302026-07-13

USB U S BANCORP76.8K shares3.36%2026-06-302026-07-13

COF CAPITAL ONE FINANCIAL CORP23.1K shares-0.84%2026-06-302026-07-13

ABT ABBOTT LABORATORIES49.4K shares-3.17%2026-06-302026-07-13

BA BOEING CO20.3K shares-0.99%2026-06-302026-07-13

Sponsored

AMZN AMAZON COM18.4K shares-0.43%2026-06-302026-07-13

ITW ILLINOIS TOOL WORKS INC16.1K shares-1.12%2026-06-302026-07-13

VXUS VANGUARD TOTAL INTL STOCK INDE50.9K shares2.48%2026-06-302026-07-13

FMDE FIDELITY ENHANCED MID CAP ETF101.1K shares9.78%2026-06-302026-07-13

3M COMPANY 3M COMPANY24.8K shares-0.66%2026-06-302026-07-13

DUK DUKE ENERGY CORP31.3K shares1.76%2026-06-302026-07-13

XLK TECHNOLOGY SELECT SECTOR SPDR20.1K shares-0.57%2026-06-302026-07-13

CGGR CAPITAL GROUP GROWTH ETF73.6K shares23.86%2026-06-302026-07-13

Sponsored

FNCL FIDELITY MSCI FINANCIALS INDEX42.0K shares12.48%2026-06-302026-07-13

CGDV CAPITAL GROUP DIVIDEND VALUE E64.7K shares8.60%2026-06-302026-07-13

FHLC FIDELITY MSCI HEALTHCARE INDEX38.2K shares6.17%2026-06-302026-07-13

CVS CVS CAREMARK CORP27.9K shares2.69%2026-06-302026-07-13

CGUS CAPITAL GROUP CORE EQUITY ETF64.2K shares21.59%2026-06-302026-07-13

HONEYWELL INTL INC HONEYWELL INTL INC12.8K sharesnew addition2026-06-302026-07-13

HONEYWELL AEROSPACE HONEYWELL AEROSPACE12.8K sharesnew addition2026-06-302026-07-13

DIS WALT DISNEY CO28.8K shares-6.23%2026-06-302026-07-13

Sponsored

PM PHILIP MORRIS INTERNATIONAL IN15.3K shares-0.23%2026-06-302026-07-13

VISA INC COM VISA INC COM7.9K shares-1.77%2026-06-302026-07-13

FIDU FIDELITY MSCI INDUSTRIALS INDE26.5K shares4.72%2026-06-302026-07-13

FENI FIDELITY ENHANCED INTERNATIONA63.9K shares14.37%2026-06-302026-07-13

HD HOME DEPOT INC7.0K shares-8.86%2026-06-302026-07-13

RDVY FIRST TRUST EXCHANGE-TRADED FD29.4K shares13.43%2026-06-302026-07-13

AMGN AMGEN INC6.5K shares2.19%2026-06-302026-07-13

TTE TOTALENERGIES30.2K shares-0.53%2026-06-302026-07-13

Sponsored

PFE PFIZER INC91.7K shares4.22%2026-06-302026-07-13

FDIS FIDELITY MSCI CONSUMER DISCRET21.4K shares7.34%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC3.9K shares-2.30%2026-06-302026-07-13

MO ALTRIA GROUP INC29.4K shares1.15%2026-06-302026-07-13

CL COLGATE-PALMOLIVE CO20.9K shares-1.65%2026-06-302026-07-13

UNP UNION PACIFIC CORP7.0K shares-6.30%2026-06-302026-07-13

FCOM FIDELITY MSCI TELECOMMUNICATIO27.3K shares11.13%2026-06-302026-07-13

SHW SHERWIN-WILLIAMS CORP5.5K shares-4.12%2026-06-302026-07-13

Sponsored

BROADCOM INC BROADCOM INC5.0K shares1.69%2026-06-302026-07-13

FSTA FIDELITY MSCI CONSUMER STAPLES35.7K shares19.80%2026-06-302026-07-13

FENY FIDELITY MCSI ENERGY INDEX61.5K shares3.91%2026-06-302026-07-13

NVDA NVIDIA CORPORATION8.7K shares5.69%2026-06-302026-07-13

FESM FIDELITY ENHANCED SMALL CAP ET35.6K shares10.06%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC35.2K shares3.00%2026-06-302026-07-13

FELV FIDELITY ENHANCED LARGE CAP VA33.1K sharesnew addition2026-06-302026-07-13

KMB KIMBERLY-CLARK CORP11.5K shares-6.22%2026-06-302026-07-13

Sponsored

MDY SPDR S&P MID CAP 400 ETF1.7K shares0.00%2026-06-302026-07-13

GE GE AEROSPACE3.2K shares0.00%2026-06-302026-07-13

XLI INDUSTRIAL SELECT SECTOR SPDR6.4K shares0.00%2026-06-302026-07-13

CI CIGNA CORP4.0K shares10.60%2026-06-302026-07-13

MEDTRONIC PLC MEDTRONIC PLC13.7K shares-12.17%2026-06-302026-07-13

FTCS FIRST TRUST EXCHANGE-TRADED FD11.3K shares-23.57%2026-06-302026-07-13

NBBK NB BANCORP50.3K shares-5.62%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO17.9K shares10.89%2026-06-302026-07-13

Sponsored

DFAS DIMENSIONAL US SMALL CAP ETF11.4K shares7.78%2026-06-302026-07-13

FUTY FIDELITY MSCI UTILITIES INDEX16.0K shares6.11%2026-06-302026-07-13

XLF FINANCIAL SELECT SECTOR SPDR15.3K shares0.00%2026-06-302026-07-13

IWM ISHARES RUSSELL 2000 INDEX2.6K shares0.00%2026-06-302026-07-13

WASTE MANAGEMENT INC WASTE MANAGEMENT INC3.4K shares4.66%2026-06-302026-07-13

EBC EASTERN BANKSHARES32.0K shares-8.57%2026-06-302026-07-13

FMAT FIDELITY MCSI MATERIALS INDEX12.0K shares6.34%2026-06-302026-07-13

XLY CONSUMER DISCRETIONARY SELECT5.7K shares0.00%2026-06-302026-07-13

Sponsored

INTC INTEL CORP4.6K shares-0.22%2026-06-302026-07-13

SPSM SPDR PORTFOLIO S&P 600 SMALL C11.1K shares0.00%2026-06-302026-07-13

IVE ISHARES S&P 500 VALUE INDEX2.7K shares-0.91%2026-06-302026-07-13

GEV GE VERNOVA INC524 shares5.01%2026-06-302026-07-13

CAT CATERPILLAR INC558 shares0.00%2026-06-302026-07-13

XLV HEALTH CARE SELECT SECTOR SPDR3.7K shares0.00%2026-06-302026-07-13

WFC WELLS FARGO & CO7.2K shares-0.07%2026-06-302026-07-13

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN1.5K shares0.00%2026-06-302026-07-13

Sponsored

GIS GENERAL MILLS INC15.3K shares-10.38%2026-06-302026-07-13

TSLA TESLA MOTORS INC1.2K shares6.47%2026-06-302026-07-13

ORACLE CORP ORACLE CORP3.3K shares15.26%2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED1.4K shares16.17%2026-06-302026-07-13

RF REGIONS FINANCIAL CORP15.3K shares0.00%2026-06-302026-07-13

VRT VERTIV HOLDINGS CO1.4K shares61.76%2026-06-302026-07-13

SPDR S&P 500 ETF SPDR S&P 500 ETF553 shares0.00%2026-06-302026-07-13

FREL FIDELITY MSCI REAL ESTATE INDE14.0K shares10.43%2026-06-302026-07-13

Sponsored

CSX CSX CORP8.4K shares-4.55%2026-06-302026-07-13

KEY KEYCORP17.0K shares0.00%2026-06-302026-07-13

APH AMPHENOL CORP2.0K shares0.00%2026-06-302026-07-13

XLP CONSUMER STAPLES SELECT SECTOR4.0K shares0.00%2026-06-302026-07-13

COSTCO WHSL CORP COSTCO WHSL CORP351 shares2.93%2026-06-302026-07-13

LNT ALLIANT ENERGY CORP4.2K shares-3.97%2026-06-302026-07-13

AVBC AVIDIA BANCORP15.2K shares0.00%2026-06-302026-07-13

SNDK SANDISK CORP130 sharesnew addition2026-06-302026-07-13

Sponsored

SOLS SOLSTICE ADVANCED MATERIALS IN3.3K shares-3.29%2026-06-302026-07-13

GIB CGI GROUP CL A4.5K shares0.00%2026-06-302026-07-13

HBAN HUNTINGTON BANCSHARES INC16.3K shares0.00%2026-06-302026-07-13

VOOV VANGUARD S&P 500 VALUE INDEX F1.3K shares0.00%2026-06-302026-07-13

DFUS DIMENSIONAL US EQUITY ETF2.6K sharesnew addition2026-06-302026-07-13

NECB NORTHEAST CMNTY BANCORP INC7.4K sharesnew addition2026-06-302026-07-13

BLAQCLOUDS INC BLAQCLOUDS INC30.0K shares0.00%2026-06-302026-07-13

FIRST HORIZON NTNL CORP FRAC 1 FIRST HORIZON NTNL CORP FRAC 1434.3K shares0.00%2026-06-302026-07-13

Sponsored

MARIJUANA COMPANY OF AMERICA MARIJUANA COMPANY OF AMERICA200.0K shares0.00%2026-06-302026-07-13

MSFT

MICROSOFT CORP

-0.66%

Shares100.4K

Event2026-06-30

Filed2026-07-13

ISHARES CORE S&P 500 INDEX

-1.56%

Shares32.9K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES CORE S&P MIDCAP 400 IN

-1.53%

Shares313.7K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-0.06%

Shares86.7K

Event2026-06-30

Filed2026-07-13

WMT

WAL-MART STORES INC

-0.75%

Shares176.2K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

-1.09%

Shares69.1K

Event2026-06-30

Filed2026-07-13

J P MORGAN CHASE & CO

-0.09%

Shares52.4K

Event2026-06-30

Filed2026-07-13

CISCO SYSTEMS INC

-1.88%

Shares146.0K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL HOLDINGS CORP

New

Shares119.5K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-0.59%

Shares49.6K

Event2026-06-30

Filed2026-07-13

IBM

INTL BUS MACHINES CORP

-1.14%

Shares45.6K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-0.47%

Shares86.0K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

0.46%

Shares93.9K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC (GOOGLE)

1.82%

Shares31.1K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

-0.48%

Shares72.5K

Event2026-06-30

Filed2026-07-13

SPYV

SPDR PORTFOLIO S&P 500 VALUE E

3.04%

Shares166.2K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES CORE S&P TOTAL US STOC

-1.51%

Shares57.0K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-0.48%

Shares34.1K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORP

0.02%

Shares53.2K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES S&P SMALLCAP 600 INDEX

-3.27%

Shares58.8K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMERICA CORP

-1.71%

Shares142.1K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

-1.55%

Shares15.3K

Event2026-06-30

Filed2026-07-13

COCA-COLA CO

-0.61%

Shares95.7K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRUMENTS INC

-0.66%

Shares24.2K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

-0.87%

Shares35.7K

Event2026-06-30

Filed2026-07-13

FTEC

FIDELITY MCSI INFORMATION TECH

-4.43%

Shares23.2K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC CL B

-0.71%

Shares12.9K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COMPANIES INC

-0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-13

FRME

FIRST MERCHANTS CORP

0.00%

Shares130.0K

Event2026-06-30

Filed2026-07-13

NEE

NEXTERA ENERGY INC

-0.13%

Shares63.8K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORP

-2.18%

Shares17.3K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR US DIVIDEN

1.93%

Shares171.4K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SERVICE INC

3.55%

Shares50.1K

Event2026-06-30

Filed2026-07-13

TJX

TJX COMPANIES INC

-0.33%

Shares35.3K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

-1.26%

Shares57.1K

Event2026-06-30

Filed2026-07-13

USB

U S BANCORP

3.36%

Shares76.8K

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINANCIAL CORP

-0.84%

Shares23.1K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-3.17%

Shares49.4K

Event2026-06-30

Filed2026-07-13

BOEING CO

-0.99%

Shares20.3K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM

-0.43%

Shares18.4K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WORKS INC

-1.12%

Shares16.1K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD TOTAL INTL STOCK INDE

2.48%

Shares50.9K

Event2026-06-30

Filed2026-07-13

FMDE

FIDELITY ENHANCED MID CAP ETF

9.78%

Shares101.1K

Event2026-06-30

Filed2026-07-13

3M COMPANY

-0.66%

Shares24.8K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP

1.76%

Shares31.3K

Event2026-06-30

Filed2026-07-13

XLK

TECHNOLOGY SELECT SECTOR SPDR

-0.57%

Shares20.1K

Event2026-06-30

Filed2026-07-13

CGGR

CAPITAL GROUP GROWTH ETF

23.86%

Shares73.6K

Event2026-06-30

Filed2026-07-13

FNCL

FIDELITY MSCI FINANCIALS INDEX

12.48%

Shares42.0K

Event2026-06-30

Filed2026-07-13

CGDV

CAPITAL GROUP DIVIDEND VALUE E

8.60%

Shares64.7K

Event2026-06-30

Filed2026-07-13

FHLC

FIDELITY MSCI HEALTHCARE INDEX

6.17%

Shares38.2K

Event2026-06-30

Filed2026-07-13

CVS

CVS CAREMARK CORP

2.69%

Shares27.9K

Event2026-06-30

Filed2026-07-13

CGUS

CAPITAL GROUP CORE EQUITY ETF

21.59%

Shares64.2K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC

New

Shares12.8K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE

New

Shares12.8K

Event2026-06-30

Filed2026-07-13

DIS

WALT DISNEY CO

-6.23%

Shares28.8K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTERNATIONAL IN

-0.23%

Shares15.3K

Event2026-06-30

Filed2026-07-13

VISA INC COM

-1.77%

Shares7.9K

Event2026-06-30

Filed2026-07-13

FIDU

FIDELITY MSCI INDUSTRIALS INDE

4.72%

Shares26.5K

Event2026-06-30

Filed2026-07-13

FENI

FIDELITY ENHANCED INTERNATIONA

14.37%

Shares63.9K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-8.86%

Shares7.0K

Event2026-06-30

Filed2026-07-13

RDVY

FIRST TRUST EXCHANGE-TRADED FD

13.43%

Shares29.4K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

2.19%

Shares6.5K

Event2026-06-30

Filed2026-07-13

TTE

TOTALENERGIES

-0.53%

Shares30.2K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

4.22%

Shares91.7K

Event2026-06-30

Filed2026-07-13

FDIS

FIDELITY MSCI CONSUMER DISCRET

7.34%

Shares21.4K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-2.30%

Shares3.9K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

1.15%

Shares29.4K

Event2026-06-30

Filed2026-07-13

COLGATE-PALMOLIVE CO

-1.65%

Shares20.9K

Event2026-06-30

Filed2026-07-13

UNP

UNION PACIFIC CORP

-6.30%

Shares7.0K

Event2026-06-30

Filed2026-07-13

FCOM

FIDELITY MSCI TELECOMMUNICATIO

11.13%

Shares27.3K

Event2026-06-30

Filed2026-07-13

SHW

SHERWIN-WILLIAMS CORP

-4.12%

Shares5.5K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

1.69%

Shares5.0K

Event2026-06-30

Filed2026-07-13

FSTA

FIDELITY MSCI CONSUMER STAPLES

19.80%

Shares35.7K

Event2026-06-30

Filed2026-07-13

FENY

FIDELITY MCSI ENERGY INDEX

3.91%

Shares61.5K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

5.69%

Shares8.7K

Event2026-06-30

Filed2026-07-13

FESM

FIDELITY ENHANCED SMALL CAP ET

10.06%

Shares35.6K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

3.00%

Shares35.2K

Event2026-06-30

Filed2026-07-13

FELV

FIDELITY ENHANCED LARGE CAP VA

New

Shares33.1K

Event2026-06-30

Filed2026-07-13

KMB

KIMBERLY-CLARK CORP

-6.22%

Shares11.5K

Event2026-06-30

Filed2026-07-13

MDY

SPDR S&P MID CAP 400 ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

XLI

INDUSTRIAL SELECT SECTOR SPDR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-13

CIGNA CORP

10.60%

Shares4.0K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

-12.17%

Shares13.7K

Event2026-06-30

Filed2026-07-13

FTCS

FIRST TRUST EXCHANGE-TRADED FD

-23.57%

Shares11.3K

Event2026-06-30

Filed2026-07-13

NBBK

NB BANCORP

-5.62%

Shares50.3K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

10.89%

Shares17.9K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL US SMALL CAP ETF

7.78%

Shares11.4K

Event2026-06-30

Filed2026-07-13

FUTY

FIDELITY MSCI UTILITIES INDEX

6.11%

Shares16.0K

Event2026-06-30

Filed2026-07-13

XLF

FINANCIAL SELECT SECTOR SPDR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES RUSSELL 2000 INDEX

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

WASTE MANAGEMENT INC

4.66%

Shares3.4K

Event2026-06-30

Filed2026-07-13

EBC

EASTERN BANKSHARES

-8.57%

Shares32.0K

Event2026-06-30

Filed2026-07-13

FMAT

FIDELITY MCSI MATERIALS INDEX

6.34%

Shares12.0K

Event2026-06-30

Filed2026-07-13

XLY

CONSUMER DISCRETIONARY SELECT

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

-0.22%

Shares4.6K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR PORTFOLIO S&P 600 SMALL C

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES S&P 500 VALUE INDEX

-0.91%

Shares2.7K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

5.01%

Shares524

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.00%

Shares558

Event2026-06-30

Filed2026-07-13

XLV

HEALTH CARE SELECT SECTOR SPDR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

-0.07%

Shares7.2K

Event2026-06-30

Filed2026-07-13

VANGUARD TOTAL STOCK MARKET IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

GIS

GENERAL MILLS INC

-10.38%

Shares15.3K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA MOTORS INC

6.47%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

15.26%

Shares3.3K

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

16.17%

Shares1.4K

Event2026-06-30

Filed2026-07-13

REGIONS FINANCIAL CORP

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

61.76%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SPDR S&P 500 ETF

0.00%

Shares553

Event2026-06-30

Filed2026-07-13

FREL

FIDELITY MSCI REAL ESTATE INDE

10.43%

Shares14.0K

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

-4.55%

Shares8.4K

Event2026-06-30

Filed2026-07-13

KEY

KEYCORP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

XLP

CONSUMER STAPLES SELECT SECTOR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

COSTCO WHSL CORP

2.93%

Shares351

Event2026-06-30

Filed2026-07-13

LNT

ALLIANT ENERGY CORP

-3.97%

Shares4.2K

Event2026-06-30

Filed2026-07-13

AVBC

AVIDIA BANCORP

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

New

Shares130

Event2026-06-30

Filed2026-07-13

SOLS

SOLSTICE ADVANCED MATERIALS IN

-3.29%

Shares3.3K

Event2026-06-30

Filed2026-07-13

GIB

CGI GROUP CL A

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-13

VOOV

VANGUARD S&P 500 VALUE INDEX F

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL US EQUITY ETF

New

Shares2.6K

Event2026-06-30

Filed2026-07-13

NECB

NORTHEAST CMNTY BANCORP INC

New

Shares7.4K

Event2026-06-30

Filed2026-07-13

BLAQCLOUDS INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-13

FIRST HORIZON NTNL CORP FRAC 1

0.00%

Shares434.3K

Event2026-06-30

Filed2026-07-13

MARIJUANA COMPANY OF AMERICA

0.00%

Shares200.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available