The Analysis of LYNCH & ASSOCIATES/IN's Holdings


Currently, LYNCH & ASSOCIATES/IN holds 127 types of securities in its portfolio with a total value $517.9M. In the most recent quarter, they have increased their positions in META (+356 shares, valued at $261.4K), SCHD (+9.0K shares, valued at $244.8K), SPYV (+4.4K shares, valued at $244.2K); decreased their positions in MSFT (-1.8K shares, valued at $948.9K), UPS (-8.6K shares, valued at $721.9K), ABBV (-2.8K shares, valued at $651.8K); initiated new positions in PLTR (+1.3K shares, valued at $240.2K), AVBC (+15.2K shares, valued at $227.2K), DFUS (+2.9K shares, valued at $212.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP102.1K shares-1.76%2025-09-302025-10-07history
IVV ISHARES CORE S&P 500 INDEX33.6K shares-2.48%2025-09-302025-10-07history
IJH ISHARES CORE S&P MIDCAP 400 IN307.4K shares0.95%2025-09-302025-10-07history
WMT WAL-MART STORES INC189.5K shares-3.22%2025-09-302025-10-07history
JPM J P MORGAN CHASE & CO53.8K shares-2.07%2025-09-302025-10-07history
JNJ JOHNSON & JOHNSON89.1K shares-1.11%2025-09-302025-10-07history
ABBV ABBVIE INC70.5K shares-3.84%2025-09-302025-10-07history
XOM EXXON MOBIL CORP119.6K shares-2.22%2025-09-302025-10-07history
Sponsored
PG PROCTER & GAMBLE CO87.1K shares-1.17%2025-09-302025-10-07history
IBM INTL BUS MACHINES CORP47.0K shares-0.39%2025-09-302025-10-07history
AAPL APPLE INC47.3K shares0.72%2025-09-302025-10-07history
CSCO CISCO SYSTEMS INC150.1K shares0.28%2025-09-302025-10-07history
MCD MCDONALDS CORP33.2K shares-0.59%2025-09-302025-10-07history
EMR EMERSON ELEC CO74.8K shares-1.84%2025-09-302025-10-07history
SPYV SPDR PORTFOLIO S&P 500 VALUE E154.9K shares2.93%2025-09-302025-10-07history
ITOT ISHARES CORE S&P TOTAL US STOC56.5K shares-0.97%2025-09-302025-10-07history
Sponsored
CVX CHEVRON CORP52.1K shares0.16%2025-09-302025-10-07history
LMT LOCKHEED MARTIN CORP15.5K shares-1.50%2025-09-302025-10-07history
GOOGL ALPHABET INC (GOOGLE)31.6K shares-1.07%2025-09-302025-10-07history
MRK MERCK & CO INC90.4K shares1.33%2025-09-302025-10-07history
BAC BANK OF AMERICA CORP144.3K shares-0.34%2025-09-302025-10-07history
ABT ABBOTT LABORATORIES55.2K shares-6.24%2025-09-302025-10-07history
IJR ISHARES S&P SMALLCAP 600 INDEX57.4K shares3.63%2025-09-302025-10-07history
SYK STRYKER CORP18.1K shares1.23%2025-09-302025-10-07history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC CL B13.1K shares-1.29%2025-09-302025-10-07history
LLY ELI LILLY & CO8.5K shares-0.30%2025-09-302025-10-07history
KO COCA-COLA CO97.0K shares-3.47%2025-09-302025-10-07history
LOW LOWES COMPANIES INC25.3K shares0.25%2025-09-302025-10-07history
RTX RTX CORPORATION33.9K shares0.10%2025-09-302025-10-07history
HON HONEYWELL INTL INC26.9K shares-2.84%2025-09-302025-10-07history
TJX TJX COMPANIES INC36.6K shares-0.34%2025-09-302025-10-07history
FTEC FIDELITY MCSI INFORMATION TECH23.7K shares-3.41%2025-09-302025-10-07history
Sponsored
COF CAPITAL ONE FINANCIAL CORP23.2K shares5.04%2025-09-302025-10-07history
SYY SYSCO CORP59.5K shares-0.65%2025-09-302025-10-07history
TXN TEXAS INSTRUMENTS INC26.6K shares-0.36%2025-09-302025-10-07history
FSFG FIRST SVGS FINL GROUP INC152.5K shares-0.33%2025-09-302025-10-07history
NEXTERA ENERGY INC NEXTERA ENERGY INC60.1K shares0.77%2025-09-302025-10-07history
SCHD SCHWAB STRATEGIC TR US DIVIDEN164.6K shares5.76%2025-09-302025-10-07history
ITW ILLINOIS TOOL WORKS INC16.8K shares4.15%2025-09-302025-10-07history
AMZN AMAZON COM19.9K shares-11.61%2025-09-302025-10-07history
Sponsored
BA BOEING CO20.0K shares0.66%2025-09-302025-10-07history
MMM 3M COMPANY25.3K shares-4.25%2025-09-302025-10-07history
DUK DUKE ENERGY CORP31.4K shares-0.98%2025-09-302025-10-07history
UPS UNITED PARCEL SERVICE INC45.2K shares-16.06%2025-09-302025-10-07history
DIS WALT DISNEY CO31.6K shares-1.73%2025-09-302025-10-07history
USB U S BANCORP71.4K shares2.21%2025-09-302025-10-07history
VXUS VANGUARD TOTAL INTL STOCK INDE42.5K shares6.93%2025-09-302025-10-07history
HD HOME DEPOT INC7.3K shares7.45%2025-09-302025-10-07history
Sponsored
XLK TECHNOLOGY SELECT SECTOR SPDR10.1K shares0.00%2025-09-302025-10-07history
FNCL FIDELITY MSCI FINANCIALS INDEX35.7K shares2.60%2025-09-302025-10-07history
V VISA INC COM8.0K shares-1.14%2025-09-302025-10-07history
META META PLATFORMS INC3.7K shares10.73%2025-09-302025-10-07history
PM PHILIP MORRIS INTERNATIONAL IN15.4K shares-4.45%2025-09-302025-10-07history
FHLC FIDELITY MSCI HEALTHCARE INDEX34.6K shares2.80%2025-09-302025-10-07history
FIDU FIDELITY MSCI INDUSTRIALS INDE26.7K shares5.27%2025-09-302025-10-07history
FMDE FIDELITY ENHANCED MID CAP ETF58.5K shares12.41%2025-09-302025-10-07history
Sponsored
SHW SHERWIN-WILLIAMS CORP5.9K shares4.30%2025-09-302025-10-07history
MO ALTRIA GROUP INC30.7K shares-0.98%2025-09-302025-10-07history
FDIS FIDELITY MSCI CONSUMER DISCRET19.1K shares4.50%2025-09-302025-10-07history
PFE PFIZER INC76.3K shares-6.86%2025-09-302025-10-07history
CVS CVS CAREMARK CORP24.8K shares8.46%2025-09-302025-10-07history
TTE TOTALENERGIES SE31.0K shares-0.29%2025-09-302025-10-07history
KMB KIMBERLY-CLARK CORP14.5K shares-6.01%2025-09-302025-10-07history
CL COLGATE-PALMOLIVE CO22.5K shares-12.09%2025-09-302025-10-07history
Sponsored
UNP UNION PACIFIC CORP7.5K shares-5.92%2025-09-302025-10-07history
FCOM FIDELITY MSCI TELECOMMUNICATIO24.9K shares-1.73%2025-09-302025-10-07history
CGDV CAPITAL GROUP DIVIDEND VALUE E39.0K shares6.45%2025-09-302025-10-07history
VZ VERIZON COMMUNICATIONS INC34.9K shares3.51%2025-09-302025-10-07history
AMGN AMGEN INC5.2K shares0.33%2025-09-302025-10-07history
FSTA FIDELITY MSCI CONSUMER STAPLES29.3K shares4.65%2025-09-302025-10-07history
CGGR CAPITAL GROUP GROWTH ETF33.0K shares5.80%2025-09-302025-10-07history
FENY FIDELITY MCSI ENERGY INDEX57.5K shares5.53%2025-09-302025-10-07history
Sponsored
NVDA NVIDIA CORPORATION7.5K shares-3.52%2025-09-302025-10-07history
CGUS CAPITAL GROUP CORE EQUITY ETF34.3K shares5.93%2025-09-302025-10-07history
GIS GENERAL MILLS INC26.7K shares-22.47%2025-09-302025-10-07history
AVGO BROADCOM INC3.9K shares12.34%2025-09-302025-10-07history
FENI FIDELITY ENHANCED INTERNATIONA35.6K shares14.33%2025-09-302025-10-07history
RDVY FIRST TRUST EXCHANGE-TRADED FD18.3K shares11.09%2025-09-302025-10-07history
CI CIGNA CORP3.8K shares-12.53%2025-09-302025-10-07history
MDY SPDR S&P MID CAP 400 ETF1.7K shares0.00%2025-09-302025-10-07history
Sponsored
MDT MEDTRONIC PLC10.8K shares10.85%2025-09-302025-10-07history
NBBK NB BANCORP56.3K shares-0.91%2025-09-302025-10-07history
FTCS FIRST TRUST EXCHANGE-TRADED FD10.5K shares9.20%2025-09-302025-10-07history
XLI INDUSTRIAL SELECT SECTOR SPDR6.4K shares0.00%2025-09-302025-10-07history
GE GE AEROSPACE3.2K shares0.00%2025-09-302025-10-07history
XLF FINANCIAL SELECT SECTOR SPDR15.8K shares-0.63%2025-09-302025-10-07history
ORCL ORACLE CORP3.0K shares36.24%2025-09-302025-10-07history
FUTY FIDELITY MSCI UTILITIES INDEX14.6K shares6.96%2025-09-302025-10-07history
Sponsored
WM WASTE MANAGEMENT INC3.1K shares0.19%2025-09-302025-10-07history
XLY CONSUMER DISCRETIONARY SELECT2.8K shares0.00%2025-09-302025-10-07history
CTAS CINTAS CORP3.3K shares-6.52%2025-09-302025-10-07history
EBC EASTERN BANKSHARES35.0K shares0.00%2025-09-302025-10-07history
IVE ISHARES S&P 500 VALUE INDEX3.1K shares-8.62%2025-09-302025-10-07history
IWM ISHARES RUSSELL 2000 INDEX2.6K shares0.00%2025-09-302025-10-07history
FESM FIDELITY ENHANCED SMALL CAP ET16.2K shares4.77%2025-09-302025-10-07history
FMAT FIDELITY MCSI MATERIALS INDEX10.9K shares5.66%2025-09-302025-10-07history
Sponsored
WFC WELLS FARGO & CO6.7K shares-0.24%2025-09-302025-10-07history
XLV HEALTH CARE SELECT SECTOR SPDR3.7K shares0.00%2025-09-302025-10-07history
SPSM SPDR PORTFOLIO S&P 600 SMALL C11.1K shares0.00%2025-09-302025-10-07history
BMY BRISTOL-MYERS SQUIBB CO11.4K shares-18.84%2025-09-302025-10-07history
GIB CGI GROUP CL A5.4K shares-4.66%2025-09-302025-10-07history
VTI VANGUARD TOTAL STOCK MARKET IN1.4K shares0.07%2025-09-302025-10-07history
DFAS DIMENSIONAL US SMALL CAP ETF6.2K shares10.12%2025-09-302025-10-07history
RF REGIONS FINANCIAL CORP15.5K shares-6.05%2025-09-302025-10-07history
Sponsored
TSLA TESLA MOTORS INC870 shares-36.87%2025-09-302025-10-07history
KEY KEYCORP20.0K shares0.00%2025-09-302025-10-07history
SPY SPDR S&P 500 ETF553 shares-25.87%2025-09-302025-10-07history
CAT CATERPILLAR INC708 shares0.00%2025-09-302025-10-07history
COST COSTCO WHSL CORP363 shares0.00%2025-09-302025-10-07history
FREL FIDELITY MSCI REAL ESTATE INDE12.1K shares0.84%2025-09-302025-10-07history
CSX CSX CORP9.3K shares0.00%2025-09-302025-10-07history
DOW DOW INC14.1K shares-64.52%2025-09-302025-10-07history
Sponsored
XLP CONSUMER STAPLES SELECT SECTOR4.0K shares0.00%2025-09-302025-10-07history
LNT ALLIANT ENERGY CORP4.5K shares-8.38%2025-09-302025-10-07history
INTC INTEL CORP9.0K shares-53.67%2025-09-302025-10-07history
GEV GE VERNOVA INC480 shares-13.36%2025-09-302025-10-07history
HBAN HUNTINGTON BANCSHARES INC16.3K shares0.00%2025-09-302025-10-07history
VOOV VANGUARD S&P 500 VALUE INDEX F1.3K shares0.00%2025-09-302025-10-07history
APH AMPHENOL CORP2.0K shares-6.98%2025-09-302025-10-07history
PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-10-07history
Sponsored
AVBC AVIDIA BANCORP15.2K sharesnew addition2025-09-302025-10-07history
CB CHUBB LIMITED792 shares14.45%2025-09-302025-10-07history
DFUS DIMENSIONAL US EQUITY ETF2.9K sharesnew addition2025-09-302025-10-07history
ADP AUTOMATIC DATA PROCESSING INC700 shares0.00%2025-09-302025-10-07history
WSBK WINCHESTER BANCORP INC13.2K shares-27.50%2025-09-302025-10-07history
FIRST HORIZON NTNL CORP FRAC 1 FIRST HORIZON NTNL CORP FRAC 1434.3K shares0.00%2025-09-302025-10-07history
MARIJUANA COMPANY OF AMERICA MARIJUANA COMPANY OF AMERICA200.0K shares0.00%2025-09-302025-10-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available