Sponsored

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

Currently, LYNCH & ASSOCIATES/IN holds 126 types of securities in its portfolio with a total value $532.6M. In the most recent quarter, they have increased their positions in FRME (+130.0K shares, valued at $5.0M), CGGR (+21.5K shares, valued at $864.4K), FMDE (+23.1K shares, valued at $831.2K); decreased their positions in WMT (-3.5K shares, valued at $436.2K), XOM (-1.7K shares, valued at $288.4K), JNJ (-1.1K shares, valued at $279.2K); initiated new positions in FRME (+130.0K shares, valued at $5.0M), XLE (+3.5K shares, valued at $214.0K), VRT (+850 shares, valued at $213.0K).

1M P&L

+12.5M+2.46%

3M P&L

+4.3M+0.84%

HY P&L

+37.3M+7.72%

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/A126.2M

25.8%

2Drug Manufacturers - General50.1M

10.3%

3Software - Infrastructure38.0M

7.8%

Top Industries by Stock Count

1N/A41 stocks

36.6%

2Banks - Regional8 stocks

7.1%

3Drug Manufacturers - General6 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP101.0K shares-0.29%2026-03-312026-04-08

WMT WAL-MART STORES INC177.5K shares-1.94%2026-03-312026-04-08

IVV ISHARES CORE S&P 500 INDEX33.4K shares0.26%2026-03-312026-04-08

IJH ISHARES CORE S&P MIDCAP 400 IN318.6K shares1.73%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON86.8K shares-1.30%2026-03-312026-04-08

XOM EXXON MOBIL CORP120.8K shares-1.39%2026-03-312026-04-08

JPM J P MORGAN CHASE & CO52.5K shares-0.35%2026-03-312026-04-08

ABBV ABBVIE INC69.8K shares0.10%2026-03-312026-04-08

Sponsored

AAPL APPLE INC49.9K shares0.86%2026-03-312026-04-08

PG PROCTER & GAMBLE CO86.4K shares-0.73%2026-03-312026-04-08

CSCO CISCO SYSTEMS INC148.8K shares-0.95%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC93.4K shares0.52%2026-03-312026-04-08

IBM INTL BUS MACHINES CORP46.2K shares-1.32%2026-03-312026-04-08

CVX CHEVRON CORP53.2K shares1.21%2026-03-312026-04-08

MCD MCDONALDS CORP34.3K shares0.72%2026-03-312026-04-08

EMR EMERSON ELEC CO72.8K shares-1.21%2026-03-312026-04-08

Sponsored

LMT LOCKHEED MARTIN CORP15.5K shares-0.70%2026-03-312026-04-08

SPYV SPDR PORTFOLIO S&P 500 VALUE E161.3K shares2.47%2026-03-312026-04-08

ALPHABET INC (GOOGLE) ALPHABET INC (GOOGLE)30.6K shares0.52%2026-03-312026-04-08

ITOT ISHARES CORE S&P TOTAL US STOC57.9K shares1.81%2026-03-312026-04-08

LLY ELI LILLY & CO8.7K shares0.00%2026-03-312026-04-08

IJR ISHARES S&P SMALLCAP 600 INDEX60.8K shares2.39%2026-03-312026-04-08

KO COCA-COLA CO96.3K shares-0.89%2026-03-312026-04-08

BAC BANK OF AMERICA CORP144.6K shares0.46%2026-03-312026-04-08

Sponsored

RTX RTX CORPORATION36.0K shares-0.39%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC CL B BERKSHIRE HATHAWAY INC CL B13.0K shares-0.53%2026-03-312026-04-08

LOW LOWES COMPANIES INC26.3K shares2.19%2026-03-312026-04-08

NEXTERA ENERGY INC NEXTERA ENERGY INC63.8K shares3.30%2026-03-312026-04-08

HON HONEYWELL INTL INC26.1K shares-2.14%2026-03-312026-04-08

SYK STRYKER CORP17.7K shares-0.61%2026-03-312026-04-08

TJX TJX COMPANIES INC35.4K shares-0.77%2026-03-312026-04-08

ABT ABBOTT LABORATORIES51.0K shares-5.02%2026-03-312026-04-08

Sponsored

SCHD SCHWAB STRATEGIC TR US DIVIDEN168.1K shares3.32%2026-03-312026-04-08

FTEC FIDELITY MCSI INFORMATION TECH24.3K shares2.51%2026-03-312026-04-08

FRME FIRST MERCHANTS CORP130.0K sharesnew addition2026-03-312026-04-08

UPS UNITED PARCEL SERVICE INC48.4K shares15.79%2026-03-312026-04-08

TXN TEXAS INSTRUMENTS INC24.3K shares11.94%2026-03-312026-04-08

COF CAPITAL ONE FINANCIAL CORP23.3K shares-0.79%2026-03-312026-04-08

ITW ILLINOIS TOOL WORKS INC16.3K shares-1.72%2026-03-312026-04-08

SYY SYSCO CORP57.9K shares0.34%2026-03-312026-04-08

Sponsored

BA BOEING CO20.5K shares0.72%2026-03-312026-04-08

DUKE ENERGY CORP DUKE ENERGY CORP30.8K shares0.11%2026-03-312026-04-08

USB U S BANCORP74.3K shares1.41%2026-03-312026-04-08

AMZN AMAZON COM18.5K shares-2.76%2026-03-312026-04-08

VXUS VANGUARD TOTAL INTL STOCK INDE49.6K shares15.04%2026-03-312026-04-08

MMM 3M COMPANY25.0K shares-1.06%2026-03-312026-04-08

FMDE FIDELITY ENHANCED MID CAP ETF92.1K shares33.51%2026-03-312026-04-08

DIS WALT DISNEY CO30.7K shares1.47%2026-03-312026-04-08

Sponsored

TOTALENERGIES TOTALENERGIES30.3K shares-2.35%2026-03-312026-04-08

XLK TECHNOLOGY SELECT SECTOR SPDR20.2K shares0.00%2026-03-312026-04-08

FNCL FIDELITY MSCI FINANCIALS INDEX37.3K shares3.42%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE E59.6K shares41.17%2026-03-312026-04-08

PM PHILIP MORRIS INTERNATIONAL IN15.3K shares0.89%2026-03-312026-04-08

FHLC FIDELITY MSCI HEALTHCARE INDEX36.0K shares1.19%2026-03-312026-04-08

HD HOME DEPOT INC7.7K shares5.46%2026-03-312026-04-08

PFE PFIZER INC88.0K shares23.69%2026-03-312026-04-08

Sponsored

V VISA INC COM8.1K shares0.72%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF59.5K shares56.69%2026-03-312026-04-08

META META PLATFORMS INC4.0K shares3.74%2026-03-312026-04-08

AMGN AMGEN INC6.4K shares1.75%2026-03-312026-04-08

FIDU FIDELITY MSCI INDUSTRIALS INDE25.3K shares-4.29%2026-03-312026-04-08

FENI FIDELITY ENHANCED INTERNATIONA55.9K shares35.66%2026-03-312026-04-08

CGUS CAPITAL GROUP CORE EQUITY ETF52.8K shares46.47%2026-03-312026-04-08

FENY FIDELITY MCSI ENERGY INDEX59.2K shares0.07%2026-03-312026-04-08

Sponsored

CVS CVS CAREMARK CORP27.2K shares-0.23%2026-03-312026-04-08

MO ALTRIA GROUP INC29.1K shares-0.97%2026-03-312026-04-08

FDIS FIDELITY MSCI CONSUMER DISCRET19.9K shares3.31%2026-03-312026-04-08

SHW SHERWIN-WILLIAMS CORP5.7K shares0.62%2026-03-312026-04-08

UNP UNION PACIFIC CORP7.5K shares0.42%2026-03-312026-04-08

CL COLGATE-PALMOLIVE CO21.3K shares2.98%2026-03-312026-04-08

RDVY FIRST TRUST EXCHANGE-TRADED FD26.0K shares34.73%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC34.1K shares1.37%2026-03-312026-04-08

Sponsored

FCOM FIDELITY MSCI TELECOMMUNICATIO24.6K shares-0.17%2026-03-312026-04-08

FSTA FIDELITY MSCI CONSUMER STAPLES29.8K shares-3.92%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.9K shares20.50%2026-03-312026-04-08

NVDA NVIDIA CORPORATION8.3K shares3.86%2026-03-312026-04-08

FTCS FIRST TRUST EXCHANGE-TRADED FD14.8K shares28.33%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC15.6K shares2.42%2026-03-312026-04-08

FESM FIDELITY ENHANCED SMALL CAP ET32.3K shares50.10%2026-03-312026-04-08

KMB KIMBERLY-CLARK CORP12.3K shares-9.63%2026-03-312026-04-08

Sponsored

NBBK NB BANCORP53.3K shares-1.84%2026-03-312026-04-08

MDY SPDR S&P MID CAP 400 ETF1.7K shares0.00%2026-03-312026-04-08

XLI INDUSTRIAL SELECT SECTOR SPDR6.4K shares0.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO16.2K shares15.25%2026-03-312026-04-08

CIGNA CORP CIGNA CORP3.7K shares20.06%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE3.2K shares0.00%2026-03-312026-04-08

FUTY FIDELITY MSCI UTILITIES INDEX15.0K shares5.33%2026-03-312026-04-08

XLF FINANCIAL SELECT SECTOR SPDR15.3K shares-0.49%2026-03-312026-04-08

Sponsored

DFAS DIMENSIONAL US SMALL CAP ETF10.6K shares31.40%2026-03-312026-04-08

WM WASTE MANAGEMENT INC3.2K shares5.85%2026-03-312026-04-08

EBC EASTERN BANKSHARES35.0K shares0.00%2026-03-312026-04-08

FMAT FIDELITY MCSI MATERIALS INDEX11.3K shares1.23%2026-03-312026-04-08

IWM ISHARES RUSSELL 2000 INDEX2.6K shares0.38%2026-03-312026-04-08

GIS GENERAL MILLS INC17.1K shares-21.46%2026-03-312026-04-08

XLY CONSUMER DISCRETIONARY SELECT5.7K shares0.00%2026-03-312026-04-08

IVE ISHARES S&P 500 VALUE INDEX2.8K shares0.00%2026-03-312026-04-08

Sponsored

WFC WELLS FARGO & CO7.2K shares6.70%2026-03-312026-04-08

XLV HEALTH CARE SELECT SECTOR SPDR3.7K shares0.00%2026-03-312026-04-08

SPSM SPDR PORTFOLIO S&P 600 SMALL C11.1K shares0.00%2026-03-312026-04-08

VTI VANGUARD TOTAL STOCK MARKET IN1.5K shares1.39%2026-03-312026-04-08

GEV GE VERNOVA INC499 shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP2.9K shares-10.94%2026-03-312026-04-08

TSLA TESLA MOTORS INC1.1K shares18.25%2026-03-312026-04-08

RF REGIONS FINANCIAL CORP15.3K shares0.00%2026-03-312026-04-08

Sponsored

CAT CATERPILLAR INC558 shares0.00%2026-03-312026-04-08

CB CHUBB LIMITED1.2K shares8.75%2026-03-312026-04-08

CSX CSX CORP8.8K shares-5.42%2026-03-312026-04-08

SPY SPDR S&P 500 ETF553 shares0.00%2026-03-312026-04-08

FREL FIDELITY MSCI REAL ESTATE INDE12.7K shares6.61%2026-03-312026-04-08

KEY KEYCORP17.0K shares-2.86%2026-03-312026-04-08

COST COSTCO WHSL CORP341 shares-6.32%2026-03-312026-04-08

GIB CGI GROUP CL A4.5K shares-15.32%2026-03-312026-04-08

Sponsored

XLP CONSUMER STAPLES SELECT SECTOR4.0K shares0.00%2026-03-312026-04-08

LNT ALLIANT ENERGY CORP4.4K shares0.00%2026-03-312026-04-08

AVBC AVIDIA BANCORP15.2K shares0.00%2026-03-312026-04-08

VOOV VANGUARD S&P 500 VALUE INDEX F1.3K shares0.00%2026-03-312026-04-08

SOLSTICE ADVANCED MATERIALS IN SOLSTICE ADVANCED MATERIALS IN3.4K shares-24.89%2026-03-312026-04-08

HBAN HUNTINGTON BANCSHARES INC16.3K shares0.00%2026-03-312026-04-08

APH AMPHENOL CORP2.0K shares0.00%2026-03-312026-04-08

XLE ENERGY SELECT SECTOR SPDR3.5K sharesnew addition2026-03-312026-04-08

Sponsored

VRT VERTIV HOLDINGS CO850 sharesnew addition2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC1.4K shares9.79%2026-03-312026-04-08

INTC INTEL CORP4.6K sharesnew addition2026-03-312026-04-08

BLAQCLOUDS INC BLAQCLOUDS INC30.0K shares0.00%2026-03-312026-04-08

FIRST HORIZON NTNL CORP FRAC 1 FIRST HORIZON NTNL CORP FRAC 1434.3K shares0.00%2026-03-312026-04-08

MARIJUANA COMPANY OF AMERICA MARIJUANA COMPANY OF AMERICA200.0K shares0.00%2026-03-312026-04-08

MSFT

MICROSOFT CORP

-0.29%

Shares101.0K

Event2026-03-31

Filed2026-04-08

WMT

WAL-MART STORES INC

-1.94%

Shares177.5K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES CORE S&P 500 INDEX

0.26%

Shares33.4K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES CORE S&P MIDCAP 400 IN

1.73%

Shares318.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-1.30%

Shares86.8K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.39%

Shares120.8K

Event2026-03-31

Filed2026-04-08

JPM

J P MORGAN CHASE & CO

-0.35%

Shares52.5K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.10%

Shares69.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.86%

Shares49.9K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

-0.73%

Shares86.4K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYSTEMS INC

-0.95%

Shares148.8K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

0.52%

Shares93.4K

Event2026-03-31

Filed2026-04-08

IBM

INTL BUS MACHINES CORP

-1.32%

Shares46.2K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORP

1.21%

Shares53.2K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.72%

Shares34.3K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

-1.21%

Shares72.8K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

-0.70%

Shares15.5K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR PORTFOLIO S&P 500 VALUE E

2.47%

Shares161.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC (GOOGLE)

0.52%

Shares30.6K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES CORE S&P TOTAL US STOC

1.81%

Shares57.9K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES S&P SMALLCAP 600 INDEX

2.39%

Shares60.8K

Event2026-03-31

Filed2026-04-08

COCA-COLA CO

-0.89%

Shares96.3K

Event2026-03-31

Filed2026-04-08

BAC

BANK OF AMERICA CORP

0.46%

Shares144.6K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-0.39%

Shares36.0K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC CL B

-0.53%

Shares13.0K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COMPANIES INC

2.19%

Shares26.3K

Event2026-03-31

Filed2026-04-08

NEXTERA ENERGY INC

3.30%

Shares63.8K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

-2.14%

Shares26.1K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORP

-0.61%

Shares17.7K

Event2026-03-31

Filed2026-04-08

TJX

TJX COMPANIES INC

-0.77%

Shares35.4K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-5.02%

Shares51.0K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR US DIVIDEN

3.32%

Shares168.1K

Event2026-03-31

Filed2026-04-08

FTEC

FIDELITY MCSI INFORMATION TECH

2.51%

Shares24.3K

Event2026-03-31

Filed2026-04-08

FRME

FIRST MERCHANTS CORP

New

Shares130.0K

Event2026-03-31

Filed2026-04-08

UPS

UNITED PARCEL SERVICE INC

15.79%

Shares48.4K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRUMENTS INC

11.94%

Shares24.3K

Event2026-03-31

Filed2026-04-08

COF

CAPITAL ONE FINANCIAL CORP

-0.79%

Shares23.3K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WORKS INC

-1.72%

Shares16.3K

Event2026-03-31

Filed2026-04-08

SYY

SYSCO CORP

0.34%

Shares57.9K

Event2026-03-31

Filed2026-04-08

BOEING CO

0.72%

Shares20.5K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP

0.11%

Shares30.8K

Event2026-03-31

Filed2026-04-08

USB

U S BANCORP

1.41%

Shares74.3K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM

-2.76%

Shares18.5K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD TOTAL INTL STOCK INDE

15.04%

Shares49.6K

Event2026-03-31

Filed2026-04-08

MMM

3M COMPANY

-1.06%

Shares25.0K

Event2026-03-31

Filed2026-04-08

FMDE

FIDELITY ENHANCED MID CAP ETF

33.51%

Shares92.1K

Event2026-03-31

Filed2026-04-08

DIS

WALT DISNEY CO

1.47%

Shares30.7K

Event2026-03-31

Filed2026-04-08

TOTALENERGIES

-2.35%

Shares30.3K

Event2026-03-31

Filed2026-04-08

XLK

TECHNOLOGY SELECT SECTOR SPDR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-08

FNCL

FIDELITY MSCI FINANCIALS INDEX

3.42%

Shares37.3K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE E

41.17%

Shares59.6K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTERNATIONAL IN

0.89%

Shares15.3K

Event2026-03-31

Filed2026-04-08

FHLC

FIDELITY MSCI HEALTHCARE INDEX

1.19%

Shares36.0K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

5.46%

Shares7.7K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

23.69%

Shares88.0K

Event2026-03-31

Filed2026-04-08

VISA INC COM

0.72%

Shares8.1K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

56.69%

Shares59.5K

Event2026-03-31

Filed2026-04-08