LYNCH & ASSOCIATES/IN - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, LYNCH & ASSOCIATES/IN held in its portfolio 123 assets valued at $528,904,404 (i.e. $528.90M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($49.01M), ISHARES CORE S&P 500 INDEX ($22.82M), and ISHARES CORE S&P MIDCAP 400 IN ($20.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LYNCH & ASSOCIATES/IN - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 101334 | 49007294 | COM |
| ISHARES CORE S&P 500 INDEX | 33320 | 22822405 | ETF |
| ISHARES CORE S&P MIDCAP 400 IN | 313152 | 20668062 | ETF |
| WAL-MART STORES INC | 181038 | 20169448 | COM |
| JOHNSON & JOHNSON | 87897 | 18190353 | COM |
| J P MORGAN CHASE & CO | 52632 | 16959080 | COM |
| ABBVIE INC | 69772 | 15942217 | COM |
| EXXON MOBIL CORP | 122482 | 14739528 | COM |
| INTL BUS MACHINES CORP | 46791 | 13859861 | COM |
| APPLE INC | 49510 | 13459653 | COM |
| PROCTER & GAMBLE CO | 87009 | 12469313 | COM |
| CISCO SYSTEMS INC | 150212 | 11570827 | COM |
| MCDONALDS CORP | 34047 | 10405823 | COM |
| MERCK & CO INC | 92958 | 9784776 | COM |
| EMERSON ELEC CO | 73714 | 9783299 | COM |
| ALPHABET INC (GOOGLE) | 30415 | 9519767 | COM |
| ELI LILLY & CO | 8738 | 9390554 | COM |
| SPDR PORTFOLIO S&P 500 VALUE E | 157406 | 8942229 | ETF |
| ISHARES CORE S&P TOTAL US STOC | 56855 | 8453776 | ETF |
| CHEVRON CORP | 52535 | 8006925 | COM |
| BANK OF AMERICA CORP | 143894 | 7914169 | COM |
| LOCKHEED MARTIN CORP | 15632 | 7560688 | COM |
| ISHARES S&P SMALLCAP 600 INDEX | 59380 | 7136228 | ETF |
| COCA-COLA CO | 97170 | 6793127 | COM |
| ABBOTT LABORATORIES | 53681 | 6725730 | COM |
| RTX CORPORATION | 36183 | 6635916 | COM |
| BERKSHIRE HATHAWAY INC CL B | 13081 | 6574938 | COM |
| STRYKER CORP | 17783 | 6250173 | COM |
| LOWES COMPANIES INC | 25709 | 6199879 | COM |
| CAPITAL ONE FINANCIAL CORP | 23504 | 5696308 | COM |
| TJX COMPANIES INC | 35647 | 5475735 | COM |
| FIDELITY MCSI INFORMATION TECH | 23677 | 5319512 | ETF |
| HONEYWELL INTL INC | 26645 | 5198122 | COM |
| NEXTERA ENERGY INC | 61796 | 4960983 | COM |
| FIRST SVGS FINL GROUP INC | 152500 | 4858650 | COM |
| SCHWAB STRATEGIC TR US DIVIDEN | 162740 | 4463971 | ETF |
| BOEING CO | 20353 | 4418946 | COM |
| AMAZON COM | 18975 | 4379694 | COM |
| SYSCO CORP | 57668 | 4249549 | COM |
| UNITED PARCEL SERVICE INC | 41803 | 4146426 | COM |
| ILLINOIS TOOL WORKS INC | 16606 | 4089935 | COM |
| 3M COMPANY | 25252 | 4042877 | COM |
| U S BANCORP | 73280 | 3910201 | COM |
| TEXAS INSTRUMENTS INC | 21722 | 3768550 | COM |
| DUKE ENERGY CORP | 30732 | 3602156 | COM |
| WALT DISNEY CO | 30260 | 3442701 | COM |
| VANGUARD TOTAL INTL STOCK INDE | 43149 | 3255161 | ETF |
| TECHNOLOGY SELECT SECTOR SPDR | 20228 | 2912225 | ETF |
| VISA INC COM | 8033 | 2817253 | COM |
| FIDELITY MSCI FINANCIALS INDEX | 36071 | 2804160 | ETF |
| FIDELITY MSCI HEALTHCARE INDEX | 35566 | 2641842 | ETF |
| META PLATFORMS INC | 3819 | 2520884 | COM |
| FIDELITY ENHANCED MID CAP ETF | 68991 | 2509900 | ETF |
| HOME DEPOT INC | 7266 | 2500231 | COM |
| PHILIP MORRIS INTERNATIONAL IN | 15182 | 2435209 | COM |
| FIRST TRUST EXCHANGE-TRADED FD | 30810 | 2406386 | ETF |
| FIDELITY MSCI INDUSTRIALS INDE | 26455 | 2182008 | ETF |
| CVS CAREMARK CORP | 27280 | 2164901 | COM |
| AMGEN INC | 6243 | 2043396 | COM |
| TOTALENERGIES | 31051 | 2031356 | COM |
| FIDELITY MSCI CONSUMER DISCRET | 19294 | 1971075 | ETF |
| SHERWIN-WILLIAMS CORP | 5689 | 1843407 | COM |
| CAPITAL GROUP DIVIDEND VALUE E | 42208 | 1841958 | ETF |
| FIDELITY MSCI TELECOMMUNICATIO | 24627 | 1804667 | ETF |
| PFIZER INC | 71143 | 1771460 | COM |
| UNION PACIFIC CORP | 7449 | 1723103 | COM |
| ALTRIA GROUP INC | 29375 | 1693781 | COM |
| CAPITAL GROUP GROWTH ETF | 37943 | 1687325 | ETF |
| COLGATE-PALMOLIVE CO | 20664 | 1632842 | COM |
| FIDELITY MSCI CONSUMER STAPLES | 30987 | 1524251 | ETF |
| FIDELITY ENHANCED INTERNATIONA | 41217 | 1507707 | ETF |
| NVIDIA CORPORATION | 7949 | 1482436 | COM |
| FIDELITY MCSI ENERGY INDEX | 59139 | 1464873 | ETF |
| MEDTRONIC PLC | 15197 | 1459824 | COM |
| CAPITAL GROUP CORE EQUITY ETF | 36075 | 1451298 | ETF |
| BROADCOM INC | 4069 | 1408281 | COM |
| KIMBERLY-CLARK CORP | 13600 | 1372137 | COM |
| VERIZON COMMUNICATIONS INC | 33678 | 1371690 | COM |
| NB BANCORP | 54334 | 1076900 | COM |
| SPDR S&P MID CAP 400 ETF | 1740 | 1049707 | ETF |
| GENERAL MILLS INC | 21763 | 1011980 | COM |
| INDUSTRIAL SELECT SECTOR SPDR | 6375 | 988890 | ETF |
| GE AEROSPACE | 3168 | 975839 | COM |
| FINANCIAL SELECT SECTOR SPDR | 15425 | 844827 | ETF |
| CIGNA CORP | 3041 | 836974 | COM |
| FIDELITY ENHANCED SMALL CAP ET | 21533 | 813525 | ETF |
| FIDELITY MSCI UTILITIES INDEX | 14282 | 788652 | ETF |
| BRISTOL-MYERS SQUIBB CO | 14041 | 757372 | COM |
| CONSUMER DISCRETIONARY SELECT | 5668 | 676816 | ETF |
| WASTE MANAGEMENT INC | 3042 | 668358 | COM |
| EASTERN BANKSHARES | 35000 | 645050 | COM |
| ISHARES RUSSELL 2000 INDEX | 2600 | 640016 | ETF |
| WELLS FARGO & CO | 6713 | 625652 | COM |
| ORACLE CORP | 3209 | 625466 | COM |
| FIDELITY MCSI MATERIALS INDEX | 11176 | 593557 | ETF |
| ISHARES S&P 500 VALUE INDEX | 2750 | 583193 | ETF |
| HEALTH CARE SELECT SECTOR SPDR | 3744 | 579571 | ETF |
| DIMENSIONAL US SMALL CAP ETF | 8073 | 562446 | ETF |
| SPDR PORTFOLIO S&P 600 SMALL C | 11114 | 520802 | ETF |
| CGI GROUP CL A | 5345 | 493307 | COM |
| VANGUARD TOTAL STOCK MARKET IN | 1439 | 482454 | ETF |
| REGIONS FINANCIAL CORP | 15281 | 414115 | COM |
| TESLA MOTORS INC | 915 | 411494 | COM |
| SPDR S&P 500 ETF | 553 | 377068 | ETF |
| KEYCORP | 17475 | 360684 | COM |
| CHUBB LIMITED | 1109 | 346141 | COM |
| CSX CORP | 9300 | 337125 | COM |
| GE VERNOVA INC | 499 | 326131 | COM |
| CATERPILLAR INC | 558 | 319661 | COM |
| FIDELITY MSCI REAL ESTATE INDE | 11883 | 319534 | ETF |
| COSTCO WHSL CORP | 364 | 313461 | COM |
| CONSUMER STAPLES SELECT SECTOR | 3982 | 309322 | ETF |
| ALLIANT ENERGY CORP | 4406 | 286428 | COM |
| HUNTINGTON BANCSHARES INC | 16250 | 281938 | COM |
| AMPHENOL CORP | 2000 | 270280 | COM |
| VANGUARD S&P 500 VALUE INDEX F | 1300 | 266305 | ETF |
| AVIDIA BANCORP | 15206 | 255613 | COM |
| PALANTIR TECHNOLOGIES INC | 1307 | 232319 | COM |
| SOLSTICE ADVANCED MATERIALS IN | 4577 | 222351 | COM |
| DIMENSIONAL US EQUITY ETF | 2907 | 215612 | ETF |
| BLAQCLOUDS INC | 30000 | 87 | COM |
| FIRST HORIZON NTNL CORP FRAC 1 | 434329 | 0 | COM |
| MARIJUANA COMPANY OF AMERICA | 200000 | 0 | COM |
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