LYNCH & ASSOCIATES/IN
Sector Allocation
- Other38.0%$265.6M
- Technology17.1%$119.8M
- Healthcare12.8%$89.6M
- Financials7.5%$52.5M
- Industrials6.7%$46.9M
- Consumer Staples6.6%$46.1M
- Energy4.7%$32.9M
- Consumer Discretionary4.1%$28.8M
- Utilities1.3%$9.2M
- Communication Services0.7%$4.5M
AUM History
13fpro.ai/research/fund/lynch-and-associates-in-1108965
Conviction and streaks
Diversifying · top 10 = 34.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$51.2M- ISHARES$25.0M
- CAPITAL$23.0M
- ISHARES$22.9M
JNJ
$22.7M- FIDELITY$21.2M
- CAPITAL$19.9M
XOM.R34088
$19.3M- CAPITAL$18.5M
WMT
$17.9MABBV
$17.9MJPM
$17.2MAAPL
$16.5MCSCO
$15.5M- FIRST$14.1M
MRK
$13.6M- FIDELITY$13.0M
- FIDELITY$12.4M
PG
$12.4MEMR
$11.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lynch-and-associates-in-1108965
LYNCH & ASSOCIATES/IN 13F holdings — Q3 2026
$698.9M portfolio (+22.1% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$51.2M
7.3% of stocks
-0.6%This quarter-2.0%Since filed9+ qtrsHeld- 2
ISHARES CORE S&P 500 INDEX - ETF
$25.0M
3.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
CAPITAL GROUP GROWTH ETF - ETF
$23.0M
3.3% of stocks
+559%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES CORE S&P MIDCAP 400 IN - ETF
$22.9M
3.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $22.7M
3.2% of stocks
-1%This quarter+7.1%Since filed9+ qtrsHeld- 6
FIDELITY ENHANCED MID CAP ETF - ETF
$21.2M
3.0% of stocks
+419%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GROUP CORE EQUITY ETF - ETF
$19.9M
2.9% of stocks
+598%This quarter—Since filed—HeldAIQuality—Est. buy— $19.3M
2.8% of stocks
-0.7%This quarter—Since filed9+ qtrsHeld- 9
CAPITAL GROUP DIVIDEND VALUE E - ETF
$18.5M
2.6% of stocks
+486%This quarter—Since filed—HeldAIQuality—Est. buy— $17.9M
2.6% of stocks
-2%This quarter+7.1%Since filed9+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $51.2M | 7.3% | -0.6% | -2.0% | 9+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES CORE S&P 500 INDEX - ETF | $25.0M | 3.6% | -0.5% | — | — | — | — | |
| 3 | CAPITAL GROUP GROWTH ETF - ETF | $23.0M | 3.3% | +559% | — | — | — | — | |
| 4 | ISHARES CORE S&P MIDCAP 400 IN - ETF | $22.9M | 3.3% | +1% | — | — | — | — | |
| 5 | $22.7M | 3.2% | -1% | +7.1% | 9+ qtrs | 69.2#265 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIDELITY ENHANCED MID CAP ETF - ETF | $21.2M | 3.0% | +419% | — | — | — | — | |
| 7 | CAPITAL GROUP CORE EQUITY ETF - ETF | $19.9M | 2.9% | +598% | — | — | — | — | |
| 8 | $19.3M | 2.8% | -0.7% | — | 9+ qtrs | 57.8#1,063 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | CAPITAL GROUP DIVIDEND VALUE E - ETF | $18.5M | 2.6% | +486% | — | — | — | — | |
| 10 | $17.9M | 2.6% | -2% | +7.1% | 9+ qtrs | 60.1#881 | Estimated buy price is Pro: unlock with a free trial |
All holdings — LYNCH & ASSOCIATES/IN (Q3 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $17.9M | 2.6% | 68K | -0.9% | 9+ qtrs | 72.6 | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $17.2M | 2.5% | 52K | -0.7% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Apple Inc. | Technology | $16.5M | 2.4% | 50K | -0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CISCO SYSTEMS, INC. | Technology | $15.5M | 2.2% | 144K | -1% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIRST TRUST EXCHANGE-TRADED FD - ETFetf/fund | — | $14.1M | 2.0% | 180K | +510% | — | — | 13F |
| 16 | Merck & Co., Inc. | Healthcare | $13.6M | 1.9% | 93K | -0.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | FIDELITY ENHANCED INTERNATIONA - ETFetf/fund | — | $13.0M | 1.9% | 326K | +410% | — | — | 13F |
| 18 | — | FIDELITY ENHANCED LARGE CAP VA - ETFetf/fund | — | $12.4M | 1.8% | 301K | +809% | — | — | 13F |
| 19 | PROCTER & GAMBLE Co | Consumer Staples | $12.4M | 1.8% | 86K | -0.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EMERSON ELECTRIC CO | Industrials | $11.1M | 1.6% | 72K | -1.0% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CHEVRON CORP | Energy | $10.8M | 1.5% | 53K | -0.9% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $10.7M | 1.5% | 31K | -0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SPDR PORTFOLIO S&P 500 VALUE E - ETFetf/fund | — | $10.4M | 1.5% | 171K | +3% | — | — | 13F |
| 24 | ELI LILLY & Co | Healthcare | $10.1M | 1.4% | 8,738 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $10.0M | 1.4% | 46K | -0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIDELITY ENHANCED SMALL CAP ET - ETF | — | $9.8M | 1.4% | 219K | +515% | |||
| 27 | — | ISHARES CORE S&P TOTAL US STOC - ETF | — | $9.5M | 1.4% | 57K | -0.1% | |||
| 28 | $KO | COCA COLA CO | Consumer Staples | $8.2M | 1.2% | 95K | -0.4% | |||
| 29 | — | ISHARES S&P SMALLCAP 600 INDEX - ETF | — | $8.0M | 1.1% | 59K | +0.0% | |||
| 30 | $MCD | MCDONALDS CORP | Consumer Discretionary | $7.8M | 1.1% | 34K | -2% | |||
| 31 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.7M | 1.1% | 15K | -0.5% | |||
| 32 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.7M | 1.1% | 141K | -0.8% | |||
| 33 | $TXN | TEXAS INSTRUMENTS INC | Technology | $6.8M | 1.0% | 24K | +0.0% | |||
| 34 | — | FIDELITY MCSI INFORMATION TECH - ETF | — | $6.8M | 1.0% | 23K | -3% | |||
| 35 | $RTX | RTX Corp | Industrials | $6.6M | 0.9% | 36K | +0.0% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.5M | 0.9% | 13K | +1% | |||
| 37 | — | SCHWAB STRATEGIC TR US DIVIDEN - ETF | — | $6.0M | 0.9% | 185K | +8% | |||
| 38 | — | FIRST TRUST EXCHANGE-TRADED FD - ETF | — | $5.2M | 0.7% | 55K | +390% | |||
| 39 | $FRME | FIRST MERCHANTS CORP | Financials | $5.2M | 0.7% | 130K | — | |||
| 40 | — | DIMENSIONAL US SMALL CAP ETF - ETF | — | $5.0M | 0.7% | 64K | +461% | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.8M | 0.7% | 49K | -0.8% | |||
| 42 | $NEE | NEXTERA ENERGY INC | Utilities | $4.8M | 0.7% | 63K | -1% | |||
| 43 | $SYK | STRYKER CORP | Healthcare | $4.7M | 0.7% | 17K | -0.9% | |||
| 44 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $4.7M | 0.7% | 25K | -3% | |||
| 45 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.7M | 0.7% | 50K | -0.3% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.7M | 0.7% | 19K | +2% | |||
| 47 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.6M | 0.7% | 35K | -0.5% | |||
| 48 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $4.6M | 0.7% | 24K | +4% | |||
| 49 | $SYY | SYSCO CORP | Consumer Discretionary | $4.5M | 0.7% | 58K | +1% | |||
| 50 | $USB | US BANCORP \DE\ | Financials | $4.4M | 0.6% | 77K | -0.3% | |||
| 51 | — | VANGUARD TOTAL INTL STOCK INDE - ETF | — | $4.3M | 0.6% | 50K | -0.9% | |||
| 52 | $MMM | 3M CO | Healthcare | $4.2M | 0.6% | 25K | +2% | |||
| 53 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $4.2M | 0.6% | 16K | +0.2% | |||
| 54 | — | TECHNOLOGY SELECT SECTOR SPDR - ETF | — | $3.9M | 0.6% | 20K | -0.1% | |||
| 55 | $BA | BOEING CO | Industrials | $3.8M | 0.5% | 20K | -0.4% | |||
| 56 | $DUK | Duke Energy CORP | Utilities | $3.5M | 0.5% | 31K | -2% | |||
| 57 | — | FIDELITY MSCI HEALTHCARE INDEX - ETF | — | $3.4M | 0.5% | 41K | +8% | |||
| 58 | — | FIDELITY MSCI FINANCIALS INDEX - ETF | — | $3.2M | 0.5% | 43K | +1% | |||
| 59 | $PM | Philip Morris International Inc. | Consumer Staples | $3.0M | 0.4% | 16K | +2% | |||
| 60 | $DIS | Walt Disney Co | Communication Services | $3.0M | 0.4% | 28K | -2% | |||
| 61 | $V | VISA INC. | Financials | $2.9M | 0.4% | 7,948 | — | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $2.8M | 0.4% | 3,836 | -0.9% | |||
| 63 | $AMGN | AMGEN INC | Healthcare | $2.7M | 0.4% | 6,502 | +0.2% | |||
| 64 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.7M | 0.4% | 13K | -0.4% | |||
| 65 | $PFE | PFIZER INC | Healthcare | $2.6M | 0.4% | 92K | +0.5% | |||
| 66 | $TTE | TotalEnergies SE | Energy | $2.5M | 0.4% | 29K | -3% | |||
| 67 | $CVS | CVS HEALTH Corp | Healthcare | $2.4M | 0.3% | 28K | +2% | |||
| 68 | — | FIDELITY MSCI INDUSTRIALS INDE - ETF | — | $2.4M | 0.3% | 27K | +0.9% | |||
| 69 | $NVDA | NVIDIA CORP | Technology | $2.1M | 0.3% | 9,332 | +7% | |||
| 70 | — | FIDELITY MSCI CONSUMER DISCRET - ETF | — | $2.1M | 0.3% | 22K | +4% | |||
| 71 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.1M | 0.3% | 7,349 | +5% | |||
| 72 | — | FIDELITY MCSI ENERGY INDEX - ETF | — | $2.1M | 0.3% | 61K | -0.6% | |||
| 73 | — | FIDELITY MSCI TELECOMMUNICATIO - ETF | — | $2.0M | 0.3% | 28K | +1% | |||
| 74 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.9M | 0.3% | 29K | -2% | |||
| 75 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 0.3% | 7,103 | +1% | |||
| 76 | — | FIDELITY MSCI CONSUMER STAPLES - ETF | — | $1.9M | 0.3% | 38K | +6% | |||
| 77 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.9M | 0.3% | 12K | -5% | |||
| 78 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.8M | 0.3% | 5,661 | +3% | |||
| 79 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.8M | 0.3% | 21K | +0.9% | |||
| 80 | $AVGO | Broadcom Inc. | Technology | $1.8M | 0.3% | 5,048 | +1% | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.2% | 34K | -2% | |||
| 82 | $MDT | Medtronic plc | Healthcare | $1.5M | 0.2% | 17K | +23% | |||
| 83 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.2% | 20K | +14% | |||
| 84 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.1M | 0.2% | 1,740 | — | |||
| 85 | $KMB | KIMBERLY CLARK CORP | Materials | $1.1M | 0.2% | 12K | +0.4% | |||
| 86 | $CI | Cigna Group | Healthcare | $1.1M | 0.2% | 4,035 | -0.1% | |||
| 87 | $NBBK | NB Bancorp, Inc. | Financials | $1.1M | 0.1% | 49K | -3% | |||
| 88 | — | INDUSTRIAL SELECT SECTOR SPDR - ETF | — | $1.1M | 0.1% | 6,375 | — | |||
| 89 | $GE | GENERAL ELECTRIC CO | Industrials | $989K | 0.1% | 3,168 | — | |||
| 90 | — | FIDELITY MSCI UTILITIES INDEX - ETF | — | $878K | 0.1% | 17K | +8% | |||
| 91 | — | FINANCIAL SELECT SECTOR SPDR - ETF | — | $820K | 0.1% | 15K | — | |||
| 92 | — | ISHARES RUSSELL 2000 INDEX - ETF | — | $725K | 0.1% | 2,610 | — | |||
| 93 | $WM | WASTE MANAGEMENT INC | Utilities | $696K | 0.1% | 3,415 | +1% | |||
| 94 | — | FIDELITY MCSI MATERIALS INDEX - ETF | — | $692K | 0.1% | 12K | +3% | |||
| 95 | $EBC | Eastern Bankshares, Inc. | Financials | $670K | 0.1% | 32K | — | |||
| 96 | — | HEALTH CARE SELECT SECTOR SPDR - ETF | — | $627K | 0.1% | 3,725 | -0.5% | |||
| 97 | — | ISHARES S&P 500 VALUE INDEX - ETF | — | $622K | 0.1% | 2,725 | — | |||
| 98 | — | CONSUMER DISCRETIONARY SELECT - ETF | — | $615K | 0.1% | 5,646 | -0.4% | |||
| 99 | $INTC | INTEL CORP | Technology | $596K | 0.1% | 4,961 | +8% | |||
| 100 | — | SPDR PORTFOLIO S&P 600 SMALL C - ETF | — | $587K | 0.1% | 11K | — | |||
| 101 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $573K | 0.1% | 7,158 | — | |||
| 102 | — | VANGUARD TOTAL STOCK MARKET IN - ETF | — | $546K | 0.1% | 1,459 | — | |||
| 103 | $GIS | GENERAL MILLS INC | Consumer Staples | $542K | 0.1% | 17K | +10% | |||
| 104 | $GEV | GE Vernova Inc. | Industrials | $499K | 0.1% | 525 | +0.2% | |||
| 105 | $CB | Chubb Ltd | Financials | $482K | 0.1% | 1,481 | +6% | |||
| 106 | $CAT | CATERPILLAR INC | Industrials | $452K | 0.1% | 558 | — | |||
| 107 | $TSLA | Tesla, Inc. | Consumer Discretionary | $435K | 0.1% | 1,225 | +6% | |||
| 108 | $SPY | SPDR S&P 500 ETF TRUST | — | $422K | 0.1% | 553 | — | |||
| 109 | $ORCL | ORACLE CORP | Technology | $421K | 0.1% | 3,064 | -7% | |||
| 110 | $RF | REGIONS FINANCIAL CORP | Financials | $404K | 0.1% | 15K | -2% | |||
| 111 | $CSX | CSX CORP | Industrials | $360K | 0.1% | 7,732 | -8% | |||
| 112 | $KEY | KEYCORP /NEW/ | Financials | $341K | 0.1% | 17K | — | |||
| 113 | $SNDK | Sandisk Corp | Technology | $338K | 0.1% | 194 | +49% | |||
| 114 | $APH | AMPHENOL CORP /DE/ | Technology | $337K | 0.1% | 4,000 | +100% | |||
| 115 | — | CONSUMER STAPLES SELECT SECTOR - ETF | — | $318K | 0.1% | 3,950 | -0.8% | |||
| 116 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $314K | 0.0% | 345 | -2% | |||
| 117 | $GIB | CGI INC | Technology | $308K | 0.0% | 4,526 | — | |||
| 118 | — | VANGUARD S&P 500 VALUE INDEX F - ETF | — | $282K | 0.0% | 1,280 | -2% | |||
| 119 | $MPC | Marathon Petroleum Corp | Energy | $277K | 0.0% | 700 | New | |||
| 120 | $LNT | ALLIANT ENERGY CORP | Utilities | $235K | 0.0% | 3,706 | -12% | |||
| 121 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $233K | 0.0% | 15K | -6% | |||
| 122 | $MU | MICRON TECHNOLOGY INC | Technology | $231K | 0.0% | 217 | New | |||
| 123 | $AVBC | Avidia Bancorp, Inc. | Financials | $214K | 0.0% | 9,930 | -35% | |||
| 124 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $205K | 0.0% | 795 | New | |||
| 125 | — | DIMENSIONAL US EQUITY ETF - ETF | — | $203K | 0.0% | 2,440 | -8% | |||
| 126 | — | BLAQCLOUDS INC - COM | — | $840 | 0.0% | 30K | — | |||
| 127 | — | MARIJUANA COMPANY OF AMERICA - COM | — | $0 | 0.0% | 200K | — | |||
| 128 | — | FIRST HORIZON NTNL CORP FRAC 1 - COM | — | $0 | 0.0% | 434K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 51 added to, 54 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (51)
- CAPITAL GROUP GROWTH ETF - ETF+559%
now $23.0M
- FIDELITY ENHANCED MID CAP ETF - ETF+419%
now $21.2M
- CAPITAL GROUP CORE EQUITY ETF - ETF+598%
now $19.9M
- CAPITAL GROUP DIVIDEND VALUE E - ETF+486%
now $18.5M
- FIRST TRUST EXCHANGE-TRADED FD - ETF+510%
now $14.1M
- FIDELITY ENHANCED LARGE CAP VA - ETF+809%
now $12.4M
+45 more in the Excel export
Trimmed (54)
now $17.9M · held 9+ qtrs
now $51.2M · held 9+ qtrs
now $22.7M · held 9+ qtrs
- FIDELITY MCSI INFORMATION TECH - ETF-3%
now $6.8M
now $15.5M · held 9+ qtrs, 2 trims in a row
now $17.9M · held 9+ qtrs
+48 more in the Excel export
Holdings by quarter
Every 13F LYNCH & ASSOCIATES/IN has filed, 38 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LYNCH & ASSOCIATES's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LYNCH & ASSOCIATES/IN disclosed 128 positions worth $698.9M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 7.3% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $MPC and a full exit from $VRT. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from LYNCH & ASSOCIATES/IN’s Form 13F-HR filing with the SEC under CIK 1108965.
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