Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LYNCH & ASSOCIATES/IN (CIK 1108965) reported $532.6M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($37.4M, 7.02%), WMT ($22.1M, 4.14%), IVV ($21.8M, 4.10%), IJH ($21.5M, 4.04%), JNJ ($21.2M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $37.4M | 7.02% | 101,040 | Trimmed |
| 2 | WMT | WAL-MART STORES INC | $22.1M | 4.14% | 177,528 | Trimmed |
| 3 | IVV | ISHARES CORE S&P 500 INDEX | $21.8M | 4.10% | 33,408 | Added |
| 4 | IJH | ISHARES CORE S&P MIDCAP 400 IN | $21.5M | 4.04% | 318,565 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $21.2M | 3.98% | 86,755 | Trimmed |
| 6 | XOM | EXXON MOBIL CORP | $20.5M | 3.85% | 120,782 | Trimmed |
| 7 | JPM | J P MORGAN CHASE & CO | $15.4M | 2.90% | 52,450 | Trimmed |
| 8 | ABBV | ABBVIE INC | $15.2M | 2.85% | 69,841 | Added |
| 9 | AAPL | APPLE INC | $12.7M | 2.38% | 49,934 | Added |
| 10 | PG | PROCTER & GAMBLE CO | $12.5M | 2.34% | 86,377 | Trimmed |
| 11 | CSCO | CISCO SYSTEMS INC | $11.5M | 2.17% | 148,792 | Trimmed |
| 12 | MRK | MERCK & CO INC | $11.2M | 2.11% | 93,438 | Added |
| 13 | IBM | INTL BUS MACHINES CORP | $11.2M | 2.10% | 46,175 | Trimmed |
| 14 | CVX | CHEVRON CORP | $11.0M | 2.07% | 53,173 | Added |
| 15 | MCD | MCDONALDS CORP | $10.7M | 2.00% | 34,292 | Added |
| 16 | EMR | EMERSON ELEC CO | $9.5M | 1.79% | 72,821 | Trimmed |
| 17 | LMT | LOCKHEED MARTIN CORP | $9.4M | 1.76% | 15,523 | Trimmed |
| 18 | SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $9.1M | 1.71% | 161,288 | Added |
| 19 | GOOGL | ALPHABET INC (GOOGLE) | $8.8M | 1.65% | 30,573 | Added |
| 20 | ITOT | ISHARES CORE S&P TOTAL US STOC | $8.2M | 1.55% | 57,884 | Added |
| 21 | LLY | ELI LILLY & CO | $8.0M | 1.51% | 8,738 | Hold |
| 22 | IJR | ISHARES S&P SMALLCAP 600 INDEX | $7.6M | 1.42% | 60,798 | Added |
| 23 | KO | COCA-COLA CO | $7.3M | 1.38% | 96,303 | Trimmed |
| 24 | BAC | BANK OF AMERICA CORP | $7.0M | 1.32% | 144,559 | Added |
| 25 | RTX | RTX CORPORATION | $7.0M | 1.31% | 36,041 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31