§ 13F · FUND PROFILE
LYNCH & ASSOCIATES/IN.
AUM · $573M (13F)Positions · 129Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 100K | $37M | 6.5% | −1% |
| 2 | IVV | ISHARES CORE S&P 500 INDEX | 33K | $25M | 4.3% | −2% |
| 3 | IJH | ISHARES CORE S&P MIDCAP 400 IN | 314K | $24M | 4.2% | −2% |
| 4 | JNJ | JOHNSON & JOHNSON | 87K | $22M | 3.8% | ±0% |
| 5 | WMT | WAL-MART STORES INC | 176K | $20M | 3.5% | −1% |
| 6 | ABBV | ABBVIE INC | 69K | $17M | 3.0% | −1% |
| 7 | JPM | J P MORGAN CHASE & CO | 52K | $17M | 3.0% | ±0% |
| 8 | CSCO | CISCO SYSTEMS INC | 146K | $17M | 3.0% | −2% |
| 9 | XOM | EXXON MOBIL HOLDINGS CORP | 120K | $16M | 2.9% | NEW |
| 10 | AAPL | APPLE INC | 50K | $14M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNCH SIGNAL
AC read
LYNCH & ASSOCIATES/IN is a Other fund managing $573 million in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →