§ 13F · FUND PROFILE
LYNCH & ASSOCIATES/IN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $518M (13F)Positions · 127Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 101K | $37M | 7.0% | ±0% |
| 2 | WMT | WAL-MART STORES INC | 178K | $22M | 4.1% | −2% |
| 3 | IVV | ISHARES CORE S&P 500 INDEX | 33K | $22M | 4.1% | ±0% |
| 4 | IJH | ISHARES CORE S&P MIDCAP 400 IN | 319K | $22M | 4.0% | +2% |
| 5 | JNJ | JOHNSON & JOHNSON | 87K | $21M | 4.0% | −1% |
| 6 | XOM | EXXON MOBIL CORP | 121K | $20M | 3.8% | −1% |
| 7 | JPM | J P MORGAN CHASE & CO | 52K | $15M | 2.9% | ±0% |
| 8 | ABBV | ABBVIE INC | 70K | $15M | 2.9% | ±0% |
| 9 | AAPL | APPLE INC | 50K | $13M | 2.4% | +1% |
| 10 | PG | PROCTER & GAMBLE CO | 86K | $12M | 2.3% | −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 $518 million in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed