§ 13F · FUND PROFILE
LYNCH & ASSOCIATES/IN.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $496.4T (13F)Positions · 125Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 101K | $49.0T | 9.3% | −1% |
| 2 | IVV | ISHARES CORE S&P 500 INDEX | 33K | $22.8T | 4.3% | −1% |
| 3 | IJH | ISHARES CORE S&P MIDCAP 400 IN | 313K | $20.7T | 3.9% | +2% |
| 4 | WMT | WAL-MART STORES INC | 181K | $20.2T | 3.8% | −4% |
| 5 | JNJ | JOHNSON & JOHNSON | 88K | $18.2T | 3.4% | −1% |
| 6 | JPM | J P MORGAN CHASE & CO | 53K | $17.0T | 3.2% | −2% |
| 7 | ABBV | ABBVIE INC | 70K | $15.9T | 3.0% | −1% |
| 8 | XOM | EXXON MOBIL CORP | 122K | $14.7T | 2.8% | +2% |
| 9 | IBM | INTL BUS MACHINES CORP | 47K | $13.9T | 2.6% | ±0% |
| 10 | AAPL | APPLE INC | 50K | $13.5T | 2.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNCH SIGNAL
AC read
LYNCH & ASSOCIATES/IN is a Other fund managing $496355.5 trillion in assets. The fund runs a portfolio of 125 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed