LYNCH & ASSOCIATES/IN

CIK 0001108965 · NEWBURGH, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

LYNCH & ASSOCIATES/IN reported 129 positions worth $572.5M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: MSFT (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$572.5M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.8%
Est. Net Flow (Q)
2026 Q2
10 / 129 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$37.4M6.54%100,370
2IVVISHARES CORE S&P 500 INDEXSH$24.6M4.30%32,887
3IJHISHARES CORE S&P MIDCAP 400 INSH$24.2M4.23%313,704
4JNJJOHNSON & JOHNSONSH$22.0M3.85%86,700
5WMTWAL-MART STORES INCSH$20.0M3.49%176,203
6ABBVABBVIE INCSH$17.4M3.04%69,077
7JPMJ P MORGAN CHASE & COSH$17.2M3.00%52,403
8CSCOCISCO SYSTEMS INCSH$17.1M3.00%145,993
9XOMEXXON MOBIL HOLDINGS CORPSH$16.3M2.85%119,507
10AAPLAPPLE INCSH$14.4M2.51%49,640

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LYNCH & ASSOCIATES/IN hold as of Q2 2026?

LYNCH & ASSOCIATES/IN reported 129 positions worth $572.5M in its Q2 2026 13F filing. Largest positions: MSFT (6.5%), IVV (4.3%), IJH (4.2%), JNJ (3.8%) and WMT (3.5%).

What did LYNCH & ASSOCIATES/IN buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LYNCH & ASSOCIATES/IN sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.