Lynch & Associates/In Top Holdings and 13F Report (2025) About Lynch & Associates/InInvestment ActivityLynch & Associates/In has $496.36 million in total holdings as of June 30, 2025.Lynch & Associates/In owns shares of 125 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Lynch & Associates/In has purchased 118 new stocks and bought additional shares in 60 stocks.Lynch & Associates/In sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $51,692,323iShares Core S&P 500 ETF $21,362,776Walmart $19,149,545iShares Core S&P Mid-Cap ETF $18,884,808JPMorgan Chase & Co. $15,938,959 Largest New Holdings this Quarter 14040H105 - Capital One Financial $4,694,975 Holding11135F101 - Broadcom $947,019 Holding172908105 - Cintas $779,376 Holding94106L109 - Waste Management $704,766 Holding12532H104 - CGI Group $596,308 Holding Largest Purchases this Quarter Capital One Financial 22,067 shares (about $4.69M)Broadcom 3,436 shares (about $947.02K)Cintas 3,497 shares (about $779.38K)Eli Lilly and Company 971 shares (about $756.97K)Waste Management 3,080 shares (about $704.77K) Largest Sales this Quarter Walmart 6,682 shares (about $653.37K)DOW 17,763 shares (about $470.36K)JPMorgan Chase & Co. 1,153 shares (about $334.27K)Microsoft 605 shares (about $300.93K)Pfizer 6,982 shares (about $169.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLynch & Associates/In Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$51,692,323$300,933 ▼-0.6%103,92310.4%Computer and TechnologyIVViShares Core S&P 500 ETF$21,362,776$306,105 ▲1.5%34,4064.3%ETFWMTWalmart$19,149,545$653,367 ▼-3.3%195,8433.9%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$18,884,808$349,979 ▲1.9%304,4953.8%ETFJPMJPMorgan Chase & Co.$15,938,959$334,266 ▼-2.1%54,9793.2%FinancePGProcter & Gamble$14,040,579$53,691 ▼-0.4%88,1282.8%Consumer StaplesIBMInternational Business Machines$13,898,482$32,720 ▼-0.2%47,1492.8%Computer and TechnologyJNJJohnson & Johnson$13,765,544$108,605 ▲0.8%90,1182.8%MedicalABBVAbbVie$13,617,217$139,957 ▲1.0%73,3612.7%MedicalXOMExxon Mobil$13,186,242$246,863 ▲1.9%122,3212.7%EnergyCSCOCisco Systems$10,386,530$59,667 ▲0.6%149,7052.1%Computer and TechnologyEMREmerson Electric$10,164,211$55,599 ▼-0.5%76,2332.0%IndustrialsMCDMcDonald's$9,754,565$18,699 ▲0.2%33,3872.0%Retail/WholesaleAAPLApple$9,641,451$36,315 ▲0.4%46,9931.9%Computer and TechnologyABTAbbott Laboratories$8,001,917$430,202 ▲5.7%58,8331.6%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$7,877,563$149,797 ▲1.9%150,5081.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,705,001$55,096 ▲0.7%57,0571.6%ETFCVXChevron$7,443,866$108,252 ▼-1.4%51,9861.5%EnergyLMTLockheed Martin$7,295,776$2,779 ▼0.0%15,7531.5%AerospaceKOCocaCola$7,107,685$6,226 ▲0.1%100,4621.4%Consumer StaplesSYKStryker$7,071,669$34,025 ▼-0.5%17,8741.4%MedicalMRKMerck & Co., Inc.$7,058,935$85,255 ▼-1.2%89,1731.4%MedicalBACBank of America$6,851,178$63,645 ▲0.9%144,7841.4%FinanceLLYEli Lilly and Company$6,676,282$756,968 ▲12.8%8,5641.3%MedicalHONHoneywell International$6,443,496$34,932 ▲0.5%27,6691.3%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$6,422,147$92,293 ▲1.5%13,2211.3%FinanceIJRiShares Core S&P Small-Cap ETF$6,055,049$28,087 ▲0.5%55,4041.2%ETFGOOGLAlphabet$5,629,594$22,381 ▼-0.4%31,9451.1%Computer and TechnologyLOWLowe's Companies$5,600,259$3,550 ▼-0.1%25,2411.1%Retail/WholesaleTXNTexas Instruments$5,545,323$77,858 ▼-1.4%26,7091.1%Computer and TechnologyUPSUnited Parcel Service$5,431,525$79,138 ▼-1.4%53,8091.1%TransportationAMZNAmazon.com$4,939,777$241,987 ▲5.2%22,5161.0%Retail/WholesaleRTXRTX$4,938,214$21,465 ▲0.4%33,8191.0%AerospaceFTECFidelity MSCI Information Technology Index ETF$4,835,440$189,331 ▲4.1%24,5181.0%ETFCOFCapital One Financial$4,694,975$4,694,975 ▲New Holding22,0670.9%FinanceSYYSysco$4,537,476$19,692 ▼-0.4%59,9090.9%Consumer StaplesTJXTJX Companies$4,535,887$74,588 ▼-1.6%36,7310.9%Retail/WholesaleBABoeing$4,158,867$139,753 ▲3.5%19,8490.8%AerospaceNEENextEra Energy$4,137,154$13,884 ▼-0.3%59,5960.8%UtilitiesSCHDSchwab US Dividend Equity ETF$4,123,745$135,919 ▲3.4%155,6130.8%ETFMMM3M$4,016,220$52,370 ▲1.3%26,3810.8%Multi-Sector ConglomeratesDISWalt Disney$3,993,0210.0%32,1990.8%Consumer DiscretionaryITWIllinois Tool Works$3,986,140$2,720 ▼-0.1%16,1220.8%IndustrialsFSFGFirst Savings Financial Group$3,831,070$50 ▼0.0%152,9980.8%FinanceDUKDuke Energy$3,745,025$93,811 ▲2.6%31,7370.8%UtilitiesUSBU.S. Bancorp$3,160,498$40,680 ▲1.3%69,8450.6%FinancePMPhilip Morris International$2,932,980$63,745 ▼-2.1%16,1040.6%Consumer StaplesVVisa$2,860,638$78,111 ▲2.8%8,0570.6%Business ServicesVXUSVanguard Total International Stock ETF$2,747,709$106,260 ▲4.0%39,7700.6%ETFFNCLFidelity MSCI Financials Index ETF$2,578,105$89,071 ▲3.6%34,8200.5%ETFXLKTechnology Select Sector SPDR Fund$2,561,168$27,855 ▼-1.1%10,1140.5%ETFHDHome Depot$2,499,752$60,129 ▲2.5%6,8180.5%Retail/WholesaleMETAMeta Platforms$2,448,245$369,045 ▲17.7%3,3170.5%Computer and TechnologyCLColgate-Palmolive$2,324,373$3,181 ▼-0.1%25,5710.5%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$2,155,499$65,165 ▲3.1%33,7060.4%ETFPFEPfizer$1,986,807$169,244 ▼-7.8%81,9640.4%MedicalKMBKimberly-Clark$1,985,411$20,628 ▼-1.0%15,4000.4%Consumer StaplesFIDUFidelity MSCI Industrials Index ETF$1,968,332$97,300 ▲5.2%25,3880.4%ETFSHWSherwin-Williams$1,941,010$31,589 ▲1.7%5,6530.4%Basic MaterialsTTETotalEnergies$1,905,914$18,294 ▼-1.0%31,0460.4%EnergyUNPUnion Pacific$1,845,242$58,210 ▼-3.1%8,0200.4%TransportationMOAltria Group$1,818,605$51,067 ▲2.9%31,0180.4%Consumer StaplesFIDELITY ENHANCED MID CAP ETF$1,791,271$371,056 ▲26.1%52,0500.4%ETFGISGeneral Mills$1,784,751$63,415 ▲3.7%34,4480.4%Consumer StaplesFDISFidelity MSCI Consumer Discretionary Index ETF$1,717,906$7,620 ▲0.4%18,2620.3%ETFFCOMFidelity MSCI Communication Services Index ETF$1,639,175$59,042 ▲3.7%25,2920.3%ETFCVSCVS Health$1,578,090$206,660 ▲15.1%22,8780.3%MedicalVZVerizon Communications$1,460,693$35,265 ▲2.5%33,7580.3%Computer and TechnologyAMGNAmgen$1,450,217$14,519 ▲1.0%5,1940.3%MedicalCGDVCapital Group Dividend Value ETF$1,447,387$164,989 ▲12.9%36,6520.3%ETFCICigna Group$1,445,626$661 ▼0.0%4,3730.3%MedicalFSTAFidelity MSCI Consumer Staples Index ETF$1,431,075$6,956 ▲0.5%27,9780.3%ETFFENYFidelity MSCI Energy Index ETF$1,278,142$29,524 ▲2.4%54,5050.3%ETFCGGRCapital Group Growth ETF$1,268,808$215,933 ▲20.5%31,2130.3%ETFNVDANVIDIA$1,226,240$226,701 ▲22.7%7,7620.2%Computer and TechnologyCGUSCapital Group Core Equity ETF$1,195,055$107,577 ▲9.9%32,3600.2%ETFDOWDOW$1,048,678$470,360 ▼-31.0%39,6030.2%Basic MaterialsFIDELITY ENHANCED INTERNATIONA$1,035,481$219,482 ▲26.9%31,1330.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,032,638$76,919 ▲8.0%16,4590.2%ManufacturingNB BANCORP$1,015,359$60,278 ▼-5.6%56,8510.2%COMMDYSPDR S&P MidCap 400 ETF Trust$985,6750.0%1,7400.2%ETFAVGOBroadcom$947,019$947,019 ▲New Holding3,4360.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$940,4400.0%6,3750.2%ETFFTCSFirst Trust Capital Strength ETF$875,907$182,144 ▲26.3%9,6370.2%ETFMDTMedtronic$851,389$4,620 ▲0.5%9,7670.2%MedicalXLFFinancial Select Sector SPDR Fund$831,374$10,474 ▼-1.2%15,8750.2%ETFGEGE Aerospace$815,4120.0%3,1680.2%AerospaceCTASCintas$779,376$779,376 ▲New Holding3,4970.2%Business ServicesFUTYFidelity MSCI Utilities Index ETF$715,623$13,781 ▲2.0%13,6050.1%ETFWMWaste Management$704,766$704,766 ▲New Holding3,0800.1%Business ServicesIVEiShares S&P 500 Value ETF$653,0940.0%3,3420.1%ETFBMYBristol Myers Squibb$647,412$2,546 ▼-0.4%13,9860.1%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$615,913$4,999 ▲0.8%2,8340.1%FinanceGIBCGI Group$596,308$596,308 ▲New Holding5,6880.1%Computer and TechnologyIWMiShares Russell 2000 ETF$561,0540.0%2,6000.1%FinanceWFCWells Fargo & Company$539,127$10,816 ▲2.0%6,7290.1%FinanceEBCEastern Bankshares$534,4500.0%35,0000.1%FinanceFMATFidelity MSCI Materials Index ETF$512,564$21,893 ▲4.5%10,2780.1%ETFXLVHealth Care Select Sector SPDR Fund$504,6540.0%3,7440.1%ETFFIDELITY ENHANCED SMALL CAP ET$495,977$16,219 ▲3.4%15,5040.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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