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Lynch & Associates/In Top Holdings and 13F Report (2025)

About Lynch & Associates/In

Investment Activity

  • Lynch & 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
$51,692,323
Walmart
$19,149,545

Largest New Holdings this Quarter

14040H105 - Capital One Financial
$4,694,975 Holding
11135F101 - Broadcom
$947,019 Holding
172908105 - Cintas
$779,376 Holding
94106L109 - Waste Management
$704,766 Holding
12532H104 - 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 Time

Map of 500 Largest Holdings ofLynch & Associates/In

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$51,692,323$300,933 -0.6%103,92310.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,362,776$306,105 1.5%34,4064.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$19,149,545$653,367 -3.3%195,8433.9%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$18,884,808$349,979 1.9%304,4953.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,938,959$334,266 -2.1%54,9793.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$14,040,579$53,691 -0.4%88,1282.8%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$13,898,482$32,720 -0.2%47,1492.8%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$13,765,544$108,605 0.8%90,1182.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$13,617,217$139,957 1.0%73,3612.7%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$13,186,242$246,863 1.9%122,3212.7%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$10,386,530$59,667 0.6%149,7052.1%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$10,164,211$55,599 -0.5%76,2332.0%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$9,754,565$18,699 0.2%33,3872.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$9,641,451$36,315 0.4%46,9931.9%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,001,917$430,202 5.7%58,8331.6%Medical
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$7,877,563$149,797 1.9%150,5081.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,705,001$55,096 0.7%57,0571.6%ETF
Chevron Corporation stock logo
CVX
Chevron
$7,443,866$108,252 -1.4%51,9861.5%Energy
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$7,295,776$2,779 0.0%15,7531.5%Aerospace
CocaCola Company (The) stock logo
KO
CocaCola
$7,107,685$6,226 0.1%100,4621.4%Consumer Staples
Stryker Corporation stock logo
SYK
Stryker
$7,071,669$34,025 -0.5%17,8741.4%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,058,935$85,255 -1.2%89,1731.4%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$6,851,178$63,645 0.9%144,7841.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,676,282$756,968 12.8%8,5641.3%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$6,443,496$34,932 0.5%27,6691.3%Multi-Sector Conglomerates
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,422,147$92,293 1.5%13,2211.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,055,049$28,087 0.5%55,4041.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,629,594$22,381 -0.4%31,9451.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,600,259$3,550 -0.1%25,2411.1%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,545,323$77,858 -1.4%26,7091.1%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$5,431,525$79,138 -1.4%53,8091.1%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,939,777$241,987 5.2%22,5161.0%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$4,938,214$21,465 0.4%33,8191.0%Aerospace
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$4,835,440$189,331 4.1%24,5181.0%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$4,694,975$4,694,975 New Holding22,0670.9%Finance
Sysco Corporation stock logo
SYY
Sysco
$4,537,476$19,692 -0.4%59,9090.9%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,535,887$74,588 -1.6%36,7310.9%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$4,158,867$139,753 3.5%19,8490.8%Aerospace
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,137,154$13,884 -0.3%59,5960.8%Utilities
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,123,745$135,919 3.4%155,6130.8%ETF
3M Company stock logo
MMM
3M
$4,016,220$52,370 1.3%26,3810.8%Multi-Sector Conglomerates
The Walt Disney Company stock logo
DIS
Walt Disney
$3,993,0210.0%32,1990.8%Consumer Discretionary
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$3,986,140$2,720 -0.1%16,1220.8%Industrials
First Savings Financial Group, Inc. stock logo
FSFG
First Savings Financial Group
$3,831,070$50 0.0%152,9980.8%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$3,745,025$93,811 2.6%31,7370.8%Utilities
U.S. Bancorp stock logo
USB
U.S. Bancorp
$3,160,498$40,680 1.3%69,8450.6%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,932,980$63,745 -2.1%16,1040.6%Consumer Staples
Visa Inc. stock logo
V
Visa
$2,860,638$78,111 2.8%8,0570.6%Business Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,747,709$106,260 4.0%39,7700.6%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$2,578,105$89,071 3.6%34,8200.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,561,168$27,855 -1.1%10,1140.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,499,752$60,129 2.5%6,8180.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,448,245$369,045 17.7%3,3170.5%Computer and Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$2,324,373$3,181 -0.1%25,5710.5%Consumer Staples
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$2,155,499$65,165 3.1%33,7060.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$1,986,807$169,244 -7.8%81,9640.4%Medical
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$1,985,411$20,628 -1.0%15,4000.4%Consumer Staples
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$1,968,332$97,300 5.2%25,3880.4%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,941,010$31,589 1.7%5,6530.4%Basic Materials
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$1,905,914$18,294 -1.0%31,0460.4%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,845,242$58,210 -3.1%8,0200.4%Transportation
Altria Group, Inc. stock logo
MO
Altria Group
$1,818,605$51,067 2.9%31,0180.4%Consumer Staples
FIDELITY ENHANCED MID CAP ETF
$1,791,271$371,056 26.1%52,0500.4%ETF
General Mills, Inc. stock logo
GIS
General Mills
$1,784,751$63,415 3.7%34,4480.4%Consumer Staples
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$1,717,906$7,620 0.4%18,2620.3%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$1,639,175$59,042 3.7%25,2920.3%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$1,578,090$206,660 15.1%22,8780.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,460,693$35,265 2.5%33,7580.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,450,217$14,519 1.0%5,1940.3%Medical
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,447,387$164,989 12.9%36,6520.3%ETF
Cigna Group stock logo
CI
Cigna Group
$1,445,626$661 0.0%4,3730.3%Medical
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,431,075$6,956 0.5%27,9780.3%ETF
Fidelity MSCI Energy Index ETF stock logo
FENY
Fidelity MSCI Energy Index ETF
$1,278,142$29,524 2.4%54,5050.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,268,808$215,933 20.5%31,2130.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,226,240$226,701 22.7%7,7620.2%Computer and Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,195,055$107,577 9.9%32,3600.2%ETF
Dow Inc. stock logo
DOW
DOW
$1,048,678$470,360 -31.0%39,6030.2%Basic Materials
FIDELITY ENHANCED INTERNATIONA
$1,035,481$219,482 26.9%31,1330.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,032,638$76,919 8.0%16,4590.2%Manufacturing
NB BANCORP
$1,015,359$60,278 -5.6%56,8510.2%COM
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$985,6750.0%1,7400.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$947,019$947,019 New Holding3,4360.2%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$940,4400.0%6,3750.2%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$875,907$182,144 26.3%9,6370.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$851,389$4,620 0.5%9,7670.2%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$831,374$10,474 -1.2%15,8750.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$815,4120.0%3,1680.2%Aerospace
Cintas Corporation stock logo
CTAS
Cintas
$779,376$779,376 New Holding3,4970.2%Business Services
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$715,623$13,781 2.0%13,6050.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$704,766$704,766 New Holding3,0800.1%Business Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$653,0940.0%3,3420.1%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$647,412$2,546 -0.4%13,9860.1%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$615,913$4,999 0.8%2,8340.1%Finance
CGI Group, Inc. stock logo
GIB
CGI Group
$596,308$596,308 New Holding5,6880.1%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$561,0540.0%2,6000.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$539,127$10,816 2.0%6,7290.1%Finance
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
$534,4500.0%35,0000.1%Finance
Fidelity MSCI Materials Index ETF stock logo
FMAT
Fidelity MSCI Materials Index ETF
$512,564$21,893 4.5%10,2780.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$504,6540.0%3,7440.1%ETF
FIDELITY ENHANCED SMALL CAP ET
$495,977$16,219 3.4%15,5040.1%ETF

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