Lynch & Associates/In Top Holdings and 13F Report (2026) About Lynch & Associates/InInvestment ActivityLynch & Associates/In has $572.51 million in total holdings as of June 30, 2026.Lynch & Associates/In owns shares of 129 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 5.31% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Lynch & Associates/In has purchased 126 new stocks and bought additional shares in 43 stocks.Lynch & Associates/In sold shares of 55 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $37,440,036iShares Core S&P 500 ETF $24,629,001iShares Core S&P Mid-Cap ETF $24,189,751Johnson & Johnson $22,019,217WAL-MART STORES INC $19,956,745 Largest New Holdings this Quarter 30233Q108 - EXXON MOBIL HOLDINGS CORP $16,338,981 Holding438516205 - HONEYWELL INTL INC $2,857,412 Holding43849R105 - HONEYWELL AEROSPACE $2,821,423 Holding31609A107 - FIDELITY ENHANCED LARGE CAP VA $1,326,658 Holding80004C200 - SANDISK CORP $295,585 Holding Largest Purchases this Quarter EXXON MOBIL HOLDINGS CORP 119,507 shares (about $16.34M)HONEYWELL INTL INC 12,762 shares (about $2.86M)HONEYWELL AEROSPACE 12,762 shares (about $2.82M)FIDELITY ENHANCED LARGE CAP VA 33,092 shares (about $1.33M)Capital Group Growth ETF 14,183 shares (about $669.44K) Largest Sales this Quarter iShares Core S&P 500 ETF 521 shares (about $390.18K)iShares Core S&P Mid-Cap ETF 4,861 shares (about $374.83K)Cisco Systems 2,799 shares (about $328.77K)First Trust Capital Strength ETF 3,492 shares (about $327.97K)Fidelity MSCI Information Technology Index ETF 1,076 shares (about $307.28K) 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$37,440,036$249,924 â–¼-0.7%100,3706.5%Computer and TechnologyIVViShares Core S&P 500 ETF$24,629,001$390,176 â–¼-1.6%32,8874.3%ETFIJHiShares Core S&P Mid-Cap ETF$24,189,751$374,832 â–¼-1.5%313,7044.2%ETFJNJJohnson & Johnson$22,019,217$13,968 â–¼-0.1%86,7003.8%MedicalWAL-MART STORES INC$19,956,745$150,069 â–¼-0.7%176,2033.5%COMABBVAbbVie$17,382,613$192,254 â–¼-1.1%69,0773.0%MedicalJPMJPMorgan Chase & Co.$17,153,071$15,385 â–¼-0.1%52,4033.0%FinanceCSCOCisco Systems$17,148,391$328,772 â–¼-1.9%145,9933.0%Computer and TechnologyEXXON MOBIL HOLDINGS CORP$16,338,981$16,338,981 â–²New Holding119,5072.9%COMAAPLApple$14,363,758$85,071 â–¼-0.6%49,6402.5%Computer and TechnologyIBMInternational Business Machines$12,836,438$148,479 â–¼-1.1%45,6472.2%Computer and TechnologyPGProcter & Gamble$12,606,722$59,536 â–¼-0.5%85,9712.2%Consumer StaplesMRKMerck & Co., Inc.$12,061,801$54,998 â–²0.5%93,8662.1%MedicalGOOGLAlphabet$11,124,961$199,056 â–²1.8%31,1301.9%Computer and TechnologyLLYEli Lilly and Company$10,480,6190.0%8,7381.8%MedicalEMREmerson Electric$10,374,485$49,816 â–¼-0.5%72,4731.8%IndustrialsSPYVSPDR Portfolio S&P 500 Value ETF$10,102,927$298,236 â–²3.0%166,1941.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$9,365,337$143,243 â–¼-1.5%57,0121.6%ETFMCDMcDonald's$9,224,633$44,872 â–¼-0.5%34,1261.6%Retail/WholesaleCVXChevron$8,815,686$1,658 â–²0.0%53,1831.5%EnergyIJRiShares Core S&P Small-Cap ETF$8,722,185$294,689 â–¼-3.3%58,8111.5%ETFBACBank of America$8,095,717$141,253 â–¼-1.7%142,0801.4%FinanceLMTLockheed Martin$7,785,524$122,779 â–¼-1.6%15,2821.4%AerospaceKOCocaCola$7,778,853$47,706 â–¼-0.6%95,7161.4%Consumer StaplesTXNTexas Instruments$7,199,881$47,691 â–¼-0.7%24,1551.3%Computer and TechnologyRTXRTX$6,778,815$59,195 â–¼-0.9%35,7291.2%AerospaceFTECFidelity MSCI Information Technology Index ETF$6,624,028$307,284 â–¼-4.4%23,1951.2%ETFBRK.BBerkshire Hathaway$6,464,814$46,034 â–¼-0.7%12,9201.1%FinanceLOWLowe's Companies$5,792,177$220 â–¼0.0%26,2701.0%Retail/WholesaleFRMEFirst Merchants$5,679,7000.0%130,0001.0%FinanceNEENextEra Energy$5,595,601$7,197 â–¼-0.1%63,7531.0%UtilitiesSYKStryker$5,443,253$121,528 â–¼-2.2%17,2891.0%MedicalSCHDSchwab US Dividend Equity ETF$5,434,703$102,930 â–²1.9%171,3880.9%ETFUPSUnited Parcel Service$5,388,422$184,899 â–²3.6%50,1250.9%TransportationTJXTJX Companies$5,341,738$17,422 â–¼-0.3%35,2590.9%Retail/WholesaleSYYSysco$4,775,420$60,763 â–¼-1.3%57,1360.8%Consumer StaplesUSBU.S. Bancorp$4,639,397$150,880 â–²3.4%76,8110.8%FinanceCOFCapital One Financial$4,638,635$39,521 â–¼-0.8%23,1220.8%FinanceABTAbbott Laboratories$4,479,861$146,546 â–¼-3.2%49,3700.8%MedicalBABoeing$4,393,811$43,726 â–¼-1.0%20,2980.8%AerospaceAMZNAmazon.com$4,378,663$18,828 â–¼-0.4%18,3720.8%Retail/WholesaleITWIllinois Tool Works$4,364,980$49,224 â–¼-1.1%16,1390.8%IndustrialsVXUSVanguard Total International Stock ETF$4,348,705$105,153 â–²2.5%50,8680.8%ETFFIDELITY ENHANCED MID CAP ETF$4,103,243$365,544 â–²9.8%101,1150.7%ETFMMM3M$4,018,396$26,715 â–¼-0.7%24,8190.7%Multi-Sector ConglomeratesDUKDuke Energy$3,963,030$68,607 â–²1.8%31,3080.7%UtilitiesXLKTechnology Select Sector SPDR Fund$3,831,929$21,910 â–¼-0.6%20,1130.7%ETFCGGRCapital Group Growth ETF$3,475,572$669,438 â–²23.9%73,6350.6%ETFFNCLFidelity MSCI Financials Index ETF$3,212,304$356,387 â–²12.5%41,9580.6%ETFCGDVCapital Group Dividend Value ETF$3,188,910$252,609 â–²8.6%64,7100.6%ETFFHLCFidelity MSCI Health Care Index ETF$2,951,800$171,495 â–²6.2%38,2110.5%ETFCVSCVS Health$2,891,272$75,621 â–²2.7%27,9490.5%MedicalCGUSCapital Group Core Equity ETF$2,857,619$507,384 â–²21.6%64,2450.5%ETFHONEYWELL INTL INC$2,857,412$2,857,412 â–²New Holding12,7620.5%COMHONEYWELL AEROSPACE$2,821,423$2,821,423 â–²New Holding12,7620.5%COMDISWalt Disney$2,771,440$184,031 â–¼-6.2%28,7940.5%Consumer DiscretionaryPMPhilip Morris International$2,764,594$6,332 â–¼-0.2%15,2820.5%Consumer StaplesVVisa$2,726,879$49,062 â–¼-1.8%7,9480.5%Business ServicesFIDUFidelity MSCI Industrials Index ETF$2,641,159$119,134 â–²4.7%26,5150.5%ETFFIDELITY ENHANCED INTERNATIONA$2,566,138$322,362 â–²14.4%63,9460.4%ETFHDHome Depot$2,463,117$239,470 â–¼-8.9%6,9840.4%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$2,386,487$282,494 â–²13.4%29,4410.4%ManufacturingAMGNAmgen$2,350,521$50,335 â–²2.2%6,4910.4%MedicalTOTALENERGIES$2,345,319$12,442 â–¼-0.5%30,1610.4%COMPFEPfizer$2,208,545$89,505 â–²4.2%91,7170.4%MedicalFDISFidelity MSCI Consumer Discretionary Index ETF$2,200,262$150,455 â–²7.3%21,3950.4%ETFMETAMeta Platforms$2,180,496$51,259 â–¼-2.3%3,8710.4%Computer and TechnologyMOAltria Group$2,117,080$24,104 â–²1.2%29,4240.4%Consumer StaplesCLColgate-Palmolive$1,918,556$32,271 â–¼-1.7%20,9270.3%Consumer StaplesUNPUnion Pacific$1,906,541$128,118 â–¼-6.3%7,0090.3%TransportationFCOMFidelity MSCI Communication Services Index ETF$1,898,124$190,028 â–²11.1%27,3190.3%ETFSHWSherwin-Williams$1,889,628$81,260 â–¼-4.1%5,4880.3%Basic MaterialsAVGOBroadcom$1,883,462$31,353 â–²1.7%4,9860.3%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$1,873,892$309,723 â–²19.8%35,6660.3%ETFFENYFidelity MSCI Energy Index ETF$1,817,644$68,313 â–²3.9%61,4900.3%ETFNVDANVIDIA$1,745,985$94,042 â–²5.7%8,7260.3%Computer and TechnologyFIDELITY ENHANCED SMALL CAP ET$1,717,885$157,041 â–²10.1%35,5740.3%ETFVZVerizon Communications$1,488,786$43,398 â–²3.0%35,1630.3%Computer and TechnologyFIDELITY ENHANCED LARGE CAP VA$1,326,658$1,326,658 â–²New Holding33,0920.2%ETFKIMBERLY-CLARK CORP$1,265,135$83,976 â–¼-6.2%11,5250.2%COMMDYSPDR S&P MidCap 400 ETF Trust$1,223,8120.0%1,7400.2%ETFGEGE Aerospace$1,183,9770.0%3,1680.2%AerospaceXLIIndustrial Select Sector SPDR Fund$1,180,8410.0%6,3750.2%ETFCICigna Group$1,113,196$106,688 â–²10.6%4,0380.2%MedicalMDTMedtronic$1,069,404$148,246 â–¼-12.2%13,6700.2%MedicalFTCSFirst Trust Capital Strength ETF$1,063,560$327,972 â–¼-23.6%11,3240.2%ETFNB BANCORP$1,063,557$63,390 â–¼-5.6%50,3340.2%COMBMYBristol Myers Squibb$1,033,991$101,584 â–²10.9%17,9450.2%MedicalDFASDimensional U.S. Small Cap ETF$941,393$67,930 â–²7.8%11,4330.2%ETFFUTYFidelity MSCI Utilities Index ETF$932,500$53,688 â–²6.1%15,9620.2%ETFXLFFinancial Select Sector SPDR Fund$822,9140.0%15,3500.1%ETFIWMiShares Russell 2000 ETF$784,1750.0%2,6100.1%FinanceWMWaste Management$751,106$33,432 â–²4.7%3,3700.1%Business ServicesEBCEastern Bankshares$711,680$66,720 â–¼-8.6%32,0000.1%FinanceFMATFidelity MSCI Materials Index ETF$703,875$41,952 â–²6.3%12,0300.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$664,7430.0%5,6680.1%FinanceINTCIntel$643,834$1,396 â–¼-0.2%4,6110.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$640,9440.0%11,1140.1%ETFIVEiShares S&P 500 Value ETF$618,739$5,677 â–¼-0.9%2,7250.1%ETFGE VERNOVA INC$615,627$29,372 â–²5.0%5240.1%COMShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
