Lynch & Associates/In Top Holdings and 13F Report (2026)

About Lynch & Associates/In

Investment Activity

Lynch & Associates/In has $532.58 million in total holdings as of March 31, 2026.
Lynch & Associates/In owns shares of 126 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 3.08% of the portfolio was purchased this quarter.
About 1.59% of the portfolio was sold this quarter.
This quarter, Lynch & Associates/In has purchased 124 new stocks and bought additional shares in 62 stocks.
Lynch & Associates/In sold shares of 37 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $37,401,902
WAL-MART STORES INC: $22,063,198
iShares Core S&P 500 ETF: $21,822,645
iShares Core S&P Mid-Cap ETF: $21,512,726
Johnson & Johnson: $21,206,410

Largest New Holdings this Quarter

320817109 - First Merchants: $5,034,900 Holding
81369Y506 - Energy Select Sector SPDR Fund: $213,981 Holding
92537N108 - Vertiv: $212,993 Holding
458140100 - Intel: $203,925 Holding

Largest Purchases this Quarter

First Merchants: 130,000 shares (about $5.03M)
Capital Group Growth ETF: 21,509 shares (about $864.45K)
FIDELITY ENHANCED MID CAP ETF: 23,116 shares (about $831.25K)
Capital Group Dividend Value ETF: 17,376 shares (about $739.18K)
United Parcel Service: 6,602 shares (about $649.50K)

Largest Sales this Quarter

WAL-MART STORES INC: 3,510 shares (about $436.22K)
ExxonMobil: 1,700 shares (about $288.42K)
Johnson & Johnson: 1,142 shares (about $279.15K)
Abbott Laboratories: 2,696 shares (about $276.80K)
General Mills: 4,670 shares (about $173.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$37,401,902	$108,830 â–¼	-0.3%	101,040	7.0%	Computer and Technology
WAL-MART STORES INC	$22,063,198	$436,223 â–¼	-1.9%	177,528	4.1%	COM
IVV iShares Core S&P 500 ETF	$21,822,645	$57,483 â–²	0.3%	33,408	4.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$21,512,726	$365,540 â–²	1.7%	318,565	4.0%	ETF
JNJ Johnson & Johnson	$21,206,410	$279,151 â–¼	-1.3%	86,755	4.0%	Medical
XOM ExxonMobil	$20,491,854	$288,422 â–¼	-1.4%	120,782	3.8%	Energy
JPM JPMorgan Chase & Co.	$15,428,689	$53,537 â–¼	-0.3%	52,450	2.9%	Finance
ABBV AbbVie	$15,189,731	$15,007 â–²	0.1%	69,841	2.9%	Medical
AAPL Apple	$12,672,623	$107,606 â–²	0.9%	49,934	2.4%	Computer and Technology
PG Procter & Gamble	$12,476,286	$91,286 â–¼	-0.7%	86,377	2.3%	Consumer Staples
CSCO Cisco Systems	$11,544,768	$110,178 â–¼	-0.9%	148,792	2.2%	Computer and Technology
MRK Merck & Co., Inc.	$11,239,676	$57,739 â–²	0.5%	93,438	2.1%	Medical
IBM International Business Machines	$11,192,276	$149,311 â–¼	-1.3%	46,175	2.1%	Computer and Technology
CVX Chevron	$11,001,583	$132,003 â–²	1.2%	53,173	2.1%	Energy
MCD McDonald's	$10,657,650	$76,144 â–²	0.7%	34,292	2.0%	Retail/Wholesale
EMR Emerson Electric	$9,540,985	$117,001 â–¼	-1.2%	72,821	1.8%	Industrials
LMT Lockheed Martin	$9,381,895	$65,878 â–¼	-0.7%	15,523	1.8%	Aerospace
SPYV SPDR Portfolio S&P 500 Value ETF	$9,125,669	$219,643 â–²	2.5%	161,288	1.7%	ETF
GOOGL Alphabet	$8,791,454	$45,434 â–²	0.5%	30,573	1.7%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$8,244,469	$146,561 â–²	1.8%	57,884	1.5%	ETF
LLY Eli Lilly and Company	$8,036,950		0.0%	8,738	1.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$7,557,737	$176,270 â–²	2.4%	60,798	1.4%	ETF
KO CocaCola	$7,323,851	$65,935 â–¼	-0.9%	96,303	1.4%	Consumer Staples
BAC Bank of America	$7,047,250	$32,419 â–²	0.5%	144,559	1.3%	Finance
RTX RTX	$6,952,260	$27,392 â–¼	-0.4%	36,041	1.3%	Aerospace
BRK.B Berkshire Hathaway	$6,235,135	$33,064 â–¼	-0.5%	13,012	1.2%	Finance
LOW Lowe's Companies	$6,207,210	$132,787 â–²	2.2%	26,271	1.2%	Retail/Wholesale
NEE NextEra Energy	$5,928,995	$189,382 â–²	3.3%	63,835	1.1%	Utilities
HON Honeywell International	$5,893,673	$128,836 â–¼	-2.1%	26,075	1.1%	Multi-Sector Conglomerates
SYK Stryker	$5,807,812	$35,488 â–¼	-0.6%	17,675	1.1%	Medical
TJX TJX Companies	$5,649,227	$43,598 â–¼	-0.8%	35,374	1.1%	Retail/Wholesale
ABT Abbott Laboratories	$5,234,661	$276,800 â–¼	-5.0%	50,985	1.0%	Medical
SCHD Schwab US Dividend Equity ETF	$5,158,591	$165,733 â–²	3.3%	168,142	1.0%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$5,049,582	$123,582 â–²	2.5%	24,271	0.9%	ETF
FRME First Merchants	$5,034,900	$5,034,900 â–²	New Holding	130,000	0.9%	Finance
UPS United Parcel Service	$4,762,070	$649,503 â–²	15.8%	48,405	0.9%	Transportation
TXN Texas Instruments	$4,720,514	$503,405 â–²	11.9%	24,315	0.9%	Computer and Technology
COF Capital One Financial	$4,253,994	$33,749 â–¼	-0.8%	23,319	0.8%	Finance
ITW Illinois Tool Works	$4,248,063	$74,180 â–¼	-1.7%	16,321	0.8%	Industrials
SYY Sysco	$4,127,362	$13,909 â–²	0.3%	57,863	0.8%	Consumer Staples
BA Boeing	$4,080,025	$29,257 â–²	0.7%	20,500	0.8%	Aerospace
DUK Duke Energy	$4,028,565	$4,452 â–²	0.1%	30,766	0.8%	Utilities
USB U.S. Bancorp	$3,865,000	$53,726 â–²	1.4%	74,313	0.7%	Finance
AMZN Amazon.com	$3,842,686	$109,131 â–¼	-2.8%	18,451	0.7%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$3,827,586	$500,367 â–²	15.0%	49,638	0.7%	ETF
MMM 3M	$3,628,383	$38,921 â–¼	-1.1%	24,984	0.7%	Multi-Sector Conglomerates
FIDELITY ENHANCED MID CAP ETF	$3,312,153	$831,248 â–²	33.5%	92,107	0.6%	ETF
DIS Walt Disney	$2,959,462	$42,986 â–²	1.5%	30,706	0.6%	Consumer Discretionary
TOTALENERGIES	$2,758,605	$66,415 â–¼	-2.4%	30,321	0.5%	COM
XLK Technology Select Sector SPDR Fund	$2,688,301		0.0%	20,228	0.5%	ETF
FNCL Fidelity MSCI Financials Index ETF	$2,618,671	$86,486 â–²	3.4%	37,303	0.5%	ETF
CGDV Capital Group Dividend Value ETF	$2,534,704	$739,175 â–²	41.2%	59,584	0.5%	ETF
PM Philip Morris International	$2,532,529	$22,321 â–²	0.9%	15,317	0.5%	Consumer Staples
FHLC Fidelity MSCI Health Care Index ETF	$2,532,327	$29,903 â–²	1.2%	35,991	0.5%	ETF
HD Home Depot	$2,520,284	$130,569 â–²	5.5%	7,663	0.5%	Retail/Wholesale
PFE Pfizer	$2,471,040	$473,345 â–²	23.7%	88,000	0.5%	Medical
V Visa	$2,445,424	$17,530 â–²	0.7%	8,091	0.5%	Business Services
CGGR Capital Group Growth ETF	$2,389,376	$864,447 â–²	56.7%	59,452	0.4%	ETF
META Meta Platforms	$2,266,779	$81,815 â–²	3.7%	3,962	0.4%	Computer and Technology
AMGN Amgen	$2,234,951	$38,352 â–²	1.7%	6,352	0.4%	Medical
FIDU Fidelity MSCI Industrials Index ETF	$2,190,600	$98,287 â–¼	-4.3%	25,319	0.4%	ETF
FIDELITY ENHANCED INTERNATIONA	$2,079,968	$546,692 â–²	35.7%	55,913	0.4%	ETF
CGUS Capital Group Core Equity ETF	$2,030,037	$644,035 â–²	46.5%	52,838	0.4%	ETF
FENY Fidelity MSCI Energy Index ETF	$2,013,270	$1,361 â–²	0.1%	59,179	0.4%	ETF
CVS CVS Health	$1,954,761	$4,453 â–¼	-0.2%	27,218	0.4%	Medical
MO Altria Group	$1,919,605	$18,873 â–¼	-1.0%	29,089	0.4%	Consumer Staples
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$1,858,858	$59,500 â–²	3.3%	19,932	0.3%	ETF
SHW Sherwin-Williams	$1,834,828	$11,219 â–²	0.6%	5,724	0.3%	Basic Materials
UNP Union Pacific	$1,814,877	$7,522 â–²	0.4%	7,480	0.3%	Transportation
CL Colgate-Palmolive	$1,813,580	$52,416 â–²	3.0%	21,279	0.3%	Consumer Staples
RDVY First Trust Rising Dividend Achievers ETF	$1,772,276	$456,862 â–²	34.7%	25,956	0.3%	Manufacturing
VZ Verizon Communications	$1,713,709	$23,092 â–²	1.4%	34,138	0.3%	Computer and Technology
FCOM Fidelity MSCI Communication Services Index ETF	$1,674,662	$2,929 â–¼	-0.2%	24,584	0.3%	ETF
FSTA Fidelity MSCI Consumer Staples Index ETF	$1,557,916	$63,633 â–¼	-3.9%	29,771	0.3%	ETF
AVGO Broadcom	$1,517,528	$258,131 â–²	20.5%	4,903	0.3%	Computer and Technology
NVDA NVIDIA	$1,439,846	$53,541 â–²	3.9%	8,256	0.3%	Computer and Technology
FTCS First Trust Capital Strength ETF	$1,374,337	$303,419 â–²	28.3%	14,816	0.3%	ETF
MDT Medtronic	$1,348,707	$31,887 â–²	2.4%	15,565	0.3%	Medical
FIDELITY ENHANCED SMALL CAP ET	$1,228,247	$409,986 â–²	50.1%	32,322	0.2%	ETF
KIMBERLY-CLARK CORP	$1,185,648	$126,379 â–¼	-9.6%	12,290	0.2%	COM
NB BANCORP	$1,123,747	$21,070 â–¼	-1.8%	53,334	0.2%	COM
MDY SPDR S&P MidCap 400 ETF Trust	$1,073,162		0.0%	1,740	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$1,031,029		0.0%	6,375	0.2%	ETF
BMY Bristol Myers Squibb	$981,438	$129,852 â–²	15.2%	16,182	0.2%	Medical
CI Cigna Group	$973,904	$162,717 â–²	20.1%	3,651	0.2%	Medical
GE GE Aerospace	$898,983		0.0%	3,168	0.2%	Aerospace
FUTY Fidelity MSCI Utilities Index ETF	$888,590	$44,952 â–²	5.3%	15,043	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$757,830	$3,703 â–¼	-0.5%	15,350	0.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$754,547	$180,315 â–²	31.4%	10,608	0.1%	ETF
WM Waste Management	$739,924	$40,903 â–²	5.9%	3,220	0.1%	Business Services
EBC Eastern Bankshares	$684,600		0.0%	35,000	0.1%	Finance
FMAT Fidelity MSCI Materials Index ETF	$652,081	$7,897 â–²	1.2%	11,313	0.1%	ETF
IWM iShares Russell 2000 ETF	$647,280	$2,480 â–²	0.4%	2,610	0.1%	Finance
GIS General Mills	$636,201	$173,817 â–¼	-21.5%	17,093	0.1%	Consumer Staples
XLY Consumer Discretionary Select Sector SPDR Fund	$617,699		0.0%	5,668	0.1%	Finance
IVE iShares S&P 500 Value ETF	$580,663		0.0%	2,750	0.1%	ETF
WFC Wells Fargo & Company	$570,246	$35,824 â–²	6.7%	7,163	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$548,908		0.0%	3,744	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$537,028		0.0%	11,114	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$467,927	$6,414 â–²	1.4%	1,459	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Lynch & Associates/In Top Holdings and 13F Report (2026)

About Lynch & Associates/In

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lynch & Associates/In Top Holdings and 13F Report (2026)

About Lynch & Associates/In

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynch & Associates/In

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools