Lynch & Associates/In Top Holdings and 13F Report (2026) About Lynch & Associates/InInvestment ActivityLynch & 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 $37,401,902WAL-MART STORES INC $22,063,198iShares Core S&P 500 ETF $21,822,645iShares Core S&P Mid-Cap ETF $21,512,726Johnson & Johnson $21,206,410 Largest New Holdings this Quarter 320817109 - First Merchants $5,034,900 Holding81369Y506 - Energy Select Sector SPDR Fund $213,981 Holding92537N108 - Vertiv $212,993 Holding458140100 - 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 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$37,401,902$108,830 ▼-0.3%101,0407.0%Computer and TechnologyWAL-MART STORES INC$22,063,198$436,223 ▼-1.9%177,5284.1%COMIVViShares Core S&P 500 ETF$21,822,645$57,483 ▲0.3%33,4084.1%ETFIJHiShares Core S&P Mid-Cap ETF$21,512,726$365,540 ▲1.7%318,5654.0%ETFJNJJohnson & Johnson$21,206,410$279,151 ▼-1.3%86,7554.0%MedicalXOMExxonMobil$20,491,854$288,422 ▼-1.4%120,7823.8%EnergyJPMJPMorgan Chase & Co.$15,428,689$53,537 ▼-0.3%52,4502.9%FinanceABBVAbbVie$15,189,731$15,007 ▲0.1%69,8412.9%MedicalAAPLApple$12,672,623$107,606 ▲0.9%49,9342.4%Computer and TechnologyPGProcter & Gamble$12,476,286$91,286 ▼-0.7%86,3772.3%Consumer StaplesCSCOCisco Systems$11,544,768$110,178 ▼-0.9%148,7922.2%Computer and TechnologyMRKMerck & Co., Inc.$11,239,676$57,739 ▲0.5%93,4382.1%MedicalIBMInternational Business Machines$11,192,276$149,311 ▼-1.3%46,1752.1%Computer and TechnologyCVXChevron$11,001,583$132,003 ▲1.2%53,1732.1%EnergyMCDMcDonald's$10,657,650$76,144 ▲0.7%34,2922.0%Retail/WholesaleEMREmerson Electric$9,540,985$117,001 ▼-1.2%72,8211.8%IndustrialsLMTLockheed Martin$9,381,895$65,878 ▼-0.7%15,5231.8%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$9,125,669$219,643 ▲2.5%161,2881.7%ETFGOOGLAlphabet$8,791,454$45,434 ▲0.5%30,5731.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$8,244,469$146,561 ▲1.8%57,8841.5%ETFLLYEli Lilly and Company$8,036,9500.0%8,7381.5%MedicalIJRiShares Core S&P Small-Cap ETF$7,557,737$176,270 ▲2.4%60,7981.4%ETFKOCocaCola$7,323,851$65,935 ▼-0.9%96,3031.4%Consumer StaplesBACBank of America$7,047,250$32,419 ▲0.5%144,5591.3%FinanceRTXRTX$6,952,260$27,392 ▼-0.4%36,0411.3%AerospaceBRK.BBerkshire Hathaway$6,235,135$33,064 ▼-0.5%13,0121.2%FinanceLOWLowe's Companies$6,207,210$132,787 ▲2.2%26,2711.2%Retail/WholesaleNEENextEra Energy$5,928,995$189,382 ▲3.3%63,8351.1%UtilitiesHONHoneywell International$5,893,673$128,836 ▼-2.1%26,0751.1%Multi-Sector ConglomeratesSYKStryker$5,807,812$35,488 ▼-0.6%17,6751.1%MedicalTJXTJX Companies$5,649,227$43,598 ▼-0.8%35,3741.1%Retail/WholesaleABTAbbott Laboratories$5,234,661$276,800 ▼-5.0%50,9851.0%MedicalSCHDSchwab US Dividend Equity ETF$5,158,591$165,733 ▲3.3%168,1421.0%ETFFTECFidelity MSCI Information Technology Index ETF$5,049,582$123,582 ▲2.5%24,2710.9%ETFFRMEFirst Merchants$5,034,900$5,034,900 ▲New Holding130,0000.9%FinanceUPSUnited Parcel Service$4,762,070$649,503 ▲15.8%48,4050.9%TransportationTXNTexas Instruments$4,720,514$503,405 ▲11.9%24,3150.9%Computer and TechnologyCOFCapital One Financial$4,253,994$33,749 ▼-0.8%23,3190.8%FinanceITWIllinois Tool Works$4,248,063$74,180 ▼-1.7%16,3210.8%IndustrialsSYYSysco$4,127,362$13,909 ▲0.3%57,8630.8%Consumer StaplesBABoeing$4,080,025$29,257 ▲0.7%20,5000.8%AerospaceDUKDuke Energy$4,028,565$4,452 ▲0.1%30,7660.8%UtilitiesUSBU.S. Bancorp$3,865,000$53,726 ▲1.4%74,3130.7%FinanceAMZNAmazon.com$3,842,686$109,131 ▼-2.8%18,4510.7%Retail/WholesaleVXUSVanguard Total International Stock ETF$3,827,586$500,367 ▲15.0%49,6380.7%ETFMMM3M$3,628,383$38,921 ▼-1.1%24,9840.7%Multi-Sector ConglomeratesFIDELITY ENHANCED MID CAP ETF$3,312,153$831,248 ▲33.5%92,1070.6%ETFDISWalt Disney$2,959,462$42,986 ▲1.5%30,7060.6%Consumer DiscretionaryTOTALENERGIES$2,758,605$66,415 ▼-2.4%30,3210.5%COMXLKTechnology Select Sector SPDR Fund$2,688,3010.0%20,2280.5%ETFFNCLFidelity MSCI Financials Index ETF$2,618,671$86,486 ▲3.4%37,3030.5%ETFCGDVCapital Group Dividend Value ETF$2,534,704$739,175 ▲41.2%59,5840.5%ETFPMPhilip Morris International$2,532,529$22,321 ▲0.9%15,3170.5%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$2,532,327$29,903 ▲1.2%35,9910.5%ETFHDHome Depot$2,520,284$130,569 ▲5.5%7,6630.5%Retail/WholesalePFEPfizer$2,471,040$473,345 ▲23.7%88,0000.5%MedicalVVisa$2,445,424$17,530 ▲0.7%8,0910.5%Business ServicesCGGRCapital Group Growth ETF$2,389,376$864,447 ▲56.7%59,4520.4%ETFMETAMeta Platforms$2,266,779$81,815 ▲3.7%3,9620.4%Computer and TechnologyAMGNAmgen$2,234,951$38,352 ▲1.7%6,3520.4%MedicalFIDUFidelity MSCI Industrials Index ETF$2,190,600$98,287 ▼-4.3%25,3190.4%ETFFIDELITY ENHANCED INTERNATIONA$2,079,968$546,692 ▲35.7%55,9130.4%ETFCGUSCapital Group Core Equity ETF$2,030,037$644,035 ▲46.5%52,8380.4%ETFFENYFidelity MSCI Energy Index ETF$2,013,270$1,361 ▲0.1%59,1790.4%ETFCVSCVS Health$1,954,761$4,453 ▼-0.2%27,2180.4%MedicalMOAltria Group$1,919,605$18,873 ▼-1.0%29,0890.4%Consumer StaplesFDISFidelity MSCI Consumer Discretionary Index ETF$1,858,858$59,500 ▲3.3%19,9320.3%ETFSHWSherwin-Williams$1,834,828$11,219 ▲0.6%5,7240.3%Basic MaterialsUNPUnion Pacific$1,814,877$7,522 ▲0.4%7,4800.3%TransportationCLColgate-Palmolive$1,813,580$52,416 ▲3.0%21,2790.3%Consumer StaplesRDVYFirst Trust Rising Dividend Achievers ETF$1,772,276$456,862 ▲34.7%25,9560.3%ManufacturingVZVerizon Communications$1,713,709$23,092 ▲1.4%34,1380.3%Computer and TechnologyFCOMFidelity MSCI Communication Services Index ETF$1,674,662$2,929 ▼-0.2%24,5840.3%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,557,916$63,633 ▼-3.9%29,7710.3%ETFAVGOBroadcom$1,517,528$258,131 ▲20.5%4,9030.3%Computer and TechnologyNVDANVIDIA$1,439,846$53,541 ▲3.9%8,2560.3%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$1,374,337$303,419 ▲28.3%14,8160.3%ETFMDTMedtronic$1,348,707$31,887 ▲2.4%15,5650.3%MedicalFIDELITY ENHANCED SMALL CAP ET$1,228,247$409,986 ▲50.1%32,3220.2%ETFKIMBERLY-CLARK CORP$1,185,648$126,379 ▼-9.6%12,2900.2%COMNB BANCORP$1,123,747$21,070 ▼-1.8%53,3340.2%COMMDYSPDR S&P MidCap 400 ETF Trust$1,073,1620.0%1,7400.2%ETFXLIIndustrial Select Sector SPDR Fund$1,031,0290.0%6,3750.2%ETFBMYBristol Myers Squibb$981,438$129,852 ▲15.2%16,1820.2%MedicalCICigna Group$973,904$162,717 ▲20.1%3,6510.2%MedicalGEGE Aerospace$898,9830.0%3,1680.2%AerospaceFUTYFidelity MSCI Utilities Index ETF$888,590$44,952 ▲5.3%15,0430.2%ETFXLFFinancial Select Sector SPDR Fund$757,830$3,703 ▼-0.5%15,3500.1%ETFDFASDimensional U.S. Small Cap ETF$754,547$180,315 ▲31.4%10,6080.1%ETFWMWaste Management$739,924$40,903 ▲5.9%3,2200.1%Business ServicesEBCEastern Bankshares$684,6000.0%35,0000.1%FinanceFMATFidelity MSCI Materials Index ETF$652,081$7,897 ▲1.2%11,3130.1%ETFIWMiShares Russell 2000 ETF$647,280$2,480 ▲0.4%2,6100.1%FinanceGISGeneral Mills$636,201$173,817 ▼-21.5%17,0930.1%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$617,6990.0%5,6680.1%FinanceIVEiShares S&P 500 Value ETF$580,6630.0%2,7500.1%ETFWFCWells Fargo & Company$570,246$35,824 ▲6.7%7,1630.1%FinanceXLVHealth Care Select Sector SPDR Fund$548,9080.0%3,7440.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$537,0280.0%11,1140.1%ETFVTIVanguard Total Stock Market ETF$467,927$6,414 ▲1.4%1,4590.1%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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