Universe · entity
LYNCH & ASSOCIATES/IN
Institutional manager (13F) · CIK 1108965
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $451M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $37M | 101,040 |
| 2 | WAL-MART STORES INC | $22M | 177,528 |
| 3 | ISHARES CORE S&P 500 INDEX | $22M | 33,408 |
| 4 | ISHARES CORE S&P MIDCAP 400 IN | $22M | 318,565 |
| 5 | JOHNSON & JOHNSON | $21M | 86,755 |
| 6 | EXXON MOBIL CORP | $20M | 120,782 |
| 7 | J P MORGAN CHASE & CO | $15M | 52,450 |
| 8 | ABBVIE INC | $15M | 69,841 |
| 9 | APPLE INC | $13M | 49,934 |
| 10 | PROCTER & GAMBLE CO | $12M | 86,377 |
| 11 | CISCO SYSTEMS INC | $12M | 148,792 |
| 12 | MERCK & CO INC | $11M | 93,438 |
| 13 | INTL BUS MACHINES CORP | $11M | 46,175 |
| 14 | CHEVRON CORP | $11M | 53,173 |
| 15 | MCDONALDS CORP | $11M | 34,292 |
| 16 | EMERSON ELEC CO | $10M | 72,821 |
| 17 | LOCKHEED MARTIN CORP | $9M | 15,523 |
| 18 | SPDR PORTFOLIO S&P 500 VALUE E | $9M | 161,288 |
| 19 | ALPHABET INC (GOOGLE) | $9M | 30,573 |
| 20 | ISHARES CORE S&P TOTAL US STOC | $8M | 57,884 |
| 21 | ELI LILLY & CO | $8M | 8,738 |
| 22 | ISHARES S&P SMALLCAP 600 INDEX | $8M | 60,798 |
| 23 | COCA-COLA CO | $7M | 96,303 |
| 24 | BANK OF AMERICA CORP | $7M | 144,559 |
| 25 | RTX CORPORATION | $7M | 36,041 |
| 26 | BERKSHIRE HATHAWAY INC CL B | $6M | 13,012 |
| 27 | LOWES COMPANIES INC | $6M | 26,271 |
| 28 | NEXTERA ENERGY INC | $6M | 63,835 |
| 29 | HONEYWELL INTL INC | $6M | 26,075 |
| 30 | STRYKER CORP | $6M | 17,675 |
| 31 | TJX COMPANIES INC | $6M | 35,374 |
| 32 | ABBOTT LABORATORIES | $5M | 50,985 |
| 33 | SCHWAB STRATEGIC TR US DIVIDEN | $5M | 168,142 |
| 34 | FIDELITY MCSI INFORMATION TECH | $5M | 24,271 |
| 35 | FIRST MERCHANTS CORP | $5M | 130,000 |
| 36 | UNITED PARCEL SERVICE INC | $5M | 48,405 |
| 37 | TEXAS INSTRUMENTS INC | $5M | 24,315 |
| 38 | CAPITAL ONE FINANCIAL CORP | $4M | 23,319 |
| 39 | ILLINOIS TOOL WORKS INC | $4M | 16,321 |
| 40 | SYSCO CORP | $4M | 57,863 |
| 41 | BOEING CO | $4M | 20,500 |
| 42 | DUKE ENERGY CORP | $4M | 30,766 |
| 43 | U S BANCORP | $4M | 74,313 |
| 44 | AMAZON COM | $4M | 18,451 |
| 45 | VANGUARD TOTAL INTL STOCK INDE | $4M | 49,638 |
| 46 | 3M COMPANY | $4M | 24,984 |
| 47 | FIDELITY ENHANCED MID CAP ETF | $3M | 92,107 |
| 48 | WALT DISNEY CO | $3M | 30,706 |
| 49 | TOTALENERGIES | $3M | 30,321 |
| 50 | TECHNOLOGY SELECT SECTOR SPDR | $3M | 20,228 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.