Institutional
LYNCH & ASSOCIATES/IN
CIK 0001108965
$572.5M
Reported AUM
129
Positions
Q2 2026
Period
2026-07-13
Filed
Editorial summary
Summary for LYNCH & ASSOCIATES/IN · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $37.4M | 6.54% | — | HELD |
| 2 | IVV | ISHARES CORE S&P 500 INDEX | $745.23 | 1.65% | 20.00% | 75.17% | $24.6M | 4.30% | — | HELD |
| 3 | IJH | ISHARES CORE S&P MIDCAP 400 IN | $75.35 | 0.83% | 21.62% | 45.60% | $24.2M | 4.23% | — | HELD |
| 4 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $22.0M | 3.85% | — | HELD |
| 5 | WMT | WAL-MART STORES INC | $111.12 | -2.71% | 16.94% | 145.72% | $20.0M | 3.49% | — | HELD |
| 6 | ABBV | ABBVIE INC | $257.79 | -2.09% | 36.96% | 157.96% | $17.4M | 3.04% | — | HELD |
| 7 | JPM | J P MORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $17.2M | 3.00% | — | HELD |
| 8 | CSCO | CISCO SYSTEMS INC | $113.56 | 0.96% | 71.43% | 119.60% | $17.1M | 3.00% | — | HELD |
| 9 | XOM | EXXON MOBIL HOLDINGS CORP | $157.13 | 0.25% | 47.45% | 240.22% | $16.3M | 2.85% | — | HELD |
| 10 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $14.4M | 2.51% | — | HELD |
| 11 | IBM | INTL BUS MACHINES CORP | $221.64 | -2.12% | -7.13% | 102.90% | $12.8M | 2.24% | — | HELD |
| 12 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | -0.17% | 16.67% | $12.6M | 2.20% | — | HELD |
| 13 | MRK | MERCK & CO INC | $129.80 | -0.43% | 66.99% | 96.29% | $12.1M | 2.11% | — | HELD |
| 14 | GOOGL | ALPHABET INC (GOOGLE) | $333.62 | -0.92% | 76.18% | 131.67% | $11.1M | 1.94% | — | HELD |
| 15 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $10.5M | 1.83% | — | HELD |
| 16 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | 4.46% | 51.98% | $10.4M | 1.81% | — | HELD |
| 17 | SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $62.16 | -0.03% | 21.51% | 69.99% | $10.1M | 1.76% | — | HELD |
| 18 | ITOT | ISHARES CORE S&P TOTAL US STOC | $162.65 | 1.64% | 19.14% | 65.75% | $9.4M | 1.64% | — | HELD |
| 19 | MCD | MCDONALDS CORP | $268.44 | -1.13% | -9.83% | 25.28% | $9.2M | 1.61% | — | HELD |
| 20 | CVX | CHEVRON CORP | $192.59 | 0.38% | 31.24% | 138.73% | $8.8M | 1.54% | — | HELD |
| 21 | IJR | ISHARES S&P SMALLCAP 600 INDEX | $145.50 | 0.82% | 34.80% | 39.06% | $8.7M | 1.52% | — | HELD |
| 22 | BAC | BANK OF AMERICA CORP | $61.76 | 1.13% | 37.29% | 66.09% | $8.1M | 1.41% | — | HELD |
| 23 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | 38.85% | 79.73% | $7.8M | 1.36% | — | HELD |
| 24 | KO | COCA-COLA CO | $88.51 | -0.63% | 30.56% | 80.02% | $7.8M | 1.36% | — | HELD |
| 25 | TXN | TEXAS INSTRUMENTS INC | $278.44 | 2.63% | 53.11% | 62.90% | $7.2M | 1.26% | — | HELD |
| 26 | RTX | RTX CORPORATION | $214.38 | -0.40% | 37.56% | 177.98% | $6.8M | 1.18% | — | HELD |
| 27 | FTEC | FIDELITY MCSI INFORMATION TECH | $271.06 | 5.01% | 29.20% | 111.74% | $6.6M | 1.16% | — | HELD |
| 28 | BRK/B | BERKSHIRE HATHAWAY INC CL B | — | — | — | — | $6.5M | 1.13% | — | HELD |
| 29 | LOW | LOWES COMPANIES INC | $210.09 | -2.59% | -2.78% | 16.54% | $5.8M | 1.01% | — | HELD |
| 30 | FRME | FIRST MERCHANTS CORP | $43.24 | -0.05% | 21.54% | 26.65% | $5.7M | 0.99% | — | HELD |
| 31 | — | NEXTERA ENERGY INC | — | — | — | — | $5.6M | 0.98% | — | HELD |
| 32 | SYK | STRYKER CORP | $348.04 | -1.20% | — | — | $5.4M | 0.95% | — | HELD |
| 33 | SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $33.41 | -1.24% | — | — | $5.4M | 0.95% | — | HELD |
| 34 | UPS | UNITED PARCEL SERVICE INC | $105.27 | 0.68% | — | — | $5.4M | 0.94% | — | HELD |
| 35 | TJX | TJX COMPANIES INC | $159.27 | -1.46% | — | — | $5.3M | 0.93% | — | HELD |
| 36 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $4.8M | 0.83% | — | HELD |
| 37 | USB | U S BANCORP | $62.91 | 0.14% | — | — | $4.6M | 0.81% | — | HELD |
| 38 | COF | CAPITAL ONE FINANCIAL CORP | $210.14 | 0.69% | — | — | $4.6M | 0.81% | — | HELD |
| 39 | ABT | ABBOTT LABORATORIES | $105.63 | -2.19% | — | — | $4.5M | 0.78% | — | HELD |
| 40 | BA | BOEING CO | $220.90 | 3.22% | — | — | $4.4M | 0.77% | — | HELD |
| 41 | AMZN | AMAZON COM | $235.66 | 3.98% | — | — | $4.4M | 0.76% | — | HELD |
| 42 | ITW | ILLINOIS TOOL WORKS INC | $283.70 | -2.99% | — | — | $4.4M | 0.76% | — | HELD |
| 43 | VXUS | VANGUARD TOTAL INTL STOCK INDE | $84.77 | 2.89% | — | — | $4.3M | 0.76% | — | HELD |
| 44 | FMDE | FIDELITY ENHANCED MID CAP ETF | $41.07 | 0.44% | — | — | $4.1M | 0.72% | — | HELD |
| 45 | MMM | 3M COMPANY | $176.07 | -1.06% | — | — | $4.0M | 0.70% | — | HELD |
| 46 | DUK | DUKE ENERGY CORP | $126.27 | -2.18% | — | — | $4.0M | 0.69% | — | HELD |
| 47 | XLK | TECHNOLOGY SELECT SECTOR SPDR | $175.74 | 5.51% | — | — | $3.8M | 0.67% | — | HELD |
| 48 | CGGR | CAPITAL GROUP GROWTH ETF | $44.56 | 1.76% | — | — | $3.5M | 0.61% | — | HELD |
| 49 | FNCL | FIDELITY MSCI FINANCIALS INDEX | $81.19 | 0.45% | — | — | $3.2M | 0.56% | — | HELD |
| 50 | CGDV | CAPITAL GROUP DIVIDEND VALUE E | $49.23 | 1.63% | — | — | $3.2M | 0.56% | — | HELD |
| 51 | FHLC | FIDELITY MSCI HEALTHCARE INDEX | $79.44 | -1.32% | — | — | $3.0M | 0.52% | — | HELD |
| 52 | CVS | CVS CAREMARK CORP | $105.11 | -0.76% | — | — | $2.9M | 0.51% | — | HELD |
| 53 | CGUS | CAPITAL GROUP CORE EQUITY ETF | $44.12 | 1.92% | — | — | $2.9M | 0.50% | — | HELD |
| 54 | HON | HONEYWELL INTL INC | $241.93 | 0.34% | — | — | $2.9M | 0.50% | — | HELD |
| 55 | HONA | HONEYWELL AEROSPACE | $204.35 | -0.41% | — | — | $2.8M | 0.49% | — | HELD |
| 56 | DIS | WALT DISNEY CO | $96.16 | -2.36% | — | — | $2.8M | 0.48% | — | HELD |
| 57 | PM | PHILIP MORRIS INTERNATIONAL IN | $192.00 | -3.25% | — | — | $2.8M | 0.48% | — | HELD |
| 58 | V | VISA INC COM | $366.40 | -0.63% | — | — | $2.7M | 0.48% | — | HELD |
| 59 | FIDU | FIDELITY MSCI INDUSTRIALS INDE | $94.44 | 1.20% | — | — | $2.6M | 0.46% | — | HELD |
| 60 | FENI | FIDELITY ENHANCED INTERNATIONA | $40.81 | 3.00% | — | — | $2.6M | 0.45% | — | HELD |
| 61 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $2.5M | 0.43% | — | HELD |
| 62 | RDVY | FIRST TRUST EXCHANGE-TRADED FD | $80.80 | 1.24% | — | — | $2.4M | 0.42% | — | HELD |
| 63 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $2.4M | 0.41% | — | HELD |
| 64 | TTE | TOTALENERGIES | $87.03 | 0.32% | — | — | $2.3M | 0.41% | — | HELD |
| 65 | PFE | PFIZER INC | $24.91 | -0.97% | — | — | $2.2M | 0.39% | — | HELD |
| 66 | FDIS | FIDELITY MSCI CONSUMER DISCRET | $98.92 | 0.30% | — | — | $2.2M | 0.38% | — | HELD |
| 67 | META | META PLATFORMS INC | $539.74 | -7.83% | — | — | $2.2M | 0.38% | — | HELD |
| 68 | MO | ALTRIA GROUP INC | $67.94 | -9.32% | — | — | $2.1M | 0.37% | — | HELD |
| 69 | CL | COLGATE-PALMOLIVE CO | $91.60 | -2.02% | — | — | $1.9M | 0.34% | — | HELD |
| 70 | UNP | UNION PACIFIC CORP | $289.39 | -0.96% | — | — | $1.9M | 0.33% | — | HELD |
| 71 | FCOM | FIDELITY MSCI TELECOMMUNICATIO | $67.86 | -2.68% | — | — | $1.9M | 0.33% | — | HELD |
| 72 | SHW | SHERWIN-WILLIAMS CORP | $344.84 | 0.28% | — | — | $1.9M | 0.33% | — | HELD |
| 73 | AVGO | BROADCOM INC | $388.15 | 4.81% | — | — | $1.9M | 0.33% | — | HELD |
| 74 | FSTA | FIDELITY MSCI CONSUMER STAPLES | $53.91 | -1.93% | — | — | $1.9M | 0.33% | — | HELD |
| 75 | FENY | FIDELITY MCSI ENERGY INDEX | $32.71 | 0.71% | — | — | $1.8M | 0.32% | — | HELD |
| 76 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | — | — | $1.7M | 0.30% | — | HELD |
| 77 | FESM | FIDELITY ENHANCED SMALL CAP ET | $46.83 | 0.97% | — | — | $1.7M | 0.30% | — | HELD |
| 78 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $1.5M | 0.26% | — | HELD |
| 79 | FELV | FIDELITY ENHANCED LARGE CAP VA | $41.73 | 0.46% | — | — | $1.3M | 0.23% | — | HELD |
| 80 | KMB | KIMBERLY-CLARK CORP | $110.19 | -2.67% | — | — | $1.3M | 0.22% | — | HELD |
| 81 | MDY | SPDR S&P MID CAP 400 ETF | $687.02 | 0.86% | — | — | $1.2M | 0.21% | — | HELD |
| 82 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $1.2M | 0.21% | — | HELD |
| 83 | XLI | INDUSTRIAL SELECT SECTOR SPDR | $178.39 | 0.98% | — | — | $1.2M | 0.21% | — | HELD |
| 84 | CI | CIGNA CORP | $287.66 | -2.97% | — | — | $1.1M | 0.19% | — | HELD |
| 85 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $1.1M | 0.19% | — | HELD |
| 86 | FTCS | FIRST TRUST EXCHANGE-TRADED FD | $99.31 | -1.13% | — | — | $1.1M | 0.19% | — | HELD |
| 87 | NBBK | NB BANCORP | $22.74 | 0.35% | — | — | $1.1M | 0.19% | — | HELD |
| 88 | BMY | BRISTOL-MYERS SQUIBB CO | $64.88 | 2.81% | — | — | $1.0M | 0.18% | — | HELD |
| 89 | DFAS | DIMENSIONAL US SMALL CAP ETF | $81.19 | 0.79% | — | — | $941K | 0.16% | — | HELD |
| 90 | FUTY | FIDELITY MSCI UTILITIES INDEX | $57.49 | -0.48% | — | — | $933K | 0.16% | — | HELD |
| 91 | XLF | FINANCIAL SELECT SECTOR SPDR | $57.00 | 0.56% | — | — | $823K | 0.14% | — | HELD |
| 92 | IWM | ISHARES RUSSELL 2000 INDEX | $292.54 | 1.38% | — | — | $784K | 0.14% | — | HELD |
| 93 | WM | WASTE MANAGEMENT INC | $226.33 | -4.34% | — | — | $751K | 0.13% | — | HELD |
| 94 | EBC | EASTERN BANKSHARES | $23.11 | 0.30% | — | — | $712K | 0.12% | — | HELD |
| 95 | FMAT | FIDELITY MCSI MATERIALS INDEX | $58.34 | 0.40% | — | — | $704K | 0.12% | — | HELD |
| 96 | XLY | CONSUMER DISCRETIONARY SELECT | $112.39 | 0.70% | — | — | $665K | 0.12% | — | HELD |
| 97 | INTC | INTEL CORP | $91.19 | 11.37% | — | — | $644K | 0.11% | — | HELD |
| 98 | SPSM | SPDR PORTFOLIO S&P 600 SMALL C | $56.57 | 0.84% | — | — | $641K | 0.11% | — | HELD |
| 99 | IVE | ISHARES S&P 500 VALUE INDEX | $232.16 | -0.09% | — | — | $619K | 0.11% | — | HELD |
| 100 | GEV | GE VERNOVA INC | $981.98 | 9.07% | — | — | $616K | 0.11% | — | HELD |
| 101 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $594K | 0.10% | — | HELD |
| 102 | XLV | HEALTH CARE SELECT SECTOR SPDR | — | — | — | — | $594K | 0.10% | — | HELD |
| 103 | WMT2 | WELLS FARGO & CO | — | — | — | — | $592K | 0.10% | — | HELD |
| 104 | VTI | VANGUARD TOTAL STOCK MARKET IN | — | — | — | — | $540K | 0.09% | — | HELD |
| 105 | GIS | GENERAL MILLS INC | — | — | — | — | $533K | 0.09% | — | HELD |
| 106 | TSLA | TESLA MOTORS INC | — | — | — | — | $485K | 0.08% | — | HELD |
| 107 | ORCL | ORACLE CORP | — | — | — | — | $483K | 0.08% | — | HELD |
| 108 | CB | CHUBB LIMITED | — | — | — | — | $477K | 0.08% | — | HELD |
| 109 | RF | REGIONS FINANCIAL CORP | — | — | — | — | $461K | 0.08% | — | HELD |
| 110 | VRT | VERTIV HOLDINGS CO | — | — | — | — | $460K | 0.08% | — | HELD |
| 111 | SPY | SPDR S&P 500 ETF | — | — | — | — | $413K | 0.07% | — | HELD |
| 112 | FREL | FIDELITY MSCI REAL ESTATE INDE | — | — | — | — | $410K | 0.07% | — | HELD |
| 113 | CSX | CSX CORP | — | — | — | — | $399K | 0.07% | — | HELD |
| 114 | KEY | KEYCORP | — | — | — | — | $391K | 0.07% | — | HELD |
| 115 | APH | AMPHENOL CORP | — | — | — | — | $353K | 0.06% | — | HELD |
| 116 | XLP | CONSUMER STAPLES SELECT SECTOR | — | — | — | — | $331K | 0.06% | — | HELD |
| 117 | COST | COSTCO WHSL CORP | — | — | — | — | $328K | 0.06% | — | HELD |
| 118 | LNT | ALLIANT ENERGY CORP | — | — | — | — | $323K | 0.06% | — | HELD |
| 119 | AVBC | AVIDIA BANCORP | — | — | — | — | $319K | 0.06% | — | HELD |
| 120 | SNDK | SANDISK CORP | — | — | — | — | $296K | 0.05% | — | HELD |
| 121 | SOLS | SOLSTICE ADVANCED MATERIALS IN | — | — | — | — | $295K | 0.05% | — | HELD |
| 122 | GIB | CGI GROUP CL A | — | — | — | — | $292K | 0.05% | — | HELD |
| 123 | HBAN | HUNTINGTON BANCSHARES INC | — | — | — | — | $288K | 0.05% | — | HELD |
| 124 | VOOV | VANGUARD S&P 500 VALUE INDEX F | — | — | — | — | $285K | 0.05% | — | HELD |
| 125 | DFUS | DIMENSIONAL US EQUITY ETF | — | — | — | — | $217K | 0.04% | — | HELD |
| 126 | NECB | NORTHEAST CMNTY BANCORP INC | — | — | — | — | $205K | 0.04% | — | HELD |
| 127 | — | BLAQCLOUDS INC | — | — | — | — | $588 | 0.00% | — | HELD |
| 128 | — | FIRST HORIZON NTNL CORP FRAC 1 | — | — | — | — | — | — | — | HELD |
| 129 | — | MARIJUANA COMPANY OF AMERICA | — | — | — | — | — | — | — | HELD |
Source: SEC EDGAR · accession 0001108965-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.