Filed: 4/17/2025ACC: 0001108965-25-000004
📋 What this filing means
LYNCH & ASSOCIATES/IN filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $462.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$462.35M
Total AUM (reported)
4.91M
Total Shares
Allocation by class
COM$365.54M79.1%
ETF$96.81M20.9%
Portfolio Concentration
Top 3$76.07M16.5%
4–10$102.35M22.1%
11–25$117.29M25.4%
Rest$166.63M36.0%
Top 3 weight
16.5%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
MICROSOFT CORP
SOLEShares104.53K
TypeSH
Market value$39.24M
8.49%
Sole
0.00
Shared
0.00
None
104.53K
ISHARES CORE S&P 500 INDEX
SOLEShares33.91K
TypeSH
Market value$19.06M
4.12%
Sole
0.00
Shared
0.00
None
33.91K
WAL-MART STORES INC
SOLEShares202.53K
TypeSH
Market value$17.78M
3.85%
Sole
0.00
Shared
0.00
None
202.53K
ISHARES CORE S&P MIDCAP 400 IN
SOLEShares298.85K
TypeSH
Market value$17.44M
3.77%
Sole
0.00
Shared
0.00
None
298.85K
ABBVIE INC
SOLEShares72.61K
TypeSH
Market value$15.21M
3.29%
Sole
0.00
Shared
0.00
None
72.61K
PROCTER & GAMBLE CO
SOLEShares88.47K
TypeSH
Market value$15.08M
3.26%
Sole
0.00
Shared
0.00
None
88.47K
JOHNSON & JOHNSON
SOLEShares89.41K
TypeSH
Market value$14.83M
3.21%
Sole
0.00
Shared
0.00
None
89.41K
EXXON MOBIL CORP
SOLEShares120.03K
TypeSH
Market value$14.28M
3.09%
Sole
0.00
Shared
0.00
None
120.03K
J P MORGAN CHASE & CO
SOLEShares56.13K
TypeSH
Market value$13.77M
2.98%
Sole
0.00
Shared
0.00
None
56.13K
INTL BUS MACHINES CORP
SOLEShares47.26K
TypeSH
Market value$11.75M
2.54%
Sole
0.00
Shared
0.00
None
47.26K
MCDONALDS CORP
SOLEShares33.32K
TypeSH
Market value$10.41M
2.25%
Sole
0.00
Shared
0.00
None
33.32K
APPLE INC
SOLEShares46.82K
TypeSH
Market value$10.40M
2.25%
Sole
0.00
Shared
0.00
None
46.82K
CISCO SYSTEMS INC
SOLEShares148.84K
TypeSH
Market value$9.19M
1.99%
Sole
0.00
Shared
0.00
None
148.84K
CHEVRON CORP
SOLEShares52.74K
TypeSH
Market value$8.82M
1.91%
Sole
0.00
Shared
0.00
None
52.74K
EMERSON ELEC CO
SOLEShares76.65K
TypeSH
Market value$8.40M
1.82%
Sole
0.00
Shared
0.00
None
76.65K
MERCK & CO INC
SOLEShares90.25K
TypeSH
Market value$8.10M
1.75%
Sole
0.00
Shared
0.00
None
90.25K
SPDR PORTFOLIO S&P 500 VALUE E
SOLEShares147.65K
TypeSH
Market value$7.54M
1.63%
Sole
0.00
Shared
0.00
None
147.65K
ABBOTT LABORATORIES
SOLEShares55.67K
TypeSH
Market value$7.38M
1.60%
Sole
0.00
Shared
0.00
None
55.67K
COCA-COLA CO
SOLEShares100.37K
TypeSH
Market value$7.19M
1.55%
Sole
0.00
Shared
0.00
None
100.37K
LOCKHEED MARTIN CORP
SOLEShares15.76K
TypeSH
Market value$7.04M
1.52%
Sole
0.00
Shared
0.00
None
15.76K
BERKSHIRE HATHAWAY INC CL B
SOLEShares13.03K
TypeSH
Market value$6.94M
1.50%
Sole
0.00
Shared
0.00
None
13.03K
ISHARES CORE S&P TOTAL US STOC
SOLEShares56.65K
TypeSH
Market value$6.91M
1.49%
Sole
0.00
Shared
0.00
None
56.65K
STRYKER CORP
SOLEShares17.96K
TypeSH
Market value$6.69M
1.45%
Sole
0.00
Shared
0.00
None
17.96K
ELI LILLY & CO
SOLEShares7.59K
TypeSH
Market value$6.27M
1.36%
Sole
0.00
Shared
0.00
None
7.59K
UNITED PARCEL SERVICE INC
SOLEShares54.59K
TypeSH
Market value$6.00M
1.30%
Sole
0.00
Shared
0.00
None
54.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 104.53K | SH | $39.24M 8.49% | 0.00 | 0.00 | 104.53K |
ISHARES CORE S&P 500 INDEXSOLE | ETF | 33.91K | SH | $19.06M 4.12% | 0.00 | 0.00 | 33.91K |
WAL-MART STORES INCSOLE | COM | 202.53K | SH | $17.78M 3.85% | 0.00 | 0.00 | 202.53K |
ISHARES CORE S&P MIDCAP 400 INSOLE | ETF | 298.85K | SH | $17.44M 3.77% | 0.00 | 0.00 | 298.85K |
ABBVIE INCSOLE | COM | 72.61K | SH | $15.21M 3.29% | 0.00 | 0.00 | 72.61K |
PROCTER & GAMBLE COSOLE | COM | 88.47K | SH | $15.08M 3.26% | 0.00 | 0.00 | 88.47K |
JOHNSON & JOHNSONSOLE | COM | 89.41K | SH | $14.83M 3.21% | 0.00 | 0.00 | 89.41K |
EXXON MOBIL CORPSOLE | COM | 120.03K | SH | $14.28M 3.09% | 0.00 | 0.00 | 120.03K |
J P MORGAN CHASE & COSOLE | COM | 56.13K | SH | $13.77M 2.98% | 0.00 | 0.00 | 56.13K |
INTL BUS MACHINES CORPSOLE | COM | 47.26K | SH | $11.75M 2.54% | 0.00 | 0.00 | 47.26K |
MCDONALDS CORPSOLE | COM | 33.32K | SH | $10.41M 2.25% | 0.00 | 0.00 | 33.32K |
APPLE INCSOLE | COM | 46.82K | SH | $10.40M 2.25% | 0.00 | 0.00 | 46.82K |
CISCO SYSTEMS INCSOLE | COM | 148.84K | SH | $9.19M 1.99% | 0.00 | 0.00 | 148.84K |
CHEVRON CORPSOLE | COM | 52.74K | SH | $8.82M 1.91% | 0.00 | 0.00 | 52.74K |
EMERSON ELEC COSOLE | COM | 76.65K | SH | $8.40M 1.82% | 0.00 | 0.00 | 76.65K |
MERCK & CO INCSOLE | COM | 90.25K | SH | $8.10M 1.75% | 0.00 | 0.00 | 90.25K |
SPDR PORTFOLIO S&P 500 VALUE ESOLE | ETF | 147.65K | SH | $7.54M 1.63% | 0.00 | 0.00 | 147.65K |
ABBOTT LABORATORIESSOLE | COM | 55.67K | SH | $7.38M 1.60% | 0.00 | 0.00 | 55.67K |
COCA-COLA COSOLE | COM | 100.37K | SH | $7.19M 1.55% | 0.00 | 0.00 | 100.37K |
LOCKHEED MARTIN CORPSOLE | COM | 15.76K | SH | $7.04M 1.52% | 0.00 | 0.00 | 15.76K |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 13.03K | SH | $6.94M 1.50% | 0.00 | 0.00 | 13.03K |
ISHARES CORE S&P TOTAL US STOCSOLE | ETF | 56.65K | SH | $6.91M 1.49% | 0.00 | 0.00 | 56.65K |
STRYKER CORPSOLE | COM | 17.96K | SH | $6.69M 1.45% | 0.00 | 0.00 | 17.96K |
ELI LILLY & COSOLE | COM | 7.59K | SH | $6.27M 1.36% | 0.00 | 0.00 | 7.59K |
UNITED PARCEL SERVICE INCSOLE | COM | 54.59K | SH | $6.00M 1.30% | 0.00 | 0.00 | 54.59K |
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