Filed: 10/7/2025ACC: 0001108965-25-000006
📋 What this filing means
LYNCH & ASSOCIATES/IN filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $517.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$517.85M
Total AUM (reported)
4.95M
Total Shares
Allocation by class
COM$401.89M77.6%
ETF$115.96M22.4%
Portfolio Concentration
Top 3$95.40M18.4%
4–10$109.49M21.1%
11–25$125.03M24.1%
Rest$187.93M36.3%
Top 3 weight
18.4%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 4.95M
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
4.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
MICROSOFT CORP
SOLEShares102.09K
TypeSH
Market value$52.88M
10.21%
Sole
0.00
Shared
0.00
None
102.09K
ISHARES CORE S&P 500 INDEX
SOLEShares33.55K
TypeSH
Market value$22.46M
4.34%
Sole
0.00
Shared
0.00
None
33.55K
ISHARES CORE S&P MIDCAP 400 IN
SOLEShares307.40K
TypeSH
Market value$20.06M
3.87%
Sole
0.00
Shared
0.00
None
307.40K
WAL-MART STORES INC
SOLEShares189.54K
TypeSH
Market value$19.53M
3.77%
Sole
0.00
Shared
0.00
None
189.54K
J P MORGAN CHASE & CO
SOLEShares53.84K
TypeSH
Market value$16.98M
3.28%
Sole
0.00
Shared
0.00
None
53.84K
JOHNSON & JOHNSON
SOLEShares89.12K
TypeSH
Market value$16.52M
3.19%
Sole
0.00
Shared
0.00
None
89.12K
ABBVIE INC
SOLEShares70.55K
TypeSH
Market value$16.33M
3.15%
Sole
0.00
Shared
0.00
None
70.55K
EXXON MOBIL CORP
SOLEShares119.61K
TypeSH
Market value$13.49M
2.60%
Sole
0.00
Shared
0.00
None
119.61K
PROCTER & GAMBLE CO
SOLEShares87.10K
TypeSH
Market value$13.38M
2.58%
Sole
0.00
Shared
0.00
None
87.10K
INTL BUS MACHINES CORP
SOLEShares46.97K
TypeSH
Market value$13.25M
2.56%
Sole
0.00
Shared
0.00
None
46.97K
APPLE INC
SOLEShares47.33K
TypeSH
Market value$12.05M
2.33%
Sole
0.00
Shared
0.00
None
47.33K
CISCO SYSTEMS INC
SOLEShares150.12K
TypeSH
Market value$10.27M
1.98%
Sole
0.00
Shared
0.00
None
150.12K
MCDONALDS CORP
SOLEShares33.19K
TypeSH
Market value$10.09M
1.95%
Sole
0.00
Shared
0.00
None
33.19K
EMERSON ELEC CO
SOLEShares74.83K
TypeSH
Market value$9.82M
1.90%
Sole
0.00
Shared
0.00
None
74.83K
SPDR PORTFOLIO S&P 500 VALUE E
SOLEShares154.92K
TypeSH
Market value$8.57M
1.66%
Sole
0.00
Shared
0.00
None
154.92K
ISHARES CORE S&P TOTAL US STOC
SOLEShares56.50K
TypeSH
Market value$8.23M
1.59%
Sole
0.00
Shared
0.00
None
56.50K
CHEVRON CORP
SOLEShares52.07K
TypeSH
Market value$8.09M
1.56%
Sole
0.00
Shared
0.00
None
52.07K
LOCKHEED MARTIN CORP
SOLEShares15.52K
TypeSH
Market value$7.75M
1.50%
Sole
0.00
Shared
0.00
None
15.52K
ALPHABET INC (GOOGLE)
SOLEShares31.60K
TypeSH
Market value$7.68M
1.48%
Sole
0.00
Shared
0.00
None
31.60K
MERCK & CO INC
SOLEShares90.36K
TypeSH
Market value$7.58M
1.46%
Sole
0.00
Shared
0.00
None
90.36K
BANK OF AMERICA CORP
SOLEShares144.29K
TypeSH
Market value$7.44M
1.44%
Sole
0.00
Shared
0.00
None
144.29K
ABBOTT LABORATORIES
SOLEShares55.16K
TypeSH
Market value$7.39M
1.43%
Sole
0.00
Shared
0.00
None
55.16K
ISHARES S&P SMALLCAP 600 INDEX
SOLEShares57.41K
TypeSH
Market value$6.82M
1.32%
Sole
0.00
Shared
0.00
None
57.41K
STRYKER CORP
SOLEShares18.09K
TypeSH
Market value$6.69M
1.29%
Sole
0.00
Shared
0.00
None
18.09K
BERKSHIRE HATHAWAY INC CL B
SOLEShares13.05K
TypeSH
Market value$6.56M
1.27%
Sole
0.00
Shared
0.00
None
13.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 102.09K | SH | $52.88M 10.21% | 0.00 | 0.00 | 102.09K |
ISHARES CORE S&P 500 INDEXSOLE | ETF | 33.55K | SH | $22.46M 4.34% | 0.00 | 0.00 | 33.55K |
ISHARES CORE S&P MIDCAP 400 INSOLE | ETF | 307.40K | SH | $20.06M 3.87% | 0.00 | 0.00 | 307.40K |
WAL-MART STORES INCSOLE | COM | 189.54K | SH | $19.53M 3.77% | 0.00 | 0.00 | 189.54K |
J P MORGAN CHASE & COSOLE | COM | 53.84K | SH | $16.98M 3.28% | 0.00 | 0.00 | 53.84K |
JOHNSON & JOHNSONSOLE | COM | 89.12K | SH | $16.52M 3.19% | 0.00 | 0.00 | 89.12K |
ABBVIE INCSOLE | COM | 70.55K | SH | $16.33M 3.15% | 0.00 | 0.00 | 70.55K |
EXXON MOBIL CORPSOLE | COM | 119.61K | SH | $13.49M 2.60% | 0.00 | 0.00 | 119.61K |
PROCTER & GAMBLE COSOLE | COM | 87.10K | SH | $13.38M 2.58% | 0.00 | 0.00 | 87.10K |
INTL BUS MACHINES CORPSOLE | COM | 46.97K | SH | $13.25M 2.56% | 0.00 | 0.00 | 46.97K |
APPLE INCSOLE | COM | 47.33K | SH | $12.05M 2.33% | 0.00 | 0.00 | 47.33K |
CISCO SYSTEMS INCSOLE | COM | 150.12K | SH | $10.27M 1.98% | 0.00 | 0.00 | 150.12K |
MCDONALDS CORPSOLE | COM | 33.19K | SH | $10.09M 1.95% | 0.00 | 0.00 | 33.19K |
EMERSON ELEC COSOLE | COM | 74.83K | SH | $9.82M 1.90% | 0.00 | 0.00 | 74.83K |
SPDR PORTFOLIO S&P 500 VALUE ESOLE | ETF | 154.92K | SH | $8.57M 1.66% | 0.00 | 0.00 | 154.92K |
ISHARES CORE S&P TOTAL US STOCSOLE | ETF | 56.50K | SH | $8.23M 1.59% | 0.00 | 0.00 | 56.50K |
CHEVRON CORPSOLE | COM | 52.07K | SH | $8.09M 1.56% | 0.00 | 0.00 | 52.07K |
LOCKHEED MARTIN CORPSOLE | COM | 15.52K | SH | $7.75M 1.50% | 0.00 | 0.00 | 15.52K |
ALPHABET INC (GOOGLE)SOLE | COM | 31.60K | SH | $7.68M 1.48% | 0.00 | 0.00 | 31.60K |
MERCK & CO INCSOLE | COM | 90.36K | SH | $7.58M 1.46% | 0.00 | 0.00 | 90.36K |
BANK OF AMERICA CORPSOLE | COM | 144.29K | SH | $7.44M 1.44% | 0.00 | 0.00 | 144.29K |
ABBOTT LABORATORIESSOLE | COM | 55.16K | SH | $7.39M 1.43% | 0.00 | 0.00 | 55.16K |
ISHARES S&P SMALLCAP 600 INDEXSOLE | ETF | 57.41K | SH | $6.82M 1.32% | 0.00 | 0.00 | 57.41K |
STRYKER CORPSOLE | COM | 18.09K | SH | $6.69M 1.29% | 0.00 | 0.00 | 18.09K |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 13.05K | SH | $6.56M 1.27% | 0.00 | 0.00 | 13.05K |
Page 1 of 6
…