LYNCH & ASSOCIATES/IN

Est. AUM

$532.6M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$37.4M	101040	7.02%	SOLE
2	WAL-MART STORES INC	COM	$22.1M	177528	4.14%	SOLE
3	ISHARES CORE S&P 500 INDEX	ETF	$21.8M	33408	4.10%	SOLE
4	ISHARES CORE S&P MIDCAP 400 IN	ETF	$21.5M	318565	4.04%	SOLE
5	JOHNSON & JOHNSON	COM	$21.2M	86755	3.98%	SOLE
6	EXXON MOBIL CORP	COM	$20.5M	120782	3.85%	SOLE
7	J P MORGAN CHASE & CO	COM	$15.4M	52450	2.90%	SOLE
8	ABBVIE INC	COM	$15.2M	69841	2.85%	SOLE
9	APPLE INC	COM	$12.7M	49934	2.38%	SOLE
10	PROCTER & GAMBLE CO	COM	$12.5M	86377	2.34%	SOLE
11	CISCO SYSTEMS INC	COM	$11.5M	148792	2.17%	SOLE
12	MERCK & CO INC	COM	$11.2M	93438	2.11%	SOLE
13	INTL BUS MACHINES CORP	COM	$11.2M	46175	2.10%	SOLE
14	CHEVRON CORP	COM	$11.0M	53173	2.07%	SOLE
15	MCDONALDS CORP	COM	$10.7M	34292	2.00%	SOLE
16	EMERSON ELEC CO	COM	$9.5M	72821	1.79%	SOLE
17	LOCKHEED MARTIN CORP	COM	$9.4M	15523	1.76%	SOLE
18	SPDR PORTFOLIO S&P 500 VALUE E	ETF	$9.1M	161288	1.71%	SOLE
19	ALPHABET INC (GOOGLE)	COM	$8.8M	30573	1.65%	SOLE
20	ISHARES CORE S&P TOTAL US STOC	ETF	$8.2M	57884	1.55%	SOLE
21	ELI LILLY & CO	COM	$8.0M	8738	1.51%	SOLE
22	ISHARES S&P SMALLCAP 600 INDEX	ETF	$7.6M	60798	1.42%	SOLE
23	COCA-COLA CO	COM	$7.3M	96303	1.38%	SOLE
24	BANK OF AMERICA CORP	COM	$7.0M	144559	1.32%	SOLE
25	RTX CORPORATION	COM	$7.0M	36041	1.31%	SOLE
26	BERKSHIRE HATHAWAY INC CL B	COM	$6.2M	13012	1.17%	SOLE
27	LOWES COMPANIES INC	COM	$6.2M	26271	1.17%	SOLE
28	NEXTERA ENERGY INC	COM	$5.9M	63835	1.11%	SOLE
29	HONEYWELL INTL INC	COM	$5.9M	26075	1.11%	SOLE
30	STRYKER CORP	COM	$5.8M	17675	1.09%	SOLE
31	TJX COMPANIES INC	COM	$5.6M	35374	1.06%	SOLE
32	ABBOTT LABORATORIES	COM	$5.2M	50985	0.98%	SOLE
33	SCHWAB STRATEGIC TR US DIVIDEN	ETF	$5.2M	168142	0.97%	SOLE
34	FIDELITY MCSI INFORMATION TECH	ETF	$5.0M	24271	0.95%	SOLE
35	FIRST MERCHANTS CORP	COM	$5.0M	130000	0.95%	SOLE
36	UNITED PARCEL SERVICE INC	COM	$4.8M	48405	0.89%	SOLE
37	TEXAS INSTRUMENTS INC	COM	$4.7M	24315	0.89%	SOLE
38	CAPITAL ONE FINANCIAL CORP	COM	$4.3M	23319	0.80%	SOLE
39	ILLINOIS TOOL WORKS INC	COM	$4.2M	16321	0.80%	SOLE
40	SYSCO CORP	COM	$4.1M	57863	0.77%	SOLE
41	BOEING CO	COM	$4.1M	20500	0.77%	SOLE
42	DUKE ENERGY CORP	COM	$4.0M	30766	0.76%	SOLE
43	U S BANCORP	COM	$3.9M	74313	0.73%	SOLE
44	AMAZON COM	COM	$3.8M	18451	0.72%	SOLE
45	VANGUARD TOTAL INTL STOCK INDE	ETF	$3.8M	49638	0.72%	SOLE
46	3M COMPANY	COM	$3.6M	24984	0.68%	SOLE
47	FIDELITY ENHANCED MID CAP ETF	ETF	$3.3M	92107	0.62%	SOLE
48	WALT DISNEY CO	COM	$3.0M	30706	0.56%	SOLE
49	TOTALENERGIES	COM	$2.8M	30321	0.52%	SOLE
50	TECHNOLOGY SELECT SECTOR SPDR	ETF	$2.7M	20228	0.50%	SOLE

1–50 of 126

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.