LYNCH & ASSOCIATES/IN
CIK 1108965
13F filing for Q2 2026・No. 3,601
- Holdings
- US$572.51M
- Quarter change
- +US$39.94M
- Entries
- 129
- Net bought (estimate)
- +US$1.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 4
- Cut 55
- Added 43
- Corporate actions 2
- Unchanged 24
Largest holdings
129 stocks worth US$572.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 100,370 | US$37.44M | 6.54% |
| IVVISHARES CORE S&P 500 INDEXETF | Cut | 32,887 | US$24.63M | 4.30% |
| IJHISHARES CORE S&P MIDCAP 400 INETF | Cut | 313,704 | US$24.19M | 4.23% |
| JNJJOHNSON & JOHNSONCOM | Cut | 86,700 | US$22.02M | 3.85% |
| WMTWAL-MART STORES INCCOM | Cut | 176,203 | US$19.96M | 3.49% |
| ABBVABBVIE INCCOM | Cut | 69,077 | US$17.38M | 3.04% |
| JPMJ P MORGAN CHASE & COCOM | Cut | 52,403 | US$17.15M | 3.00% |
| CSCOCISCO SYSTEMS INCCOM | Cut | 145,993 | US$17.15M | 3.00% |
| EXXON MOBIL HOLDINGS CORPCOM | New | 119,507 | US$16.34M | 2.85% |
| AAPLAppleCOM | Cut | 49,640 | US$14.36M | 2.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.