LA

LYNCH & ASSOCIATES/IN

13F
LYNCH & ASSOCIATES/IN
Last update 2025-07-15 124 Stocks (10 new)
Value $496.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(10.41%)IVV(4.30%)WMT(3.86%)IJH(3.80%)JPM(3.21%)
Summary Stock Picks Current Portfolio
LYNCH & ASSOCIATES/IN Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
103,923
51,692.3
-0.58%
10.410
-0.05%
0.000
+30.85%
+20.48%
3,759,901.0
Software
IVV
iShares Core S&P 500 ETF
34,406
21,362.8
+1.45%
4.300
+0.06%
0.000
+16.41%
+8.94%
642,209.1
 
WMT
Walmart Inc
195,843
19,149.5
-3.30%
3.860
-0.13%
0.000
+0.07%
+6.45%
763,566.4
Retail - Defensive
IJH
iShares Core S&P Mid-Cap ETF
304,495
18,884.8
+1.89%
3.800
+0.07%
0.020
+13.64%
+3.97%
98,717.1
 
JPM
JPMorgan Chase & Co
54,979
15,939.0
-2.05%
3.210
-0.06%
0.000
+21.89%
+25.81%
815,993.3
Banks
PG
Procter & Gamble Co
88,128
14,040.6
-0.38%
2.830
-0.01%
0.000
+0.27%
-3.41%
372,477.4
Consumer Packaged Goods
IBM
International Business Machines Corp
International Business Machines Corp
47,149
13,898.5
-0.23%
2.800
-0.01%
0.010
+14.68%
+20.43%
242,804.9
Software
JNJ
Johnson & Johnson
90,118
13,765.5
+0.80%
2.770
+0.02%
0.000
+10.08%
+18.87%
406,867.0
Drug Manufacturers
ABBV
AbbVie Inc
73,361
13,617.2
+1.04%
2.740
+0.03%
0.000
+6.56%
+10.19%
336,588.1
Drug Manufacturers
XOM
Exxon Mobil Corp
122,321
13,186.2
+1.91%
2.660
+0.05%
0.000
+1.93%
+3.86%
472,853.6
Oil & Gas

LYNCH & ASSOCIATES/IN's Historical Top Holdings Breakdowns

LYNCH & ASSOCIATES/IN's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COF
Capital One Financial Corp
2025-06-30
New Buy
New Buy
+0.95%
●
150.57 ($186.48) 212.76
$219.46
17.69%
New holding
22,067
22,067
DFS Unlock Delisted
Discover Financial Services
2025-06-30
Sold Out
Sold Out
-0.78%
●
147.04 ($177) 204.07
$200.05
13.02%
Sold Out
0
-21,197
AVGO
Broadcom Inc
2025-06-30
New Buy
New Buy
+0.19%
●
146.29 ($216.36) 275.65
$283.69
31.12%
New holding
3,436
3,436
CTAS
Cintas Corp
2025-06-30
New Buy
New Buy
+0.16%
●
190.11 ($215.09) 227.66
$221.20
2.84%
New holding
3,497
3,497
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.15%
●
713.71 ($777.85) 898.95
$798.89
2.70%
Add 12.79%
8,564
971
WM
Waste Management Inc
2025-06-30
New Buy
New Buy
+0.14%
●
216.47 ($231.97) 242.1
$228.12
-1.66%
New holding
3,080
3,080
DOW
Dow Inc
2025-06-30
Reduce
Reduce
-0.13%
●
25.81 ($29.18) 34.92
$30.37
4.08%
Reduce -30.96%
39,603
-17,763
WMT
Walmart Inc
2025-06-30
Reduce
Reduce
-0.13%
●
81.79 ($95.16) 99.98
$95.68
0.55%
Reduce -3.3%
195,843
-6,682
GIB
CGI Inc
2025-06-30
New Buy
New Buy
+0.12%
●
96.47 ($105.32) 109.59
$102.30
-2.87%
New holding
5,688
5,688
ORCL
Oracle Corp
2025-06-30
New Buy
New Buy
+0.10%
●
122.82 ($161.13) 218.63
$241.90
50.13%
New holding
2,191
2,191

LYNCH & ASSOCIATES/IN Total Holding History ($B)

To

LYNCH & ASSOCIATES/IN's Asset Allocation

To

LYNCH & ASSOCIATES/IN Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LYNCH & ASSOCIATES/IN's Hypothetical Growth since 2025-06-30

LYNCH & ASSOCIATES/IN's Yearly Returns

Year Portfolio % % Excess Gain %

LYNCH & ASSOCIATES/IN's Holdings Heat Map

Size field:

LYNCH & ASSOCIATES/IN's Holdings Bubble Chart

LYNCH & ASSOCIATES/IN News

  • 1

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