LYNCH & ASSOCIATES/IN
127 holdingsFiling period: 2026-03-31Current AUM: $603.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 101.0K | $37.4M | $47.0M | 7.78% | -294 | 2026-03-31 |
| 2 | WMT | WAL-MART STORES INC | 177.5K | $22.1M | $19.7M | 3.27% | -3,510 | 2026-03-31 |
| 3 | IVV | ISHARES CORE S&P 500 INDEX | 33.4K | $21.8M | $25.1M | 4.15% | +88 | 2026-03-31 |
| 4 | IJH | ISHARES CORE S&P MIDCAP 400 IN | 318.6K | $21.5M | $24.0M | 3.97% | +5.4K | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 86.8K | $21.2M | $22.2M | 3.68% | -1,142 | 2026-03-31 |
| 6 | XOM | EXXON MOBIL CORP | 120.8K | $20.5M | $18.8M | 3.11% | -1,700 | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 120.8K | $20.5M | $18.8M | 3.11% | -1,700 | 2026-03-31 |
| 8 | JPM | J P MORGAN CHASE & CO | 52.5K | $15.4M | $18.5M | 3.06% | -182 | 2026-03-31 |
| 9 | ABBV | ABBVIE INC | 69.8K | $15.2M | $17.5M | 2.90% | +69 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 49.9K | $12.7M | $15.4M | 2.55% | +424 | 2026-03-31 |
| 11 | PG | PROCTER & GAMBLE CO | 86.4K | $12.5M | $12.5M | 2.07% | -632 | 2026-03-31 |
| 12 | CSCO | CISCO SYSTEMS INC | 148.8K | $11.5M | $17.3M | 2.86% | -1,420 | 2026-03-31 |
| 13 | MRK | MERCK & CO INC | 93.4K | $11.2M | $12.2M | 2.01% | +480 | 2026-03-31 |
| 14 | IBM | INTL BUS MACHINES CORP | 46.2K | $11.2M | $10.3M | 1.71% | -616 | 2026-03-31 |
| 15 | CVX | CHEVRON CORP | 53.2K | $11.0M | $10.5M | 1.73% | +638 | 2026-03-31 |
| 16 | MCD | MCDONALDS CORP | 34.3K | $10.7M | $9.3M | 1.54% | +245 | 2026-03-31 |
| 17 | EMR | EMERSON ELEC CO | 72.8K | $9.5M | $10.9M | 1.81% | -893 | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN CORP | 15.5K | $9.4M | $9.0M | 1.50% | -109 | 2026-03-31 |
| 19 | SPYV | SPDR PORTFOLIO S&P 500 VALUE E | 161.3K | $9.1M | $10.0M | 1.66% | +3.9K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC (GOOGLE) | 30.6K | $8.8M | $10.9M | 1.80% | +158 | 2026-03-31 |
| 21 | ITOT | ISHARES CORE S&P TOTAL US STOC | 57.9K | $8.2M | $9.5M | 1.57% | +1.0K | 2026-03-31 |
| 22 | LLY | ELI LILLY & CO | 8.7K | $8.0M | $10.0M | 1.66% | -- | 2026-03-31 |
| 23 | IJR | ISHARES S&P SMALLCAP 600 INDEX | 60.8K | $7.6M | $8.8M | 1.46% | +1.4K | 2026-03-31 |
| 24 | KO | COCA-COLA CO | 96.3K | $7.3M | $8.4M | 1.40% | -867 | 2026-03-31 |
| 25 | BAC | BANK OF AMERICA CORP | 144.6K | $7.0M | $9.0M | 1.48% | +665 | 2026-03-31 |
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