Lynch & Associates

13F filer · CIK 0001108965

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$573MU.S. long equity reported on 13F

Positions872 new · 1 closed

Net flow last quarter-$1.87MBuys minus sells

Top 10 positions weight32.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202687 positions
MSFTMicrosoft Corp	$37.4M	6.54%	0.00%	-0.7%	Q2 2013
JNJJohnson & Johnson	$22M	3.85%	0.00%	-0.1%	Q2 2013
WMTWalmart Inc.	$20M	3.49%	0.00%	-0.8%	Q2 2013
ABBVAbbVie Inc.	$17.4M	3.04%	0.00%	-1.1%	Q2 2013
JPMJPMorgan Chase & Co	$17.2M	3.00%	0.00%	-0.1%	Q4 2016
CSCOCisco Systems, Inc.	$17.1M	3.00%	0.00%	-1.9%	Q2 2013
XOMExxonMobil Holdings Corp	$16.3M	2.85%	0.00%	-1.1%	Q2 2013
AAPLApple Inc.	$14.4M	2.51%	0.00%	-0.6%	Q3 2018
IBMInternational Business Machines Corp	$12.8M	2.24%	0.00%	-1.1%	Q2 2013
PGPROCTER & GAMBLE Co	$12.6M	2.20%	0.00%	-0.5%	Q2 2013
MRKMerck & Co., Inc.	$12.1M	2.11%	0.00%	+0.5%	Q2 2013
GOOGLAlphabet Inc.	$11.1M	1.94%	0.00%	+1.8%	Q3 2022
LLYELI LILLY & Co	$10.5M	1.83%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$10.4M	1.81%	0.01%	-0.5%	Q2 2013
MCDMcdonalds Corp	$9.22M	1.61%	0.00%	-0.5%	Q2 2013
CVXChevron Corp	$8.82M	1.54%	0.00%	0.0%	Q2 2013
BACBank of America Corp	$8.1M	1.41%	0.00%	-1.7%	Q3 2020
LMTLockheed Martin Corp	$7.79M	1.36%	0.01%	-1.6%	Q2 2013
KOCoca Cola Co	$7.78M	1.36%	0.00%	-0.6%	Q2 2013
TXNTexas Instruments Inc	$7.2M	1.26%	0.00%	-0.7%	Q3 2022
RTXRTX Corp	$6.78M	1.18%	0.00%	-0.9%	Q2 2020
BRK.BBerkshire Hathaway Inc	$6.46M	1.13%	Not reported	-0.7%	Q2 2013
LOWLowes Companies Inc	$5.79M	1.01%	0.00%	0.0%	Q2 2013
FRMEFirst Merchants Corp	$5.68M	0.99%	0.21%	Not reported	Q1 2026
NEENextera Energy Inc	$5.6M	0.98%	0.00%	-0.1%	Q2 2013
SYKStryker Corp	$5.44M	0.95%	0.00%	-2.2%	Q2 2013
UPSUnited Parcel Service Inc	$5.39M	0.94%	0.01%	+3.6%	Q2 2013
TJXTJX Companies Inc	$5.34M	0.93%	0.00%	-0.3%	Q3 2014
SYYSysco Corp	$4.78M	0.83%	0.01%	-1.3%	Q2 2013
USBUS Bancorp \de\	$4.64M	0.81%	0.00%	+3.4%	Q2 2013
COFCapital One Financial Corp	$4.64M	0.81%	0.00%	-0.8%	Q2 2025
ABTAbbott Laboratories	$4.48M	0.78%	0.00%	-3.2%	Q2 2013
BABoeing Co	$4.39M	0.77%	0.00%	-1.0%	Q2 2013
AMZNAmazon Com Inc	$4.38M	0.76%	0.00%	-0.4%	Q3 2016
ITWIllinois Tool Works Inc	$4.36M	0.76%	0.01%	-1.1%	Q2 2013
MMM3m Co	$4.02M	0.70%	0.00%	-0.7%	Q2 2013
DUKDuke Energy CORP	$3.96M	0.69%	0.00%	+1.8%	Q2 2013
CVSCVS HEALTH Corp	$2.89M	0.51%	0.00%	+2.7%	Q2 2019
HONHoneywell International Inc	$2.86M	0.50%	0.00%	-2.1%	Q2 2013
HONAHoneywell Aerospace Inc.	$2.82M	0.49%	Not reported	-2.1%	Q2 2026
DISWalt Disney Co	$2.77M	0.48%	0.00%	-6.2%	Q2 2013
PMPhilip Morris International Inc.	$2.76M	0.48%	0.00%	-0.2%	Q2 2013
VVisa Inc.	$2.73M	0.48%	0.00%	-1.8%	Q3 2023
HDHome Depot, Inc.	$2.46M	0.43%	0.00%	-8.9%	Q2 2013
AMGNAmgen Inc	$2.35M	0.41%	0.00%	+2.2%	Q3 2023
TTETotalEnergies SE	$2.35M	0.41%	0.00%	-0.5%	Q3 2013
PFEPfizer Inc	$2.21M	0.39%	0.00%	+4.2%	Q2 2013
METAMeta Platforms, Inc.	$2.18M	0.38%	Not reported	-2.3%	Q3 2016
MOAltria Group, Inc.	$2.12M	0.37%	0.00%	+1.2%	Q2 2013
CLColgate Palmolive Co	$1.92M	0.34%	0.00%	-1.7%	Q2 2013

Q1 2026Reported Apr 8, 202685 positions
MSFTMicrosoft Corp	$37.4M	7.02%	0.00%	-0.3%	Q2 2013
WMTWalmart Inc.	$22.1M	4.14%	0.00%	-1.9%	Q2 2013
JNJJohnson & Johnson	$21.2M	3.98%	0.00%	-1.3%	Q2 2013
XOMExxonMobil Holdings Corp	$20.5M	3.85%	0.00%	-1.4%	Q2 2013
JPMJPMorgan Chase & Co	$15.4M	2.90%	0.00%	-0.4%	Q4 2016
ABBVAbbVie Inc.	$15.2M	2.85%	0.00%	+0.1%	Q2 2013
AAPLApple Inc.	$12.7M	2.38%	0.00%	+0.9%	Q3 2018
PGPROCTER & GAMBLE Co	$12.5M	2.34%	0.00%	-0.7%	Q2 2013
CSCOCisco Systems, Inc.	$11.5M	2.17%	0.00%	-1.0%	Q2 2013
MRKMerck & Co., Inc.	$11.2M	2.11%	0.00%	+0.5%	Q2 2013
IBMInternational Business Machines Corp	$11.2M	2.10%	0.00%	-1.3%	Q2 2013
CVXChevron Corp	$11M	2.07%	0.00%	+1.2%	Q2 2013
MCDMcdonalds Corp	$10.7M	2.00%	0.00%	+0.7%	Q2 2013
EMREmerson Electric Co	$9.54M	1.79%	0.01%	-1.2%	Q2 2013
LMTLockheed Martin Corp	$9.38M	1.76%	0.01%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$8.79M	1.65%	0.00%	+0.5%	Q3 2022
LLYELI LILLY & Co	$8.04M	1.51%	0.00%	Not reported	Q2 2013
KOCoca Cola Co	$7.32M	1.38%	0.00%	-0.9%	Q2 2013
BACBank of America Corp	$7.05M	1.32%	0.00%	+0.5%	Q3 2020
RTXRTX Corp	$6.95M	1.31%	0.00%	-0.4%	Q2 2020
BRK.BBerkshire Hathaway Inc	$6.24M	1.17%	Not reported	-0.5%	Q2 2013
LOWLowes Companies Inc	$6.21M	1.17%	0.00%	+2.2%	Q2 2013
NEENextera Energy Inc	$5.93M	1.11%	0.00%	+3.3%	Q2 2013
HONHoneywell International Inc	$5.89M	1.11%	0.00%	-2.1%	Q2 2013
SYKStryker Corp	$5.81M	1.09%	0.00%	-0.6%	Q2 2013
TJXTJX Companies Inc	$5.65M	1.06%	0.00%	-0.8%	Q3 2014
ABTAbbott Laboratories	$5.23M	0.98%	0.00%	-5.0%	Q2 2013
FRMEFirst Merchants Corp	$5.03M	0.95%	0.21%	New	Q1 2026
UPSUnited Parcel Service Inc	$4.76M	0.89%	0.01%	+15.8%	Q2 2013
TXNTexas Instruments Inc	$4.72M	0.89%	0.00%	+11.9%	Q3 2022
COFCapital One Financial Corp	$4.25M	0.80%	0.00%	-0.8%	Q2 2025
ITWIllinois Tool Works Inc	$4.25M	0.80%	0.01%	-1.7%	Q2 2013
SYYSysco Corp	$4.13M	0.77%	0.01%	+0.3%	Q2 2013
BABoeing Co	$4.08M	0.77%	0.00%	+0.7%	Q2 2013
DUKDuke Energy CORP	$4.03M	0.76%	0.00%	+0.1%	Q2 2013
USBUS Bancorp \de\	$3.87M	0.73%	0.00%	+1.4%	Q2 2013
AMZNAmazon Com Inc	$3.84M	0.72%	0.00%	-2.8%	Q3 2016
MMM3m Co	$3.63M	0.68%	0.00%	-1.1%	Q2 2013
DISWalt Disney Co	$2.96M	0.56%	0.00%	+1.5%	Q2 2013
TTETotalEnergies SE	$2.76M	0.52%	0.00%	-2.4%	Q3 2013
PMPhilip Morris International Inc.	$2.53M	0.48%	0.00%	+0.9%	Q2 2013
HDHome Depot, Inc.	$2.52M	0.47%	0.00%	+5.5%	Q2 2013
PFEPfizer Inc	$2.47M	0.46%	0.00%	+23.7%	Q2 2013
VVisa Inc.	$2.45M	0.46%	0.00%	+0.7%	Q3 2023
METAMeta Platforms, Inc.	$2.27M	0.43%	Not reported	+3.7%	Q3 2016
AMGNAmgen Inc	$2.23M	0.42%	0.00%	+1.8%	Q3 2023
CVSCVS HEALTH Corp	$1.95M	0.37%	0.00%	-0.2%	Q2 2019
MOAltria Group, Inc.	$1.92M	0.36%	0.00%	-1.0%	Q2 2013
SHWSherwin Williams Co	$1.83M	0.34%	0.00%	+0.6%	Q3 2023
UNPUnion Pacific Corp	$1.81M	0.34%	0.00%	+0.4%	Q3 2022

Q4 2025Reported Jan 7, 202683 positions
MSFTMicrosoft Corp	$49M	9.27%	0.00%	-0.7%	Q2 2013
WMTWalmart Inc.	$20.2M	3.81%	0.00%	-4.5%	Q2 2013
JNJJohnson & Johnson	$18.2M	3.44%	0.00%	-1.4%	Q2 2013
JPMJPMorgan Chase & Co	$17M	3.21%	0.00%	-2.2%	Q4 2016
ABBVAbbVie Inc.	$15.9M	3.01%	0.00%	-1.1%	Q2 2013
XOMExxonMobil Holdings Corp	$14.7M	2.79%	0.00%	+2.4%	Q2 2013
IBMInternational Business Machines Corp	$13.9M	2.62%	0.01%	-0.4%	Q2 2013
AAPLApple Inc.	$13.5M	2.54%	0.00%	+4.6%	Q3 2018
PGPROCTER & GAMBLE Co	$12.5M	2.36%	0.00%	-0.1%	Q2 2013
CSCOCisco Systems, Inc.	$11.6M	2.19%	0.00%	+0.1%	Q2 2013
MCDMcdonalds Corp	$10.4M	1.97%	0.00%	+2.6%	Q2 2013
MRKMerck & Co., Inc.	$9.78M	1.85%	0.00%	+2.9%	Q2 2013
EMREmerson Electric Co	$9.78M	1.85%	0.01%	-1.5%	Q2 2013
GOOGLAlphabet Inc.	$9.52M	1.80%	0.00%	-3.8%	Q3 2022
LLYELI LILLY & Co	$9.39M	1.78%	0.00%	+2.3%	Q2 2013
CVXChevron Corp	$8.01M	1.51%	0.00%	+0.9%	Q2 2013
BACBank of America Corp	$7.91M	1.50%	0.00%	-0.3%	Q3 2020
LMTLockheed Martin Corp	$7.56M	1.43%	0.01%	+0.8%	Q2 2013
KOCoca Cola Co	$6.79M	1.28%	0.00%	+0.2%	Q2 2013
ABTAbbott Laboratories	$6.73M	1.27%	0.00%	-2.7%	Q2 2013
RTXRTX Corp	$6.64M	1.25%	0.00%	+6.9%	Q2 2020
BRK.BBerkshire Hathaway Inc	$6.57M	1.24%	Not reported	+0.2%	Q2 2013
SYKStryker Corp	$6.25M	1.18%	0.00%	-1.7%	Q2 2013
LOWLowes Companies Inc	$6.2M	1.17%	0.00%	+1.6%	Q2 2013
COFCapital One Financial Corp	$5.7M	1.08%	0.00%	+1.4%	Q2 2025
TJXTJX Companies Inc	$5.48M	1.04%	0.00%	-2.6%	Q3 2014
HONHoneywell International Inc	$5.2M	0.98%	0.00%	-0.9%	Q2 2013
NEENextera Energy Inc	$4.96M	0.94%	0.00%	+2.9%	Q2 2013
FSFGFirst Savings Financial Group, Inc.	$4.86M	0.92%	2.17%	Not reported	Q2 2013
BABoeing Co	$4.42M	0.84%	0.00%	+1.9%	Q2 2013
AMZNAmazon Com Inc	$4.38M	0.83%	0.00%	-4.7%	Q3 2016
SYYSysco Corp	$4.25M	0.80%	0.01%	-3.1%	Q2 2013
UPSUnited Parcel Service Inc	$4.15M	0.78%	0.01%	-7.5%	Q2 2013
ITWIllinois Tool Works Inc	$4.09M	0.77%	0.01%	-1.1%	Q2 2013
MMM3m Co	$4.04M	0.76%	0.00%	0.0%	Q2 2013
USBUS Bancorp \de\	$3.91M	0.74%	0.00%	+2.7%	Q2 2013
TXNTexas Instruments Inc	$3.77M	0.71%	0.00%	-18.4%	Q3 2022
DUKDuke Energy CORP	$3.6M	0.68%	0.00%	-2.2%	Q2 2013
DISWalt Disney Co	$3.44M	0.65%	0.00%	-4.4%	Q2 2013
VVisa Inc.	$2.82M	0.53%	0.00%	+0.9%	Q3 2023
METAMeta Platforms, Inc.	$2.52M	0.48%	Not reported	+4.0%	Q3 2016
HDHome Depot, Inc.	$2.5M	0.47%	0.00%	-0.8%	Q2 2013
PMPhilip Morris International Inc.	$2.44M	0.46%	0.00%	-1.3%	Q2 2013
CVSCVS HEALTH Corp	$2.16M	0.41%	0.00%	+9.9%	Q2 2019
AMGNAmgen Inc	$2.04M	0.39%	0.00%	+19.8%	Q3 2023
TTETotalEnergies SE	$2.03M	0.38%	0.00%	+0.3%	Q3 2013
SHWSherwin Williams Co	$1.84M	0.35%	0.00%	-3.5%	Q3 2023
PFEPfizer Inc	$1.77M	0.33%	0.00%	-6.8%	Q2 2013
UNPUnion Pacific Corp	$1.72M	0.33%	0.00%	-1.3%	Q3 2022
MOAltria Group, Inc.	$1.69M	0.32%	0.00%	-4.4%	Q2 2013

Q3 2025Reported Oct 7, 202587 positions
MSFTMicrosoft Corp	$52.9M	10.21%	0.00%	-1.8%	Q2 2013
WMTWalmart Inc.	$19.5M	3.77%	0.00%	-3.2%	Q2 2013
JPMJPMorgan Chase & Co	$17M	3.28%	0.00%	-2.1%	Q4 2016
JNJJohnson & Johnson	$16.5M	3.19%	0.00%	-1.1%	Q2 2013
ABBVAbbVie Inc.	$16.3M	3.15%	0.00%	-3.8%	Q2 2013
XOMExxonMobil Holdings Corp	$13.5M	2.60%	0.00%	-2.2%	Q2 2013
PGPROCTER & GAMBLE Co	$13.4M	2.58%	0.00%	-1.2%	Q2 2013
IBMInternational Business Machines Corp	$13.3M	2.56%	0.01%	-0.4%	Q2 2013
AAPLApple Inc.	$12.1M	2.33%	0.00%	+0.7%	Q3 2018
CSCOCisco Systems, Inc.	$10.3M	1.98%	0.00%	+0.3%	Q2 2013
MCDMcdonalds Corp	$10.1M	1.95%	0.00%	-0.6%	Q2 2013
EMREmerson Electric Co	$9.82M	1.90%	0.01%	-1.8%	Q2 2013
CVXChevron Corp	$8.09M	1.56%	0.00%	+0.2%	Q2 2013
LMTLockheed Martin Corp	$7.75M	1.50%	0.01%	-1.5%	Q2 2013
GOOGLAlphabet Inc.	$7.68M	1.48%	0.00%	-1.1%	Q3 2022
MRKMerck & Co., Inc.	$7.58M	1.46%	0.00%	+1.3%	Q2 2013
BACBank of America Corp	$7.44M	1.44%	0.00%	-0.3%	Q3 2020
ABTAbbott Laboratories	$7.39M	1.43%	0.00%	-6.2%	Q2 2013
SYKStryker Corp	$6.69M	1.29%	0.00%	+1.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$6.56M	1.27%	Not reported	-1.3%	Q2 2013
LLYELI LILLY & Co	$6.51M	1.26%	0.00%	-0.3%	Q2 2013
KOCoca Cola Co	$6.43M	1.24%	0.00%	-3.5%	Q2 2013
LOWLowes Companies Inc	$6.36M	1.23%	0.00%	+0.3%	Q2 2013
RTXRTX Corp	$5.66M	1.09%	0.00%	+0.1%	Q2 2020
HONHoneywell International Inc	$5.66M	1.09%	0.00%	-2.8%	Q2 2013
TJXTJX Companies Inc	$5.29M	1.02%	0.00%	-0.3%	Q3 2014
COFCapital One Financial Corp	$4.93M	0.95%	0.00%	+5.0%	Q2 2025
SYYSysco Corp	$4.9M	0.95%	0.01%	-0.7%	Q2 2013
TXNTexas Instruments Inc	$4.89M	0.94%	0.00%	-0.4%	Q3 2022
FSFGFirst Savings Financial Group, Inc.	$4.79M	0.93%	2.19%	-0.3%	Q2 2013
NEENextera Energy Inc	$4.53M	0.88%	0.00%	+0.8%	Q2 2013
ITWIllinois Tool Works Inc	$4.38M	0.85%	0.01%	+4.2%	Q2 2013
AMZNAmazon Com Inc	$4.37M	0.84%	0.00%	-11.6%	Q3 2016
BABoeing Co	$4.31M	0.83%	0.00%	+0.7%	Q2 2013
MMM3m Co	$3.92M	0.76%	0.00%	-4.3%	Q2 2013
DUKDuke Energy CORP	$3.89M	0.75%	0.00%	-1.0%	Q2 2013
UPSUnited Parcel Service Inc	$3.77M	0.73%	0.01%	-16.1%	Q2 2013
DISWalt Disney Co	$3.62M	0.70%	0.00%	-1.7%	Q2 2013
USBUS Bancorp \de\	$3.45M	0.67%	0.00%	+2.2%	Q2 2013
HDHome Depot, Inc.	$2.97M	0.57%	0.00%	+7.5%	Q2 2013
VVisa Inc.	$2.72M	0.53%	0.00%	-1.1%	Q3 2023
METAMeta Platforms, Inc.	$2.7M	0.52%	Not reported	+10.7%	Q3 2016
PMPhilip Morris International Inc.	$2.5M	0.48%	0.00%	-4.5%	Q2 2013
SHWSherwin Williams Co	$2.04M	0.39%	0.00%	+4.3%	Q3 2023
MOAltria Group, Inc.	$2.03M	0.39%	0.00%	-1.0%	Q2 2013
PFEPfizer Inc	$1.95M	0.38%	0.00%	-6.9%	Q2 2013
CVSCVS HEALTH Corp	$1.87M	0.36%	0.00%	+8.5%	Q2 2019
TTETotalEnergies SE	$1.85M	0.36%	0.00%	-0.3%	Q3 2013
KMBKimberly Clark Corp	$1.8M	0.35%	0.00%	-6.0%	Q2 2013
CLColgate Palmolive Co	$1.8M	0.35%	0.00%	-12.1%	Q2 2013

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