LYNCH & ASSOCIATES/IN: 13F holdings
CIK 11089652026Q2
| Positions | 129 |
|---|
| Reported value | $572.5m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 129 (+3 vs prior quarter) |
|---|
| Reported value | $572.5m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 100,370 | $37.4m | 6.5% |
| IVV ISHARES CORE S&P 500 INDEX | 32,887 | $24.6m | 4.3% |
| IJH ISHARES CORE S&P MIDCAP 400 IN | 313,704 | $24.2m | 4.2% |
| JNJ JOHNSON & JOHNSON | 86,700 | $22.0m | 3.8% |
| WMT WAL-MART STORES INC | 176,203 | $20.0m | 3.5% |
| ABBV ABBVIE INC | 69,077 | $17.4m | 3.0% |
| JPM J P MORGAN CHASE & CO | 52,403 | $17.2m | 3.0% |
| CSCO CISCO SYSTEMS INC | 145,993 | $17.1m | 3.0% |
| XOM EXXON MOBIL HOLDINGS CORP | 119,507 | $16.3m | 2.9% |
| AAPL APPLE INC | 49,640 | $14.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1108965")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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