Data as of Q4 2025 (Dec 31, 2025)

LYNCH & ASSOCIATES/IN

•CIK: 1108965•Filing: Q4 2025

LYNCH & ASSOCIATES/IN manages $529M across a diversified portfolio of 122 positions. The fund exhibits significant concentration in technology and industrials, with MSFT representing the largest holding at $49.0M. Notable allocations include IVV ($22.8M), IJH ($20.7M), and WMT ($20.2M). This structure suggests a tactical, large-cap exposure favoring established market leaders.

Total AUM
$528.9M
QoQ Performance
+2.1%
Positions
121
Top 10 Concentration
38.9%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
MSFT9.3%
IVV4.3%
IJH3.9%
WMT3.8%
JNJ3.4%
JPM3.2%
ABBV3.0%
XOM2.8%

📈 Biggest Buys

TTE
TOTALENERGIES
NEW
0.4% of portfolio
XLK
TECHNOLOGY SELECT SECTOR SPDR
+100.0%
0.6% of portfolio
AAPL
APPLE INC
+4.6%
2.5% of portfolio
RTX
RTX CORPORATION
+6.9%
1.3% of portfolio
MDT
MEDTRONIC PLC
+40.4%
0.3% of portfolio

📉 Biggest Sells

WMT
WAL-MART STORES INC
-4.5%
3.8% of portfolio
TXN
TEXAS INSTRUMENTS INC
-18.4%
0.7% of portfolio
JPM
J P MORGAN CHASE & CO
-2.2%
3.2% of portfolio
GOOGL
ALPHABET INC (GOOGLE)
-3.8%
1.8% of portfolio
MSFT
MICROSOFT CORP
-0.7%
9.3% of portfolio

Sector Breakdown

Other32.3%
Technology20.3%
Healthcare13.1%
Consumer8.4%
Financial8.0%
Industrial6.6%
ETF4.4%
Energy2.8%

🚪 Exited Positionssold since Q3 2025

TTEN
TOTALENERGIES SE
SOLD
$1.8M
CIT
CINTAS CORP
SOLD
$671.0K
DOW
DOW INC
SOLD
$322.2K
INTC
INTEL CORP
SOLD
$301.4K
ADP
AUTOMATIC DATA PROCESSING INC
SOLD
$205.4K
+1 more exited positions

Changes from Q3 2025

NEW3 new positions
↑51 increased
↓52 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT9.3%
MICROSOFT CORP
$49.0M
IVV4.3%
ISHARES CORE S&P 500 INDEX
$22.8M
IJH3.9%
ISHARES CORE S&P MIDCAP 400 IN
$20.7M
WMT3.8%
WAL-MART STORES INC
$20.2M
JNJ3.4%
JOHNSON & JOHNSON
$18.2M

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