Latest LYNCH & ASSOCIATES/IN Stock Portfolio
LYNCH & ASSOCIATES/IN Performance:
2025 Q3: 4.76%YTD: 9.47%2024: 8.36%
Performance for 2025 Q3 is 4.76%, and YTD is 9.47%, and 2024 is 8.36%.
About LYNCH & ASSOCIATES/IN and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LYNCH & ASSOCIATES/IN reported an equity portfolio of $517.9 Millions as of 30 Sep, 2025.
The top stock holdings of LYNCH & ASSOCIATES/IN are MSFT, IJR, IJR. The fund has invested 10.2% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in ISHARES CORE S&P 500 INDEX.
The fund managers got completely rid off NORTHEAST CMNTY BANCORP INC (NECB) stocks. They significantly reduced their stock positions in DOW INC (DOW), INTEL CORP (INTC) and TESLA MOTORS INC (TSLA). LYNCH & ASSOCIATES/IN opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), AVIDIA BANCORP and DIMENSIONAL US EQUITY ETF (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), CHUBB LIMITED (CB) and FIDELITY ENHANCED INTERNATIONA.
The top stock holdings of LYNCH & ASSOCIATES/IN are MSFT, IJR, IJR. The fund has invested 10.2% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in ISHARES CORE S&P 500 INDEX.
The fund managers got completely rid off NORTHEAST CMNTY BANCORP INC (NECB) stocks. They significantly reduced their stock positions in DOW INC (DOW), INTEL CORP (INTC) and TESLA MOTORS INC (TSLA). LYNCH & ASSOCIATES/IN opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), AVIDIA BANCORP and DIMENSIONAL US EQUITY ETF (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), CHUBB LIMITED (CB) and FIDELITY ENHANCED INTERNATIONA.
LYNCH & ASSOCIATES/IN Annual Return Estimates Vs S&P 500
Our best estimate is that LYNCH & ASSOCIATES/IN made a return of 4.76% in the last quarter. In trailing 12 months, it's portfolio return was 8.16%.
New Buys
| Ticker | $ Bought |
|---|---|
| palantir technologies inc | 240,247 |
| avidia bancorp | 227,178 |
| dimensional us equity etf | 212,032 |
New stocks bought by LYNCH & ASSOCIATES/IN
Additions
| Ticker | % Inc. |
|---|---|
| oracle corp | 36.24 |
| chubb limited | 14.45 |
| fidelity enhanced internationa | 14.33 |
| fidelity enhanced mid cap etf | 12.41 |
| broadcom inc | 12.34 |
| first trust exchange-traded fd | 11.09 |
| medtronic plc | 10.85 |
| meta platforms inc | 10.73 |
Additions to existing portfolio by LYNCH & ASSOCIATES/IN
Reductions
| Ticker | % Reduced |
|---|---|
| dow inc | -64.52 |
| intel corp | -53.67 |
| tesla motors inc | -36.87 |
| winchester bancorp inc | -27.5 |
| spdr s&p 500 etf | -25.87 |
| general mills inc | -22.47 |
| bristol-myers squibb co | -18.84 |
| united parcel service inc | -16.06 |
LYNCH & ASSOCIATES/IN reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| northeast cmnty bancorp inc | -203,394 |
LYNCH & ASSOCIATES/IN got rid off the above stocks
Sector Distribution
LYNCH & ASSOCIATES/IN has about 24.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 24.4 |
| Technology | 18.9 |
| Healthcare | 13.3 |
| Consumer Defensive | 10.4 |
| Industrials | 9.7 |
| Financial Services | 8.3 |
| Consumer Cyclical | 5.7 |
| Energy | 4.2 |
| Communication Services | 3 |
| Utilities | 1.7 |
Market Cap. Distribution
LYNCH & ASSOCIATES/IN has about 74.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 42.9 |
| LARGE-CAP | 31.7 |
| UNALLOCATED | 24.4 |
Stocks belong to which Index?
About 74.5% of the stocks held by LYNCH & ASSOCIATES/IN either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.5 |
| Others | 25.4 |
LYNCH & ASSOCIATES/IN Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LYNCH & ASSOCIATES/IN
LYNCH & ASSOCIATES/IN has 127 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. ABBV was the most profitable stock for LYNCH & ASSOCIATES/IN last quarter.
Last Reported on: 07 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.33 | 47,331 | 12,051,800 | added | 0.72 | ||
| ABBV | abbvie inc | 3.15 | 70,546 | 16,334,200 | reduced | -3.84 | ||
| ABT | abbott laboratories | 1.43 | 55,164 | 7,388,710 | reduced | -6.24 | ||
| ADP | automatic data processing inc | 0.04 | 700 | 205,450 | unchanged | 0.00 | ||
| AIRR | first trust exchange-traded fd | 0.24 | 18,284 | 1,229,780 | added | 11.09 | ||
| AMGN | amgen inc | 0.28 | 5,211 | 1,470,540 | added | 0.33 | ||
| AMZN | amazon com | 0.84 | 19,903 | 4,370,090 | reduced | -11.61 | ||
| APH | amphenol corp | 0.05 | 2,000 | 247,500 | reduced | -6.98 | ||
| AVGO | broadcom inc | 0.25 | 3,860 | 1,273,320 | added | 12.34 | ||
| BA | boeing co | 0.83 | 19,980 | 4,312,190 | added | 0.66 | ||
| BAC | bank of america corp | 1.44 | 144,289 | 7,443,870 | reduced | -0.34 | ||
| BGLD | first trust exchange-traded fd | 0.19 | 10,524 | 985,467 | added | 9.2 | ||
| BIL | spdr portfolio s&p 500 value e | 1.66 | 154,921 | 8,571,800 | added | 2.93 | ||
| BIL | spdr portfolio s&p 600 small c | 0.10 | 11,114 | 514,800 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb co | 0.10 | 11,351 | 511,930 | reduced | -18.84 | ||
| CAT | caterpillar inc | 0.06 | 708 | 337,822 | unchanged | 0.00 | ||
| CB | chubb limited | 0.04 | 792 | 223,542 | added | 14.45 | ||
| CGDV | capital group dividend value e | 0.32 | 39,015 | 1,639,800 | added | 6.45 | ||
| CGGR | capital group growth etf | 0.28 | 33,022 | 1,450,330 | added | 5.8 | ||
| CGUS | capital group core equity etf | 0.26 | 34,278 | 1,355,350 | added | 5.93 | ||