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CIK: 0001108965
Total reported value
$572.5M
$572.5M
119 檔
19.9%
According to the latest 13F quarterly dataset, Lynch & Associates/in managed an equity portfolio of $572.5M at the end of Q2 2024, spanning 119 distinct U.S. exchange-listed positions.
During Q2 2024, Lynch & Associates/in's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.79% | -0.48% | +3.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.20% | -0.56% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.93% | +0.19% | +2.15% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.37% | -0.14% | +1.27% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.27% | -0.65% | +1.83% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.17% | -3.85% | EXIT | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.01% | -0.13% | +2.57% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.85% | +0.19% | +3.85% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | +0.10% | +3.95% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.59% | — | +3.04% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.27% | +0.13% | +3.11% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.03% | +0.02% | +4.28% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.90% | +0.14% | +5.12% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.90% | -0.39% | +3.15% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.86% | -0.53% | +3.19% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.80% | +0.05% | +1.14% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.70% | -0.40% | +3.59% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.58% | +0.83% | +0.91% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.32% | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.54% | +0.09% | +0.63% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | +0.05% | +3.73% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.47% | -0.02% | +2.02% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | -0.14% | +4.95% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.34% | -0.20% | +2.50% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.33% | -1.11% | EXIT | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.31% | +0.09% | +3.68% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.24% | -0.16% | +7.00% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.29% | +0.74% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.04% | +1.03% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.10% | +2.82% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.11% | +0.37% | +4.44% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.00% | +0.05% | +2.78% | |
| 33 | DOW | Dow Inc | Stock-Materials | 0.95% | — | +2.94% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.13% | +3.66% | |
| 35 | ✓ | Stock-Other | 0.90% | -0.13% | +6.63% | ||
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.04% | +7.23% | |
| 37 | DFSEUR | Discover Financial Services | Stock-Other | 0.86% | — | +0.72% | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.85% | +0.21% | +3.13% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.85% | -0.04% | +4.37% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.81% | — | -3.56% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.08% | +6.47% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.13% | +2.68% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | -0.07% | -0.59% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.02% | +9.68% | |
| 45 | FSFG | First Savings Financial Grp | Stock-Other | 0.61% | — | — | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.07% | +7.94% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.59% | — | +3.75% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.58% | +0.02% | +12.99% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.58% | +0.08% | +7.86% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.53% | +0.07% | -1.84% |
According to official SEC Form 13F filings, Lynch & Associates/in reported a total U.S. public equity portfolio value of $572.5M across 119 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, IJH) accounted for 19.9% of total reported equity market value during Q2 2024.
During Q2 2024, Lynch & Associates/in's top holdings by market value included MSFT (10.8%)、IVV (4.3%)、IJH (3.9%). The largest single position, MSFT, represented 10.8% of total portfolio value.
In Q2 2024, Lynch & Associates/in made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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