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CIK: 0001108965
Total reported value
$572.5M
$572.5M
116 檔
20.3%
According to the latest 13F quarterly dataset, Lynch & Associates/in managed an equity portfolio of $572.5M at the end of Q4 2024, spanning 116 distinct U.S. exchange-listed positions.
In Q4 2024, Lynch & Associates/in adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.66% | -0.48% | -0.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.28% | +0.20% | -4.37% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 4.07% | -0.65% | -1.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.99% | +0.19% | -1.47% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.26% | -0.14% | -0.74% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | +0.10% | -1.20% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.83% | +0.19% | -0.02% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.81% | -3.85% | EXIT | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.81% | -0.13% | -1.53% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.13% | -1.66% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.30% | +0.14% | +0.58% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.10% | -0.39% | +0.47% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 2.07% | +0.02% | -3.35% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.96% | — | -2.27% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.92% | +0.83% | +0.07% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.69% | -0.53% | +2.30% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.68% | -0.40% | -0.11% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.62% | +0.05% | +3.02% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.54% | +0.09% | -2.67% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.53% | +0.05% | -0.96% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.42% | -0.14% | -1.29% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.40% | -0.20% | -0.01% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | +0.09% | -1.71% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.37% | -0.02% | -0.19% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.34% | -0.16% | -0.27% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.33% | -1.11% | EXIT | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.10% | +3.17% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.29% | +2.42% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.32% | -0.01% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.04% | +0.15% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.12% | +0.37% | +5.20% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.02% | +0.05% | -1.15% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.04% | +4.05% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.13% | -0.40% | |
| 35 | ✓ | Stock-Other | 0.94% | -0.13% | +5.14% | ||
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.91% | +0.21% | -0.64% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.89% | -0.04% | +0.73% | |
| 38 | FSFG | First Savings Financial Grp | Stock-Other | 0.88% | — | — | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.02% | +225.22% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.13% | +0.52% | |
| 41 | DFSEUR | Discover Financial Services | Stock-Other | 0.80% | — | -26.14% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.08% | -1.74% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.73% | -0.07% | -0.70% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.72% | +0.02% | +0.37% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.70% | +0.08% | +2.01% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.69% | — | -9.43% | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.58% | — | -14.98% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | +9.70% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | +5.04% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.07% | -4.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | -1.82% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -1.20% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.2% | +0.07% | Add |
| 4 | EMR | Emerson Electric Co | +0.2% | -3.35% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.42% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +4.05% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -1.66% | Trim |
| 8 | BAC | Bank Of America CORP | +0.2% | -1.71% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.1% | +9.70% | Add |
| 10 | HON | Honeywell International Inc | +0.1% | -2.07% | Trim |
| 11 | DIS | Walt Disney Co/the | +0.1% | -1.74% | Trim |
| 12 | FSFG | First Savings Financial Grp | +0.1% | — | Unchanged |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -0.64% | Trim |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.1% | +11.54% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.47% | Trim |
| 17 | ADP | Automatic Data Processing | 0% | NEW | New buy |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | -4.37% | Trim |
| 19 | MSFT | Microsoft CORP | — | -0.56% | Trim |
| 20 | TXN | Texas Instruments Inc | 0% | +5.20% | Add |
| 21 | PG | Procter & Gamble Co/the | 0% | -0.74% | Trim |
| 22 | MCD | Mcdonald's CORP | 0% | +0.47% | Add |
| 23 | DUK | Duke Energy CORP | 0% | -0.70% | Trim |
| 24 | FHLC | Fidelity Msci Health Care | 0% | +0.87% | Add |
| 25 | SHW | Sherwin-williams Co/the | 0% | +0.44% | Add |
| 26 | VZ | Verizon Communications Inc | 0% | -2.84% | Trim |
| 27 | DFUS | Dimensional US Eq Mkt ETF | 0% | EXIT | Sold out |
| 28 | PFE | Pfizer Inc | -0.1% | -4.07% | Trim |
| 29 | DFSEUR | Discover Financial Services | -0.1% | -26.14% | Trim |
| 30 | AFBI | Affinity Bancshares Inc | -0.1% | EXIT | Sold out |
| 31 | GIS | General Mills Inc | -0.1% | -2.93% | Trim |
| 32 | TTEN | Totalenergies Se -spon Adr | -0.1% | -2.77% | Trim |
| 33 | AMGN | Amgen Inc | -0.1% | -3.21% | Trim |
| 34 | CI | THE Cigna Group | -0.1% | -3.53% | Trim |
| 35 | ADBE | Adobe Inc | -0.1% | -21.88% | Trim |
| 36 | CL | Colgate-palmolive Co | -0.1% | -2.92% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.27% | Trim |
| 38 | ✓ | -0.1% | +5.14% | Add | |
| 39 | UPS | United Parcel Service-cl B | -0.1% | -0.96% | Trim |
| 40 | IP | International Paper Co | -0.1% | EXIT | Sold out |
| 41 | LLY | Eli Lilly & Co | -0.2% | -0.01% | Trim |
| 42 | CVS | Cvs Health CORP | -0.2% | -23.51% | Trim |
| 43 | CINF | Cincinnati Financial CORP | -0.2% | EXIT | Sold out |
| 44 | KO | Coca-cola Co/the | -0.2% | -0.19% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -1.33% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -0.02% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.3% | -2.27% | Trim |
| 48 | LMT | Lockheed Martin CORP | -0.3% | -0.11% | Trim |
| 49 | JNJ | Johnson & Johnson | -0.3% | -1.53% | Trim |
| 50 | DOW | Dow Inc | -0.3% | -14.98% | Trim |
According to official SEC Form 13F filings, Lynch & Associates/in reported a total U.S. public equity portfolio value of $572.5M across 116 disclosed positions in Q4 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, WMT) accounted for 20.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVGO
市值: $251.4K
Top Position Liquidated / Trimmed
CINF
前期市值: $768.9K
During Q4 2024, Lynch & Associates/in's top holdings by market value included MSFT (9.7%)、IVV (4.3%)、WMT (4.1%). The largest single position, MSFT, represented 9.7% of total portfolio value.
In Q4 2024, Lynch & Associates/in made 49 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 33 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.