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CIK: 0001108965
Total reported value
$572.5M
$572.5M
118 檔
19.0%
As reported in its official Q1 2025 Form 13F filing, Lynch & Associates/in's tracked investment portfolio stood at $572.5M with 118 total positions.
In Q1 2025, Lynch & Associates/in displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.49% | -0.48% | -1.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | +0.20% | +1.29% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.85% | -0.65% | -2.36% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.77% | +0.19% | +1.18% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.29% | +0.19% | -1.16% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.26% | -0.14% | -1.16% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.21% | -0.13% | -0.01% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.09% | -3.85% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | +0.10% | -1.99% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.54% | +0.14% | -2.07% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.25% | -0.39% | -0.03% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.13% | -0.05% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.99% | +0.83% | -0.16% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.91% | -0.53% | -1.74% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.82% | +0.02% | -0.66% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.75% | — | -0.38% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | +0.05% | +1.42% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | -0.20% | -2.07% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | -0.02% | -0.73% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.52% | -0.40% | -0.89% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | -0.04% | +0.49% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.49% | +0.09% | +2.34% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.14% | -1.01% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.32% | -0.35% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.30% | +0.05% | -2.33% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.29% | +0.09% | -0.69% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.27% | -0.16% | +1.14% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.26% | -1.11% | EXIT | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.10% | +5.95% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.29% | +2.56% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.05% | +0.37% | -1.61% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.13% | -1.66% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.98% | +0.05% | -2.11% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.13% | +0.94% | |
| 35 | ✓ | Stock-Other | 0.92% | -0.13% | -0.99% | ||
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.91% | -0.02% | +5.93% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.04% | +1.04% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.87% | -0.04% | -0.03% | |
| 39 | FSFG | First Savings Financial Grp | Stock-Other | 0.85% | — | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.83% | +0.02% | +1.24% | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.82% | +0.21% | +3.66% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.82% | -0.07% | -1.36% | |
| 43 | DFSEUR | Discover Financial Services | Stock-Other | 0.78% | — | -0.89% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.71% | — | +6.36% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | -0.08% | +0.98% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.63% | +0.08% | +2.47% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.02% | +0.90% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | — | +0.16% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.04% | +7.44% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | — | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | WMT | Walmart Inc | — | NEW | New buy |
| 4 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 7 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 14 | CVX | Chevron CORP | — | NEW | New buy |
| 15 | EMR | Emerson Electric Co | — | NEW | New buy |
| 16 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | KO | Coca-cola Co/the | — | NEW | New buy |
| 20 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 22 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 23 | SYK | Stryker CORP | — | NEW | New buy |
| 24 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 25 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 26 | BAC | Bank Of America CORP | — | NEW | New buy |
| 27 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 28 | HON | Honeywell International Inc | — | NEW | New buy |
| 29 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 33 | SYY | Sysco CORP | — | NEW | New buy |
| 34 | RTX | Rtx CORP | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 38 | ITW | Illinois Tool Works | — | NEW | New buy |
| 39 | FSFG | First Savings Financial Grp | — | NEW | New buy |
| 40 | MMM | 3m Co | — | NEW | New buy |
| 41 | FTEC | Fidelity Msci Info Tech Indx | — | NEW | New buy |
| 42 | DUK | Duke Energy CORP | — | NEW | New buy |
| 43 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 44 | BA | Boeing Co/the | — | NEW | New buy |
| 45 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 48 | PM | Philip Morris International | — | NEW | New buy |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | CL | Colgate-palmolive Co | — | NEW | New buy |
According to official SEC Form 13F filings, Lynch & Associates/in reported a total U.S. public equity portfolio value of $572.5M across 118 disclosed positions in Q1 2025.
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 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $39.2M
During Q1 2025, Lynch & Associates/in's top holdings by market value included MSFT (8.5%)、IVV (4.1%)、WMT (3.9%). The largest single position, MSFT, represented 8.5% of total portfolio value.
In Q1 2025, Lynch & Associates/in made 50 total portfolio adjustments, initiating 50 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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