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CIK: 0001108965
Total reported value
$572.5M
$572.5M
125 檔
22.2%
In Q2 2025, Lynch & Associates/in's U.S. equity holdings reached a combined market value of $572.5M, distributed across 125 disclosed stock positions.
In Q2 2025, Lynch & Associates/in displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.41% | -0.48% | -0.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.30% | +0.20% | +1.45% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.86% | -0.65% | -3.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.80% | +0.19% | +1.89% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | +0.10% | -2.05% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.83% | -0.14% | -0.38% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.80% | +0.14% | -0.23% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.77% | -0.13% | +0.80% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.74% | +0.19% | +1.04% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.66% | -3.85% | EXIT | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.09% | +0.83% | +0.58% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.05% | +0.02% | -0.54% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.97% | -0.39% | +0.19% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.13% | +0.38% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.61% | -0.20% | +5.68% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.59% | +0.05% | +1.94% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.55% | +0.09% | +0.72% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.53% | -1.43% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.47% | -0.40% | -0.04% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.43% | -0.02% | +0.09% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.42% | -0.14% | -0.48% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.42% | — | -1.19% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | +0.09% | +0.94% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.32% | +12.79% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -1.11% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.04% | +1.46% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | +0.10% | +0.47% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.29% | -0.40% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.13% | -0.16% | -0.06% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.12% | +0.37% | -1.38% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.09% | +0.05% | -1.44% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.04% | +5.15% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.13% | +0.44% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.97% | +0.21% | +4.08% | |
| 35 | COF | Capital One Financial CORP | Stock-Financials | 0.95% | +0.01% | — | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 0.91% | +0.05% | -0.43% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.13% | -1.62% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.84% | — | +3.48% | |
| 39 | ✓ | Stock-Other | 0.83% | -0.13% | -0.33% | ||
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.02% | +3.41% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.81% | +0.02% | +1.32% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.08% | — | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.80% | -0.04% | -0.07% | |
| 44 | FSFG | First Savings Financial Grp | Stock-Other | 0.77% | — | -0.00% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | -0.07% | +2.57% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.64% | +0.08% | +1.30% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | — | -2.13% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.02% | +2.81% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | +0.04% | +4.02% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.52% | +0.07% | +3.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -0.58% | Trim |
| 2 | COF | Capital One Financial CORP | +1% | NEW | New buy |
| 3 | IBM | Intl Business Machines CORP | +0.3% | -0.23% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.05% | Trim |
| 5 | EMR | Emerson Electric Co | +0.2% | -0.54% | Trim |
| 6 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.45% | Add |
| 8 | CTAS | Cintas CORP | +0.2% | NEW | New buy |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +4.08% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +17.75% | Add |
| 11 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 12 | BA | Boeing Co/the | +0.1% | +3.48% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.15% | Add |
| 14 | GIB | Cgi Inc | +0.1% | NEW | New buy |
| 15 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.58% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +22.68% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.94% | Add |
| 20 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +26.13% | Add |
| 21 | TXN | Texas Instruments Inc | +0.1% | -1.38% | Trim |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +20.51% | Add |
| 23 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.72% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.40% | Trim |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -1.08% | Trim |
| 26 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +26.90% | Add |
| 27 | HON | Honeywell International Inc | 0% | +0.55% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +4.02% | Add |
| 29 | FIDU | Fidelity Msci Indust Indx | 0% | +5.20% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.89% | Add |
| 31 | RTX | Rtx CORP | 0% | +0.44% | Add |
| 32 | PM | Philip Morris International | 0% | -2.13% | Trim |
| 33 | WMT | Walmart Inc | 0% | -3.30% | Trim |
| 34 | ABT | Abbott Laboratories | 0% | +5.68% | Add |
| 35 | LLY | Eli Lilly & Co | 0% | +12.79% | Add |
| 36 | SYK | Stryker CORP | 0% | -0.48% | Trim |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.94% | Add |
| 38 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 39 | UPS | United Parcel Service-cl B | -0.2% | -1.44% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.46% | Add |
| 41 | DOW | Dow Inc | -0.2% | -30.96% | Trim |
| 42 | MCD | Mcdonald's CORP | -0.3% | +0.19% | Add |
| 43 | AAPL | Apple Inc | -0.3% | +0.38% | Add |
| 44 | MRK | Merck & Co. Inc. | -0.3% | -1.19% | Trim |
| 45 | CVX | Chevron CORP | -0.4% | -1.43% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.4% | +1.91% | Add |
| 47 | PG | Procter & Gamble Co/the | -0.4% | -0.38% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.4% | +0.80% | Add |
| 49 | ABBV | Abbvie Inc | -0.6% | +1.04% | Add |
| 50 | DFSEUR | Discover Financial Services | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Lynch & Associates/in reported a total U.S. public equity portfolio value of $572.5M across 125 disclosed positions in Q2 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 22.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $4.7M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.6M
During Q2 2025, Lynch & Associates/in's top holdings by market value included MSFT (10.4%)、IVV (4.3%)、WMT (3.9%). The largest single position, MSFT, represented 10.4% of total portfolio value.
In Q2 2025, Lynch & Associates/in made 49 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 2 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.
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