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CIK: 0001108965
Total reported value
$572.5M
$572.5M
127 檔
23.0%
According to the latest 13F quarterly dataset, Lynch & Associates/in managed an equity portfolio of $572.5M at the end of Q3 2025, spanning 127 distinct U.S. exchange-listed positions.
Lynch & Associates/in executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 1 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.21% | -0.48% | -1.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.20% | -2.48% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.87% | +0.19% | +0.95% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.77% | -0.65% | -3.22% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.28% | +0.10% | -2.07% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.19% | -0.13% | -1.11% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.15% | +0.19% | -3.84% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.60% | -3.85% | EXIT | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.58% | -0.14% | -1.17% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.56% | +0.14% | -0.39% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.13% | +0.72% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.98% | +0.83% | +0.28% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.95% | -0.39% | -0.59% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.90% | +0.02% | -1.84% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.66% | +0.05% | +2.93% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.59% | +0.09% | -0.97% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.56% | -0.53% | +0.16% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.50% | -0.40% | -1.50% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.29% | -1.07% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | — | +1.33% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.44% | +0.09% | -0.34% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.20% | -6.24% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.32% | +0.10% | +3.63% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.14% | +1.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.04% | -1.29% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.32% | -0.30% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.24% | -0.02% | -3.47% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.16% | +0.25% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.09% | -0.13% | +0.10% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.09% | -1.11% | EXIT | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.13% | -0.34% | |
| 32 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.02% | +0.21% | -3.41% | |
| 33 | COF | Capital One Financial CORP | Stock-Financials | 0.95% | +0.01% | +5.04% | |
| 34 | SYY | Sysco CORP | Stock-Consumer Staples | 0.95% | +0.05% | -0.65% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.94% | +0.37% | -0.36% | |
| 36 | FSFG | First Savings Financial Grp | Stock-Other | 0.93% | — | -0.33% | |
| 37 | ✓ | Stock-Other | 0.88% | -0.13% | +0.77% | ||
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | -0.02% | +5.76% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.85% | -0.04% | +4.15% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.04% | -11.61% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.83% | — | +0.66% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.76% | +0.02% | -4.25% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | -0.07% | -0.98% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | +0.05% | -16.06% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.08% | -1.73% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.67% | +0.08% | +2.21% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | +0.04% | +6.93% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.04% | +7.45% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.17% | — | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.53% | +0.07% | +2.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -1.76% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.07% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -2.07% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | -2.48% | Trim |
| 5 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -3.41% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +10.73% | Add |
| 7 | BAC | Bank Of America CORP | +0.2% | -0.34% | Add |
| 8 | RTX | Rtx CORP | +0.1% | +0.10% | Add |
| 9 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +12.41% | Add |
| 10 | BA | Boeing Co/the | +0.1% | +0.66% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -3.52% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.95% | Add |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -0.97% | Trim |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +6.93% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.1% | — | Trim |
| 16 | CGGR | Cap Group Growth Equity | +0.1% | +5.80% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +0.72% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | -1.84% | Trim |
| 19 | FSFG | First Savings Financial Grp | +0.1% | -0.33% | Trim |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +14.33% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.63% | Add |
| 22 | CVS | Cvs Health CORP | +0.1% | +8.46% | Add |
| 23 | CGDV | Cap Group Dividend Value | +0.1% | +6.45% | Add |
| 24 | FIDU | Fidelity Msci Indust Indx | +0.1% | +5.27% | Add |
| 25 | TJX | Tjx Companies Inc | 0% | -0.34% | Trim |
| 26 | USB | US Bancorp | 0% | +2.21% | Add |
| 27 | HD | Home Depot Inc | 0% | +7.45% | Add |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.93% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | -0.39% | Trim |
| 30 | CSCO | Cisco Systems Inc | 0% | +0.28% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -1.11% | Trim |
| 32 | LMT | Lockheed Martin CORP | 0% | -1.50% | Trim |
| 33 | WMT | Walmart Inc | -0.1% | -3.22% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -3.84% | Trim |
| 35 | GIS | General Mills Inc | -0.2% | -22.47% | Trim |
| 36 | CL | Colgate-palmolive Co | -0.2% | -12.09% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.3% | +1.33% | Add |
| 38 | KO | Coca-cola Co/the | -0.3% | -3.47% | Trim |
| 39 | CVX | Chevron CORP | -0.4% | +0.16% | Trim |
| 40 | DOW | Dow Inc | -0.4% | -64.52% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.5% | -2.22% | Trim |
| 42 | UPS | United Parcel Service-cl B | -0.6% | -16.06% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.7% | -1.17% | Trim |
| 44 | COF | Capital One Financial CORP | — | NEW | New buy |
| 45 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | ORCL | Oracle CORP | — | NEW | New buy |
| 48 | WM | Waste Management Inc | — | NEW | New buy |
| 49 | CTAS | Cintas CORP | — | NEW | New buy |
| 50 | GIB | Cgi Inc | — | 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 127 disclosed positions in Q3 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, IJH) accounted for 23.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $4.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.6M
During Q3 2025, Lynch & Associates/in's top holdings by market value included MSFT (10.2%)、IVV (4.3%)、IJH (3.9%). The largest single position, MSFT, represented 10.2% of total portfolio value.
In Q3 2025, Lynch & Associates/in made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 22 holdings, and fully liquidating 1 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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