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CIK: 0001108965
Total reported value
$698.9M
$698.9M
124 檔
18.7%
As reported in its official Q4 2025 Form 13F filing, Lynch & Associates/in's tracked investment portfolio stood at $698.9M with 124 total positions.
Lynch & Associates/in executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 52 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IVV, IJH) accounted for 18.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.27% | +0.78% | -0.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.32% | -0.72% | -0.70% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.91% | -0.95% | +1.87% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.81% | -0.93% | -4.48% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.44% | -0.61% | -1.37% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | -0.54% | -2.24% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.01% | -0.48% | -1.10% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.79% | — | +2.40% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.62% | -0.81% | -0.37% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.15% | +4.60% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.36% | -0.42% | -0.10% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.19% | -0.78% | +0.06% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.97% | -0.50% | +2.58% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.85% | -0.17% | +2.87% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.85% | -0.22% | -1.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | -0.41% | -3.76% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | -0.38% | +2.34% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.69% | -0.27% | +1.60% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.60% | -0.28% | +0.62% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.51% | — | +0.90% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.50% | -0.31% | -0.27% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.43% | -0.25% | +0.75% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | -0.38% | +3.43% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.28% | -0.19% | +0.20% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | -0.09% | -2.69% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.23% | +6.88% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.20% | +0.23% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.18% | -0.27% | -1.71% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.34% | +1.60% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 1.08% | -0.15% | +1.40% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.27% | -2.62% | |
| 32 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.01% | -0.19% | -0.02% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | — | -0.88% | |
| 34 | ✓ | Stock-Other | 0.94% | — | +2.90% | ||
| 35 | FSFG | First Savings Financial Grp | Stock-Other | 0.92% | — | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.09% | -1.12% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.84% | -0.23% | +1.87% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.09% | -4.66% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.80% | -0.18% | -3.11% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.78% | -0.27% | -7.45% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.77% | -0.16% | -1.10% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.76% | -0.10% | -0.04% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.74% | -0.18% | +2.65% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | -0.29% | -18.38% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.19% | -2.21% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | -4.37% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | -0.15% | +1.46% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | -0.11% | +100.00% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.07% | +0.85% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.53% | -0.10% | +0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +2.34% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.4% | +2.87% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.76% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.37% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | +4.60% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +0.06% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +2.40% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +6.88% | Add |
| 9 | COF | Capital One Financial CORP | +0.1% | +1.40% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | +19.80% | Add |
| 11 | MDT | Medtronic plc | +0.1% | +40.36% | Add |
| 12 | USB | US Bancorp | +0.1% | +2.65% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -0.37% | Trim |
| 14 | BAC | Bank Of America CORP | +0.1% | -0.27% | Trim |
| 15 | ✓ | +0.1% | +2.90% | Add | |
| 16 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +17.92% | Add |
| 17 | UPS | United Parcel Service-cl B | +0.1% | -7.45% | Trim |
| 18 | FHLC | Fidelity Msci Health Care | +0.1% | +2.65% | Add |
| 19 | CVS | Cvs Health CORP | +0.1% | +9.94% | Add |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +15.80% | Add |
| 21 | WMT | Walmart Inc | 0% | -4.48% | Trim |
| 22 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.87% | Add |
| 23 | KO | Coca-cola Co/the | 0% | +0.20% | Add |
| 24 | BMY | Bristol-myers Squibb Co | 0% | +23.70% | Add |
| 25 | CGGR | Cap Group Growth Equity | 0% | +14.90% | Add |
| 26 | FESM | Fidelity Enhanced Small Cap | 0% | +32.56% | Add |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.60% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +3.43% | Add |
| 29 | CGDV | Cap Group Dividend Value | 0% | +8.18% | Add |
| 30 | DFAS | Dimensional US Small Cap ETF | 0% | +29.87% | Add |
| 31 | CB | Chubb Limited | 0% | +40.03% | Add |
| 32 | MCD | Mcdonald's CORP | 0% | +2.58% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | -2.62% | Trim |
| 34 | AVGO | Broadcom Inc | 0% | +5.41% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | 0% | +1.46% | Add |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.62% | Add |
| 37 | RDVY | First Trust Rising Dividend | 0% | +5.37% | Add |
| 38 | BA | Boeing Co/the | 0% | +1.87% | Add |
| 39 | CGUS | Cap Group Core Equity | 0% | +5.24% | Add |
| 40 | NVDA | Nvidia CORP | 0% | +6.14% | Add |
| 41 | NBBK | Nb Bancorp Inc | 0% | -3.55% | Trim |
| 42 | FTCS | First Trust Capital Strength | 0% | +9.70% | Add |
| 43 | FSTA | Fidelity Msci Cons Stap Indx | 0% | +5.84% | Add |
| 44 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 45 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 46 | FENY | Fidelity Msci Energy Index | 0% | +2.82% | Add |
| 47 | AVBC | Avidia Bancorp Inc | 0% | — | Unchanged |
| 48 | TSLA | Tesla Inc | 0% | +5.17% | Add |
| 49 | MMM | 3m Co | — | -0.04% | Trim |
| 50 | V | Visa Inc-class A Shares | — | +0.85% | Add |
According to official SEC Form 13F filings, Lynch & Associates/in reported a total U.S. public equity portfolio value of $698.9M across 124 disclosed positions in Q4 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.
Top New Position Initiated
TTE
市值: $2.0M
Top Position Liquidated / Trimmed
TTEN
前期市值: $1.8M
During Q4 2025, Lynch & Associates/in's top holdings by market value included MSFT (9.3%)、IVV (4.3%)、IJH (3.9%). The largest single position, MSFT, represented 9.3% of total portfolio value.
In Q4 2025, Lynch & Associates/in made 112 total portfolio adjustments, initiating 3 new buys, adding to 51 positions, trimming 52 holdings, and fully liquidating 6 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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