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CIK: 0001108965
Total reported value
$572.5M
$572.5M
127 檔
21.7%
According to the latest 13F quarterly dataset, Lynch & Associates/in managed an equity portfolio of $572.5M at the end of Q1 2026, spanning 127 distinct U.S. exchange-listed positions.
In Q1 2026, Lynch & Associates/in displayed an active expansion posture, initiating 4 new positions and adding to 62 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.02% | -0.48% | -0.29% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 4.14% | -0.65% | -1.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.20% | +0.26% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.04% | +0.19% | +1.73% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.98% | -0.13% | -1.30% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.85% | -3.85% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | +0.10% | -0.35% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.85% | +0.19% | +0.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.38% | +0.13% | +0.86% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.34% | -0.14% | -0.73% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.17% | +0.83% | -0.95% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.11% | — | +0.52% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.10% | +0.14% | -1.32% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.07% | -0.53% | +1.21% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.00% | -0.39% | +0.72% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.79% | +0.02% | -1.21% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.40% | -0.70% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.71% | +0.05% | +2.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.29% | +0.52% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.55% | +0.09% | +1.81% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.51% | +0.32% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.10% | +2.39% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.38% | -0.02% | -0.89% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.32% | +0.09% | +0.46% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.31% | -0.13% | -0.39% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.04% | -0.53% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.16% | +2.19% | |
| 28 | ✓ | Stock-Other | 1.11% | -0.13% | +3.30% | ||
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.11% | — | — | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -1.11% | EXIT | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.09% | -0.14% | -0.61% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.13% | -0.77% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.20% | -5.02% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | -0.02% | +3.32% | |
| 35 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.95% | +0.21% | +2.51% | |
| 36 | FRME | First Merchants CORP | Stock-Other | 0.95% | +0.04% | — | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | +0.05% | +15.79% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.37% | +11.94% | |
| 39 | COF | Capital One Financial CORP | Stock-Financials | 0.80% | +0.01% | -0.79% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.80% | -0.04% | -1.72% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.77% | +0.05% | +0.34% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.77% | — | +0.72% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.07% | +0.11% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.73% | +0.08% | +1.41% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.04% | -2.76% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | +0.04% | +15.04% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.68% | +0.02% | -1.06% | |
| 48 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.62% | +0.10% | +33.51% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.08% | +1.47% | |
| 50 | TTE | TotalEnergies SE | Stock-Other | 0.52% | -0.11% | -2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | -1.39% | Trim |
| 2 | CVX | Chevron CORP | +0.6% | +1.21% | Add |
| 3 | JNJ | Johnson & Johnson | +0.5% | -1.30% | Trim |
| 4 | WMT | Walmart Inc | +0.3% | -1.94% | Trim |
| 5 | LMT | Lockheed Martin CORP | +0.3% | -0.70% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +0.52% | Add |
| 7 | TXN | Texas Instruments Inc | +0.2% | +11.94% | Add |
| 8 | ✓ | +0.2% | +3.30% | Add | |
| 9 | FMDE | Fidelity Enhanced Mid Cap Co | +0.2% | +33.51% | Add |
| 10 | TTE | TotalEnergies SE | +0.1% | -2.35% | Trim |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.73% | Add |
| 12 | CGGR | Cap Group Growth Equity | +0.1% | +56.69% | Add |
| 13 | PFE | Pfizer Inc | +0.1% | +23.69% | Add |
| 14 | HON | Honeywell International Inc | +0.1% | -2.14% | Trim |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.32% | Add |
| 16 | CGDV | Cap Group Dividend Value | +0.1% | +41.17% | Add |
| 17 | UPS | United Parcel Service-cl B | +0.1% | +15.79% | Add |
| 18 | CGUS | Cap Group Core Equity | +0.1% | +46.47% | Add |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +15.04% | Add |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +35.66% | Add |
| 21 | FENY | Fidelity Msci Energy Index | +0.1% | +0.07% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | -0.89% | Trim |
| 23 | RDVY | First Trust Rising Dividend | +0.1% | +34.73% | Add |
| 24 | DUK | Duke Energy CORP | +0.1% | +0.11% | Add |
| 25 | FESM | Fidelity Enhanced Small Cap | +0.1% | +50.10% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.39% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +1.37% | Add |
| 28 | RTX | Rtx CORP | +0.1% | -0.39% | Trim |
| 29 | FTCS | First Trust Capital Strength | +0.1% | +28.33% | Add |
| 30 | MO | Altria Group Inc | 0% | -0.97% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | 0% | +15.25% | Add |
| 32 | MCD | Mcdonald's CORP | 0% | +0.72% | Add |
| 33 | DFAS | Dimensional US Small Cap ETF | 0% | +31.40% | Add |
| 34 | AMGN | Amgen Inc | 0% | +1.75% | Add |
| 35 | CL | Colgate-palmolive Co | 0% | +2.98% | Add |
| 36 | ITW | Illinois Tool Works | 0% | -1.72% | Trim |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.47% | Add |
| 38 | TJX | Tjx Companies Inc | 0% | -0.77% | Trim |
| 39 | CI | THE Cigna Group | 0% | +20.06% | Add |
| 40 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 41 | FUTY | Fidelity Msci US Utilities | 0% | +5.33% | Add |
| 42 | PM | Philip Morris International | 0% | +0.89% | Add |
| 43 | AVGO | Broadcom Inc | 0% | +20.50% | Add |
| 44 | UNP | Union Pacific CORP | 0% | +0.42% | Add |
| 45 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 46 | WM | Waste Management Inc | 0% | +5.85% | Add |
| 47 | FMAT | Fidelity Msci Materials Indx | 0% | +1.23% | Add |
| 48 | NBBK | Nb Bancorp Inc | 0% | -1.84% | Trim |
| 49 | AVBC | Avidia Bancorp Inc | 0% | — | Unchanged |
| 50 | EBC | Eastern Bankshares Inc | 0% | — | Unchanged |
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 Q1 2026.
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, WMT, IVV) accounted for 21.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
FRME
市值: $5.0M
Top Position Liquidated / Trimmed
FSFG
前期市值: $4.9M
During Q1 2026, Lynch & Associates/in's top holdings by market value included MSFT (7.0%)、WMT (4.1%)、IVV (4.1%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q1 2026, Lynch & Associates/in made 105 total portfolio adjustments, initiating 4 new buys, adding to 62 positions, trimming 37 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.
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.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.