CIK 1108965
LYNCH & ASSOCIATES/IN
Institutional 13F holdings & portfolio
Holdings
124
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 124
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FHLC | FIDELITY MSCI HEALTHCARE INDEX | 36K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| FMDE | FIDELITY ENHANCED MID CAP ETF | 69K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| PM | PHILIP MORRIS INTERNATIONAL IN | 15K | $1M+ | SH |
| FIDU | FIDELITY MSCI INDUSTRIALS INDE | 26K | $1M+ | SH |
| CVS | CVS CAREMARK CORP | 27K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| TTE | TOTALENERGIES | 31K | $1M+ | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRET | 19K | $1M+ | SH |
| SHW | SHERWIN-WILLIAMS CORP | 6K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | 42K | $1M+ | SH |
| FCOM | FIDELITY MSCI TELECOMMUNICATIO | 25K | $1M+ | SH |
| PFE | PFIZER INC | 71K | $1M+ | SH |
| UNP | UNION PACIFIC CORP | 7K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 29K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 38K | $1M+ | SH |
| CL | COLGATE-PALMOLIVE CO | 21K | $1M+ | SH |
| FSTA | FIDELITY MSCI CONSUMER STAPLES | 31K | $1M+ | SH |
| FENI | FIDELITY ENHANCED INTERNATIONA | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| FENY | FIDELITY MCSI ENERGY INDEX | 59K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 15K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 36K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 14K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 34K | $1M+ | SH |
| RDVY | FIRST TRUST EXCHANGE-TRADED FD | 19K | $1M+ | SH |
| NBBK | NB BANCORP | 54K | $1M+ | SH |
| FTCS | FIRST TRUST EXCHANGE-TRADED FD | 12K | $1M+ | SH |
| MDY | SPDR S&P MID CAP 400 ETF | 2K | $1M+ | SH |
| GIS | GENERAL MILLS INC | 22K | $1M+ | SH |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| XLF | FINANCIAL SELECT SECTOR SPDR | 15K | $500K+ | SH |
| CI | CIGNA CORP | 3K | $500K+ | SH |
| FESM | FIDELITY ENHANCED SMALL CAP ET | 22K | $500K+ | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX | 14K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 14K | $500K+ | SH |
| XLY | CONSUMER DISCRETIONARY SELECT | 6K | $500K+ | SH |
| WM | WASTE MANAGEMENT INC | 3K | $500K+ | SH |
| EBC | EASTERN BANKSHARES | 35K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 INDEX | 3K | $500K+ | SH |
| WFC | WELLS FARGO & CO | 7K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| FMAT | FIDELITY MCSI MATERIALS INDEX | 11K | $500K+ | SH |
| IVE | ISHARES S&P 500 VALUE INDEX | 3K | $500K+ | SH |
| XLV | HEALTH CARE SELECT SECTOR SPDR | 4K | $500K+ | SH |
| DFAS | DIMENSIONAL US SMALL CAP ETF | 8K | $500K+ | SH |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL C | 11K | $500K+ | SH |