← Every investor
Lynch & Associates/In Portfolio
$698.9M across 128 positions as of 2026-09-30, with 35% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $51.2M | 7.3% | 99,769 |
| IVViShares Core S&P 500 ETF | $25M | 3.6% | 32,707 |
| CGGRCapital Group Growth ETF | $23M | 3.3% | 485,392 |
| IJHiShares Core S&P Mid-Cap ETF | $22.9M | 3.3% | 318,215 |
| JNJJohnson & Johnson | $22.7M | 3.2% | 85,559 |
| FIDELITY ENHANCED MID CAP ETF | $21.2M | 3.0% | 524,558 |
| CGUSCapital Group Core Equity ETF | $19.9M | 2.9% | 448,311 |
| XOMExxonmobil Holdings Corp | $19.3M | 2.8% | 118,703 |
| CGDVCapital Group Dividend Value ETF | $18.5M | 2.7% | 379,350 |
| WMTWalmart Inc | $17.9M | 2.6% | 172,443 |
| ABBVAbbVie Inc | $17.9M | 2.6% | 68,439 |
| JPMJPMorgan Chase & Co | $17.2M | 2.5% | 52,028 |
| AAPLApple Inc | $16.5M | 2.4% | 49,515 |
| CSCOCisco Systems Inc | $15.5M | 2.2% | 144,199 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $14.1M | 2.0% | 179,612 |
| MRKMerck & Co Inc | $13.6M | 1.9% | 93,496 |
| FENIFidelity Enhanced International ETF | $13M | 1.9% | 325,873 |
| FIDELITY ENHANCED LARGE CAP VA | $12.4M | 1.8% | 300,777 |
| PGProcter & Gamble Co | $12.4M | 1.8% | 85,649 |
| EMREmerson Electric Co | $11.1M | 1.6% | 71,781 |
| CVXChevron Corp | $10.8M | 1.5% | 52,716 |
| GOOGLAlphabet Inc | $10.7M | 1.5% | 31,110 |
| SPDR PORTFOLIO S&P 500 VALUE E | $10.4M | 1.5% | 170,605 |
| LLYEli Lilly and Co | $10.1M | 1.4% | 8,738 |
| IBMInternational Business Machines Corp | $10M | 1.4% | 45,527 |
| FIDELITY ENHANCED SMALL CAP ET | $9.8M | 1.4% | 218,835 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $9.5M | 1.4% | 56,963 |
| KOCoca-Cola Co | $8.2M | 1.2% | 95,291 |
| IJRiShares Core S&P Small-Cap ETF | $8M | 1.1% | 58,822 |
| MCDMcDonald's Corp | $7.8M | 1.1% | 33,591 |
| LMTLockheed Martin Corp | $7.7M | 1.1% | 15,208 |
| BACBank of America Corp | $7.7M | 1.1% | 140,881 |
| TXNTexas Instruments Inc | $6.8M | 1.0% | 24,163 |
| FTECFIDELITY MCSI INFORMATION TECH | $6.8M | 1.0% | 22,540 |
| RTXRTX Corp | $6.6M | 0.9% | 35,742 |
| BRK.BBerkshire Hathaway Inc | $6.5M | 0.9% | 13,095 |
| SCHDSchwab US Dividend Equity ETF | $6M | 0.9% | 184,645 |
| FIRST TRUST EXCHANGE-TRADED FD | $5.2M | 0.7% | 55,453 |
| FIRST MERCHANTS CORP | $5.2M | 0.7% | 130,000 |
| DIMENSIONAL US SMALL CAP ETF | $5M | 0.7% | 64,171 |
| ABTAbbott Laboratories | $4.8M | 0.7% | 48,958 |
| NEENextera Energy Inc | $4.8M | 0.7% | 62,908 |
| SYKStryker Corp | $4.7M | 0.7% | 17,139 |
| LOWLowe's Companies Inc | $4.7M | 0.7% | 25,372 |
| UPSUnited Parcel Service Inc | $4.7M | 0.7% | 49,993 |
| AMZNAmazon.com Inc | $4.7M | 0.7% | 18,720 |
| TJXTJX Companies Inc | $4.6M | 0.7% | 35,070 |
| COFCapital One Financial Corp | $4.6M | 0.7% | 23,949 |
| SYYSysco Corp | $4.5M | 0.6% | 57,901 |
| USBUS Bancorp | $4.4M | 0.6% | 76,577 |
| VXUSVanguard Total International Stock ETF | $4.3M | 0.6% | 50,426 |
| MMM3M Co | $4.2M | 0.6% | 25,407 |
| ITWIllinois Tool Works Inc | $4.2M | 0.6% | 16,171 |
| XLKState Street Technology Select Sector SPDR ETF | $3.9M | 0.6% | 20,102 |
| BABoeing Co | $3.8M | 0.5% | 20,225 |
| DUKDuke Energy Corp | $3.5M | 0.5% | 30,631 |
| FHLCFIDELITY MSCI HEALTHCARE INDEX | $3.4M | 0.5% | 41,245 |
| FIDELITY MSCI FINANCIALS INDEX | $3.2M | 0.5% | 42,543 |
| PMPhilip Morris International Inc | $3M | 0.4% | 15,532 |
| DISWalt Disney Co | $3M | 0.4% | 28,230 |
| VVisa Inc | $2.9M | 0.4% | 7,948 |
| METAMeta Platforms Inc | $2.8M | 0.4% | 3,836 |
| AMGNAmgen Inc | $2.7M | 0.4% | 6,502 |
| HONHoneywell International Inc | $2.7M | 0.4% | 12,713 |
| PFEPfizer Inc | $2.6M | 0.4% | 92,135 |
| TOTALENERGIES | $2.5M | 0.4% | 29,328 |
| CVSCVS Health Corp | $2.4M | 0.3% | 28,426 |
| FIDELITY MSCI INDUSTRIALS INDE | $2.4M | 0.3% | 26,761 |
| NVDANVIDIA Corp | $2.1M | 0.3% | 9,332 |
| FDISFidelity MSCI Consumer Discretionary Index ETF | $2.1M | 0.3% | 22,163 |
| HDHome Depot Inc | $2.1M | 0.3% | 7,349 |
| FIDELITY MCSI ENERGY INDEX | $2.1M | 0.3% | 61,122 |
| FCOMFidelity MSCI Communication Services Index ETF | $2M | 0.3% | 27,654 |
| MOAltria Group Inc | $1.9M | 0.3% | 28,921 |
| UNPUnion Pacific Corp | $1.9M | 0.3% | 7,103 |
| FIDELITY MSCI CONSUMER STAPLES | $1.9M | 0.3% | 37,963 |
| HONAHoneywell Aerospace Inc | $1.9M | 0.3% | 12,131 |
| SHWSherwin-Williams Co | $1.8M | 0.3% | 5,661 |
| CLColgate-Palmolive Co | $1.8M | 0.3% | 21,114 |
| AVGOBroadcom Inc | $1.8M | 0.3% | 5,048 |
| VZVerizon Communications Inc | $1.6M | 0.2% | 34,389 |
| MEDTRONIC PLC | $1.5M | 0.2% | 16,806 |
| BMYBristol-Myers Squibb Co | $1.3M | 0.2% | 20,455 |
| MDYSPDR MidCap Trust Series I | $1.1M | 0.2% | 1,740 |
| KMBKimberly-Clark Corp | $1.1M | 0.2% | 11,566 |
| CICigna Group | $1.1M | 0.2% | 4,035 |
| NB BANCORP | $1.1M | 0.2% | 48,584 |
| XLIState Street Industrial Select Sector SPDR ETF | $1.1M | 0.2% | 6,375 |
| GEGeneral Electric Co | $989.3K | 0.1% | 3,168 |
| FUTYFidelity MSCI Utilities Index ETF | $878.1K | 0.1% | 17,200 |
| XLFState Street Financial Select Sector SPDR ETF | $819.7K | 0.1% | 15,350 |
| IWMiShares Russell 2000 Index Fund | $725.3K | 0.1% | 2,610 |
| WMWaste Management Inc | $696.4K | 0.1% | 3,415 |
| FMATFidelity MSCI Materials Index ETF | $692.1K | 0.1% | 12,417 |
| EASTERN BANKSHARES | $669.8K | 0.1% | 32,000 |
| XLVState Street Health Care Select Sector SPDR ETF | $627.4K | 0.1% | 3,725 |
| IVEiShares S&P 500 Value ETF | $622.1K | 0.1% | 2,725 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $614.5K | 0.1% | 5,646 |
| INTCIntel Corp | $596.5K | 0.1% | 4,961 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $587.5K | 0.1% | 11,114 |
| WFCWells Fargo & Co | $573K | 0.1% | 7,158 |
| VTIVanguard Total Stock Market ETF | $545.9K | 0.1% | 1,459 |
| GISGeneral Mills Inc | $542.4K | 0.1% | 16,865 |
| GEVGE Vernova Inc | $499K | 0.1% | 525 |
| CHUBB LIMITED | $481.7K | 0.1% | 1,481 |
| CATCaterpillar Inc | $452.4K | 0.1% | 558 |
| TSLATesla Inc | $434.6K | 0.1% | 1,225 |
| SPYState Street SPDR S&P 500 ETF Trust | $421.7K | 0.1% | 553 |
| ORCLOracle Corp | $420.7K | 0.1% | 3,064 |
| RFRegions Financial Corp | $404K | 0.1% | 15,031 |
| CSXCSX Corp | $359.6K | 0.1% | 7,732 |
| KEYKeyCorp | $340.7K | 0.0% | 16,975 |
| SNDKSandisk Corp | $337.5K | 0.0% | 194 |
| APHAmphenol Corp | $337.2K | 0.0% | 4,000 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $318.4K | 0.0% | 3,950 |
| COSTCostco Wholesale Corp | $313.6K | 0.0% | 345 |
| CGI GROUP CL A | $307.9K | 0.0% | 4,526 |
| VOOVVanguard S&P 500 Value ETF | $282K | 0.0% | 1,280 |
| MPCMarathon Petroleum Corp | $276.8K | 0.0% | 700 |
| LNTAlliant Energy Corp | $234.6K | 0.0% | 3,706 |
| HBANHuntington Bancshares Inc | $232.7K | 0.0% | 15,250 |
| MUMicron Technology Inc | $231.1K | 0.0% | 217 |
| AVIDIA BANCORP | $214.5K | 0.0% | 9,930 |
| ADPAutomatic Data Processing Inc | $205.2K | 0.0% | 795 |
| DIMENSIONAL US EQUITY ETF | $202.6K | 0.0% | 2,440 |
| BLAQCLOUDS INC | $840 | 0.0% | 30,000 |
| MARIJUANA COMPANY OF AMERICA | $0 | 0.0% | 200,000 |
| FIRST HORIZON NTNL CORP FRAC 1 | $0 | 0.0% | 434,329 |
Quarter ending 2026-09-30.
Follow Lynch & Associates/In by email
Lynch & Associates/In's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.