Portfolio (Quarterly) Guide ↗

LYNCH & ASSOCIATES/IN

· CIK 0001108965

13F Portfolio $532.6B AUM 126 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 54 Added 31 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	FIRST SVGS FINL GROUP INC	—	152,500	$4.9M	0.92%	SOLD
2	DFUS	DIMENSIONAL US EQUITY ETF	—	2,907	$216K	0.04%	SOLD

Sector Allocation

Technology 20.5%

Healthcare 19.2%

Consumer Defensive 13.6%

Industrials 13.3%

Financial Services 10.9%

Energy 7.9%

Consumer Cyclical 7.3%

Communication Services 3.9%

Utilities 2.7%

Basic Materials 0.5%