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Portfolio (Quarterly) Guide ↗

LYNCH & ASSOCIATES/IN

· CIK 0001108965
13F Portfolio $529M AUM 124 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHW SHERWIN-WILLIAMS CORP Basic Materials 5,689.0 $1.8M 0.35% NEW $324.03 -7.4%
62 CGDV CAPITAL GROUP DIVIDEND VALUE E 42,208.0 $1.8M 0.35% NEW $43.64 +9.3%
63 FCOM FIDELITY MSCI TELECOMMUNICATIO 24,627.0 $1.8M 0.34% NEW $73.28 +1.7%
64 PFE PFIZER INC Healthcare 71,143.0 $1.8M 0.34% NEW $24.90 +1.7%
65 UNP UNION PACIFIC CORP Industrials 7,449.0 $1.7M 0.33% NEW $231.32 +17.0%
66 MO ALTRIA GROUP INC Consumer Defensive 29,375.0 $1.7M 0.32% NEW $57.66 +26.8%
67 CGGR CAPITAL GROUP GROWTH ETF 37,943.0 $1.7M 0.32% NEW $44.47 +2.6%
68 CL COLGATE-PALMOLIVE CO Consumer Defensive 20,664.0 $1.6M 0.31% NEW $79.02 +13.8%
69 FSTA FIDELITY MSCI CONSUMER STAPLES 30,987.0 $1.5M 0.29% NEW $49.19 +10.9%
70 FENI FIDELITY ENHANCED INTERNATIONA 41,217.0 $1.5M 0.28% NEW $36.58 +7.9%
71 NVDA NVIDIA CORPORATION Technology 7,949.0 $1.5M 0.28% NEW $186.49 +20.8%
72 FENY FIDELITY MCSI ENERGY INDEX 59,139.0 $1.5M 0.28% NEW $24.77 +36.1%
73 MDT MEDTRONIC PLC Healthcare 15,197.0 $1.5M 0.28% NEW $96.06 -20.7%
74 CGUS CAPITAL GROUP CORE EQUITY ETF 36,075.0 $1.5M 0.27% NEW $40.23 +7.9%
75 AVGO BROADCOM INC Technology 4,069.0 $1.4M 0.27% NEW $346.10 +21.6%
76 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,600.0 $1.4M 0.26% NEW $100.89 -4.9%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 33,678.0 $1.4M 0.26% NEW $40.73 +13.8%
78 RDVY FIRST TRUST EXCHANGE-TRADED FD 19,265.0 $1.3M 0.25% NEW $69.47 +6.2%
79 NBBK NB BANCORP Financial Services 54,334.0 $1.1M 0.20% NEW $19.82 -3.3%
80 FTCS FIRST TRUST EXCHANGE-TRADED FD 11,545.0 $1.1M 0.20% NEW $92.51 +1.5%
Page 4 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Healthcare 19.0%
Consumer Defensive 13.2%
Industrials 12.6%
Financial Services 10.8%
Consumer Cyclical 7.4%
Energy 5.7%
Communication Services 4.3%
Utilities 2.3%
Basic Materials 0.5%