Lynch & Associates/In Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Lynch & Associates/In disclosed 127 stock positions valued at approximately $572.51M as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, ISHARES CORE S&P 500 INDEX, and ISHARES CORE S&P MIDCAP 400 IN.
- Report Period
- June 30, 2026
- No. of Stocks
- 127
- Portfolio Value
- $572.51M
Holdings by Sector
Lynch & Associates/In Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.54% | 100,370 | -670 | -0.66% | $37,440,036 |
| ISHARES CORE S&P 500 INDEX | IVV | Other | 4.30% | 32,887 | -521 | -1.56% | $24,629,001 |
| ISHARES CORE S&P MIDCAP 400 IN | IJH | Other | 4.23% | 313,704 | -4,861 | -1.53% | $24,189,751 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.85% | 86,700 | -55 | -0.06% | $22,019,217 |
| WAL-MART STORES INC | WMT | Consumer Defensive | 3.49% | 176,203 | -1,325 | -0.75% | $19,956,745 |
| ABBVIE INC | ABBV | Healthcare | 3.04% | 69,077 | -764 | -1.09% | $17,382,613 |
| J P MORGAN CHASE & CO | JPM | Financial Services | 3.00% | 52,403 | -47 | -0.09% | $17,153,071 |
| CISCO SYSTEMS INC | CSCO | Technology | 3.00% | 145,993 | -2,799 | -1.88% | $17,148,391 |
| EXXON MOBIL HOLDINGS CORP | XOM | Other | 2.85% | 119,507 | -1,275 | -1.06% | $16,338,981 |
| APPLE INC | AAPL | Technology | 2.51% | 49,640 | -294 | -0.59% | $14,363,758 |
| INTL BUS MACHINES CORP | IBM | Technology | 2.24% | 45,647 | -528 | -1.14% | $12,836,438 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2.20% | 85,971 | -406 | -0.47% | $12,606,722 |
| MERCK & CO INC | MRK | Healthcare | 2.11% | 93,866 | +428 | +0.46% | $12,061,801 |
| ALPHABET INC (GOOGLE) | GOOGL | Communication Services | 1.94% | 31,130 | +557 | +1.82% | $11,124,961 |
| ELI LILLY & CO | LLY | Healthcare | 1.83% | 8,738 | - | - | $10,480,619 |
| EMERSON ELEC CO | EMR | Industrials | 1.81% | 72,473 | -348 | -0.48% | $10,374,485 |
| SPDR PORTFOLIO S&P 500 VALUE E | SPYV | Other | 1.76% | 166,194 | +4,906 | +3.04% | $10,102,927 |
| ISHARES CORE S&P TOTAL US STOC | ITOT | Other | 1.64% | 57,012 | -872 | -1.51% | $9,365,337 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.61% | 34,126 | -166 | -0.48% | $9,224,633 |
| CHEVRON CORP | CVX | Energy | 1.54% | 53,183 | +10 | +0.02% | $8,815,686 |
| ISHARES S&P SMALLCAP 600 INDEX | IJR | Other | 1.52% | 58,811 | -1,987 | -3.27% | $8,722,185 |
| BANK OF AMERICA CORP | BAC | Financial Services | 1.41% | 142,080 | -2,479 | -1.71% | $8,095,717 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.36% | 15,282 | -241 | -1.55% | $7,785,524 |
| COCA-COLA CO | KO | Consumer Defensive | 1.36% | 95,716 | -587 | -0.61% | $7,778,853 |
| TEXAS INSTRUMENTS INC | TXN | Technology | 1.26% | 24,155 | -160 | -0.66% | $7,199,881 |
| RTX CORPORATION | RTX | Industrials | 1.18% | 35,729 | -312 | -0.87% | $6,778,815 |
| FIDELITY MCSI INFORMATION TECH | FTEC | Other | 1.16% | 23,195 | -1,076 | -4.43% | $6,624,028 |
| BERKSHIRE HATHAWAY INC CL B | BRK-B | Financial Services | 1.13% | 12,920 | -92 | -0.71% | $6,464,814 |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 1.01% | 26,270 | -1 | -0.00% | $5,792,177 |
| FIRST MERCHANTS CORP | FRME | Financial Services | 0.99% | 130,000 | - | - | $5,679,700 |
Showing 30 of 127 holdings in the latest reporting period.