Lynch & Associates/In Portfolio Changes Q2 2026: Strategic Shifts in Tech and Mid-Cap Focus

For the period ending June 30th, 2026 (Q2), Lynch & Associates/In managed a substantial portfolio valued at $541.9 million.

The investment firm demonstrated active management by altering its positions in several key holdings during this quarter:

Prominent Purchases Observed

Lynch & Associates/In significantly increased exposure to exchange-traded funds (ETFs) and specific sectors, reflecting a strategic allocation shift.

• They made a major purchase of FIDELITY ENHANCED LARGE CAP VA ETF (Lynch & Associates/In) which added 33,092 shares. This ETF allocation increased to 0.23% of the total portfolio value.
• The FIDELITY ENHANCED MID CAP ETF (Lynch & Associates/In) saw an increase in shares by 9,008 units (about 9.78%). Its portfolio allocation stands at 0.72%.
• The FIDELITY ENHANCED INTERNATIONAL SMALL CAP ETF (Lynch & Associates/In) experienced a substantial 3,252-share increase (over 10%). Its allocation is now at 0.3%.
• The SPDR Portfolio S&P 500 VALUE ETF (Lynch & Associates/In) allocation grew by 4,906 shares (about 3%). Its portfolio percentage is 1.76%.
• The Capital Group Growth ETF (Lynch & Associates/In) allocation increased by 14,183 shares (over 23.86%). Its portfolio percentage is now 0.61%.
• The Capital Group Core Equity ETF (Lynch & Associates/In) allocation grew by 11,407 shares (over 21.59%). Its portfolio percentage is currently at 0.5%.
• The FIDELITY MSCI CONSUMER STAPLES ETF (Lynch & Associates/In) allocation increased by 5,126 shares (about 8.6%). Its portfolio percentage is now at 0.56%.
• The FIDELITY MSCI FINANCIALS INDEX ETF (Lynch & Associates/In) allocation grew by 4,655 shares (about 12.48%). Its portfolio percentage is currently at 0.56%.
• The ISHARES CORE S&P MIDCAP 400 INDEX ETF (Lynch & Associates/In) allocation remained strong at 4.23%.
• The investment firm also added a new position in NORTHEAST CMNTY BANCORP INC (Lynch & Associates/In) with 7,375 shares.
• Furthermore, they increased their stake in PFIZER INC (Lynch & Associates/In). This position saw a significant addition of 3,717 shares.
• They also purchased FIRST TRUST EXCHANGE-TRADED FUND (Lynch & Associates/In) FTCS and RDVY, adding 14,892 shares in total across these two funds.
• Additionally, they increased their position in CAPITAL GROUP DIVIDEND VALUE ETF (Lynch & Associates/In) CGDV by 5,126 shares.

Notable Reductions in Holdings

In contrast to the significant additions, Lynch & Associates/In also reduced its positions in several established holdings during Q2:

• The allocation for MICROSOFT CORP (Lynch & Associates/In) decreased by 0.66 percentage points, corresponding to a reduction of just over 670 shares.
• The allocation for ISHARES CORE S&P MIDCAP 400 INDEX (Lynch & Associates/In) IJH decreased by 1.53%, equivalent to about 4,861 shares.
• The allocation for CISCO SYSTEMS INC (Lynch & Associates/In) CSCO decreased by 0.3 percentage points, equivalent to about 2,799 shares.
• The allocation for J P MORGAN CHASE & CO (Lynch & Associates/In) JPM decreased by 0.19 percentage points, equivalent to about 47 shares.
• The allocation for INTERNATIONAL BUSINESS MACHINES CORP (Lynch & Associates/In) IBM decreased by 0.14 percentage points, equivalent to about 528 shares.
• The allocation for APPLE INC (Lynch & Associates/In) AAPL decreased by 0.19 percentage points, equivalent to about 294 shares.
• The allocation for INTEL CORP (Lynch & Associates/In) INTL decreased by 0.53 percentage points, equivalent to about 2,796 shares.
• The allocation for FIRST TRUST EXCHANGE-TRADED FUND (Lynch & Associates/In) FTCS decreased by 0.23 percentage points, equivalent to about 14,892 shares.
• The allocation for JABIL INC (Lynch & Associates/In) JBL decreased by 0.36 percentage points, equivalent to about 154 shares.
• The allocation for ABBVIE INC (Lynch & Associates/In) ABBV decreased by 0.29 percentage points, equivalent to about 764 shares.
• The allocation for WAL-MART STORES INC (Lynch & Associates/In) WMT decreased by 0.38 percentage points, equivalent to about 1,325 shares.
• The allocation for JOHNSON & JOHNSON (Lynch & Associates/In) JNJ decreased by 0.18 percentage points, equivalent to about 55 shares.

Strategic Implications and Portfolio Insights

The overall portfolio held a total value of $541.9 million as of June 30th.

• Lynch & Associates/In maintains a diversified holding count, currently standing at 119 positions.
• The top five holdings by weight now account for approximately 22.4% of the portfolio value.
• Sector-wise, Technology remains a significant component with an allocation of 17.42%, Healthcare follows closely at 15.03%, Financial Services is allocated 9.89%, Consumer Defensive accounts for 9.97%, and Industrials make up another 8.93%.
• Other sectors include Communication Services (3.24%), Consumer Cyclical (5.11%), Energy (1.63%), Utilities (0.9%), and a substantial allocation to "Unknown" sector ETFs totaling $149 million, or 27.53%, which includes the FELV fund.

The observed buying activity primarily occurred in Q2 2026, while selling was more concentrated earlier periods as indicated by the data provided.