LYNCH & ASSOCIATES/IN 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA LYNCH & ASSOCIATES/IN | Institutional Filer | ▲ 0.69% | $532.6M | 126 |
Current Portfolio Holdings
Showing all 126 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 101K | $37.4M | 7.02% |
| 2 | WMT | Walmart Inc. | Consumer Defensive | 178K | $22.1M | 4.14% |
| 3 | IVV | ISHARES CORE S&P 500 INDEX | — | 33K | $21.8M | 4.10% |
| 4 | IJH | ISHARES CORE S&P MIDCAP 400 IN | — | 319K | $21.5M | 4.04% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 87K | $21.2M | 3.98% |
| 6 | XOM | Exxon Mobil Corporation | Energy | 121K | $20.5M | 3.85% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 52K | $15.4M | 2.90% |
| 8 | ABBV | AbbVie Inc. | Healthcare | 70K | $15.2M | 2.85% |
| 9 | AAPL | Apple Inc. | Technology | 50K | $12.7M | 2.38% |
| 10 | PG | The Procter & Gamble Company | Consumer Defensive | 86K | $12.5M | 2.34% |
| 11 | CSCO | Cisco Systems, Inc. | Technology | 149K | $11.5M | 2.17% |
| 12 | MRK | Merck & Co., Inc. | Healthcare | 93K | $11.2M | 2.11% |
| 13 | IBM | International Business Machines Corporation | Technology | 46K | $11.2M | 2.10% |
| 14 | CVX | Chevron Corporation | Energy | 53K | $11.0M | 2.07% |
| 15 | MCD | McDonald's Corporation | Consumer Cyclical | 34K | $10.7M | 2.00% |
Showing 1 to 15 of 126 holdings