Lynch & Associates holds a diversified book of 129 stocks worth $572.5M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Holdings Corp and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1108965/holdings"
Use Arkolith to show LYNCH & ASSOCIATES/IN's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $37.4M | 100.4K | 6.5% | ▼−0.7% Reduced · −670 sh | |
| 2 | Ishares Core S&P 500 Index ETF | $24.6M | 32.9K | 4.3% | ▼−1.6% Reduced · −521 sh | |
| 3 | Ishares Core S&P Midcap 400 In ETF | $24.2M | 313.7K | 4.2% | ▼−1.5% Reduced · −5K sh | |
| 4 | Johnson & Johnson COM | $22.0M | 86.7K | 3.8% | ▼−0.1% Reduced · −55 sh | |
| 5 | Wal-Mart Stores Inc COM | $20.0M | 176.2K | 3.5% | ▼−0.7% Reduced · −1K sh | |
| 6 | Abbvie Inc COM | $17.4M | 69.1K | 3.0% | ▼−1.1% Reduced · −764 sh | |
| 7 | J P Morgan Chase & Co COM | $17.2M | 52.4K | 3.0% | ▼−0.1% Reduced · −47 sh | |
| 8 | Cisco Systems Inc COM | $17.1M | 146.0K | 3.0% | ▼−1.9% Reduced · −3K sh | |
| 9 | Exxon Mobil Holdings Corp COM | $16.3M | 119.5K | 2.9% | ▲New New position | |
| 10 | Apple Inc COM | $14.4M | 49.6K | 2.5% | ▼−0.6% Reduced · −294 sh | |
| 11 | Intl Bus Machines Corp COM | $12.8M | 45.6K | 2.2% | ▼−1.1% Reduced · −528 sh | |
| 12 | Procter & Gamble Co COM | $12.6M | 86.0K | 2.2% | ▼−0.5% Reduced · −406 sh | |
| 13 | Merck & Co Inc COM | $12.1M | 93.9K | 2.1% | ▲+0.5% Added · +428 sh | |
| 14 | Alphabet Inc (Google) COM | $11.1M | 31.1K | 1.9% | ▲+1.8% Added · +557 sh | |
| 15 | Eli Lilly & Co COM | $10.5M | 8.7K | 1.8% | —Held | |
| 16 | Emerson Elec Co COM | $10.4M | 72.5K | 1.8% | ▼−0.5% Reduced · −348 sh | |
| 17 | SPDR Portfolio S&P 500 Value E ETF | $10.1M | 166.2K | 1.8% | ▲+3.0% Added · +5K sh | |
| 18 | Ishares Core S&P Total US Stoc ETF | $9.4M | 57.0K | 1.6% | ▼−1.5% Reduced · −872 sh | |
| 19 | McDonalds Corp COM | $9.2M | 34.1K | 1.6% | ▼−0.5% Reduced · −166 sh | |
| 20 | Chevron Corp COM | $8.8M | 53.2K | 1.5% | ▲~0% Added · +10 sh | |
| 21 | Ishares S&P Smallcap 600 Index ETF | $8.7M | 58.8K | 1.5% | ▼−3.3% Reduced · −2K sh | |
| 22 | Bank Of America Corp COM | $8.1M | 142.1K | 1.4% | ▼−1.7% Reduced · −2K sh | |
| 23 | Lockheed Martin Corp COM | $7.8M | 15.3K | 1.4% | ▼−1.6% Reduced · −241 sh | |
| 24 | Coca-Cola Co COM | $7.8M | 95.7K | 1.4% | ▼−0.6% Reduced · −587 sh | |
| 25 | Texas Instruments Inc COM | $7.2M | 24.2K | 1.3% | ▼−0.7% Reduced · −160 sh | |
| 26 | RTX Corporation COM | $6.8M | 35.7K | 1.2% | ▼−0.9% Reduced · −312 sh | |
| 27 | Fidelity McSi Information Tech ETF | $6.6M | 23.2K | 1.2% | ▼−4.4% Reduced · −1K sh | |
| 28 | Berkshire Hathaway Inc CL B COM | $6.5M | 12.9K | 1.1% | ▼−0.7% Reduced · −92 sh | |
| 29 | Lowes Companies Inc COM | $5.8M | 26.3K | 1.0% | ▼~0% Reduced · −1 sh | |
| 30 | First Merchants Corp COM | $5.7M | 130.0K | 1.0% | —Held | |
| 31 | NextEra Energy Inc COM | $5.6M | 63.8K | 1.0% | ▼−0.1% Reduced · −82 sh | |
| 32 | Stryker Corp COM | $5.4M | 17.3K | 1.0% | ▼−2.2% Reduced · −386 sh | |
| 33 | Schwab Strategic TR US Dividen ETF | $5.4M | 171.4K | 0.9% | ▲+1.9% Added · +3K sh | |
| 34 | United Parcel Service Inc COM | $5.4M | 50.1K | 0.9% | ▲+3.5% Added · +2K sh | |
| 35 | TJX Companies Inc COM | $5.3M | 35.3K | 0.9% | ▼−0.3% Reduced · −115 sh | |
| 36 | Sysco Corp COM | $4.8M | 57.1K | 0.8% | ▼−1.3% Reduced · −727 sh | |
| 37 | U S Bancorp COM | $4.6M | 76.8K | 0.8% | ▲+3.4% Added · +2K sh | |
| 38 | Capital One Financial Corp COM | $4.6M | 23.1K | 0.8% | ▼−0.8% Reduced · −197 sh | |
| 39 | Abbott Laboratories COM | $4.5M | 49.4K | 0.8% | ▼−3.2% Reduced · −2K sh | |
| 40 | Boeing Co COM | $4.4M | 20.3K | 0.8% | ▼−1.0% Reduced · −202 sh | |
| 41 | Amazon Com COM | $4.4M | 18.4K | 0.8% | ▼−0.4% Reduced · −79 sh | |
| 42 | Illinois Tool Works Inc COM | $4.4M | 16.1K | 0.8% | ▼−1.1% Reduced · −182 sh | |
| 43 | Vanguard Total Intl Stock Inde ETF | $4.3M | 50.9K | 0.8% | ▲+2.5% Added · +1K sh | |
| 44 | Fidelity Enhanced Mid Cap ETF ETF | $4.1M | 101.1K | 0.7% | ▲+9.8% Added · +9K sh | |
| 45 | 3M Company COM | $4.0M | 24.8K | 0.7% | ▼−0.7% Reduced · −165 sh | |
| 46 | Duke Energy Corp COM | $4.0M | 31.3K | 0.7% | ▲+1.8% Added · +542 sh | |
| 47 | Technology Select Sector SPDR ETF | $3.8M | 20.1K | 0.7% | ▼−0.6% Reduced · −115 sh | |
| 48 | Capital Group Growth ETF ETF | $3.5M | 73.6K | 0.6% | ▲+24% Added · +14K sh | |
| 49 | Fidelity Msci Financials Index ETF | $3.2M | 42.0K | 0.6% | ▲+12% Added · +5K sh | |
| 50 | Capital Group Dividend Value E ETF | $3.2M | 64.7K | 0.6% | ▲+8.6% Added · +5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 129 | $572.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 126 | $532.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 124 | $528.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 127 | $517.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 125 | $496.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 118 | $462.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 116 | $460.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 120 | $473.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.