Lynch & Associates holds a diversified book of 129 reported positions worth $572.5M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Lynch & Associates's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
74% mapped to company sectors
+4 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lynch & Associates
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 51 / 80 | $1.0B |
| New World Advisors LLC | 39 / 80 | $534.3M |
| Independent Investors Inc | 32 / 80 | $441.1M |
| Hoey Investments, Inc | 52 / 80 | $605.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $360.0M |
| Skandinaviska Enskilda Banken AB (publ) | 15 / 80 | $2.1B |
| Ardent Capital Management, Inc. | 20 / 80 | $179.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Lynch & Associates: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 129 | $572.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 126 | $532.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 124 | $528.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 127 | $517.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 125 | $496.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 118 | $462.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 10d | 116 | $460.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 120 | $473.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.